@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/hooks/use-contact-update.js

@@ -0,0 +1,80 @@
+/**
+ * @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 { useCallback, useMemo } from "react";
+import { useCrmApi } from "../components/use-crm-api.js";
+/**
+ * THE CONSOLE'S DOOR TO `crm/contact-update` (AGL-2804).
+ *
+ * Every surface that edits a contact's facet saves through here rather than
+ * writing the document — the record page's profile, custom fields, files and
+ * campaign filing, the company page's link, and the contacts bar — because
+ * the rules leave a client nothing in a facet but letting a holder go.
+ *
+ * Built on `useCrmApi`, so beneath the organization hub's mount the request
+ * names the org and the route writes each contact through its own primary
+ * holder, and under a site it writes the site's.
+ *
+ * A request refused WHOLE — no session, no permission, a plan without the CRM
+ * — throws with the route's sentence.
+ * `updateMany` hands a per-contact answer back in the bulk runners' shape;
+ * `updateOne` throws that one contact's refusal, which is what a single
+ * record's Save shows.
+ */ export function useContactUpdate(hostId) {
+    const callCrm = useCrmApi(hostId);
+    const updateMany = useCallback(async (contactIds, set)=>{
+        const { response, payload } = await callCrm('contact-update', {
+            contactIds: [
+                ...contactIds
+            ],
+            set
+        });
+        if (!response.ok) {
+            const error = payload['error'];
+            throw new Error(typeof error === 'string' && error ? error : `The contact could not be saved (${response.status}).`);
+        }
+        const results = Array.isArray(payload['results']) ? payload['results'] : [];
+        return results.map((outcome)=>_extends({
+                id: outcome.contactId,
+                ok: outcome.ok
+            }, 'error' in outcome ? {
+                error: outcome.error
+            } : {}));
+    }, [
+        callCrm
+    ]);
+    const updateOne = useCallback(async (contactId, set)=>{
+        const [answer] = await updateMany([
+            contactId
+        ], set);
+        if (!(answer == null ? void 0 : answer.ok)) {
+            throw new Error((answer == null ? void 0 : answer.error) || 'The contact could not be saved.');
+        }
+    }, [
+        updateMany
+    ]);
+    return useMemo(()=>({
+            updateMany,
+            updateOne
+        }), [
+        updateMany,
+        updateOne
+    ]);
+}
+export default useContactUpdate;
+
+//# sourceMappingURL=use-contact-update.js.map

package/src/lib/hooks/use-contact-update.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-contact-update.ts"],"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 { useCallback, useMemo } from 'react'\nimport { useCrmApi } from '../components/use-crm-api'\nimport type { ContactUpdateFields, ContactUpdateOutcome } from '../model/contact-update'\nimport type { CrmBulkAnswer } from '../model/crm-bulk-writes'\n\n/**\n * THE CONSOLE'S DOOR TO `crm/contact-update` (AGL-2804).\n *\n * Every surface that edits a contact's facet saves through here rather than\n * writing the document — the record page's profile, custom fields, files and\n * campaign filing, the company page's link, and the contacts bar — because\n * the rules leave a client nothing in a facet but letting a holder go.\n *\n * Built on `useCrmApi`, so beneath the organization hub's mount the request\n * names the org and the route writes each contact through its own primary\n * holder, and under a site it writes the site's.\n *\n * A request refused WHOLE — no session, no permission, a plan without the CRM\n * — throws with the route's sentence.\n * `updateMany` hands a per-contact answer back in the bulk runners' shape;\n * `updateOne` throws that one contact's refusal, which is what a single\n * record's Save shows.\n */\nexport function useContactUpdate(hostId: string | null) {\n  const callCrm = useCrmApi(hostId)\n\n  const updateMany = useCallback(\n    async (\n      contactIds: readonly string[],\n      set: ContactUpdateFields,\n    ): Promise<CrmBulkAnswer[]> => {\n      const { response, payload } = await callCrm('contact-update', {\n        contactIds: [...contactIds],\n        set,\n      })\n      if (!response.ok) {\n        const error = payload['error']\n        throw new Error(\n          typeof error === 'string' && error\n            ? error\n            : `The contact could not be saved (${response.status}).`,\n        )\n      }\n      const results: ContactUpdateOutcome[] = Array.isArray(payload['results'])\n        ? payload['results']\n        : []\n      return results.map((outcome) => ({\n        id: outcome.contactId,\n        ok: outcome.ok,\n        ...('error' in outcome ? { error: outcome.error } : {}),\n      }))\n    },\n    [callCrm],\n  )\n\n  const updateOne = useCallback(\n    async (contactId: string, set: ContactUpdateFields): Promise<void> => {\n      const [answer] = await updateMany([contactId], set)\n      if (!answer?.ok) {\n        throw new Error(answer?.error || 'The contact could not be saved.')\n      }\n    },\n    [updateMany],\n  )\n\n  return useMemo(() => ({ updateMany, updateOne }), [updateMany, updateOne])\n}\n\nexport default useContactUpdate\n"],"names":["useCallback","useMemo","useCrmApi","useContactUpdate","hostId","callCrm","updateMany","contactIds","set","response","payload","ok","error","Error","status","results","Array","isArray","map","outcome","id","contactId","updateOne","answer"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,WAAW,EAAEC,OAAO,QAAQ,QAAO;AAC5C,SAASC,SAAS,QAAQ,+BAA2B;AAIrD;;;;;;;;;;;;;;;;;CAiBC,GACD,OAAO,SAASC,iBAAiBC,MAAqB;IACpD,MAAMC,UAAUH,UAAUE;IAE1B,MAAME,aAAaN,YACjB,OACEO,YACAC;QAEA,MAAM,EAAEC,QAAQ,EAAEC,OAAO,EAAE,GAAG,MAAML,QAAQ,kBAAkB;YAC5DE,YAAY;mBAAIA;aAAW;YAC3BC;QACF;QACA,IAAI,CAACC,SAASE,EAAE,EAAE;YAChB,MAAMC,QAAQF,OAAO,CAAC,QAAQ;YAC9B,MAAM,IAAIG,MACR,OAAOD,UAAU,YAAYA,QACzBA,QACA,CAAC,gCAAgC,EAAEH,SAASK,MAAM,CAAC,EAAE,CAAC;QAE9D;QACA,MAAMC,UAAkCC,MAAMC,OAAO,CAACP,OAAO,CAAC,UAAU,IACpEA,OAAO,CAAC,UAAU,GAClB,EAAE;QACN,OAAOK,QAAQG,GAAG,CAAC,CAACC,UAAa;gBAC/BC,IAAID,QAAQE,SAAS;gBACrBV,IAAIQ,QAAQR,EAAE;eACV,WAAWQ,UAAU;gBAAEP,OAAOO,QAAQP,KAAK;YAAC,IAAI,CAAC;IAEzD,GACA;QAACP;KAAQ;IAGX,MAAMiB,YAAYtB,YAChB,OAAOqB,WAAmBb;QACxB,MAAM,CAACe,OAAO,GAAG,MAAMjB,WAAW;YAACe;SAAU,EAAEb;QAC/C,IAAI,EAACe,0BAAAA,OAAQZ,EAAE,GAAE;YACf,MAAM,IAAIE,MAAMU,CAAAA,0BAAAA,OAAQX,KAAK,KAAI;QACnC;IACF,GACA;QAACN;KAAW;IAGd,OAAOL,QAAQ,IAAO,CAAA;YAAEK;YAAYgB;QAAU,CAAA,GAAI;QAAChB;QAAYgB;KAAU;AAC3E;AAEA,eAAenB,iBAAgB"}

