@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/log-activity-dialog.js

@@ -0,0 +1,368 @@
+/**
+ * @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 * as Aglyn from "@aglyn/aglyn";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useUser, useUserName } from "@aglyn/tenant-feature-instance";
+import { Button, Dialog, DialogActions, DialogContent, DialogTitle, MenuItem, Stack, TextField } from "@mui/material";
+import { addDoc, collection, deleteField, doc, getCountFromServer, query, updateDoc, where } from "firebase/firestore";
+import { useCallback, useEffect, useState } from "react";
+import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
+import { CrmSitePicker } from "./crm-site-picker.js";
+/** The longest body a single activity stores — a call summary, not a document. */ const BODY_MAX = 4000;
+const OUTCOME_MAX = 200;
+const DURATION_MAX_MINUTES = 24 * 60;
+/**
+ * Epoch millis as the value a `datetime-local` input holds, in the LOCAL
+ * zone — the input has no zone of its own, so an ISO string with a `Z`
+ * would land the call an offset away from when it happened.
+ */ function toLocalInput(ms) {
+    if (!Number.isFinite(ms)) return '';
+    const date = new Date(ms);
+    const pad = (value)=>String(value).padStart(2, '0');
+    return `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` + `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`;
+}
+/** The inverse: a `datetime-local` value parsed as local time, or `null`. */ function fromLocalInput(value) {
+    if (!value) return null;
+    const ms = new Date(value).getTime();
+    return Number.isFinite(ms) ? ms : null;
+}
+/** The kind a new activity opens on when the caller names none. */ const DEFAULT_KIND = 'call';
+const freshDraft = (kind = DEFAULT_KIND)=>({
+        kind,
+        body: '',
+        at: toLocalInput(Date.now()),
+        outcome: '',
+        durationMinutes: ''
+    });
+const draftFrom = (activity)=>{
+    var _activity_body, _activity_outcome;
+    return {
+        kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',
+        body: (_activity_body = activity.body) != null ? _activity_body : '',
+        at: toLocalInput(activity.atMs),
+        outcome: (_activity_outcome = activity.outcome) != null ? _activity_outcome : '',
+        durationMinutes: typeof activity.durationMinutes === 'number' ? String(activity.durationMinutes) : ''
+    };
+};
+/**
+ * Log a call, an email, a meeting, a note or something else against a
+ * record (AGL-2600) — or correct one already logged.
+ *
+ * ## What is written
+ *
+ * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from
+ * `crmScopeTokens`, so it lands in exactly the scope a contact captured on
+ * this site would; `hostId` as provenance; `byUid` and `byName` for the
+ * author, the name denormalized because a colleague reading the log cannot
+ * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,
+ * which the reader picks and which defaults to now; and the timestamps.
+ *
+ * An edit rewrites only the fields the dialog shows. `visibleTo` is never
+ * touched — the rules refuse a scoped member changing it, and widening a
+ * record is an act for an org-wide member on the record itself — and neither
+ * is the author or the link. A kind that stops taking an outcome takes the
+ * outcome and the duration off the document rather than leaving a stale
+ * "left a voicemail" on what is now a note.
+ *
+ * ## Who may write
+ *
+ * The rules admit any member who may write scoped org data, on create and
+ * on update alike; they do not distinguish the author. The card that opens
+ * this dialog for an edit checks the author itself (`useCanEditActivity`),
+ * so what reaches here has already passed the console's verdict.
+ */ export function LogActivityDialog(props) {
+    const { open, onClose, scope, link, activity, kind: presetKind } = props;
+    const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } = scope;
+    const { data: user } = useUser();
+    const authorName = useUserName();
+    const { enqueueSnackbar } = useSnackbar();
+    const [draft, setDraft] = useState(freshDraft);
+    const [saving, setSaving] = useState(false);
+    /*
+   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so
+   * its state survives a close, and "log another call" must start from now
+   * rather than from the last call's timestamp.
+   */ useEffect(()=>{
+        if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind));
+    }, [
+        open,
+        activity,
+        presetKind
+    ]);
+    const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind);
+    const atMs = fromLocalInput(draft.at);
+    const body = draft.body.trim();
+    const duration = draft.durationMinutes.trim() ? Number(draft.durationMinutes) : null;
+    const durationValid = duration === null || Number.isInteger(duration) && duration >= 0 && duration <= DURATION_MAX_MINUTES;
+    const canSave = Boolean(dataScope) && Boolean(user == null ? void 0 : user.uid) && // A NEW activity is stamped with a site's scope and provenance; at the
+    // organization level that is the picked site, and there is nothing to
+    // write until there is one (AGL-2630). An edit never touches either.
