@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/task-edit-drawer.js

@@ -0,0 +1,483 @@
+/**
+ * @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, findOrgMember } from "@aglyn/aglyn";
+import { useConfirmationContext } from "@aglyn/shared-ui-jsx";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Button, Drawer, MenuItem, Stack, TextField, Typography } from "@mui/material";
+import { deleteDoc, doc } from "firebase/firestore";
+import { useState } from "react";
+import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
+import { refreshCrmNextActivity } from "../model/next-activity-api.js";
+import { saveCrmTask } from "../model/task-api.js";
+import { CRM_TASK_NOTES_MAX, CRM_TASK_TITLE_MAX, crmTaskFieldsOf } from "../model/task-routes.js";
+import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, dueAtToLocalInput, localInputToDueAt } from "../model/task-views.js";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+import { useCrmScope } from "../hooks/use-crm-scope.js";
+import { isOrgTask } from "../model/task-scope.js";
+import CrmRecordPicker from "./crm-record-picker.js";
+import { CrmSitePicker } from "./crm-site-picker.js";
+import TaskSnoozeMenu from "./task-snooze-menu.js";
+/**
+ * Create or edit one task (AGL-2599).
+ *
+ * A drawer on the list, the console's standing shape for creating — the
+ * list stays where it was and the form slides over it. The same drawer edits,
+ * because a task is small enough that "the record's own page" would be this
+ * form with more air around it.
+ *
+ * The form is mounted only while the drawer is open and keyed by the task,
+ * so opening a different task or "New task" after an edit starts from that
+ * task's values and not from whatever was last typed.
+ */ export function TaskEditDrawer(props) {
+    var _ref;
+    const { open, onClose, task } = props;
+    return /*#__PURE__*/ _jsx(Drawer, {
+        anchor: "right",
+        open: open,
+        onClose: onClose,
+        children: open ? /*#__PURE__*/ _jsx(TaskForm, _extends({}, props), (_ref = task == null ? void 0 : task.$id) != null ? _ref : 'new') : null
+    });
+}
+TaskEditDrawer.displayName = 'TaskEditDrawer';
+function TaskForm(props) {
+    var _ref, _task_hostId, _ref1, _ref2, _directory_error;
+    const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } = props;
+    const firestore = useFirestore();
+    const { data: user } = useUser();
+    const { enqueueSnackbar } = useSnackbar();
+    const { confirm } = useConfirmationContext();
+    const directory = useOrgMemberDirectory(orgId);
+    const mount = useCrmOrgMount();
+    // The viewing group under a site, for a linked contact's facet name; null
+    // at the organization level, where the picker names each contact through
+    // its own holder. The site the route files a NEW task from is the mounted
+    // one or the picked one — or none, when the reader files the task with
+    // the organization itself; an edit goes back to the task's own.
+    const { consentGroup, createHostId } = useCrmScope({
+        hostId,
+        org
+    });
+    const groupId = (_ref = consentGroup == null ? void 0 : consentGroup.groupId) != null ? _ref : null;
+    const [noSite, setNoSite] = useState(false);
+    const filedFrom = task ? (_task_hostId = task.hostId) != null ? _task_hostId : null : noSite ? null : createHostId;
+    /*
+   * Whether the form knows where the task goes: an edit always does (the
+   * document does), and a create does once a site is picked or the
+   * organization is. `filedFrom` alone cannot say — it is null for both
+   * "not yet picked" and "the organization's own".
+   */ const filed = Boolean(task) || noSite || Boolean(createHostId);
+    /*
+   * Which level the route runs at: the site the drawer is mounted under, or
+   * the organization, with the site a NEW task is filed from named beside
+   * it. An edit names no site — the route reads the task's own.
+   */ const routeScope = hostId ? {
+        hostId
+    } : orgId ? _extends({
+        orgId
+    }, task || !filedFrom ? {} : {
+        hostId: filedFrom
+    }) : null;
+    const [fields, setFields] = useState(()=>{
+        var _ref;
+        const base = crmTaskFieldsOf(task != null ? task : {});
+        if (task) return base;
+        // A new task is the creator's own unless a button said otherwise: it
+        // lands in "My tasks", and assigning it elsewhere is a choice made in
+        // the picker rather than a default that notifies a teammate by accident.
+        // Its reminder is left UNSAID (AGL-2659) — the field shows the due time
+        // and the route decides — until the person touches it.