package/src/lib/hooks/use-crm-activity-logger.d.ts

@@ -0,0 +1,73 @@
+import { type HostActivityTarget } from '@aglyn/tenant-feature-instance';
+import type { CrmOrgActivityKind } from '../constants/api-routes';
+/**
+ * A record kind BOTH feeds accept.
+ *
+ * The org feed also files tasks and the host feed also files screens, and a
+ * line that can land in either has to name something both presenters can
+ * render as a link. Spelled as the intersection rather than a third hand-
+ * written union so a kind added to one side alone cannot silently become a
+ * line the other side draws as unknown.
+ */
+export type CrmActivityKind = Extract<CrmOrgActivityKind, HostActivityTarget['type']>;
+/** What a CRM activity line points at. */
+export interface CrmActivityTarget {
+    type: CrmActivityKind;
+    id?: string;
+    name?: string;
+}
+/**
+ * ONE LINE FOR ONE RECORD, IN THE FEED THE ACT BELONGS TO (AGL-2738).
+ *
+ * A CRM record is org data whichever hub it is edited from, but the feed
+ * that holds "who deleted it" is not: under a SITE the line goes into that
+ * site's `hosts/{hostId}/activity` client-direct, and at the ORGANIZATION
+ * level it goes into `orgs/{orgId}/activity` through `crm/org-activity`,
+ * because the org feed is closed to every client by rule.
+ *
+ * ## The two gates are on different axes, and that is the bug this closes
+ *
+ * The record write asks `canWriteOrgData()` — an org role of owner, admin
+ * or editor, plus the scope tokens. The line asks `canWriteHostContent()`,
+ * which resolves a role out of `hosts/{hostId}.memberRoles[uid]` and knows
+ * nothing about the org roster. At the org hub the two come apart for
+ * members who are genuinely admitted to the hub:
+ *
+ *  - a pre-`allHosts` member doc reads as org-wide (`isOrgWideMember`) and
+ *    projects to NO host role at all (`hostRoleFor` returns null without
+ *    `allHosts`), so an editor holding `data.manage` org-wide appears in no
+ *    site's `memberRoles`;
+ *  - an org editor carrying an explicit `hostAccess` entry of `viewer` on
+ *    one site writes the record and cannot write that site's feed;
+ *  - a site whose projection never ran, and a SUSPENDED site, refuse the
+ *    append while the org-level record write goes through untouched.
+ *
+ * Each of those used to spend its audit line on a rejected client write
+ * that `useHostActivityLogger` swallowed. Widening the rule is not the
+ * answer — `cloud/rules-tests/firestore-rules.test.mjs` pins that a viewer
+ * cannot forge a line, and adding `activity` to the create exclusion list
+ * ends host logging rather than moving it. Routing the org-level line
+ * through the org's own door is: `crm/org-activity` authorizes the caller
+ * on the ORG, which is the axis the record write was authorized on, and
+ * appends with the Admin SDK.
+ *
+ * ## Which door, decided by the MOUNTED site and not by the record's
+ *
+ * `hostId` here is the site the surface is mounted under, never the site
+ * the record was captured by. A record page at the org hub is handed
+ * `null` and posts to the org feed; the lead page, which the hub mounts
+ * UNDER a site by address (AGL-2630), is handed that site and keeps
+ * writing client-direct exactly as it does on the site's own hub. Falling
+ * back to the record's own site is what put an org-level act in front of a
+ * site-level gate in the first place.
+ *
+ * This is the same split `useCrmBulkApply` makes for the bulk bars and the
+ * email and stage routes make on the server: the level the act was
+ * performed at decides the feed.
+ *
+ * @param hostId the site the surface is MOUNTED under — `props.hostId`,
+ *   which is `null` at the organization hub. Never the record's own
+ *   `hostId`.
+ */
+export declare function useCrmActivityLogger(hostId: string | null | undefined): (action: string, target: CrmActivityTarget) => void;
+export default useCrmActivityLogger;