+    (Boolean(activity) || Boolean(hostId)) && body.length > 0 && atMs !== null && durationValid && !saving;
+    const handleSave = useCallback(async ()=>{
+        // Every guard the button reads, again — a callback can outlive the
+        // render that disabled it.
+        if (!dataScope || !(user == null ? void 0 : user.uid) || !body || atMs === null || !durationValid) {
+            return;
+        }
+        if (!activity && !hostId) return;
+        setSaving(true);
+        try {
+            const said = {
+                kind: draft.kind,
+                body: body.slice(0, BODY_MAX),
+                atMs
+            };
+            const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : '';
+            const durationMinutes = hasOutcome && duration !== null ? duration : null;
+            if (activity) {
+                await updateDoc(doc(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities, activity.$id), _extends({}, said, {
+                    // Cleared rather than left: a call turned into a note must not
+                    // keep the call's outcome, and Firestore refuses `undefined`.
+                    outcome: outcome ? outcome : deleteField(),
+                    durationMinutes: durationMinutes !== null ? durationMinutes : deleteField(),
+                    updatedAt: new Date()
+                }));
+                enqueueSnackbar('Activity updated', {
+                    variant: 'success',
+                    persist: false
+                });
+            } else {
+                /*
+         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record
+         * this dialog is filing under, before the write — the same count
+         * the automation step and the REST create take, on the same link.
+         * Scoped to the tokens this viewer may list, as every activity
+         * listener is, so the rules admit the aggregate for a scoped
+         * member exactly as they admit the timeline.
+         */ const lead = Aglyn.crmActivityCeilingLink(link);
+                if (lead) {
+                    const logged = (await getCountFromServer(query(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), ...crmVisibleToClause(readTokens), where(lead.field, '==', lead.id)))).data().count;
+                    if (!Aglyn.crmActivityLogHasRoom(logged)) {
+                        enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {
+                            variant: 'warning',
+                            persist: false
+                        });
+                        return;
+                    }
+                }
+                await addDoc(collection(firestore, dataScope[0], dataScope[1], Aglyn.CRM_COLLECTIONS.activities), _extends({}, said, outcome ? {
+                    outcome
+                } : {}, durationMinutes !== null ? {
+                    durationMinutes
+                } : {}, link.contactId ? {
+                    contactId: link.contactId
+                } : {}, link.companyId ? {
+                    companyId: link.companyId
+                } : {}, link.dealId ? {
+                    dealId: link.dealId
+                } : {}, link.leadId ? {
+                    leadId: link.leadId
+                } : {}, {
+                    visibleTo: writeTokens,
+                    hostId,
+                    byUid: user.uid
+                }, authorName ? {
+                    byName: authorName
+                } : {}, {
+                    createdAt: new Date(),
+                    updatedAt: new Date()
+                }));
+                enqueueSnackbar('Activity logged', {
+                    variant: 'success',
+                    persist: false
+                });
+            }
+            onClose();
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar('An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setSaving(false);
+        }
+    }, [
+        dataScope,
+        user,
+        body,
+        atMs,
+        durationValid,
+        draft.kind,
+        draft.outcome,
+        hasOutcome,
+        duration,
+        activity,
+        firestore,
+        enqueueSnackbar,
+        link,
+        readTokens,
+        writeTokens,
+        hostId,
+        authorName,
+        onClose
+    ]);
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: onClose,
+        maxWidth: "sm",
+        fullWidth: true,
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: activity ? 'Edit activity' : 'Log activity'
+            }),
+            /*#__PURE__*/ _jsxs(DialogContent, {
+                sx: {
+                    display: 'flex',
+                    flexDirection: 'column',
+                    gap: 2
+                },
+                children: [
+                    activity ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
+                        hostId: mountedHostId,
+                        disabled: saving,
+                        helperText: "The site this activity is logged from — it decides which of your sites may see it."