+        return _extends({}, base, {
+            remindAtMs: undefined,
+            assigneeUid: (_ref = user == null ? void 0 : user.uid) != null ? _ref : null
+        }, prefill);
+    });
+    const assignee = findOrgMember(directory.members, fields.assigneeUid);
+    const [busy, setBusy] = useState(false);
+    const [error, setError] = useState(null);
+    const set = (key, value)=>setFields((prev)=>_extends({}, prev, {
+                [key]: value
+            }));
+    /*
+   * The due date, and the reminder with it (AGL-2659): a reminder left
+   * unsaid shows the due time and needs no help, and one a person set to
+   * the due time follows it here as the route would follow it — so what
+   * the field shows after the change is what the save will store.
+   */ const setDue = (dueAtMs)=>setFields((prev)=>_extends({}, prev, {
+                dueAtMs
+            }, typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs ? {
+                remindAtMs: dueAtMs
+            } : {}));
+    /** What the reminder field shows: the due time while nothing is said. */ const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs;
+    const reminderHelp = remindAtMs === null ? 'No reminder.' : remindAtMs === fields.dueAtMs ? 'At the due time — the assignee is reminded in the console and by email.' : 'The assignee is reminded in the console and by email.';
+    const save = async ()=>{
+        if (!fields.title.trim()) {
+            setError('A task needs a title.');
+            return;
+        }
+        if (!filed) {
+            setError('Pick the site this task is filed from, or file it with the organization.');
+            return;
+        }
+        if (!routeScope) {
+            setError('The organization is still loading. Try again in a moment.');
+            return;
+        }
+        setBusy(true);
+        setError(null);
+        try {
+            const write = async ()=>{
+                const result = await saveCrmTask(user, _extends({}, routeScope, task ? {
+                    taskId: task.$id
+                } : {}, {
+                    task: _extends({}, fields, {
+                        title: fields.title.trim()
+                    })
+                }));
+                enqueueSnackbar(task ? 'Task saved' : result.notified ? 'Task created and the assignee notified' : 'Task created', {
+                    variant: 'success'
+                });
+                onSaved == null ? void 0 : onSaved(result.taskId);
+                onClose();
+            };
+            if (task) {
+                var _ref, _ref1;
+                const verdict = await writeGuardedBySeed({
+                    subject: 'task',
+                    fromCache: (_ref = seed == null ? void 0 : seed.fromCache) != null ? _ref : false,
+                    unreadable: (_ref1 = seed == null ? void 0 : seed.unreadable) != null ? _ref1 : false
+                }, write);
+                if (!verdict.ok) {
+                    var _verdict_message;
+                    enqueueSnackbar((_verdict_message = verdict.message) != null ? _verdict_message : 'The task could not be saved.', {
+                        variant: 'warning'
+                    });
+                }
+            } else {
+                await write();
+            }
+        } catch (cause) {
+            setError(cause instanceof Error ? cause.message : 'The task could not be saved.');
+        } finally{
+            setBusy(false);
+        }
+    };
+    /*
+   * Deleting is client-direct: it has no side effect outside the document,
+   * and the rules gate it on the same predicate as any other CRM write.
+   */ const remove = async ()=>{
+        if (!task || !scope) return;
+        const confirmed = await confirm({
+            title: 'Delete this task?',
+            description: `"${task.title}" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,
+            confirmationText: 'Delete',
+            confirmationButtonProps: {
+                color: 'error'
+            }
+        });
+        if (!confirmed) return;
+        setBusy(true);
+        try {
+            await deleteDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id));
+            enqueueSnackbar('Task deleted', {
+                variant: 'success'
+            });
+            onClose();
+            // A client-direct write: the records it named are told (AGL-2661).