package/src/lib/hooks/use-crm-activity-logger.js

@@ -0,0 +1,101 @@
+/**
+ * @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 { useHostActivityLogger } from "@aglyn/tenant-feature-instance";
+import { useCallback } from "react";
+import { useCrmApi } from "../components/use-crm-api.js";
+import { orgActivityRefusal, reportDroppedActivityLine } from "../model/crm-activity-report.js";
+import { useCrmOrgMount } from "./use-crm-org-mount.js";
+/**
+ * ONE LINE FOR ONE RECORD, IN THE FEED THE ACT BELONGS TO (AGL-2738).
+ *
+ * A CRM record is org data whichever hub it is edited from, but the feed
+ * that holds "who deleted it" is not: under a SITE the line goes into that
+ * site's `hosts/{hostId}/activity` client-direct, and at the ORGANIZATION
+ * level it goes into `orgs/{orgId}/activity` through `crm/org-activity`,
+ * because the org feed is closed to every client by rule.
+ *
+ * ## The two gates are on different axes, and that is the bug this closes
+ *
+ * The record write asks `canWriteOrgData()` — an org role of owner, admin
+ * or editor, plus the scope tokens. The line asks `canWriteHostContent()`,
+ * which resolves a role out of `hosts/{hostId}.memberRoles[uid]` and knows
+ * nothing about the org roster. At the org hub the two come apart for
+ * members who are genuinely admitted to the hub:
+ *
+ *  - a pre-`allHosts` member doc reads as org-wide (`isOrgWideMember`) and
+ *    projects to NO host role at all (`hostRoleFor` returns null without
+ *    `allHosts`), so an editor holding `data.manage` org-wide appears in no
+ *    site's `memberRoles`;
+ *  - an org editor carrying an explicit `hostAccess` entry of `viewer` on
+ *    one site writes the record and cannot write that site's feed;
+ *  - a site whose projection never ran, and a SUSPENDED site, refuse the
+ *    append while the org-level record write goes through untouched.
+ *
+ * Each of those used to spend its audit line on a rejected client write
+ * that `useHostActivityLogger` swallowed. Widening the rule is not the
+ * answer — `cloud/rules-tests/firestore-rules.test.mjs` pins that a viewer
+ * cannot forge a line, and adding `activity` to the create exclusion list
+ * ends host logging rather than moving it. Routing the org-level line
+ * through the org's own door is: `crm/org-activity` authorizes the caller
+ * on the ORG, which is the axis the record write was authorized on, and
+ * appends with the Admin SDK.
+ *
+ * ## Which door, decided by the MOUNTED site and not by the record's
+ *
+ * `hostId` here is the site the surface is mounted under, never the site
+ * the record was captured by. A record page at the org hub is handed
+ * `null` and posts to the org feed; the lead page, which the hub mounts
+ * UNDER a site by address (AGL-2630), is handed that site and keeps
+ * writing client-direct exactly as it does on the site's own hub. Falling
+ * back to the record's own site is what put an org-level act in front of a
+ * site-level gate in the first place.
+ *
+ * This is the same split `useCrmBulkApply` makes for the bulk bars and the
+ * email and stage routes make on the server: the level the act was
+ * performed at decides the feed.
+ *
+ * @param hostId the site the surface is MOUNTED under — `props.hostId`,
+ *   which is `null` at the organization hub. Never the record's own
+ *   `hostId`.
+ */ export function useCrmActivityLogger(hostId) {
+    const mount = useCrmOrgMount();
+    const logHostActivity = useHostActivityLogger(hostId != null ? hostId : undefined);
+    // `null`, because the line is about the org and not about a site: the
+    // hook stamps the mount's `orgId` into the body, which is what makes the
+    // call the route's org variant.
+    const callCrm = useCrmApi(null);
+    return useCallback((action, target)=>{
+        if (hostId || !mount) {
+            logHostActivity(action, target);
+            return;
+        }
+        void callCrm('org-activity', {
+            action,
+            target
+        }).then(({ response, payload })=>{
+            if (!response.ok) throw orgActivityRefusal(response.status, payload);
+        }).catch(reportDroppedActivityLine);
+    }, [
+        hostId,
+        mount,
+        logHostActivity,
+        callCrm
+    ]);
+}
+export default useCrmActivityLogger;
+
+//# sourceMappingURL=use-crm-activity-logger.js.map

