npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.157 → 1.0.0-beta.158 - Mend

@aglyn/plugins-crm 1.0.0-beta.157 → 1.0.0-beta.158

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1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-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 {\n CRM_COLLECTIONS,\n CRM_RECORDS_BAND_FULL_MESSAGE,\n dealHasLineItems,\n findOrgMember,\n nameSearchKey,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreCollection,\n useUser,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Autocomplete,\n Button,\n IconButton,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport {\n addDoc,\n collection,\n deleteField,\n doc,\n endAt,\n getDocs,\n limit,\n orderBy,\n query,\n startAt,\n updateDoc,\n where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n type CrmOrgDoc,\n crmScopeListable,\n crmVisibleToClause,\n useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n type CrmCustomDraft,\n crmCustomDraftDocument,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n DEAL_CURRENCIES,\n type DealDoc,\n openStages,\n type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n type ContactChoice,\n contactChoicesFor,\n DEAL_NOTES_MAX,\n DEAL_TITLE_MAX,\n dealDocumentFromForm,\n dealFormFromDoc,\n dealFormProblem,\n type DealFormValues,\n dealPatchFromForm,\n emptyDealForm,\n} from '../model/deal-form-model'\n\n/\n How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n /\nconst CONTACT_WINDOW = 300\n\n/* Companies offered per keystroke; a longer list is a scroll, not a pick. /\nconst COMPANY_MATCHES = 8\n\n/* A company as the picker offers it. /\ninterface CompanyChoice {\n id: string\n name: string\n}\n\nexport interface DealEditDrawerProps {\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 deal asks which site captures it and an\n * edit keeps the deal's own.\n /\n hostId: string \| null\n org: CrmOrgDoc\n /* The deal being edited; absent for a new one. /\n deal?: DealDoc \| null\n /* Links and values a new deal opens with — a contact's page passes itself. /\n defaults?: Partial<DealFormValues>\n pipelines: PipelineDoc[]\n /* Where a new deal lands when nobody picks a pipeline. /\n defaultPipeline: PipelineDoc \| null\n /* The listener's verdict on the row being edited, for the stale-seed guard. /\n unreadable?: boolean\n fromCache?: boolean\n /* After a save, with the id of the deal written. /\n onSaved?: (dealId: string, mode: 'create' \| 'edit') => void\n}\n\n/\n The one form a deal is created and edited through (AGL-2598).\n \n ## What it writes, and what it does not\n \n Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n \n Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n \n ## The pickers\n \n The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n /\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n const {\n open,\n onClose,\n hostId,\n org,\n deal,\n defaults,\n pipelines,\n defaultPipeline,\n unreadable = false,\n fromCache = false,\n onSaved,\n } = props\n const mode: 'create' \| 'edit' = deal ? 'edit' : 'create'\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { data: user } = useUser()\n const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n useCrmScope({ hostId, org })\n // The feed the act is logged in is the level it was PERFORMED at\n // (AGL-2738): this site's under a site, the organization's at the org\n // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n // site the reader picked and may hold no role on — a different question\n // from where the line belongs, and a gate the record write never faced.\n const logActivity = useCrmActivityLogger(hostId)\n const roster = useOrgMemberDirectory(open ? orgId : null)\n\n const [values, setValues] = useState<DealFormValues>(() =>\n emptyDealForm(defaultPipeline, defaults),\n )\n const owner = findOrgMember(roster.members, values.ownerUid)\n const [busy, setBusy] = useState(false)\n /\n * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n * the reader has touched over what the deal stores — saved as the\n * difference (`crm-custom-draft`) in the same write as the fixed fields.\n /\n const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n // Re-seeded on every open: an existing deal's stored values, or a blank\n // form aimed at the default pipeline with whatever the opener preselected.\n useEffect(() => {\n if (!open) return\n setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n setCustom({})\n }, [open, deal, defaultPipeline, defaults])\n\n const update = useCallback(\n (patch: Partial<DealFormValues>) =>\n setValues((current) => ({ ...current, ...patch })),\n [],\n )\n\n const pipeline = useMemo(\n () =>\n pipelines.find((entry) => entry.$id === values.pipelineId) ??\n defaultPipeline,\n [pipelines, values.pipelineId, defaultPipeline],\n )\n const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n /\n * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n * while the drawer is open. Scoped and ordered like the contacts list —\n * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n * picker's job is to find one person, not to list the audience.\n /\n const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n () =>\n open && orgId && crmScopeListable(visibleTo)\n ? query(\n collection(firestore, 'orgs', orgId, 'contacts'),\n ...crmVisibleToClause(visibleTo),\n orderBy('updatedAt', 'desc'),\n limit(CONTACT_WINDOW),\n )\n : null,\n [firestore, open, orgId, visibleTo],\n { idField: '$id' },\n )\n const [contactQuery, setContactQuery] = useState('')\n // Named through the viewing group under a site; at the organization level\n // through each person's own primary holder.\n const contactChoices = useMemo(\n () =>\n contactChoicesFor(\n contactQuery,\n contactRows ?? [],\n consentGroup?.groupId ??\n ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n ),\n [contactQuery, contactRows, consentGroup, org],\n )\n const contactValue: ContactChoice \| null = values.contactId\n ? {\n id: values.contactId,\n name: values.contactName,\n email:\n contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n }\n : null\n\n /\n * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n * companies collection indexes. Debounced so a name typed at speed is one\n * query rather than one per letter.\n /\n const [companyQuery, setCompanyQuery] = useState('')\n const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n useEffect(() => {\n if (!open \|\| !orgId \|\| !crmScopeListable(visibleTo)) return\n const key = nameSearchKey(companyQuery)\n let active = true\n const timer = setTimeout(() => {\n void getDocs(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n ...crmVisibleToClause(visibleTo),\n orderBy('nameLower'),\n ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n limit(COMPANY_MATCHES),\n ),\n )\n .then((snapshot) => {\n if (!active) return\n setCompanyChoices(\n snapshot.docs.map((entry) => ({\n id: entry.id,\n name: String(entry.get('name') ?? ''),\n })),\n )\n })\n .catch(() => {\n if (active) setCompanyChoices([])\n })\n }, 200)\n return () => {\n active = false\n clearTimeout(timer)\n }\n }, [firestore, open, orgId, visibleTo, companyQuery])\n const companyValue: CompanyChoice \| null = values.companyId\n ? { id: values.companyId, name: values.companyName }\n : null\n\n const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n const problem =\n dealFormProblem(values, mode) ??