+            await refreshCrmNextActivity(user, routeScope, [
+                task
+            ]);
+        } catch (cause) {
+            setError(cause instanceof Error ? cause.message : 'The task could not be deleted.');
+        } finally{
+            setBusy(false);
+        }
+    };
+    return /*#__PURE__*/ _jsxs(Stack, {
+        component: "form",
+        spacing: 2,
+        sx: {
+            width: {
+                xs: '100vw',
+                sm: 420
+            },
+            p: 3
+        },
+        onSubmit: (event)=>{
+            event.preventDefault();
+            void save();
+        },
+        children: [
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "h6",
+                children: task ? 'Edit task' : 'New task'
+            }),
+            task ? null : /*#__PURE__*/ _jsx(CrmSitePicker, {
+                hostId: hostId,
+                disabled: busy,
+                noSite: {
+                    label: 'This organization (no site)',
+                    helperText: 'A task of the organization itself, listed from the ' + 'organization hub and from every site. Completing it runs no ' + "site's automations.",
+                    picked: noSite,
+                    onPick: setNoSite
+                }
+            }),
+            task && mount ? /*#__PURE__*/ _jsx(Typography, {
+                variant: "caption",
+                color: "text.secondary",
+                children: isOrgTask(task) ? 'Filed with the organization — no site.' : `Filed from ${mount.siteName(task.hostId)}.`
+            }) : null,
+            /*#__PURE__*/ _jsx(TextField, {
+                label: "Title",
+                value: fields.title,
+                onChange: (event)=>set('title', event.target.value),
+                size: "small",
+                autoFocus: true,
+                required: true,
+                slotProps: {
+                    htmlInput: {
+                        maxLength: CRM_TASK_TITLE_MAX
+                    }
+                }
+            }),
+            /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                children: [
+                    /*#__PURE__*/ _jsx(TextField, {
+                        select: true,
+                        label: "Kind",
+                        value: fields.kind,
+                        onChange: (event)=>set('kind', event.target.value),
+                        size: "small",
+                        sx: {
+                            flex: 1
+                        },
+                        children: CRM_TASK_KINDS.map((kind)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                value: kind,
+                                children: CRM_TASK_KIND_LABELS[kind]
+                            }, kind))
+                    }),
+                    /*#__PURE__*/ _jsx(TextField, {
+                        select: true,
+                        label: "Priority",
+                        value: fields.priority,
+                        onChange: (event)=>set('priority', event.target.value),
+                        size: "small",
+                        sx: {
+                            flex: 1
+                        },
+                        children: CRM_TASK_PRIORITIES.map((priority)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                value: priority,
+                                children: CRM_TASK_PRIORITY_LABELS[priority]
+                            }, priority))
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                sx: {
+                    alignItems: 'flex-start'
+                },
+                children: [
+                    /*#__PURE__*/ _jsx(TextField, {
+                        label: "Due",
+                        type: "datetime-local",
+                        value: dueAtToLocalInput(fields.dueAtMs),
+                        onChange: (event)=>setDue(localInputToDueAt(event.target.value)),
+                        size: "small",
+                        slotProps: {
+                            inputLabel: {
+                                shrink: true
+                            }
+                        },
+                        helperText: "Leave empty for a task with no due date.",
+                        sx: {
+                            flex: 1
+                        }
+                    }),
+                    /*#__PURE__*/ _jsx(TaskSnoozeMenu, {
+                        variant: "button",
+                        dueAtMs: fields.dueAtMs,
+                        remindAtMs: remindAtMs,
+                        disabled: busy,
+                        target: task && scope ? {
+                            write: {
+                                scope,
+                                taskId: task.$id
+                            }
+                        } : {
+                            pick: setDue
+                        },
+                        onSnoozed: setDue
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                sx: {
+                    alignItems: 'flex-start'
+                },
+                children: [
+                    /*#__PURE__*/ _jsx(TextField, {
+                        label: "Remind me",
+                        type: "datetime-local",
+                        value: dueAtToLocalInput(remindAtMs),
+                        onChange: (event)=>set('remindAtMs', localInputToDueAt(event.target.value)),
+                        size: "small",
+                        slotProps: {
+                            inputLabel: {
+                                shrink: true
+                            }
+                        },
+                        helperText: reminderHelp,
+                        sx: {
+                            flex: 1
+                        }
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        onClick: ()=>set('remindAtMs', null),
+                        disabled: busy || remindAtMs === null,
+                        children: 'No reminder'
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsxs(TextField, {
+                select: true,
+                label: "Assignee",
+                // The stored assignee resolved to a member — by uid, or by an
+                // address the roster has — so the picker highlights the person and
+                // a save writes their uid. One the roster does not hold is kept as
+                // its own option: a controlled select whose value is absent from
+                // its options renders empty, which reads as unassigned.