+                    }),
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        sx: {
+                            mt: 1
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(TextField, {
+                                select: true,
+                                size: "small",
+                                label: "Kind",
+                                value: draft.kind,
+                                onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                            kind: Aglyn.isCrmActivityKind(event.target.value) ? event.target.value : prev.kind
+                                        })),
+                                sx: {
+                                    minWidth: 140
+                                },
+                                children: Aglyn.CRM_ACTIVITY_KINDS.map((kind)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                        value: kind,
+                                        children: Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]
+                                    }, kind))
+                            }),
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "When",
+                                type: "datetime-local",
+                                value: draft.at,
+                                onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                            at: event.target.value
+                                        })),
+                                error: draft.at.length > 0 && atMs === null,
+                                slotProps: {
+                                    inputLabel: {
+                                        shrink: true
+                                    }
+                                },
+                                sx: {
+                                    flex: 1
+                                }
+                            })
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "What happened",
+                        value: draft.body,
+                        onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                    body: event.target.value
+                                })),
+                        multiline: true,
+                        minRows: 3,
+                        autoFocus: true,
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: BODY_MAX
+                            }
+                        }
+                    }),
+                    hasOutcome ? /*#__PURE__*/ _jsxs(Stack, {
+                        direction: "row",
+                        spacing: 1,
+                        children: [
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "Outcome",
+                                placeholder: "Left a voicemail",
+                                value: draft.outcome,
+                                onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                            outcome: event.target.value
+                                        })),
+                                slotProps: {
+                                    htmlInput: {
+                                        maxLength: OUTCOME_MAX
+                                    }
+                                },
+                                sx: {
+                                    flex: 1
+                                }
+                            }),
+                            /*#__PURE__*/ _jsx(TextField, {
+                                size: "small",
+                                label: "Minutes",
+                                type: "number",
+                                value: draft.durationMinutes,
+                                onChange: (event)=>setDraft((prev)=>_extends({}, prev, {
+                                            durationMinutes: event.target.value
+                                        })),
+                                error: !durationValid,
+                                slotProps: {
+                                    htmlInput: {
+                                        min: 0,
+                                        max: DURATION_MAX_MINUTES,
+                                        step: 1
+                                    }
+                                },
+                                sx: {
+                                    width: 120
+                                }
+                            })
+                        ]
+                    }) : null
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: saving,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "primary",
+                        disabled: !canSave,
+                        onClick: handleSave,
+                        children: activity ? 'Save' : 'Log'
+                    })
+                ]
+            })
+        ]
+    });
+}
+LogActivityDialog.displayName = 'LogActivityDialog';
+export default LogActivityDialog;
+
+//# sourceMappingURL=log-activity-dialog.js.map

package/src/lib/components/log-activity-dialog.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/log-activity-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 * as Aglyn from '@aglyn/aglyn'\nimport type { CrmActivityKind, CrmActivityRow } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport type { ActivityRecordLink, ActivityScope } from './activity-queries'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** The longest body a single activity stores — a call summary, not a document. */\nconst BODY_MAX = 4000\nconst OUTCOME_MAX = 200\nconst DURATION_MAX_MINUTES = 24 * 60\n\n/**\n * Epoch millis as the value a `datetime-local` input holds, in the LOCAL\n * zone — the input has no zone of its own, so an ISO string with a `Z`\n * would land the call an offset away from when it happened.