\n (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n /\n * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n * is a record of the band the contacts list is banded by, and on an org\n * at a full hard band this drawer refuses the way `upsertHostContact`\n * refuses a capture — same number, same sentence. Memoized, because the\n * tuple is an effect dependency and a fresh one per render would re-read\n * the three aggregates on every keystroke.\n /\n const recordsScope = useMemo(\n () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n [open, mode, orgId],\n )\n const records = useCrmRecordsQuota(recordsScope, org)\n const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n const handleSave = useCallback(async () => {\n if (problem \|\| !orgId \|\| !user?.uid) return\n if (bandFull) {\n enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n return\n }\n setBusy(true)\n try {\n const nowMs = Date.now()\n if (deal) {\n const verdict = await writeGuardedBySeed(\n { subject: 'deal', unreadable, fromCache },\n async () => {\n const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n await updateDoc(\n doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n {\n ...set,\n ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n // The custom keys that changed, merged into the stored map.\n ...crmCustomDraftWrites(storedCustom, custom),\n },\n )\n },\n )\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n return\n }\n enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n onSaved?.(deal.$id, 'edit')\n } else {\n // Held by the button until the capturing site is known; checked\n // again here because a callback can outlive the render that held it.\n if (!createHostId) return\n const customDocument = crmCustomDraftDocument(custom)\n const created = await addDoc(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n {\n ...dealDocumentFromForm(values, {\n visibleTo: [...createTokens],\n hostId: createHostId,\n uid: user.uid,\n nowMs,\n }),\n ...(customDocument ? { custom: customDocument } : {}),\n },\n )\n // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n // but the act happened in this site's console and belongs in its\n // feed. Creation only — an edit is a save the card reports.\n logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n onSaved?.(created.id, 'create')\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 setBusy(false)\n }\n }, [\n problem,\n bandFull,\n orgId,\n user,\n deal,\n values,\n unreadable,\n fromCache,\n firestore,\n createTokens,\n createHostId,\n logActivity,\n enqueueSnackbar,\n onSaved,\n onClose,\n storedCustom,\n custom,\n ])\n\n return (\n <NavigationDrawerComponent\n open={open}\n anchor=\"right\"\n variant=\"temporary\"\n onClose={busy ? undefined : onClose}\n AppBarProps={{ color: 'surface' }}\n appBarLeft={\n <>\n <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n <SrOnly>close drawer</SrOnly>\n </IconButton>\n <Typography variant=\"h6\" component=\"div\">\n {deal ? 'Edit deal' : 'New deal'}\n </Typography>\n </>\n }\n appBarRight={\n <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n }\n >\n <Container gutterY>\n <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n {/\n First, because the scope of everything below follows from it: at\n the organization level a new deal names the site that captures\n it. Nothing under a site, and nothing on an edit — a deal keeps\n the site it was made on (AGL-2630).\n */}\n {mode === 'create' ? (\n <CrmSitePicker\n hostId={hostId}\n disabled={busy}\n helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n />\n ) : null}\n <TextField\n label=\"Title\"\n value={values.title}\n onChange={(event) => update({ title: event.target.value })}\n autoFocus\n fullWidth\n slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n />\n {mode === 'create' ? (\n <Stack direction=\"row\" spacing={1}>\n <TextField\n select\n label=\"Pipeline\"\n value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n onChange={(event) => {\n const next = pipelines.find(\n (entry) => entry.$id === event.target.value,\n )\n update({\n pipelineId: event.target.value,\n stageId: openStages(next)[0]?.id ?? '',\n })\n }}\n sx={{ flex: 1 }}\n >\n {pipelines.map((entry) => (\n <MenuItem key={entry.$id} value={entry.$id}>\n {entry.name}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n select\n label=\"Stage\"\n value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n onChange={(event) => update({ stageId: event.target.value })}\n sx={{ flex: 1 }}\n >\n {stages.map((stage) => (\n <MenuItem key={stage.id} value={stage.id}>\n {stage.name}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n ) : null}\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n <TextField\n label=\"Amount\"\n value={values.amount}\n onChange={(event) => update({ amount: event.target.value })}\n placeholder=\"0.00\"\n sx={{ flex: 1 }}\n helperText={\n amountDerived\n ? \"The sum of the deal's line items — edit them on the Products card.\"\n : undefined\n }\n slotProps={{\n htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n }}\n />\n <TextField\n select\n label=\"Currency\"\n value={values.currency}\n onChange={(event) => update({ currency: event.target.value })}\n disabled={amountDerived}\n sx={{ width: 120 }}\n >\n {DEAL_CURRENCIES.map((code) => (\n <MenuItem key={code} value={code}>\n {code.toUpperCase()}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n <TextField\n type=\"date\"\n label=\"Expected close\"\n value={values.expectedClose}\n onChange={(event) => update({ expectedClose: event.target.value })}\n fullWidth\n slotProps={{ inputLabel: { shrink: true } }}\n />\n <TextField\n select\n label=\"Owner\"\n // The stored owner resolved to a member — by uid, or by an\n // address the roster has — so the picker highlights the person\n // and a save writes their uid.\n value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n onChange={(event) =>\n update({\n ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n })\n }\n fullWidth\n helperText={\n !roster.loading && !roster.members.length\n ? 'The roster could not be read; the owner stays as stored.'\n : undefined\n }\n >\n <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n {values.ownerUid && !owner ? (\n // The stored owner is not on the roster the route returned —\n // a member who left, or a roster that failed to load. Shown by\n // uid so the field is never blank while the deal has an owner.\n <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n ) : null}\n {roster.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {member.label}\n </MenuItem>\n ))}\n </TextField>\n <Autocomplete<ContactChoice, false, false, false>\n options={contactChoices}\n value={contactValue}\n inputValue={contactQuery}\n onInputChange={(_event, next, reason) => {\n if (reason !== 'reset') setContactQuery(next)\n }}\n onChange={(_event, picked) =>\n update({\n contactId: picked?.id ?? '',\n contactName: picked ? picked.name \|\| picked.email : '',\n })\n }\n getOptionLabel={(choice) => choice.name \|\| choice.email}\n isOptionEqualToValue={(option, value) => option.id === value.id}\n // Matching is `contactChoicesFor`'s — the list's grammar over the\n // window — and never MUI's own substring filter over labels.