package/src/lib/hooks/use-crm-activity-logger.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-activity-logger.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type HostActivityTarget,\n  useHostActivityLogger,\n} from '@aglyn/tenant-feature-instance'\nimport { useCallback } from 'react'\nimport { useCrmApi } from '../components/use-crm-api'\nimport type { CrmOrgActivityKind } from '../constants/api-routes'\nimport {\n  orgActivityRefusal,\n  reportDroppedActivityLine,\n} from '../model/crm-activity-report'\nimport { useCrmOrgMount } from './use-crm-org-mount'\n\n/**\n * A record kind BOTH feeds accept.\n *\n * The org feed also files tasks and the host feed also files screens, and a\n * line that can land in either has to name something both presenters can\n * render as a link. Spelled as the intersection rather than a third hand-\n * written union so a kind added to one side alone cannot silently become a\n * line the other side draws as unknown.\n */\nexport type CrmActivityKind = Extract<\n  CrmOrgActivityKind,\n  HostActivityTarget['type']\n>\n\n/** What a CRM activity line points at. */\nexport interface CrmActivityTarget {\n  type: CrmActivityKind\n  id?: string\n  name?: string\n}\n\n/**\n * ONE LINE FOR ONE RECORD, IN THE FEED THE ACT BELONGS TO (AGL-2738).\n *\n * A CRM record is org data whichever hub it is edited from, but the feed\n * that holds \"who deleted it\" is not: under a SITE the line goes into that\n * site's `hosts/{hostId}/activity` client-direct, and at the ORGANIZATION\n * level it goes into `orgs/{orgId}/activity` through `crm/org-activity`,\n * because the org feed is closed to every client by rule.\n *\n * ## The two gates are on different axes, and that is the bug this closes\n *\n * The record write asks `canWriteOrgData()` — an org role of owner, admin\n * or editor, plus the scope tokens. The line asks `canWriteHostContent()`,\n * which resolves a role out of `hosts/{hostId}.memberRoles[uid]` and knows\n * nothing about the org roster. At the org hub the two come apart for\n * members who are genuinely admitted to the hub:\n *\n *  - a pre-`allHosts` member doc reads as org-wide (`isOrgWideMember`) and\n *    projects to NO host role at all (`hostRoleFor` returns null without\n *    `allHosts`), so an editor holding `data.manage` org-wide appears in no\n *    site's `memberRoles`;\n *  - an org editor carrying an explicit `hostAccess` entry of `viewer` on\n *    one site writes the record and cannot write that site's feed;\n *  - a site whose projection never ran, and a SUSPENDED site, refuse the\n *    append while the org-level record write goes through untouched.\n *\n * Each of those used to spend its audit line on a rejected client write\n * that `useHostActivityLogger` swallowed. Widening the rule is not the\n * answer — `cloud/rules-tests/firestore-rules.test.mjs` pins that a viewer\n * cannot forge a line, and adding `activity` to the create exclusion list\n * ends host logging rather than moving it. Routing the org-level line\n * through the org's own door is: `crm/org-activity` authorizes the caller\n * on the ORG, which is the axis the record write was authorized on, and\n * appends with the Admin SDK.\n *\n * ## Which door, decided by the MOUNTED site and not by the record's\n *\n * `hostId` here is the site the surface is mounted under, never the site\n * the record was captured by. A record page at the org hub is handed\n * `null` and posts to the org feed; the lead page, which the hub mounts\n * UNDER a site by address (AGL-2630), is handed that site and keeps\n * writing client-direct exactly as it does on the site's own hub. Falling\n * back to the record's own site is what put an org-level act in front of a\n * site-level gate in the first place.\n *\n * This is the same split `useCrmBulkApply` makes for the bulk bars and the\n * email and stage routes make on the server: the level the act was\n * performed at decides the feed.\n *\n * @param hostId the site the surface is MOUNTED under — `props.hostId`,\n *   which is `null` at the organization hub. 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package/src/lib/hooks/use-crm-bulk-apply.d.ts

@@ -0,0 +1,52 @@
+import type { CrmOrgActivityKind } from '../constants/api-routes';
+import { type CrmBulkOutcome, type CrmBulkSkip } from '../model/crm-bulk-writes';
+export interface CrmBulkApplyOptions {
+    /**
+     * What the bar's rows are — the record kind the ORGANIZATION's feed files
+     * the bar's one line under (AGL-2634). A bar that names none writes no
+     * org line.
+     */
+    recordKind?: CrmOrgActivityKind;
+}
+export interface CrmBulkApplyRun {
+    attempted: number;
+    skipped: readonly CrmBulkSkip[];
+    job: () => Promise<CrmBulkOutcome>;
+    done: (count: number) => string;
+    /**
+     * The job goes through a route that writes its own line per record —
+     * a stage move, a loss — so the bar's summary would say it twice.
+     */
+    loggedByRoute?: boolean;
+}
+/**
+ * What a bulk bar does AROUND an action (AGL-2621): mark itself busy, run
+ * the job, put the sentence in the snackbar, and hold the refused rows by
+ * name until the reader dismisses them. Every bar says the same things in
+ * the same places — "Owner set on 3 deals", "Nothing was changed", the
+ * warning alert — so the saying lives here once.
+ *
+ * `job` is whatever applies the plan: the batched runner for a document
+ * write, the sequential caller for a route. `attempted` is how many rows
+ * the plan wanted to reach, which is what tells "nothing was changed"
+ * (it tried and the store refused) from "nothing to change" (every row
+ * already said what was asked).
+ *
+ * ## The organization's line (AGL-2634)
+ *
+ * Under a site a bar logs what it must into the site's feed itself, one
+ * line per record, client-direct. At the ORGANIZATION level there is no
+ * site's feed and the org's is closed to clients, so the one thing every
+ * bar has in common — the sentence it just put in the snackbar — is posted
+ * once, through `crm/org-activity`, as the org feed's line for the action:
+ * "Owner set on 3 deals", filed under the bar's record kind. Nothing is
+ * posted for an action that changed nothing, and nothing for a job whose
+ * route already wrote a line per record.
+ */
+export declare function useCrmBulkApply(options?: CrmBulkApplyOptions): {
+    busy: boolean;
+    report: CrmBulkSkip[];
+    apply: (run: CrmBulkApplyRun) => Promise<CrmBulkOutcome>;
+    dismissReport: () => void;
+};
+export default useCrmBulkApply;