\n */\nfunction toLocalInput(ms: number): string {\n  if (!Number.isFinite(ms)) return ''\n  const date = new Date(ms)\n  const pad = (value: number) => String(value).padStart(2, '0')\n  return (\n    `${date.getFullYear()}-${pad(date.getMonth() + 1)}-` +\n    `${pad(date.getDate())}T${pad(date.getHours())}:${pad(date.getMinutes())}`\n  )\n}\n\n/** The inverse: a `datetime-local` value parsed as local time, or `null`. */\nfunction fromLocalInput(value: string): number | null {\n  if (!value) return null\n  const ms = new Date(value).getTime()\n  return Number.isFinite(ms) ? ms : null\n}\n\ninterface Draft {\n  kind: CrmActivityKind\n  body: string\n  /** The `datetime-local` string, not millis — what the input holds. */\n  at: string\n  outcome: string\n  /** Free text until save, so a half-typed number does not snap to zero. */\n  durationMinutes: string\n}\n\n/** The kind a new activity opens on when the caller names none. */\nconst DEFAULT_KIND: CrmActivityKind = 'call'\n\nconst freshDraft = (kind: CrmActivityKind = DEFAULT_KIND): Draft => ({\n  kind,\n  body: '',\n  at: toLocalInput(Date.now()),\n  outcome: '',\n  durationMinutes: '',\n})\n\nconst draftFrom = (activity: CrmActivityRow): Draft => ({\n  kind: Aglyn.isCrmActivityKind(activity.kind) ? activity.kind : 'other',\n  body: activity.body ?? '',\n  at: toLocalInput(activity.atMs),\n  outcome: activity.outcome ?? '',\n  durationMinutes:\n    typeof activity.durationMinutes === 'number'\n      ? String(activity.durationMinutes)\n      : '',\n})\n\nexport interface LogActivityDialogProps {\n  open: boolean\n  onClose: () => void\n  /** Where the activity is written, from `useActivityScope`. */\n  scope: ActivityScope\n  /**\n   * The record the activity is filed against, FIXED by the caller. A\n   * contact's page logs against that contact; the dialog offers no picker,\n   * because an activity logged from a record page is about that record and\n   * a picker would be a way to file it somewhere the reader is not looking.\n   */\n  link: ActivityRecordLink\n  /**\n   * When set, the dialog EDITS this activity rather than logging a new one.\n   * The link, the author and the scope stay what they were; only what was\n   * said, when, and how it went can change.\n   */\n  activity?: CrmActivityRow | null\n  /**\n   * What a NEW activity opens as (AGL-2661) — the click-to-call button\n   * opens the dialog already a call, so logging one is the button and a\n   * sentence rather than the button, the kind and a sentence. Ignored for\n   * an edit, whose kind is the activity's own.\n   */\n  kind?: CrmActivityKind\n}\n\n/**\n * Log a call, an email, a meeting, a note or something else against a\n * record (AGL-2600) — or correct one already logged.\n *\n * ## What is written\n *\n * A new activity carries the whole `CrmScoped` stamp: `visibleTo` from\n * `crmScopeTokens`, so it lands in exactly the scope a contact captured on\n * this site would; `hostId` as provenance; `byUid` and `byName` for the\n * author, the name denormalized because a colleague reading the log cannot\n * resolve a uid (see `CrmActivity.byName`); `atMs` for when it HAPPENED,\n * which the reader picks and which defaults to now; and the timestamps.\n *\n * An edit rewrites only the fields the dialog shows. `visibleTo` is never\n * touched — the rules refuse a scoped member changing it, and widening a\n * record is an act for an org-wide member on the record itself — and neither\n * is the author or the link. A kind that stops taking an outcome takes the\n * outcome and the duration off the document rather than leaving a stale\n * \"left a voicemail\" on what is now a note.\n *\n * ## Who may write\n *\n * The rules admit any member who may write scoped org data, on create and\n * on update alike; they do not distinguish the author. The card that opens\n * this dialog for an edit checks the author itself (`useCanEditActivity`),\n * so what reaches here has already passed the console's verdict.\n */\nexport function LogActivityDialog(props: LogActivityDialogProps) {\n  const { open, onClose, scope, link, activity, kind: presetKind } = props\n  const { firestore, dataScope, hostId, mountedHostId, readTokens, writeTokens } =\n    scope\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const { enqueueSnackbar } = useSnackbar()\n  const [draft, setDraft] = useState<Draft>(freshDraft)\n  const [saving, setSaving] = useState(false)\n\n  /*\n   * Seeded on OPEN, not on mount: the dialog stays mounted between uses so\n   * its state survives a close, and \"log another call\" must start from now\n   * rather than from the last call's timestamp.\n   */\n  useEffect(() => {\n    if (open) setDraft(activity ? draftFrom(activity) : freshDraft(presetKind))\n  }, [open, activity, presetKind])\n\n  const hasOutcome = Aglyn.activityKindHasOutcome(draft.kind)\n  const atMs = fromLocalInput(draft.at)\n  const body = draft.body.trim()\n  const duration = draft.durationMinutes.trim()\n    ? Number(draft.durationMinutes)\n    : null\n  const durationValid =\n    duration === null ||\n    (Number.isInteger(duration) &&\n      duration >= 0 &&\n      duration <= DURATION_MAX_MINUTES)\n  const canSave =\n    Boolean(dataScope) &&\n    Boolean(user?.uid) &&\n    // A NEW activity is stamped with a site's scope and provenance; at the\n    // organization level that is the picked site, and there is nothing to\n    // write until there is one (AGL-2630). An edit never touches either.\n    (Boolean(activity) || Boolean(hostId)) &&\n    body.length > 0 &&\n    atMs !== null &&\n    durationValid &&\n    !saving\n\n  const handleSave = useCallback(async () => {\n    // Every guard the button reads, again — a callback can outlive the\n    // render that disabled it.\n    if (!dataScope || !user?.uid || !body || atMs === null || !durationValid) {\n      return\n    }\n    if (!activity && !hostId) return\n    setSaving(true)\n    try {\n      const said = {\n        kind: draft.kind,\n        body: body.slice(0, BODY_MAX),\n        atMs,\n      }\n      const outcome = hasOutcome ? draft.outcome.trim().slice(0, OUTCOME_MAX) : ''\n      const durationMinutes = hasOutcome && duration !