+                value: (_ref1 = (_ref2 = assignee == null ? void 0 : assignee.uid) != null ? _ref2 : fields.assigneeUid) != null ? _ref1 : '',
+                onChange: (event)=>set('assigneeUid', event.target.value || null),
+                size: "small",
+                disabled: directory.loading,
+                helperText: (_directory_error = directory.error) != null ? _directory_error : fields.assigneeUid && fields.assigneeUid !== (user == null ? void 0 : user.uid) ? 'They will be notified when you save.' : undefined,
+                children: [
+                    /*#__PURE__*/ _jsx(MenuItem, {
+                        value: "",
+                        children: 'Unassigned'
+                    }),
+                    fields.assigneeUid && !assignee ? /*#__PURE__*/ _jsx(MenuItem, {
+                        value: fields.assigneeUid,
+                        children: directory.nameOf(fields.assigneeUid)
+                    }) : null,
+                    directory.members.map((member)=>/*#__PURE__*/ _jsxs(MenuItem, {
+                            value: member.uid,
+                            children: [
+                                member.label,
+                                member.uid === (user == null ? void 0 : user.uid) ? ' (you)' : ''
+                            ]
+                        }, member.uid))
+                ]
+            }),
+            /*#__PURE__*/ _jsx(Typography, {
+                variant: "overline",
+                color: "text.secondary",
+                children: 'Linked to'
+            }),
+            /*#__PURE__*/ _jsx(CrmRecordPicker, {
+                kind: "contact",
+                scope: scope,
+                readTokens: readTokens,
+                groupId: groupId,
+                org: org,
+                value: fields.contactId,
+                onChange: (id)=>set('contactId', id),
+                disabled: busy
+            }),
+            /*#__PURE__*/ _jsx(CrmRecordPicker, {
+                kind: "company",
+                scope: scope,
+                readTokens: readTokens,
+                groupId: groupId,
+                org: org,
+                value: fields.companyId,
+                onChange: (id)=>set('companyId', id),
+                disabled: busy
+            }),
+            /*#__PURE__*/ _jsx(CrmRecordPicker, {
+                kind: "deal",
+                scope: scope,
+                readTokens: readTokens,
+                groupId: groupId,
+                org: org,
+                value: fields.dealId,
+                onChange: (id)=>set('dealId', id),
+                disabled: busy
+            }),
+            /*#__PURE__*/ _jsx(TextField, {
+                label: "Notes",
+                value: fields.notes,
+                onChange: (event)=>set('notes', event.target.value),
+                size: "small",
+                multiline: true,
+                minRows: 3,
+                slotProps: {
+                    htmlInput: {
+                        maxLength: CRM_TASK_NOTES_MAX
+                    }
+                }
+            }),
+            error ? /*#__PURE__*/ _jsx(Typography, {
+                variant: "body2",
+                color: "error",
+                children: error
+            }) : null,
+            /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                sx: {
+                    justifyContent: 'flex-end'
+                },
+                children: [
+                    task ? /*#__PURE__*/ _jsx(Button, {
+                        color: "error",
+                        onClick: ()=>void remove(),
+                        disabled: busy,
+                        sx: {
+                            mr: 'auto'
+                        },
+                        children: 'Delete'
+                    }) : null,
+                    /*#__PURE__*/ _jsx(Button, {
+                        onClick: onClose,
+                        disabled: busy,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        type: "submit",
+                        variant: "contained",
+                        disabled: busy || !filed,
+                        children: task ? 'Save' : 'Create task'
+                    })
+                ]
+            })
+        ]
+    });
+}
+TaskForm.displayName = 'TaskForm';
+export default TaskEditDrawer;
+
+//# sourceMappingURL=task-edit-drawer.js.map

package/src/lib/components/task-edit-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-edit-drawer.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, findOrgMember } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { saveCrmTask } from '../model/task-api'\nimport {\n  CRM_TASK_NOTES_MAX,\n  CRM_TASK_TITLE_MAX,\n  type CrmTaskFields,\n  crmTaskFieldsOf,\n} from '../model/task-routes'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  dueAtToLocalInput,\n  localInputToDueAt,\n} from '../model/task-views'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { isOrgTask } from '../model/task-scope'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmSitePicker } from './crm-site-picker'\nimport TaskSnoozeMenu from './task-snooze-menu'\n\nexport interface TaskEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW task asks which site it is filed from —\n   * or whether it is the organization's own, with no site (AGL-2637) —\n   * and an edit keeps the task's own.