\n filterOptions={(options) => options}\n renderOption={(optionProps, choice) => (\n <li {...optionProps} key={choice.id}>\n <Stack sx={{ lineHeight: 1.25 }}>\n <Typography variant=\"body2\">{choice.name \|\| choice.email}</Typography>\n {choice.name ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {choice.email}\n </Typography>\n ) : null}\n </Stack>\n </li>\n )}\n noOptionsText=\"No recent contact matches\"\n renderInput={(params) => (\n <TextField\n {...params}\n label=\"Contact\"\n placeholder=\"Name or email\"\n helperText=\"Searches your most recent contacts by name or email.\"\n />\n )}\n />\n <Autocomplete<CompanyChoice, false, false, false>\n options={companyChoices}\n value={companyValue}\n inputValue={companyQuery}\n onInputChange={(_event, next, reason) => {\n if (reason !== 'reset') setCompanyQuery(next)\n }}\n onChange={(_event, picked) =>\n update({\n companyId: picked?.id ?? '',\n companyName: picked?.name ?? '',\n })\n }\n getOptionLabel={(choice) => choice.name}\n isOptionEqualToValue={(option, value) => option.id === value.id}\n filterOptions={(options) => options}\n noOptionsText=\"No company matches\"\n renderInput={(params) => (\n <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n )}\n />\n <TextField\n label=\"Notes\"\n value={values.notes}\n onChange={(event) => update({ notes: event.target.value })}\n multiline\n minRows={3}\n fullWidth\n slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n />\n {fields.active.length ? (\n <>\n <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n {fields.active.map((definition) => (\n <CrmCustomFieldControl\n key={definition.$id}\n definition={definition}\n value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n onChange={(value) =>\n setCustom((current) => ({ ...current, [definition.key]: value }))\n }\n disabled={busy}\n />\n ))}\n </>\n ) : null}\n {bandFull ? (\n <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n ) : null}\n {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n <Button\n variant=\"contained\"\n disabled={\n busy \|\|\n Boolean(problem) \|\|\n !orgId \|\|\n bandFull \|\|\n // A new deal waits for its capturing site.\n (mode === 'create' && !createHostId)\n }\n onClick={() => void handleSave()}\n >\n {deal ? 'Save deal' : 'Create deal'}\n </Button>\n </Stack>\n </Container>\n </NavigationDrawerComponent>\n )\n}\nDealEditDrawer.displayName = 'DealEditDrawer'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-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 {\n CRM_COLLECTIONS,\n CRM_RECORDS_BAND_FULL_MESSAGE,\n dealHasLineItems,\n findOrgMember,\n nameSearchKey,\n crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreCollection,\n useUser,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Autocomplete,\n Button,\n IconButton,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport {\n addDoc,\n collection,\n deleteField,\n doc,\n endAt,\n getDocs,\n limit,\n orderBy,\n query,\n startAt,\n updateDoc,\n where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n type CrmOrgDoc,\n crmScopeListable,\n crmVisibleToClause,\n useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n type CrmCustomDraft,\n crmCustomDraftDocument,\n crmCustomDraftMissingRequired,\n crmCustomDraftValue,\n crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n DEAL_CURRENCIES,\n type DealDoc,\n openStages,\n type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n type ContactChoice,\n contactChoicesFor,\n DEAL_NOTES_MAX,\n DEAL_TITLE_MAX,\n dealDocumentFromForm,\n dealFormFromDoc,\n dealFormProblem,\n type DealFormValues,\n dealPatchFromForm,\n emptyDealForm,\n} from '../model/deal-form-model'\n\n/\n How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n /\nconst CONTACT_WINDOW = 300\n\n/* Companies offered per keystroke; a longer list is a scroll, not a pick. /\nconst COMPANY_MATCHES = 8\n\n/* A company as the picker offers it. /\ninterface CompanyChoice {\n id: string\n name: string\n}\n\nexport interface DealEditDrawerProps {\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 deal asks which site captures it and an\n * edit keeps the deal's own.\n /\n hostId: string \| null\n org: CrmOrgDoc\n /* The deal being edited; absent for a new one. /\n deal?: DealDoc \| null\n /* Links and values a new deal opens with — a contact's page passes itself. /\n defaults?: Partial<DealFormValues>\n pipelines: PipelineDoc[]\n /* Where a new deal lands when nobody picks a pipeline. /\n defaultPipeline: PipelineDoc \| null\n /* The listener's verdict on the row being edited, for the stale-seed guard. /\n unreadable?: boolean\n fromCache?: boolean\n /* After a save, with the id of the deal written. /\n onSaved?: (dealId: string, mode: 'create' \| 'edit') => void\n}\n\n/\n The one form a deal is created and edited through (AGL-2598).\n \n ## What it writes, and what it does not\n \n Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n \n Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n \n ## The pickers\n \n The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n /\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n const {\n open,\n onClose,\n hostId,\n org,\n deal,\n defaults,\n pipelines,\n defaultPipeline,\n unreadable = false,\n fromCache = false,\n onSaved,\n } = props\n const mode: 'create' \| 'edit' = deal ? 'edit' : 'create'\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { data: user } = useUser()\n const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n useCrmScope({ hostId, org })\n // The feed the act is logged in is the level it was PERFORMED at\n // (AGL-2738): this site's under a site, the organization's at the org\n // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n // site the reader picked and may hold no role on — a different question\n // from where the line belongs, and a gate the record write never faced.\n const logActivity = useCrmActivityLogger(hostId)\n const roster = useOrgMemberDirectory(open ? orgId : null)\n\n const [values, setValues] = useState<DealFormValues>(() =>\n emptyDealForm(defaultPipeline, defaults),\n )\n const owner = findOrgMember(roster.members, values.ownerUid)\n const [busy, setBusy] = useState(false)\n /\n * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n * the reader has touched over what the deal stores — saved as the\n * difference (`crm-custom-draft`) in the same write as the fixed fields.\n /\n const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n // Re-seeded on every open: an existing deal's stored values, or a blank\n // form aimed at the default pipeline with whatever the opener preselected.\n useEffect(() => {\n if (!open) return\n setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n setCustom({})\n }, [open, deal, defaultPipeline, defaults])\n\n const update = useCallback(\n (patch: Partial<DealFormValues>) =>\n setValues((current) => ({ ...current, ...patch })),\n [],\n )\n\n const pipeline = useMemo(\n () =>\n pipelines.find((entry) => entry.$id === values.pipelineId) ??\n defaultPipeline,\n [pipelines, values.pipelineId, defaultPipeline],\n )\n const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n /\n * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n * while the drawer is open. Scoped and ordered like the contacts list —\n * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n * picker's job is to find one person, not to list the audience.