== null ? duration : null\n      if (activity) {\n        await updateDoc(\n          doc(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n            activity.$id,\n          ),\n          {\n            ...said,\n            // Cleared rather than left: a call turned into a note must not\n            // keep the call's outcome, and Firestore refuses `undefined`.\n            outcome: outcome ? outcome : deleteField(),\n            durationMinutes:\n              durationMinutes !== null ? durationMinutes : deleteField(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity updated', { variant: 'success', persist: false })\n      } else {\n        /*\n         * THE PER-RECORD CEILING (AGL-2611): one aggregate on the record\n         * this dialog is filing under, before the write — the same count\n         * the automation step and the REST create take, on the same link.\n         * Scoped to the tokens this viewer may list, as every activity\n         * listener is, so the rules admit the aggregate for a scoped\n         * member exactly as they admit the timeline.\n         */\n        const lead = Aglyn.crmActivityCeilingLink(link)\n        if (lead) {\n          const logged = (\n            await getCountFromServer(\n              query(\n                collection(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  Aglyn.CRM_COLLECTIONS.activities,\n                ),\n                ...crmVisibleToClause(readTokens),\n                where(lead.field, '==', lead.id),\n              ),\n            )\n          ).data().count\n          if (!Aglyn.crmActivityLogHasRoom(logged)) {\n            enqueueSnackbar(Aglyn.CRM_ACTIVITY_LOG_FULL_MESSAGE, {\n              variant: 'warning',\n              persist: false,\n            })\n            return\n          }\n        }\n        await addDoc(\n          collection(\n            firestore,\n            dataScope[0],\n            dataScope[1],\n            Aglyn.CRM_COLLECTIONS.activities,\n          ),\n          {\n            ...said,\n            ...(outcome ? { outcome } : {}),\n            ...(durationMinutes !== null ? { durationMinutes } : {}),\n            // Only the link the caller fixed. A key with no value is\n            // `undefined`, which Firestore refuses, so each is spread in\n            // rather than written blank.\n            ...(link.contactId ? { contactId: link.contactId } : {}),\n            ...(link.companyId ? { companyId: link.companyId } : {}),\n            ...(link.dealId ? { dealId: link.dealId } : {}),\n            ...(link.leadId ? { leadId: link.leadId } : {}),\n            visibleTo: writeTokens,\n            hostId,\n            byUid: user.uid,\n            // Absent rather than blank while the profile is still resolving:\n            // the row reads a stored name over anything else, and an empty\n            // string would be a name.\n            ...(authorName ? { byName: authorName } : {}),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          },\n        )\n        enqueueSnackbar('Activity logged', { variant: 'success', persist: false })\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    dataScope,\n    user,\n    body,\n    atMs,\n    durationValid,\n    draft.kind,\n    draft.outcome,\n    hasOutcome,\n    duration,\n    activity,\n    firestore,\n    enqueueSnackbar,\n    link,\n    readTokens,\n    writeTokens,\n    hostId,\n    authorName,\n    onClose,\n  ])\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{activity ? 'Edit activity' : 'Log activity'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {/* Only for a new activity at the organization level — see `canSave`. */}\n        {activity ? null : (\n          <CrmSitePicker\n            hostId={mountedHostId}\n            disabled={saving}\n            helperText=\"The site this activity is logged from — it decides which of your sites may see it.\"\n          />\n        )}\n        <Stack direction=\"row\" spacing={1} sx={{ mt: 1 }}>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Kind\"\n            value={draft.kind}\n            onChange={(event) =>\n              setDraft((prev) => ({\n                ...prev,\n                kind: Aglyn.isCrmActivityKind(event.target.value)\n                  ? event.target.value\n                  : prev.kind,\n              }))\n            }\n            sx={{ minWidth: 140 }}\n          >\n            {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n              <MenuItem key={kind} value={kind}>\n                {Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"When\"\n            type=\"datetime-local\"\n            value={draft.at}\n            onChange={(event) =>\n              setDraft((prev) => ({ ...prev, at: event.target.value }))\n            }\n            error={draft.at.length > 0 && atMs === null}\n            slotProps={{ inputLabel: { shrink: true } }}\n            sx={{ flex: 1 }}\n          />\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"What happened\"\n          value={draft.body}\n          onChange={(event) =>\n            setDraft((prev) => ({ ...prev, body: event.target.value }))\n          }\n          multiline\n          minRows={3}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: BODY_MAX } }}\n        />\n        {hasOutcome ? 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package/src/lib/components/lost-reason-dialog.d.ts

@@ -0,0 +1,26 @@
+export interface LostReasonDialogProps {
+    open: boolean;
+    /** The deal being closed, for the title. */
+    dealTitle: string;
+    /**
+     * How many deals the reason applies to — the bulk bar's selection
+     * (AGL-2621). One, or absent, names the deal; more says the number.