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  orgId: string | null | undefined\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause. */\n  readTokens: readonly string[] | null\n  /** The task being edited; absent while creating. */\n  task?: CrmTaskRow | null\n  /**\n   * What a \"New task\" button pressed on a record fills in before the person\n   * types: the record's own id, so the link is made for them.\n   */\n  prefill?: Partial<CrmTaskFields>\n  /**\n   * The verdict of the listener the edited row came from. An edit is refused\n   * when the seed is unconfirmed, for the reason the contacts drawer refuses:\n   * every field on this form is written back on save, and a form seeded from\n   * a stale cache writes the stale values over newer ones.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  onSaved?: (taskId: string) => void\n}\n\n/**\n * Create or edit one task (AGL-2599).\n *\n * A drawer on the list, the console's standing shape for creating — the\n * list stays where it was and the form slides over it. The same drawer edits,\n * because a task is small enough that \"the record's own page\" would be this\n * form with more air around it.\n *\n * The form is mounted only while the drawer is open and keyed by the task,\n * so opening a different task or \"New task\" after an edit starts from that\n * task's values and not from whatever was last typed.\n */\nexport function TaskEditDrawer(props: TaskEditDrawerProps) {\n  const { open, onClose, task } = props\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      {open ? <TaskForm key={task?.$id ?? 'new'} {...props} /> : null}\n    </Drawer>\n  )\n}\nTaskEditDrawer.displayName = 'TaskEditDrawer'\n\nfunction TaskForm(props: TaskEditDrawerProps) {\n  const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } =\n    props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const directory = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  // The viewing group under a site, for a linked contact's facet name; null\n  // at the organization level, where the picker names each contact through\n  // its own holder. The site the route files a NEW task from is the mounted\n  // one or the picked one — or none, when the reader files the task with\n  // the organization itself; an edit goes back to the task's own.\n  const { consentGroup, createHostId } = useCrmScope({ hostId, org })\n  const groupId = consentGroup?.groupId ?? null\n  const [noSite, setNoSite] = useState(false)\n  const filedFrom = task ? (task.hostId ?? null) : noSite ? null : createHostId\n  /*\n   * Whether the form knows where the task goes: an edit always does (the\n   * document does), and a create does once a site is picked or the\n   * organization is. `filedFrom` alone cannot say — it is null for both\n   * \"not yet picked\" and \"the organization's own\".\n   */\n  const filed = Boolean(task) || noSite || Boolean(createHostId)\n  /*\n   * Which level the route runs at: the site the drawer is mounted under, or\n   * the organization, with the site a NEW task is filed from named beside\n   * it. An edit names no site — the route reads the task's own.\n   */\n  const routeScope = hostId\n    ? { hostId }\n    : orgId\n      ? { orgId, ...(task || !filedFrom ? {} : { hostId: filedFrom }) }\n      : null\n\n  const [fields, setFields] = useState<CrmTaskFields>(() => {\n    const base = crmTaskFieldsOf(task ?? {})\n    if (task) return base\n    // A new task is the creator's own unless a button said otherwise: it\n    // lands in \"My tasks\", and assigning it elsewhere is a choice made in\n    // the picker rather than a default that notifies a teammate by accident.\n    // Its reminder is left UNSAID (AGL-2659) — the field shows the due time\n    // and the route decides — until the person touches it.\n    return { ...base, remindAtMs: undefined, assigneeUid: user?.uid ?? null, ...prefill }\n  })\n  const assignee = findOrgMember(directory.members, fields.assigneeUid)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const set = <K extends keyof CrmTaskFields>(key: K, value: CrmTaskFields[K]) =>\n    setFields((prev) => ({ ...prev, [key]: value }))\n  /*\n   * The due date, and the reminder with it (AGL-2659): a reminder left\n   * unsaid shows the due time and needs no help, and one a person set to\n   * the due time follows it here as the route would follow it — so what\n   * the field shows after the change is what the save will store.\n   */\n  const setDue = (dueAtMs: number | null) =>\n    setFields((prev) => ({\n      ...prev,\n      dueAtMs,\n      ...(typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs\n        ? { remindAtMs: dueAtMs }\n        : {}),\n    }))\n  /** What the reminder field shows: the due time while nothing is said. */\n  const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs\n  const reminderHelp =\n    remindAtMs === null\n      ? 'No reminder.'\n      : remindAtMs === fields.dueAtMs\n        ? 'At the due time — the assignee is reminded in the console and by email.'