\n /\n const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n () =>\n open && orgId && crmScopeListable(visibleTo)\n ? query(\n collection(firestore, 'orgs', orgId, 'contacts'),\n ...crmVisibleToClause(visibleTo),\n orderBy('updatedAt', 'desc'),\n limit(CONTACT_WINDOW),\n )\n : null,\n [firestore, open, orgId, visibleTo],\n { idField: '$id' },\n )\n const [contactQuery, setContactQuery] = useState('')\n // Named through the viewing group under a site; at the organization level\n // through each person's own primary holder.\n const contactChoices = useMemo(\n () =>\n contactChoicesFor(\n contactQuery,\n contactRows ?? [],\n consentGroup?.groupId ??\n ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n ),\n [contactQuery, contactRows, consentGroup, org],\n )\n const contactValue: ContactChoice \| null = values.contactId\n ? {\n id: values.contactId,\n name: values.contactName,\n email:\n contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n }\n : null\n\n /\n * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n * companies collection indexes. Debounced so a name typed at speed is one\n * query rather than one per letter.\n /\n const [companyQuery, setCompanyQuery] = useState('')\n const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n useEffect(() => {\n if (!open \|\| !orgId \|\| !crmScopeListable(visibleTo)) return\n const key = nameSearchKey(companyQuery)\n let active = true\n const timer = setTimeout(() => {\n void getDocs(\n query(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n ...crmVisibleToClause(visibleTo),\n orderBy('nameLower'),\n ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n limit(COMPANY_MATCHES),\n ),\n )\n .then((snapshot) => {\n if (!active) return\n setCompanyChoices(\n snapshot.docs.map((entry) => ({\n id: entry.id,\n name: String(entry.get('name') ?? ''),\n })),\n )\n })\n .catch(() => {\n if (active) setCompanyChoices([])\n })\n }, 200)\n return () => {\n active = false\n clearTimeout(timer)\n }\n }, [firestore, open, orgId, visibleTo, companyQuery])\n const companyValue: CompanyChoice \| null = values.companyId\n ? { id: values.companyId, name: values.companyName }\n : null\n\n const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n const problem =\n dealFormProblem(values, mode) ??\n (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n /\n * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n * is a record of the band the contacts list is banded by, and on an org\n * at a full hard band this drawer refuses the way `upsertHostContact`\n * refuses a capture — same number, same sentence. Memoized, because the\n * tuple is an effect dependency and a fresh one per render would re-read\n * the three aggregates on every keystroke.\n /\n const recordsScope = useMemo(\n () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n [open, mode, orgId],\n )\n const records = useCrmRecordsQuota(recordsScope, org)\n const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n const handleSave = useCallback(async () => {\n if (problem \|\| !orgId \|\| !user?.uid) return\n if (bandFull) {\n enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n return\n }\n setBusy(true)\n try {\n const nowMs = Date.now()\n if (deal) {\n const verdict = await writeGuardedBySeed(\n { subject: 'deal', unreadable, fromCache },\n async () => {\n const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n await updateDoc(\n doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n {\n ...set,\n ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n // The custom keys that changed, merged into the stored map.\n ...crmCustomDraftWrites(storedCustom, custom),\n },\n )\n },\n )\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n return\n }\n enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n onSaved?.(deal.$id, 'edit')\n } else {\n // Held by the button until the capturing site is known; checked\n // again here because a callback can outlive the render that held it.\n if (!createHostId) return\n const customDocument = crmCustomDraftDocument(custom)\n const created = await addDoc(\n collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n {\n ...dealDocumentFromForm(values, {\n visibleTo: [...createTokens],\n hostId: createHostId,\n uid: user.uid,\n nowMs,\n }),\n ...(customDocument ? { custom: customDocument } : {}),\n },\n )\n // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n // but the act happened in this site's console and belongs in its\n // feed. Creation only — an edit is a save the card reports.\n logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n onSaved?.(created.id, 'create')\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 setBusy(false)\n }\n }, [\n problem,\n bandFull,\n orgId,\n user,\n deal,\n values,\n unreadable,\n fromCache,\n firestore,\n createTokens,\n createHostId,\n logActivity,\n enqueueSnackbar,\n onSaved,\n onClose,\n storedCustom,\n custom,\n ])\n\n return (\n <NavigationDrawerComponent\n open={open}\n anchor=\"right\"\n variant=\"temporary\"\n onClose={busy ? undefined : onClose}\n AppBarProps={{ color: 'surface' }}\n appBarLeft={\n <>\n <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n <SrOnly>close drawer</SrOnly>\n </IconButton>\n <Typography variant=\"h6\" component=\"div\">\n {deal ? 'Edit deal' : 'New deal'}\n </Typography>\n </>\n }\n appBarRight={\n <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n }\n >\n <Container gutterY>\n <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n {/\n First, because the scope of everything below follows from it: at\n the organization level a new deal names the site that captures\n it. Nothing under a site, and nothing on an edit — a deal keeps\n the site it was made on (AGL-2630).\n */}\n {mode === 'create' ? (\n <CrmSitePicker\n hostId={hostId}\n disabled={busy}\n helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n />\n ) : null}\n <TextField\n label=\"Title\"\n value={values.title}\n onChange={(event) => update({ title: event.target.value })}\n autoFocus\n fullWidth\n slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n />\n {mode === 'create' ? (\n <Stack direction=\"row\" spacing={1}>\n <TextField\n select\n label=\"Pipeline\"\n value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n onChange={(event) => {\n const next = pipelines.find(\n (entry) => entry.$id === event.target.value,\n )\n update({\n pipelineId: event.target.value,\n stageId: openStages(next)[0]?.id ?? 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'',\n contactName: picked ? picked.name \|\| picked.email : '',\n })\n }\n getOptionLabel={(choice) => choice.name \|\| choice.email}\n isOptionEqualToValue={(option, value) => option.id === value.id}\n // Matching is `contactChoicesFor`'s — the list's grammar over the\n // window — and never MUI's own substring filter over labels.\n filterOptions={(options) => options}\n renderOption={(optionProps, choice) => (\n <li {...optionProps} key={choice.id}>\n <Stack sx={{ lineHeight: 1.25 }}>\n <Typography variant=\"body2\">{choice.name \|\| choice.email}</Typography>\n {choice.name ? 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package/src/lib/components/deals-bulk-bar.js CHANGED Viewed

@@ -34,7 +34,7 @@ import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-run
  * one list of stages to offer. The dialog says so rather than offering the
  * first pipeline's stages to a deal in the second, which the route would
  * refuse one row at a time.