package/src/lib/hooks/use-crm-bulk-apply.js

@@ -0,0 +1,112 @@
+/**
+ * @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 { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useCallback, useState } from "react";
+import { useCrmApi } from "../components/use-crm-api.js";
+import { orgActivityRefusal, reportDroppedActivityLine } from "../model/crm-activity-report.js";
+import { bulkReport } from "../model/crm-bulk-writes.js";
+import { useCrmOrgMount } from "./use-crm-org-mount.js";
+/**
+ * What a bulk bar does AROUND an action (AGL-2621): mark itself busy, run
+ * the job, put the sentence in the snackbar, and hold the refused rows by
+ * name until the reader dismisses them. Every bar says the same things in
+ * the same places — "Owner set on 3 deals", "Nothing was changed", the
+ * warning alert — so the saying lives here once.
+ *
+ * `job` is whatever applies the plan: the batched runner for a document
+ * write, the sequential caller for a route. `attempted` is how many rows
+ * the plan wanted to reach, which is what tells "nothing was changed"
+ * (it tried and the store refused) from "nothing to change" (every row
+ * already said what was asked).
+ *
+ * ## The organization's line (AGL-2634)
+ *
+ * Under a site a bar logs what it must into the site's feed itself, one
+ * line per record, client-direct. At the ORGANIZATION level there is no
+ * site's feed and the org's is closed to clients, so the one thing every
+ * bar has in common — the sentence it just put in the snackbar — is posted
+ * once, through `crm/org-activity`, as the org feed's line for the action:
+ * "Owner set on 3 deals", filed under the bar's record kind. Nothing is
+ * posted for an action that changed nothing, and nothing for a job whose
+ * route already wrote a line per record.
+ */ export function useCrmBulkApply(options = {}) {
+    const { recordKind } = options;
+    const { enqueueSnackbar } = useSnackbar();
+    const mount = useCrmOrgMount();
+    const callCrm = useCrmApi(null);
+    const [busy, setBusy] = useState(false);
+    const [report, setReport] = useState(null);
+    const apply = useCallback(async (run)=>{
+        const { attempted, skipped, job, done, loggedByRoute } = run;
+        setBusy(true);
+        let outcome = {
+            done: 0,
+            refused: []
+        };
+        try {
+            outcome = await job();
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar('An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            setBusy(false);
+            return outcome;
+        }
+        const left = bulkReport({
+            skipped: [
+                ...skipped
+            ]
+        }, outcome);
+        setReport(left);
+        const sentence = outcome.done ? done(outcome.done) : attempted ? 'Nothing was changed' : 'Nothing to change';
+        enqueueSnackbar(sentence, {
+            variant: outcome.done && !left ? 'success' : 'warning',
+            persist: false
+        });
+        if (mount && recordKind && outcome.done && !loggedByRoute) {
+            // Fire-and-forget, as the site logger is: an audit miss must not
+            // turn a finished action into a failed one.
+            void callCrm('org-activity', {
+                action: sentence,
+                target: {
+                    type: recordKind
+                }
+            }).then(({ response, payload })=>{
+                if (!response.ok) throw orgActivityRefusal(response.status, payload);
+            }).catch(reportDroppedActivityLine);
+        }
+        setBusy(false);
+        return outcome;
+    }, [
+        enqueueSnackbar,
+        mount,
+        recordKind,
+        callCrm
+    ]);
+    const dismissReport = useCallback(()=>setReport(null), []);
+    return {
+        busy,
+        report,
+        apply,
+        dismissReport
+    };
+}
+export default useCrmBulkApply;
+
+//# sourceMappingURL=use-crm-bulk-apply.js.map