\n        : 'The assignee is reminded in the console and by email.'\n\n  const save = async () => {\n    if (!fields.title.trim()) {\n      setError('A task needs a title.')\n      return\n    }\n    if (!filed) {\n      setError('Pick the site this task is filed from, or file it with the organization.')\n      return\n    }\n    if (!routeScope) {\n      setError('The organization is still loading. Try again in a moment.')\n      return\n    }\n    setBusy(true)\n    setError(null)\n    try {\n      const write = async () => {\n        const result = await saveCrmTask(user, {\n          ...routeScope,\n          ...(task ? { taskId: task.$id } : {}),\n          task: { ...fields, title: fields.title.trim() },\n        })\n        enqueueSnackbar(\n          task\n            ? 'Task saved'\n            : result.notified\n              ? 'Task created and the assignee notified'\n              : 'Task created',\n          { variant: 'success' },\n        )\n        onSaved?.(result.taskId)\n        onClose()\n      }\n      if (task) {\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'task',\n            fromCache: seed?.fromCache ?? false,\n            unreadable: seed?.unreadable ?? false,\n          },\n          write,\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message ?? 'The task could not be saved.', {\n            variant: 'warning',\n          })\n        }\n      } else {\n        await write()\n      }\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  /*\n   * Deleting is client-direct: it has no side effect outside the document,\n   * and the rules gate it on the same predicate as any other CRM write.\n   */\n  const remove = async () => {\n    if (!task || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this task?',\n      description: `\"${task.title}\" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,\n      confirmationText: 'Delete',\n      confirmationButtonProps: { color: 'error' },\n    })\n    if (!confirmed) return\n    setBusy(true)\n    try {\n      await deleteDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n      )\n      enqueueSnackbar('Task deleted', { variant: 'success' })\n      onClose()\n      // A client-direct write: the records it named are told (AGL-2661).\n      await refreshCrmNextActivity(user, routeScope, [task])\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be deleted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Stack\n      component=\"form\"\n      spacing={2}\n      sx={{ width: { xs: '100vw', sm: 420 }, p: 3 }}\n      onSubmit={(event: { preventDefault: () => void }) => {\n        event.preventDefault()\n        void save()\n      }}\n    >\n      <Typography variant=\"h6\">{task ? 'Edit task' : 'New task'}</Typography>\n      {/* Only a new task at the organization level asks — see `filedFrom`. */}\n      {task ? null : (\n        <CrmSitePicker\n          hostId={hostId}\n          disabled={busy}\n          noSite={{\n            label: 'This organization (no site)',\n            helperText:\n              'A task of the organization itself, listed from the ' +\n              'organization hub and from every site. Completing it runs no ' +\n              \"site's automations.\",\n            picked: noSite,\n            onPick: setNoSite,\n          }}\n        />\n      )}\n      {/* An edit at the organization level says where the task is filed. */}\n      {task && mount ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {isOrgTask(task)\n            ? 'Filed with the organization — no site.'\n            : `Filed from ${mount.siteName(task.hostId as string)}.`}\n        </Typography>\n      ) : null}\n      <TextField\n        label=\"Title\"\n        value={fields.title}\n        onChange={(event) => set('title', event.target.value)}\n        size=\"small\"\n        autoFocus\n        required\n        slotProps={{ htmlInput: { maxLength: CRM_TASK_TITLE_MAX } }}\n      />\n      <Stack direction=\"row\" spacing={1}>\n        <TextField\n          select\n          label=\"Kind\"\n          value={fields.kind}\n          onChange={(event) => set('kind', event.target.value as CrmTaskFields['kind'])}\n          size=\"small\"\n          sx={{ flex: 1 }}\n        >\n          {CRM_TASK_KINDS.map((kind) => (\n            <MenuItem key={kind} value={kind}>\n              {CRM_TASK_KIND_LABELS[kind]}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          label=\"Priority\"\n          value={fields.priority}\n          onChange={(event) =>\n            set('priority', event.target.value as CrmTaskFields['priority'])\n          }\n          size=\"small\"\n          sx={{ flex: 1 }}\n        >\n          {CRM_TASK_PRIORITIES.map((priority) => (\n            <MenuItem key={priority} value={priority}>\n              {CRM_TASK_PRIORITY_LABELS[priority]}\n            </MenuItem>\n          ))}\n        </TextField>\n      </Stack>\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Due\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(fields.dueAtMs)}\n          onChange={(event) => setDue(localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText=\"Leave empty for a task with no due date.