- */ import { CRM_COLLECTIONS, dealStageById } from "@aglyn/aglyn";
+ */ import { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useFirestore, useHostActivityLogger } from "@aglyn/tenant-feature-instance";
 import { Button, MenuItem, TextField, Typography } from "@mui/material";
@@ -278,7 +278,7 @@ function DealsBulkBarBody(props) {
                             }),
                             roster.members.map((member)=>/*#__PURE__*/ _jsx(MenuItem, {
                                     value: member.uid,
-                                    children: member.label
+                                    children: crmMemberPickerLabel(member)
                                 }, member.uid))
                         ]
                     }) : null

package/src/lib/components/deals-bulk-bar.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.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\n/\n The bar over the deals table, for whatever rows are ticked (AGL-2621).\n \n Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n \n ## Set stage needs one pipeline\n \n A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n /\n\nimport { CRM_COLLECTIONS, dealStageById } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n type CrmBulkPlan,\n type CrmBulkWrite,\n crmBulkWriters,\n runCrmBulkCalls,\n runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n type DealDoc,\n type PipelineDoc,\n closingStage,\n openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n type CrmBulkNoun,\n CrmBulkBarFrame,\n CrmBulkValueDialog,\n countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealsBulkBarProps {\n /\n The site whose activity feed the bar's acts are logged in, or `null`\n * at the organization level (AGL-2630), where the selection spans sites\n * and the org's feed takes one line for the action instead (AGL-2634);\n * a stage move runs as the org there and is logged per deal by the route.\n /\n hostId: string \| null\n /* `['orgs', orgId]`, or `null` while the org is unresolved. /\n scope: readonly ['orgs', string] \| null\n rows: readonly DealDoc[]\n selected: readonly string[]\n onSelectedChange: (ids: string[]) => void\n /* The pipeline a deal's `pipelineId` names, for the stage list. /\n pipelineById: (id: string \| undefined) => PipelineDoc \| null\n /* The section's roster — already read for the Owner column. /\n roster: OrgMemberDirectory\n /* The one door a stage change goes through. /\n api: DealStageApi\n /* How the export names the pipeline, the stage and the owner — the table's own. /\n csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' \| 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n stage: 'Set the stage',\n owner: 'Set the owner',\n}\n\n/* The label a report lists a deal under. /\nconst labelOf = (deal: DealDoc): string => deal.title \|\| 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n if (!props.selected.length) return null\n return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n props\n const firestore = useFirestore()\n const { confirm } = useConfirmationContext()\n const logActivity = useHostActivityLogger(hostId ?? undefined)\n const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n const selectedRows = useMemo(() => {\n const chosen = new Set(selected)\n return rows.filter((row) => chosen.has(row.$id))\n }, [rows, selected])\n\n /\n * The one pipeline the selection is in, or `null` when it spans more\n * than one — in which case Set stage has no list to offer.\n /\n const pipeline = useMemo(() => {\n const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n return ids.size === 1 ? pipelineById([...ids][0]) : null\n }, [selectedRows, pipelineById])\n const stages = useMemo(() => {\n if (!pipeline) return []\n const won = closingStage(pipeline, 'won')\n return [...openStages(pipeline), ...(won ? [won] : [])]\n }, [pipeline])\n\n const [pending, setPending] = useState<PendingAction \| null>(null)\n const [value, setValue] = useState('')\n const [losing, setLosing] = useState(false)\n\n const writers = useMemo(\n () =>\n crmBulkWriters(firestore, (id) =>\n doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n ),\n [firestore, scope],\n )\n\n const openAction = (action: PendingAction) => {\n setValue('')\n setPending(action)\n }\n\n const runPlan = useCallback(\n (plan: CrmBulkPlan, done: (count: number) => string) =>\n apply({\n attempted: plan.writes.length,\n skipped: plan.skipped,\n job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n done,\n }),\n [apply, writers],\n )\n\n /* One route request per deal, in order, named by title. /\n const runCalls = useCallback(\n (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n apply({\n attempted: selectedRows.length,\n skipped: [],\n job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n done,\n // The stage route writes the org's line per deal (AGL-2634).\n loggedByRoute: true,\n }),\n [apply, selectedRows],\n )\n\n const handleApply = useCallback(async () => {\n if (!pending \|\| !scope) return\n const action = pending\n setPending(null)\n if (action === 'stage') {\n const stage = dealStageById(pipeline, value)\n if (!stage) return\n await runCalls(\n (deal) => api.moveToStage(deal, stage.id),\n (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n )\n return\n }\n const nowMs = Date.now()\n const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n id: deal.$id,\n label: labelOf(deal),\n kind: 'update',\n data: {\n ownerUid: value ? value : deleteField(),\n updatedAt: new Date(nowMs),\n },\n }))\n await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n const handleLost = useCallback(\n async (reason: string) => {\n setLosing(false)\n await runCalls(\n (deal) => api.markLost(deal, reason),\n (count) => `Marked ${countNoun(count, NOUN)} lost`,\n )\n },\n [api, runCalls],\n )\n\n const handleExport = useCallback(() => {\n downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n }, [selectedRows, csv])\n\n const handleDelete = useCallback(async () => {\n if (!scope \|\| !selectedRows.length) return\n const count = selectedRows.length\n const confirmed = await confirm({\n title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n description:\n `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n 'with their notes. The contacts and the companies they name are not ' +\n 'touched.',\n confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n confirmationButtonProps: { color: 'error' },\n })\n // `confirm` resolves with no value and REJECTS on cancel.