package/src/lib/hooks/use-crm-bulk-apply.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-bulk-apply.ts"],"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 { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useCallback, useState } from 'react'\nimport { useCrmApi } from '../components/use-crm-api'\nimport type { CrmOrgActivityKind } from '../constants/api-routes'\nimport {\n  orgActivityRefusal,\n  reportDroppedActivityLine,\n} from '../model/crm-activity-report'\nimport {\n  bulkReport,\n  type CrmBulkOutcome,\n  type CrmBulkSkip,\n} from '../model/crm-bulk-writes'\nimport { useCrmOrgMount } from './use-crm-org-mount'\n\nexport interface CrmBulkApplyOptions {\n  /**\n   * What the bar's rows are — the record kind the ORGANIZATION's feed files\n   * the bar's one line under (AGL-2634). A bar that names none writes no\n   * org line.\n   */\n  recordKind?: CrmOrgActivityKind\n}\n\nexport interface CrmBulkApplyRun {\n  attempted: number\n  skipped: readonly CrmBulkSkip[]\n  job: () => Promise<CrmBulkOutcome>\n  done: (count: number) => string\n  /**\n   * The job goes through a route that writes its own line per record —\n   * a stage move, a loss — so the bar's summary would say it twice.\n   */\n  loggedByRoute?: boolean\n}\n\n/**\n * What a bulk bar does AROUND an action (AGL-2621): mark itself busy, run\n * the job, put the sentence in the snackbar, and hold the refused rows by\n * name until the reader dismisses them. Every bar says the same things in\n * the same places — \"Owner set on 3 deals\", \"Nothing was changed\", the\n * warning alert — so the saying lives here once.\n *\n * `job` is whatever applies the plan: the batched runner for a document\n * write, the sequential caller for a route. `attempted` is how many rows\n * the plan wanted to reach, which is what tells \"nothing was changed\"\n * (it tried and the store refused) from \"nothing to change\" (every row\n * already said what was asked).\n *\n * ## The organization's line (AGL-2634)\n *\n * Under a site a bar logs what it must into the site's feed itself, one\n * line per record, client-direct. At the ORGANIZATION level there is no\n * site's feed and the org's is closed to clients, so the one thing every\n * bar has in common — the sentence it just put in the snackbar — is posted\n * once, through `crm/org-activity`, as the org feed's line for the action:\n * \"Owner set on 3 deals\", filed under the bar's record kind. Nothing is\n * posted for an action that changed nothing, and nothing for a job whose\n * route already wrote a line per record.\n */\nexport function useCrmBulkApply(options: CrmBulkApplyOptions = {}) {\n  const { recordKind } = options\n  const { enqueueSnackbar } = useSnackbar()\n  const mount = useCrmOrgMount()\n  const callCrm = useCrmApi(null)\n  const [busy, setBusy] = useState(false)\n  const [report, setReport] = useState<CrmBulkSkip[] | null>(null)\n\n  const apply = useCallback(\n    async (run: CrmBulkApplyRun): Promise<CrmBulkOutcome> => {\n      const { attempted, skipped, job, done, loggedByRoute } = run\n      setBusy(true)\n      let outcome: CrmBulkOutcome = { done: 0, refused: [] }\n      try {\n        outcome = await job()\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        setBusy(false)\n        return outcome\n      }\n      const left = bulkReport({ skipped: [...skipped] }, outcome)\n      setReport(left)\n      const sentence = outcome.done\n        ? done(outcome.done)\n        : attempted\n          ? 'Nothing was changed'\n          : 'Nothing to change'\n      enqueueSnackbar(sentence, {\n        variant: outcome.done && !left ? 'success' : 'warning',\n        persist: false,\n      })\n      if (mount && recordKind && outcome.done && !loggedByRoute) {\n        // Fire-and-forget, as the site logger is: an audit miss must not\n        // turn a finished action into a failed one.\n        void callCrm('org-activity', {\n          action: sentence,\n          target: { type: recordKind },\n        })\n          .then(({ response, payload }) => {\n            if (!response.ok) throw orgActivityRefusal(response.status, payload)\n          })\n          .catch(reportDroppedActivityLine)\n      }\n      setBusy(false)\n      return outcome\n    },\n    [enqueueSnackbar, mount, recordKind, callCrm],\n  )\n\n  const dismissReport = useCallback(() => setReport(null), [])\n\n  return { busy, report, apply, dismissReport }\n}\n\nexport default useCrmBulkApply\n"],"names":["useSnackbar","useCallback","useState","useCrmApi","orgActivityRefusal","reportDroppedActivityLine","bulkReport","useCrmOrgMount","useCrmBulkApply","options","recordKind","enqueueSnackbar","mount","callCrm","busy","setBusy","report","setReport","apply","run","attempted","skipped","job","done","loggedByRoute","outcome","refused","error","console","variant","allowDuplicate","left","sentence","persist","action","target","type","then","response","payload","ok","status","catch","dismissReport"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SAASA,WAAW,QAAQ,8BAA6B;AACzD,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAASC,SAAS,QAAQ,+BAA2B;AAErD,SACEC,kBAAkB,EAClBC,yBAAyB,QACpB,kCAA8B;AACrC,SACEC,UAAU,QAGL,8BAA0B;AACjC,SAASC,cAAc,QAAQ,yBAAqB;AAuBpD;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASC,gBAAgBC,UAA+B,CAAC,CAAC;IAC/D,MAAM,EAAEC,UAAU,EAAE,GAAGD;IACvB,MAAM,EAAEE,eAAe,EAAE,GAAGX;IAC5B,MAAMY,QAAQL;IACd,MAAMM,UAAUV,UAAU;IAC1B,MAAM,CAACW,MAAMC,QAAQ,GAAGb,SAAS;IACjC,MAAM,CAACc,QAAQC,UAAU,GAAGf,SAA+B;IAE3D,MAAMgB,QAAQjB,YACZ,OAAOkB;QACL,MAAM,EAAEC,SAAS,EAAEC,OAAO,EAAEC,GAAG,EAAEC,IAAI,EAAEC,aAAa,EAAE,GAAGL;QACzDJ,QAAQ;QACR,IAAIU,UAA0B;YAAEF,MAAM;YAAGG,SAAS,EAAE;QAAC;QACrD,IAAI;YACFD,UAAU,MAAMH;QAClB,EAAE,OAAOK,OAAO;YACdC,QAAQD,KAAK,CAACA;YACdhB,gBAAgB,yBAAyB;gBACvCkB,SAAS;gBACTC,gBAAgB;YAClB;YACAf,QAAQ;YACR,OAAOU;QACT;QACA,MAAMM,OAAOzB,WAAW;YAAEe,SAAS;mBAAIA;aAAQ;QAAC,GAAGI;QACnDR,UAAUc;QACV,MAAMC,WAAWP,QAAQF,IAAI,GACzBA,KAAKE,QAAQF,IAAI,IACjBH,YACE,wBACA;QACNT,gBAAgBqB,UAAU;YACxBH,SAASJ,QAAQF,IAAI,IAAI,CAACQ,OAAO,YAAY;YAC7CE,SAAS;QACX;QACA,IAAIrB,SAASF,cAAce,QAAQF,IAAI,IAAI,CAACC,eAAe;YACzD,iEAAiE;YACjE,4CAA4C;YAC5C,KAAKX,QAAQ,gBAAgB;gBAC3BqB,QAAQF;gBACRG,QAAQ;oBAAEC,MAAM1B;gBAAW;YAC7B,GACG2B,IAAI,CAAC,CAAC,EAAEC,QAAQ,EAAEC,OAAO,EAAE;gBAC1B,IAAI,CAACD,SAASE,EAAE,EAAE,MAAMpC,mBAAmBkC,SAASG,MAAM,EAAEF;YAC9D,GACCG,KAAK,CAACrC;QACX;QACAU,QAAQ;QACR,OAAOU;IACT,GACA;QAACd;QAAiBC;QAAOF;QAAYG;KAAQ;IAG/C,MAAM8B,gBAAgB1C,YAAY,IAAMgB,UAAU,OAAO,EAAE;IAE3D,OAAO;QAAEH;QAAME;QAAQE;QAAOyB;IAAc;AAC9C;AAEA,eAAenC,gBAAe"}