\"\n          sx={{ flex: 1 }}\n        />\n        {/*\n          A stored task is snoozed in place — the one write lands and the\n          field follows it, so a later Save carries the same date. A task\n          that does not exist yet has nothing to write, so the same menu\n          fills the field and the save is the write.\n        */}\n        <TaskSnoozeMenu\n          variant=\"button\"\n          dueAtMs={fields.dueAtMs}\n          remindAtMs={remindAtMs}\n          disabled={busy}\n          target={\n            task && scope\n              ? { write: { scope, taskId: task.$id } }\n              : { pick: setDue }\n          }\n          onSnoozed={setDue}\n        />\n      </Stack>\n      {/*\n        The reminder (AGL-2659), beside the due date it follows by default.\n        Its own field rather than a switch, because \"remind me an hour\n        before\" is the second thing a person wants after \"remind me\".\n      */}\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Remind me\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(remindAtMs)}\n          onChange={(event) => set('remindAtMs', localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText={reminderHelp}\n          sx={{ flex: 1 }}\n        />\n        <Button\n          size=\"small\"\n          onClick={() => set('remindAtMs', null)}\n          disabled={busy || remindAtMs === null}\n        >\n          {'No reminder'}\n        </Button>\n      </Stack>\n      <TextField\n        select\n        label=\"Assignee\"\n        // The stored assignee resolved to a member — by uid, or by an\n        // address the roster has — so the picker highlights the person and\n        // a save writes their uid. One the roster does not hold is kept as\n        // its own option: a controlled select whose value is absent from\n        // its options renders empty, which reads as unassigned.\n        value={assignee?.uid ?? fields.assigneeUid ?? ''}\n        onChange={(event) => set('assigneeUid', event.target.value || null)}\n        size=\"small\"\n        disabled={directory.loading}\n        helperText={\n          directory.error ??\n          (fields.assigneeUid && fields.assigneeUid !== user?.uid\n            ? 'They will be notified when you save.'\n            : undefined)\n        }\n      >\n        <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n        {fields.assigneeUid && !assignee ? (\n          <MenuItem value={fields.assigneeUid}>{directory.nameOf(fields.assigneeUid)}</MenuItem>\n        ) : null}\n        {directory.members.map((member) => (\n          <MenuItem key={member.uid} value={member.uid}>\n            {member.label}\n            {member.uid === user?.uid ? ' (you)' : ''}\n          </MenuItem>\n        ))}\n      </TextField>\n      <Typography variant=\"overline\" color=\"text.secondary\">\n        {'Linked to'}\n      </Typography>\n      <CrmRecordPicker\n        kind=\"contact\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.contactId}\n        onChange={(id) => set('contactId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"company\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.companyId}\n        onChange={(id) => set('companyId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"deal\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.dealId}\n        onChange={(id) => set('dealId', id)}\n        disabled={busy}\n      />\n      <TextField\n        label=\"Notes\"\n        value={fields.notes}\n        onChange={(event) => set('notes', event.target.value)}\n        size=\"small\"\n        multiline\n        minRows={3}\n        slotProps={{ htmlInput: { maxLength: CRM_TASK_NOTES_MAX } }}\n      />\n      {error ? 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package/src/lib/components/task-import-drawer.d.ts

@@ -0,0 +1,24 @@
+import { type TaskImportField, type TaskImportRawRow, type TaskImportSkippedRow } from '../model/crm-task-import';
+import { type CsvImportVocabulary } from './csv-import-drawer';
+/** The browser-side address of the route one chunk is posted to. */
+export declare const TASKS_IMPORT_URL = "/api/crm/tasks-import";
+/** Built once: nothing in it depends on a render. */
+export declare const TASK_IMPORT_VOCABULARY: CsvImportVocabulary<TaskImportField, TaskImportRawRow & Record<string, unknown>, TaskImportSkippedRow>;
+export interface TaskImportDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The site the file is filed from, or `null` at the organization level. */
+    hostId: string | null;
+}
+export declare function TaskImportDrawer(props: TaskImportDrawerProps): import("react").JSX.Element;
+export declare namespace TaskImportDrawer {
+    var displayName: string;
+}
+/** The "Import CSV" action on the tasks list, with the drawer it opens. */
+export declare function TaskImportButton(props: {
+    hostId: string | null;
+}): import("react").JSX.Element;
+export declare namespace TaskImportButton {
+    var displayName: string;
+}
+export default TaskImportDrawer;

package/src/lib/components/task-import-drawer.js

@@ -0,0 +1,82 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx } from "react/jsx-runtime";
+/**
+ * IMPORTING A TASKS FILE — the task vocabulary over the shared drawer
+ * (AGL-2662).