\n .then(() => true)\n .catch(() => false)\n if (!confirmed) return\n const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n id: deal.$id,\n label: labelOf(deal),\n kind: 'delete',\n }))\n const outcome = await runPlan(\n { writes, skipped: [] },\n (done) => `Deleted ${countNoun(done, NOUN)}`,\n )\n // One line per deal that went, as its own page would write.\n const refused = new Set(outcome.refused.map((row) => row.label))\n for (const deal of selectedRows) {\n if (!refused.has(labelOf(deal))) {\n logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n }\n }\n onSelectedChange(\n selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n )\n }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n return (\n <CrmBulkBarFrame\n count={selected.length}\n noun={NOUN}\n busy={busy}\n onClear={() => onSelectedChange([])}\n report={report}\n onDismissReport={dismissReport}\n extras={\n <>\n <CrmBulkValueDialog\n open={pending !== null}\n title={pending ? ACTION_TITLES[pending] : ''}\n count={selected.length}\n noun={NOUN}\n busy={busy}\n canApply={pending === 'owner' \|\| Boolean(value)}\n onClose={() => setPending(null)}\n onApply={() => void handleApply()}\n >\n {pending === 'stage' ? (\n pipeline ? (\n <TextField\n select\n size=\"small\"\n label=\"Stage\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n >\n {stages.map((stage) => (\n <MenuItem key={stage.id} value={stage.id}>\n {stage.name}\n </MenuItem>\n ))}\n </TextField>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'The selected deals are in different pipelines, so there is ' +\n 'no one list of stages to move them to. Select deals from ' +\n 'one pipeline.'}\n </Typography>\n )\n ) : pending === 'owner' ? (\n <TextField\n select\n size=\"small\"\n label=\"Owner\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n disabled={roster.loading}\n error={Boolean(roster.error)}\n helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n >\n <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n {roster.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {member.label}\n </MenuItem>\n ))}\n </TextField>\n ) : null}\n </CrmBulkValueDialog>\n <LostReasonDialog\n open={losing}\n dealTitle={selectedRows[0]?.title ?? ''}\n count={selectedRows.length}\n busy={busy}\n onClose={() => setLosing(false)}\n onConfirm={(reason) => void handleLost(reason)}\n />\n </>\n }\n >\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('stage')}>\n {'Set stage'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('owner')}>\n {'Set owner'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => setLosing(true)}>\n {'Mark lost'}\n </Button>\n <Button size=\"small\" disabled={busy} onClick={handleExport}>\n {'Export CSV'}\n </Button>\n {/\n The selection's file is the rows on screen; this one is the whole\n collection, streamed by the server (AGL-2662).\n */}\n <CrmExportAllButton\n resource=\"deals\"\n orgId={scope?.[1] ?? null}\n hostId={hostId}\n disabled={busy}\n />\n <Button\n size=\"small\"\n color=\"error\"\n disabled={busy \|\| !scope}\n onClick={() => void handleDelete()}\n >\n {'Delete'}\n </Button>\n </CrmBulkBarFrame>\n )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-bulk-bar.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\n/\n The bar over the deals table, for whatever rows are ticked (AGL-2621).\n \n Move them to a stage, mark them lost, hand them to an owner, take them\n * into a spreadsheet, or delete them. The owner and the delete are\n * document writes and go through the shared runner in batches; the stage\n * and the loss go through `crm/deal-stage`, ONE REQUEST PER DEAL, because\n * a stage change is what an automation listens for and only the route\n * emits the event — a batch that wrote `stageId` would move forty deals\n * and tell no workflow. Each refusal carries the route's own sentence,\n * named by the deal.\n \n ## Set stage needs one pipeline\n \n A stage belongs to a pipeline, and a selection that spans two has no\n * one list of stages to offer. The dialog says so rather than offering the\n * first pipeline's stages to a deal in the second, which the route would\n * refuse one row at a time.\n /\n\nimport { CRM_COLLECTIONS, dealStageById, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useHostActivityLogger } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField, Typography } from '@mui/material'\nimport { deleteField, doc } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { DealStageApi } from '../hooks/use-deal-stage-api'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport {\n type CrmBulkPlan,\n type CrmBulkWrite,\n crmBulkWriters,\n runCrmBulkCalls,\n runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n type DealDoc,\n type PipelineDoc,\n closingStage,\n openStages,\n} from '../model/deal-board-model'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n type CrmBulkNoun,\n CrmBulkBarFrame,\n CrmBulkValueDialog,\n countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealsBulkBarProps {\n /\n The site whose activity feed the bar's acts are logged in, or `null`\n * at the organization level (AGL-2630), where the selection spans sites\n * and the org's feed takes one line for the action instead (AGL-2634);\n * a stage move runs as the org there and is logged per deal by the route.