+     */
+    count?: number;
+    busy?: boolean;
+    onClose: () => void;
+    onConfirm: (reason: string) => void;
+}
+/**
+ * The question a loss asks before it is recorded.
+ *
+ * A lost deal with no reason is a row a report cannot learn from, so the
+ * dialog asks — but it does not insist. The reason is optional, because a
+ * required field here is how "n/a" becomes the most common answer in the
+ * data, and an empty reason is at least honest.
+ */
+export declare function LostReasonDialog(props: LostReasonDialogProps): import("react").JSX.Element;
+export declare namespace LostReasonDialog {
+    var displayName: string;
+}
+export default LostReasonDialog;

package/src/lib/components/lost-reason-dialog.js

@@ -0,0 +1,95 @@
+/**
+ * @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 { Button, Dialog, DialogActions, DialogContent, DialogContentText, DialogTitle, TextField } from "@mui/material";
+import { useEffect, useState } from "react";
+/** Matches the route's own cap on the reason it stores. */ const LOST_REASON_MAX = 500;
+/**
+ * The question a loss asks before it is recorded.
+ *
+ * A lost deal with no reason is a row a report cannot learn from, so the
+ * dialog asks — but it does not insist. The reason is optional, because a
+ * required field here is how "n/a" becomes the most common answer in the
+ * data, and an empty reason is at least honest.
+ */ export function LostReasonDialog(props) {
+    const { open, dealTitle, count = 1, busy, onClose, onConfirm } = props;
+    const [reason, setReason] = useState('');
+    const many = count > 1;
+    // A fresh field each time the dialog opens: the previous deal's reason is
+    // not this deal's.
+    useEffect(()=>{
+        if (open) setReason('');
+    }, [
+        open
+    ]);
+    return /*#__PURE__*/ _jsxs(Dialog, {
+        open: open,
+        onClose: busy ? undefined : onClose,
+        fullWidth: true,
+        maxWidth: "xs",
+        children: [
+            /*#__PURE__*/ _jsx(DialogTitle, {
+                children: many ? `Mark ${count} deals lost?` : 'Mark this deal lost?'
+            }),
+            /*#__PURE__*/ _jsxs(DialogContent, {
+                children: [
+                    /*#__PURE__*/ _jsx(DialogContentText, {
+                        sx: {
+                            mb: 2
+                        },
+                        children: many ? `${count} deals move to Lost and leave the open pipeline, each ` + 'with the reason below. Any can be reopened from its page.' : `"${dealTitle}" moves to Lost and leaves the open pipeline. ` + 'It can be reopened from its page.'