+ *
+ * The server half is `server/tasks-import.ts`. What is particular to
+ * tasks: the title is the one cell every row needs, an assignee address
+ * that names nobody on the team refuses the ROW rather than filing the
+ * task unassigned, no notification is sent, and nothing is merged — a
+ * task has no key, so every row is a new task.
+ */ import { pluginDocsHelp } from "@aglyn/aglyn";
+import { TASK_IMPORT_CHUNK_SIZE, TASK_IMPORT_FIELD_LABELS, TASK_IMPORT_FIELDS, TASK_IMPORT_MAX_ROWS, TASK_IMPORT_PREVIEW_ROWS, TASK_IMPORT_SKIP_LABELS, emptyTaskImportResult, guessTaskImportMapping, mapTaskImportRow, mergeTaskImportResults, taskImportSkippedCsv } from "../model/crm-task-import.js";
+import { tasksCsv } from "../model/tasks-csv.js";
+import { CsvImportButton, CsvImportDrawer } from "./csv-import-drawer.js";
+/** The browser-side address of the route one chunk is posted to. */ export const TASKS_IMPORT_URL = '/api/crm/tasks-import';
+/** Built once: nothing in it depends on a render. */ export const TASK_IMPORT_VOCABULARY = {
+    title: 'Import tasks from CSV',
+    help: pluginDocsHelp('crmTasks', {
+        anchor: '#import-from-csv'
+    }),
+    sitePickerHelperText: 'The site these tasks are filed from — it decides which of your sites ' + 'may see them.',
+    intro: 'A CSV with a header row. Match its columns to task fields below, check ' + 'the preview, then import. An assignee is a team member’s email address; ' + 'a row naming somebody who is not on the team is skipped. Nobody is ' + 'notified. Every row becomes a new task — importing a file twice files ' + `it twice. Up to ${TASK_IMPORT_MAX_ROWS.toLocaleString()} rows per file ` + '— split a larger one.',
+    fields: TASK_IMPORT_FIELDS,
+    fieldLabels: TASK_IMPORT_FIELD_LABELS,
+    requiredField: 'title',
+    requiredWarning: 'Choose which column holds the task title. It is the one field every ' + 'row needs.',
+    unusableNotice: (count, total)=>`${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` + 'title and will be skipped. You can download them after the import.',
+    guessMapping: guessTaskImportMapping,
+    mapRow: (cells, mapping)=>mapTaskImportRow(cells, mapping),
+    route: TASKS_IMPORT_URL,
+    maxRows: TASK_IMPORT_MAX_ROWS,
+    chunkSize: TASK_IMPORT_CHUNK_SIZE,
+    previewRows: TASK_IMPORT_PREVIEW_ROWS,
+    emptyResult: emptyTaskImportResult,
+    mergeResults: mergeTaskImportResults,
+    skipLabels: TASK_IMPORT_SKIP_LABELS,
+    skippedCsv: taskImportSkippedCsv,
+    skippedFileName: 'skipped-tasks.csv',
+    // The export's own header over no rows, so an export re-imports as is.
+    templateCsv: ()=>tasksCsv([]),
+    templateFileName: 'tasks-template.csv'
+};
+export function TaskImportDrawer(props) {
+    const { open, onClose, hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportDrawer, {
+        open: open,
+        onClose: onClose,
+        hostId: hostId,
+        vocabulary: TASK_IMPORT_VOCABULARY
+    });
+}
+TaskImportDrawer.displayName = 'TaskImportDrawer';
+/** The "Import CSV" action on the tasks list, with the drawer it opens. */ export function TaskImportButton(props) {
+    const { hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportButton, {
+        children: (open, onClose)=>/*#__PURE__*/ _jsx(TaskImportDrawer, {
+                open: open,
+                onClose: onClose,
+                hostId: hostId
+            })
+    });
+}
+TaskImportButton.displayName = 'TaskImportButton';
+export default TaskImportDrawer;
+
+//# sourceMappingURL=task-import-drawer.js.map