\n /\n hostId: string \| null\n /* `['orgs', orgId]`, or `null` while the org is unresolved. /\n scope: readonly ['orgs', string] \| null\n rows: readonly DealDoc[]\n selected: readonly string[]\n onSelectedChange: (ids: string[]) => void\n /* The pipeline a deal's `pipelineId` names, for the stage list. /\n pipelineById: (id: string \| undefined) => PipelineDoc \| null\n /* The section's roster — already read for the Owner column. /\n roster: OrgMemberDirectory\n /* The one door a stage change goes through. /\n api: DealStageApi\n /* How the export names the pipeline, the stage and the owner — the table's own. /\n csv?: DealCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'deal', plural: 'deals' }\n\ntype PendingAction = 'stage' \| 'owner'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n stage: 'Set the stage',\n owner: 'Set the owner',\n}\n\n/* The label a report lists a deal under. /\nconst labelOf = (deal: DealDoc): string => deal.title \|\| 'Untitled deal'\n\nexport function DealsBulkBar(props: DealsBulkBarProps) {\n if (!props.selected.length) return null\n return <DealsBulkBarBody {...props} />\n}\nDealsBulkBar.displayName = 'DealsBulkBar'\n\nfunction DealsBulkBarBody(props: DealsBulkBarProps) {\n const { hostId, scope, rows, selected, onSelectedChange, pipelineById, roster, api, csv } =\n props\n const firestore = useFirestore()\n const { confirm } = useConfirmationContext()\n const logActivity = useHostActivityLogger(hostId ?? undefined)\n const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'deal' })\n\n const selectedRows = useMemo(() => {\n const chosen = new Set(selected)\n return rows.filter((row) => chosen.has(row.$id))\n }, [rows, selected])\n\n /\n * The one pipeline the selection is in, or `null` when it spans more\n * than one — in which case Set stage has no list to offer.\n /\n const pipeline = useMemo(() => {\n const ids = new Set(selectedRows.map((deal) => String(deal.pipelineId ?? '')))\n return ids.size === 1 ? pipelineById([...ids][0]) : null\n }, [selectedRows, pipelineById])\n const stages = useMemo(() => {\n if (!pipeline) return []\n const won = closingStage(pipeline, 'won')\n return [...openStages(pipeline), ...(won ? [won] : [])]\n }, [pipeline])\n\n const [pending, setPending] = useState<PendingAction \| null>(null)\n const [value, setValue] = useState('')\n const [losing, setLosing] = useState(false)\n\n const writers = useMemo(\n () =>\n crmBulkWriters(firestore, (id) =>\n doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.deals, id),\n ),\n [firestore, scope],\n )\n\n const openAction = (action: PendingAction) => {\n setValue('')\n setPending(action)\n }\n\n const runPlan = useCallback(\n (plan: CrmBulkPlan, done: (count: number) => string) =>\n apply({\n attempted: plan.writes.length,\n skipped: plan.skipped,\n job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n done,\n }),\n [apply, writers],\n )\n\n /* One route request per deal, in order, named by title. /\n const runCalls = useCallback(\n (call: (deal: DealDoc) => Promise<unknown>, done: (count: number) => string) =>\n apply({\n attempted: selectedRows.length,\n skipped: [],\n job: () => runCrmBulkCalls(selectedRows, labelOf, call),\n done,\n // The stage route writes the org's line per deal (AGL-2634).\n loggedByRoute: true,\n }),\n [apply, selectedRows],\n )\n\n const handleApply = useCallback(async () => {\n if (!pending \|\| !scope) return\n const action = pending\n setPending(null)\n if (action === 'stage') {\n const stage = dealStageById(pipeline, value)\n if (!stage) return\n await runCalls(\n (deal) => api.moveToStage(deal, stage.id),\n (count) => `Moved ${countNoun(count, NOUN)} to ${stage.name}`,\n )\n return\n }\n const nowMs = Date.now()\n const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n id: deal.$id,\n label: labelOf(deal),\n kind: 'update',\n data: {\n ownerUid: value ? value : deleteField(),\n updatedAt: new Date(nowMs),\n },\n }))\n await runPlan({ writes, skipped: [] }, (count) => `Owner set on ${countNoun(count, NOUN)}`)\n }, [pending, scope, value, pipeline, selectedRows, api, runCalls, runPlan])\n\n const handleLost = useCallback(\n async (reason: string) => {\n setLosing(false)\n await runCalls(\n (deal) => api.markLost(deal, reason),\n (count) => `Marked ${countNoun(count, NOUN)} lost`,\n )\n },\n [api, runCalls],\n )\n\n const handleExport = useCallback(() => {\n downloadTextFile('deals-selected.csv', 'text/csv', dealsCsv(selectedRows, csv))\n }, [selectedRows, csv])\n\n const handleDelete = useCallback(async () => {\n if (!scope \|\| !selectedRows.length) return\n const count = selectedRows.length\n const confirmed = await confirm({\n title: count === 1 ? 'Delete this deal?' : `Delete ${count} deals?`,\n description:\n `${count === 1 ? 'It is' : 'They are'} removed from the pipeline along ` +\n 'with their notes. The contacts and the companies they name are not ' +\n 'touched.',\n confirmationText: count === 1 ? 'Delete deal' : 'Delete deals',\n confirmationButtonProps: { color: 'error' },\n })\n // `confirm` resolves with no value and REJECTS on cancel.\n .then(() => true)\n .catch(() => false)\n if (!confirmed) return\n const writes: CrmBulkWrite[] = selectedRows.map((deal) => ({\n id: deal.$id,\n label: labelOf(deal),\n kind: 'delete',\n }))\n const outcome = await runPlan(\n { writes, skipped: [] },\n (done) => `Deleted ${countNoun(done, NOUN)}`,\n )\n // One line per deal that went, as its own page would write.\n const refused = new Set(outcome.refused.map((row) => row.label))\n for (const deal of selectedRows) {\n if (!refused.has(labelOf(deal))) {\n logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n }\n }\n onSelectedChange(\n selectedRows.filter((deal) => refused.has(labelOf(deal))).map((deal) => deal.$id),\n )\n }, [scope, selectedRows, confirm, runPlan, logActivity, onSelectedChange])\n\n return (\n <CrmBulkBarFrame\n count={selected.length}\n noun={NOUN}\n busy={busy}\n onClear={() => onSelectedChange([])}\n report={report}\n onDismissReport={dismissReport}\n extras={\n <>\n <CrmBulkValueDialog\n open={pending !== null}\n title={pending ? ACTION_TITLES[pending] : ''}\n count={selected.length}\n noun={NOUN}\n busy={busy}\n canApply={pending === 'owner' \|\| Boolean(value)}\n onClose={() => setPending(null)}\n onApply={() => void handleApply()}\n >\n {pending === 'stage' ? (\n pipeline ? (\n <TextField\n select\n size=\"small\"\n label=\"Stage\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n helperText={`${pipeline.name} — each move fires its event, as a drag does`}\n >\n {stages.map((stage) => (\n <MenuItem key={stage.id} value={stage.id}>\n {stage.name}\n </MenuItem>\n ))}\n </TextField>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'The selected deals are in different pipelines, so there is ' +\n 'no one list of stages to move them to. Select deals from ' +\n 'one pipeline.'