package/src/lib/hooks/use-crm-default-view.d.ts

@@ -0,0 +1,24 @@
+import { type CrmViewSection } from '@aglyn/aglyn';
+/**
+ * The view a section opens on for THIS reader (AGL-2617).
+ *
+ * Read from and written to the reader's own profile document, beside the
+ * notification mutes that live there, because it is the same kind of fact:
+ * one person's preference for their own console, which the rules let them
+ * and nobody else write. A merged write keeps the other organizations' and
+ * sections' defaults on the same document, and the mutes beside them.
+ *
+ * One document read per reader per session — the profile listener the
+ * avatar and name hooks already hold — rather than a field on the view,
+ * where "default" would have to mean everybody's.
+ */
+export declare function useCrmDefaultView(options: {
+    uid: string | null | undefined;
+    orgId: string | null;
+    section: CrmViewSection;
+}): {
+    defaultViewId: string | null;
+    ready: boolean;
+    setDefault: (viewId: string | null) => Promise<void>;
+};
+export default useCrmDefaultView;

package/src/lib/hooks/use-crm-default-view.js

@@ -0,0 +1,64 @@
+/**
+ * @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 { crmDefaultViewId, crmDefaultViewPatch } from "@aglyn/aglyn";
+import { useFirestore, useFirestoreDoc } from "@aglyn/tenant-feature-instance";
+import { doc, setDoc } from "firebase/firestore";
+import { useCallback, useMemo } from "react";
+/**
+ * The view a section opens on for THIS reader (AGL-2617).
+ *
+ * Read from and written to the reader's own profile document, beside the
+ * notification mutes that live there, because it is the same kind of fact:
+ * one person's preference for their own console, which the rules let them
+ * and nobody else write. A merged write keeps the other organizations' and
+ * sections' defaults on the same document, and the mutes beside them.
+ *
+ * One document read per reader per session — the profile listener the
+ * avatar and name hooks already hold — rather than a field on the view,
+ * where "default" would have to mean everybody's.
+ */ export function useCrmDefaultView(options) {
+    const { uid, orgId, section } = options;
+    const firestore = useFirestore();
+    const { data: profile, status } = useFirestoreDoc(()=>uid ? doc(firestore, 'users', uid) : null, [
+        firestore,
+        uid
+    ]);
+    const defaultViewId = useMemo(()=>crmDefaultViewId(profile != null ? profile : null, orgId, section), [
+        profile,
+        orgId,
+        section
+    ]);
+    const setDefault = useCallback(async (viewId)=>{
+        if (!uid || !orgId) return;
+        await setDoc(doc(firestore, 'users', uid), crmDefaultViewPatch(orgId, section, viewId), {
+            merge: true
+        });
+    }, [
+        firestore,
+        uid,
+        orgId,
+        section
+    ]);
+    return {
+        defaultViewId,
+        ready: !uid || status !== 'loading',
+        setDefault
+    };
+}
+export default useCrmDefaultView;
+
+//# sourceMappingURL=use-crm-default-view.js.map