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        label: "Reason",
+                        value: reason,
+                        onChange: (event)=>setReason(event.target.value),
+                        multiline: true,
+                        minRows: 2,
+                        fullWidth: true,
+                        autoFocus: true,
+                        helperText: many ? 'Optional. Kept on each deal and sent with each dealLost event.' : 'Optional. Kept on the deal and sent with the dealLost event.',
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: LOST_REASON_MAX
+                            }
+                        }
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(DialogActions, {
+                children: [
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        variant: "contained",
+                        color: "error",
+                        disabled: busy,
+                        onClick: ()=>onConfirm(reason.trim()),
+                        children: 'Mark lost'
+                    })
+                ]
+            })
+        ]
+    });
+}
+LostReasonDialog.displayName = 'LostReasonDialog';
+export default LostReasonDialog;
+
+//# sourceMappingURL=lost-reason-dialog.js.map

package/src/lib/components/lost-reason-dialog.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lost-reason-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  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  TextField,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\n\n/** Matches the route's own cap on the reason it stores. */\nconst LOST_REASON_MAX = 500\n\nexport interface LostReasonDialogProps {\n  open: boolean\n  /** The deal being closed, for the title. */\n  dealTitle: string\n  /**\n   * How many deals the reason applies to — the bulk bar's selection\n   * (AGL-2621). One, or absent, names the deal; more says the number.\n   */\n  count?: number\n  busy?: boolean\n  onClose: () => void\n  onConfirm: (reason: string) => void\n}\n\n/**\n * The question a loss asks before it is recorded.\n *\n * A lost deal with no reason is a row a report cannot learn from, so the\n * dialog asks — but it does not insist. The reason is optional, because a\n * required field here is how \"n/a\" becomes the most common answer in the\n * data, and an empty reason is at least honest.\n */\nexport function LostReasonDialog(props: LostReasonDialogProps) {\n  const { open, dealTitle, count = 1, busy, onClose, onConfirm } = props\n  const [reason, setReason] = useState('')\n  const many = count > 1\n\n  // A fresh field each time the dialog opens: the previous deal's reason is\n  // not this deal's.\n  useEffect(() => {\n    if (open) setReason('')\n  }, [open])\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{many ? `Mark ${count} deals lost?` : 'Mark this deal lost?'}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {many\n            ? `${count} deals move to Lost and leave the open pipeline, each ` +\n              'with the reason below. Any can be reopened from its page.'\n            : `\"${dealTitle}\" moves to Lost and leaves the open pipeline. ` +\n              'It can be reopened from its page.'}\n        </DialogContentText>\n        <TextField\n          label=\"Reason\"\n          value={reason}\n          onChange={(event) => setReason(event.target.value)}\n          multiline\n          minRows={2}\n          fullWidth\n          autoFocus\n          helperText={\n            many\n              ? 'Optional. Kept on each deal and sent with each dealLost event.'\n              : 'Optional. Kept on the deal and sent with the dealLost event.'\n          }\n          slotProps={{ htmlInput: { maxLength: LOST_REASON_MAX } }}\n        />\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"error\"\n          disabled={busy}\n          onClick={() => onConfirm(reason.trim())}\n        >\n          {'Mark lost'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLostReasonDialog.displayName = 'LostReasonDialog'\n\nexport default LostReasonDialog\n"],"names":["Button","Dialog","DialogActions","DialogContent","DialogContentText","DialogTitle","TextField","useEffect","useState","LOST_REASON_MAX","LostReasonDialog","props","open","dealTitle","count","busy","onClose","onConfirm","reason","setReason","many","undefined","fullWidth","maxWidth","sx","mb","label","value","onChange","event","target","multiline","minRows","autoFocus","helperText","slotProps","htmlInput","maxLength","onClick","disabled","variant","color","trim","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,MAAM,EACNC,MAAM,EACNC,aAAa,EACbC,aAAa,EACbC,iBAAiB,EACjBC,WAAW,EACXC,SAAS,QACJ,gBAAe;AACtB,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,yDAAyD,GACzD,MAAMC,kBAAkB;AAgBxB;;;;;;;CAOC,GACD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,IAAI,EAAEC,SAAS,EAAEC,QAAQ,CAAC,EAAEC,IAAI,EAAEC,OAAO,EAAEC,SAAS,EAAE,GAAGN;IACjE,MAAM,CAACO,QAAQC,UAAU,GAAGX,SAAS;IACrC,MAAMY,OAAON,QAAQ;IAErB,0EAA0E;IAC1E,mBAAmB;IACnBP,UAAU;QACR,IAAIK,MAAMO,UAAU;IACtB,GAAG;QAACP;KAAK;IAET,qBACE,MAACX;QAAOW,MAAMA;QAAMI,SAASD,OAAOM,YAAYL;QAASM,SAAS;QAACC,UAAS;;0BAC1E,KAAClB;0BAAae,OAAO,CAAC,KAAK,EAAEN,MAAM,YAAY,CAAC,GAAG;;0BACnD,MAACX;;kCACC,KAACC;wBAAkBoB,IAAI;4BAAEC,IAAI;wBAAE;kCAC5BL,OACG,GAAGN,MAAM,sDAAsD,CAAC,GAChE,8DACA,CAAC,CAAC,EAAED,UAAU,8CAA8C,CAAC,GAC7D;;kCAEN,KAACP;wBACCoB,OAAM;wBACNC,OAAOT;wBACPU,UAAU,CAACC,QAAUV,UAAUU,MAAMC,MAAM,CAACH,KAAK;wBACjDI,SAAS;wBACTC,SAAS;wBACTV,SAAS;wBACTW,SAAS;wBACTC,YACEd,OACI,mEACA;wBAENe,WAAW;4BAAEC,WAAW;gCAAEC,WAAW5B;4BAAgB;wBAAE;;;;0BAG3D,MAACP;;kCACC,KAACF;wBAAOsC,SAAStB;wBAASuB,UAAUxB;kCACjC;;kCAEH,KAACf;wBACCwC,SAAQ;wBACRC,OAAM;wBACNF,UAAUxB;wBACVuB,SAAS,IAAMrB,UAAUC,OAAOwB,IAAI;kCAEnC;;;;;;AAKX;AACAhC,iBAAiBiC,WAAW,GAAG;AAE/B,eAAejC,iBAAgB"}

package/src/lib/components/new-contact-drawer.d.ts

@@ -0,0 +1,78 @@
+import { type AglynOrgBilling, type AglynPostalAddress, type ContactLifecycleStage } from '@aglyn/aglyn';
+import type { OrgMemberOption } from './use-org-members';
+/** What the drawer hands back — already normalized where the route would. */
+export interface NewContactValues {
+    email: string;
+    name: string;
+    phone: string;
+    jobTitle: string;
+    /** The picked company's name — the label the list column and the search read. */
+    companyName: string;
+    /** The picked company, or `null` for none (AGL-2613). */
+    companyId: string | null;
+    ownerUid: string;
+    lifecycleStage: ContactLifecycleStage | '';
+    tags: string[];
+    address: AglynPostalAddress | null;
+    marketingConsent: boolean;
+}
+export interface NewContactDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /**
+     * The site the contact is being added from — what scopes the company list
+     * and the controller the consent checkbox records a basis for. `null` at
+     * the organization level (AGL-2630), where the drawer asks which site
+     * with a picker and holds its submit until one is named.
+     */
+    hostId: string | null;
+    /** The org document the shell passed, for the company picker's scope. */
+    org?: Partial<AglynOrgBilling> | null;
+    /** The request is in flight — the form holds still and the button says so. */
+    busy?: boolean;
+    /** What the route answered when it refused, shown above the form. */
+    error?: string | null;
+    /** The team, for the owner picker. */
+    owners: OrgMemberOption[];
+    /** The roster has answered — an empty list is then "nobody to pick". */
+    ownersReady: boolean;
+    onSubmit: (values: NewContactValues) => void;
+}
+/**
+ * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).
+ *
+ * A drawer and not a form above the list: a create form sitting on top of a
+ * table is the shape every list in this console was built to stop. The
+ * button in the list's header opens this, and the list is exactly as it was
+ * behind it.
+ *
+ * ## What is checked here and what is not
+ *
+ * The two fields a person can mistype in a way the record cannot hold — the
+ * email and the phone number — are checked before the request leaves, with
+ * the same normalizers the route runs, so the refusal lands under the field
+ * rather than as a sentence from the server. Everything else is the route's
+ * to decide: whether the address already belongs to somebody (it merges),
+ * whether the plan's band has room (it refuses, and its sentence is shown
+ * above the form unchanged).
+ *
+ * ## The consent box is a claim, and says so
+ *
+ * The forms plugin's rule for the opt-in field is that submitting a form is
+ * never itself consent. Typing somebody into the CRM is not either — so the
+ * checkbox is worded as the person's act, not the operator's, and the helper
+ * carries the group disclosure the form would have shown them.
+ *
+ * ## The company is a record, picked or created here
+ *
+ * The Company field is the picker (AGL-2613): a choice from the companies
+ * this site may see, with a "Create …" row for a name none of them carry, so
+ * the person filing a contact never leaves the drawer to make the account.
+ * What leaves the drawer is the company's id AND its name — the id is the
+ * link the route writes into the facet, the name is the label the list
+ * column and the global search keep reading. The company listen opens with
+ * the drawer and closes with it, because the drawer is mounted only while
+ * it is open.
+ */
+export declare function NewContactDrawer(props: NewContactDrawerProps): import("react").JSX.Element;
+export default NewContactDrawer;