package/src/lib/hooks/use-crm-default-view.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-default-view.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type CrmViewSection,\n  crmDefaultViewId,\n  crmDefaultViewPatch,\n} from '@aglyn/aglyn'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { doc, setDoc } from 'firebase/firestore'\nimport { useCallback, useMemo } from 'react'\n\n/**\n * The view a section opens on for THIS reader (AGL-2617).\n *\n * Read from and written to the reader's own profile document, beside the\n * notification mutes that live there, because it is the same kind of fact:\n * one person's preference for their own console, which the rules let them\n * and nobody else write. A merged write keeps the other organizations' and\n * sections' defaults on the same document, and the mutes beside them.\n *\n * One document read per reader per session — the profile listener the\n * avatar and name hooks already hold — rather than a field on the view,\n * where \"default\" would have to mean everybody's.\n */\nexport function useCrmDefaultView(options: {\n  uid: string | null | undefined\n  orgId: string | null\n  section: CrmViewSection\n}): {\n  defaultViewId: string | null\n  ready: boolean\n  setDefault: (viewId: string | null) => Promise<void>\n} {\n  const { uid, orgId, section } = options\n  const firestore = useFirestore()\n  const { data: profile, status } = useFirestoreDoc<Record<string, unknown>>(\n    () => (uid ? doc(firestore, 'users', uid) : null),\n    [firestore, uid],\n  )\n  const defaultViewId = useMemo(\n    () => crmDefaultViewId(profile ?? null, orgId, section),\n    [profile, orgId, section],\n  )\n  const setDefault = useCallback(\n    async (viewId: string | null) => {\n      if (!uid || !orgId) return\n      await setDoc(\n        doc(firestore, 'users', uid),\n        crmDefaultViewPatch(orgId, section, viewId),\n        { merge: true },\n      )\n    },\n    [firestore, uid, orgId, section],\n  )\n  return {\n    defaultViewId,\n    ready: !uid || status !== 'loading',\n    setDefault,\n  }\n}\n\nexport default useCrmDefaultView\n"],"names":["crmDefaultViewId","crmDefaultViewPatch","useFirestore","useFirestoreDoc","doc","setDoc","useCallback","useMemo","useCrmDefaultView","options","uid","orgId","section","firestore","data","profile","status","defaultViewId","setDefault","viewId","merge","ready"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SAEEA,gBAAgB,EAChBC,mBAAmB,QACd,eAAc;AACrB,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAChD,SAASC,WAAW,EAAEC,OAAO,QAAQ,QAAO;AAE5C;;;;;;;;;;;;CAYC,GACD,OAAO,SAASC,kBAAkBC,OAIjC;IAKC,MAAM,EAAEC,GAAG,EAAEC,KAAK,EAAEC,OAAO,EAAE,GAAGH;IAChC,MAAMI,YAAYX;IAClB,MAAM,EAAEY,MAAMC,OAAO,EAAEC,MAAM,EAAE,GAAGb,gBAChC,IAAOO,MAAMN,IAAIS,WAAW,SAASH,OAAO,MAC5C;QAACG;QAAWH;KAAI;IAElB,MAAMO,gBAAgBV,QACpB,IAAMP,iBAAiBe,kBAAAA,UAAW,MAAMJ,OAAOC,UAC/C;QAACG;QAASJ;QAAOC;KAAQ;IAE3B,MAAMM,aAAaZ,YACjB,OAAOa;QACL,IAAI,CAACT,OAAO,CAACC,OAAO;QACpB,MAAMN,OACJD,IAAIS,WAAW,SAASH,MACxBT,oBAAoBU,OAAOC,SAASO,SACpC;YAAEC,OAAO;QAAK;IAElB,GACA;QAACP;QAAWH;QAAKC;QAAOC;KAAQ;IAElC,OAAO;QACLK;QACAI,OAAO,CAACX,OAAOM,WAAW;QAC1BE;IACF;AACF;AAEA,eAAeV,kBAAiB"}

package/src/lib/hooks/use-crm-email-templates.d.ts

@@ -0,0 +1,59 @@
+import { type CrmEmailTemplateRow, type ScopeToken } from '@aglyn/aglyn';
+import { type CrmOrgDoc } from './use-crm-scope';
+export interface CrmEmailTemplateScope {
+    /** The org data root, or `null` until the org lookup settles or when there is none. */
+    scope: readonly ['orgs', string] | null;
+    orgId: string | null;
+    ready: boolean;
+    /** The listener's clause under a site; `null` at the organization level. */
+    visibleTo: readonly ScopeToken[] | null;
+    /**
+     * The site a template written here is filed under, or `null` for the
+     * organization's own — see {@link useCrmEmailTemplateScope}.
+     */
+    createHostId: string | null;
+    /** What a template written here is stamped with; empty while no site is known. */
+    createTokens: readonly ScopeToken[];
+    /** The holder group whose facet the merge fields read a contact by. */
+    groupId: string | null;
+}
+/**
+ * Where an email template lives, for the surface writing or listing it
+ * (AGL-2658).
+ *
+ * Under a site it is the site's, as a task is: stamped with the site's
+ * tokens and `hostId`. From the ORGANIZATION's own hub it is the
+ * organization's — `hostId: null`, the org token alone — the way an
+ * organization task is (AGL-2637): a letter the whole workspace keeps is
+ * not one brand's, and the org-level reader is an org-wide member who may
+ * stamp it so. Every site's hub lists it beside its own, because a site's
+ * read tokens carry the org token.
+ */
+export declare function useCrmEmailTemplateScope(props: {
+    hostId: string | null | undefined;
+    org?: CrmOrgDoc;
+}): CrmEmailTemplateScope;
+/**
+ * The templates and snippets this member may pick from (AGL-2658): every
+ * shared one the reader's scope reaches, and the personal ones they own.
+ *
+ * ONE bounded listener, filtered on the reader's tokens like every CRM read
+ * and ordered by name — the `(visibleTo, name)` index under a site, the
+ * automatic single-field one at the organization level. A colleague's
+ * personal template is readable under the rules and hidden here by
+ * `crmEmailTemplateIsListed`, for the reason a private saved view is
+ * (AGL-2617). Rows past the window are not listed; the console's create
+ * stops at the window, so a workspace cannot write what its menu cannot
+ * show.
+ */
+export declare function useCrmEmailTemplates(options: {
+    scope: readonly ['orgs', string] | null;
+    /** The reader's tokens, or `null` at the organization level — no clause. */
+    visibleTo: readonly string[] | null;
+    uid: string | null | undefined;
+}): {
+    templates: CrmEmailTemplateRow[];
+    ready: boolean;
+    fromCache: boolean;
+};
+export default useCrmEmailTemplates;