}\n </Typography>\n )\n ) : pending === 'owner' ? (\n <TextField\n select\n size=\"small\"\n label=\"Owner\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n disabled={roster.loading}\n error={Boolean(roster.error)}\n helperText={roster.error ?? (roster.loading ? 'Loading the team…' : undefined)}\n >\n <MenuItem value=\"\">{'Nobody — clear the owner'}</MenuItem>\n {roster.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {crmMemberPickerLabel(member)}\n </MenuItem>\n ))}\n </TextField>\n ) : null}\n </CrmBulkValueDialog>\n <LostReasonDialog\n open={losing}\n dealTitle={selectedRows[0]?.title ?? ''}\n count={selectedRows.length}\n busy={busy}\n onClose={() => setLosing(false)}\n onConfirm={(reason) => void handleLost(reason)}\n />\n </>\n }\n >\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('stage')}>\n {'Set stage'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('owner')}>\n {'Set owner'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => setLosing(true)}>\n {'Mark lost'}\n </Button>\n <Button size=\"small\" disabled={busy} onClick={handleExport}>\n {'Export CSV'}\n </Button>\n {/\n The selection's file is the rows on screen; this one is the whole\n collection, streamed by the server (AGL-2662).\n */}\n <CrmExportAllButton\n resource=\"deals\"\n orgId={scope?.[1] ?? null}\n hostId={hostId}\n disabled={busy}\n />\n <Button\n size=\"small\"\n color=\"error\"\n disabled={busy \|\| !scope}\n onClick={() => void handleDelete()}\n >\n {'Delete'}\n </Button>\n </CrmBulkBarFrame>\n )\n}\nDealsBulkBarBody.displayName = 'DealsBulkBarBody'\n\nexport default DealsBulkBar\n"],"names":["CRM_COLLECTIONS","dealStageById","crmMemberPickerLabel","useConfirmationContext","useFirestore","useHostActivityLogger","Button","MenuItem","TextField","Typography","deleteField","doc","useCallback","useMemo","useState","useCrmBulkApply","downloadTextFile","crmBulkWriters","runCrmBulkCalls","runCrmBulkWrites","closingStage","openStages","dealsCsv","CrmBulkBarFrame","CrmBulkValueDialog","countNoun","CrmExportAllButton","LostReasonDialog","NOUN","singular","plural","ACTION_TITLES","stage","owner","labelOf","deal","title","DealsBulkBar","props","selected","length","DealsBulkBarBody","displayName","roster","selectedRows","hostId","scope","rows","onSelectedChange","pipelineById","api","csv","firestore","confirm","logActivity","undefined","busy","report","apply","dismissReport","recordKind","chosen","Set","filter","row","has","$id","pipeline","ids","map","String","pipelineId","size","stages","won","pending","setPending","value","setValue","losing","setLosing","writers","id","deals","openAction","action","runPlan","plan","done","attempted","writes","skipped","job","write","label","runCalls","call","loggedByRoute","handleApply","moveToStage","count","name","nowMs","Date","now","kind","data","ownerUid","updatedAt","handleLost","reason","markLost","handleExport","handleDelete","confirmed","description","confirmationText","confirmationButtonProps","color","then","catch","outcome","refused","type","noun","onClear","onDismissReport","extras","open","canApply","Boolean","onClose","onApply","select","onChange","event","target","helperText","variant","disabled","loading","error","members","member","uid","dealTitle","onConfirm","onClick","resource","orgId"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA;;;;;;;;;;;;;;;;;;CAkBC,GAED,SAASA,eAAe,EAAEC,aAAa,EAAEC,oBAAoB,QAAQ,eAAc;AACnF,SAASC,sBAAsB,QAAQ,uBAAsB;AAC7D,SAASC,YAAY,EAAEC,qBAAqB,QAAQ,iCAAgC;AACpF,SAASC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,UAAU,QAAQ,gBAAe;AACvE,SAASC,WAAW,EAAEC,GAAG,QAAQ,qBAAoB;AACrD,SAASC,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAASC,eAAe,QAAQ,iCAA6B;AAG7D,SAASC,gBAAgB,QAAQ,2BAAuB;AACxD,SAGEC,cAAc,EACdC,eAAe,EACfC,gBAAgB,QACX,8BAA0B;AACjC,SAGEC,YAAY,EACZC,UAAU,QACL,+BAA2B;AAClC,SAA8BC,QAAQ,QAAQ,wBAAoB;AAClE,SAEEC,eAAe,EACfC,kBAAkB,EAClBC,SAAS,QACJ,0BAAsB;AAC7B,OAAOC,wBAAwB,6BAAyB;AACxD,SAASC,gBAAgB,QAAQ,0BAAsB;AAyBvD,MAAMC,OAAoB;IAAEC,UAAU;IAAQC,QAAQ;AAAQ;AAI9D,MAAMC,gBAA+C;IACnDC,OAAO;IACPC,OAAO;AACT;AAEA,2CAA2C,GAC3C,MAAMC,UAAU,CAACC,OAA0BA,KAAKC,KAAK,IAAI;AAEzD,OAAO,SAASC,aAAaC,KAAwB;IACnD,IAAI,CAACA,MAAMC,QAAQ,CAACC,MAAM,EAAE,OAAO;IACnC,qBAAO,KAACC,+BAAqBH;AAC/B;AACAD,aAAaK,WAAW,GAAG;AAE3B,SAASD,iBAAiBH,KAAwB;QAuMtBK;QAaLC;IAnNrB,MAAM,EAAEC,MAAM,EAAEC,KAAK,EAAEC,IAAI,EAAER,QAAQ,EAAES,gBAAgB,EAAEC,YAAY,EAAEN,MAAM,EAAEO,GAAG,EAAEC,GAAG,EAAE,GACvFb;IACF,MAAMc,YAAYhD;IAClB,MAAM,EAAEiD,OAAO,EAAE,GAAGlD;IACpB,MAAMmD,cAAcjD,sBAAsBwC,iBAAAA,SAAUU;IACpD,MAAM,EAAEC,IAAI,EAAEC,MAAM,EAAEC,KAAK,EAAEC,aAAa,EAAE,GAAG5C,gBAAgB;QAAE6C,YAAY;IAAO;IAEpF,MAAMhB,eAAe/B,QAAQ;QAC3B,MAAMgD,SAAS,IAAIC,IAAIvB;QACvB,OAAOQ,KAAKgB,MAAM,CAAC,CAACC,MAAQH,OAAOI,GAAG,CAACD,IAAIE,GAAG;IAChD,GAAG;QAACnB;QAAMR;KAAS;IAEnB;;;GAGC,GACD,MAAM4B,WAAWtD,QAAQ;QACvB,MAAMuD,MAAM,IAAIN,IAAIlB,aAAayB,GAAG,CAAC,CAAClC;gBAAgBA;mBAAPmC,QAAOnC,mBAAAA,KAAKoC,UAAU,YAAfpC,mBAAmB;;QACzE,OAAOiC,IAAII,IAAI,KAAK,IAAIvB,aAAa;eAAImB;SAAI,CAAC,EAAE,IAAI;IACtD,GAAG;QAACxB;QAAcK;KAAa;IAC/B,MAAMwB,SAAS5D,QAAQ;QACrB,IAAI,CAACsD,UAAU,OAAO,EAAE;QACxB,MAAMO,MAAMtD,aAAa+C,UAAU;QACnC,OAAO;eAAI9C,WAAW8C;eAAeO,MAAM;gBAACA;aAAI,GAAG,EAAE;SAAE;IACzD,GAAG;QAACP;KAAS;IAEb,MAAM,CAACQ,SAASC,WAAW,GAAG9D,SAA+B;IAC7D,MAAM,CAAC+D,OAAOC,SAAS,GAAGhE,SAAS;IACnC,MAAM,CAACiE,QAAQC,UAAU,GAAGlE,SAAS;IAErC,MAAMmE,UAAUpE,QACd,IACEI,eAAemC,WAAW,CAAC8B;;mBACzBvE,IAAIyC,mBAAWN,yBAAAA,KAAO,CAAC,EAAE,mBAAI,iBAAQA,yBAAAA,KAAO,CAAC,EAAE,oBAAI,IAAI9C,gBAAgBmF,KAAK,EAAED;YAElF;QAAC9B;QAAWN;KAAM;IAGpB,MAAMsC,aAAa,CAACC;QAClBP,SAAS;QACTF,WAAWS;IACb;IAEA,MAAMC,UAAU1E,YACd,CAAC2E,MAAmBC,OAClB9B,MAAM;YACJ+B,WAAWF,KAAKG,MAAM,CAAClD,MAAM;YAC7BmD,SAASJ,KAAKI,OAAO;YACrBC,KAAK,IAAMzE,iBAAiB8D,SAASM,KAAKG,MAAM,EAAE,CAACG,QAAUA,MAAMC,KAAK;YACxEN;QACF,IACF;QAAC9B;QAAOuB;KAAQ;IAGlB,0DAA0D,GAC1D,MAAMc,WAAWnF,YACf,CAACoF,MAA2CR,OAC1C9B,MAAM;YACJ+B,WAAW7C,aAAaJ,MAAM;YAC9BmD,SAAS,EAAE;YACXC,KAAK,IAAM1E,gBAAgB0B,cAAcV,SAAS8D;YAClDR;YACA,6DAA6D;YAC7DS,eAAe;QACjB,IACF;QAACvC;QAAOd;KAAa;IAGvB,MAAMsD,cAActF,YAAY;QAC9B,IAAI,CAAC+D,WAAW,CAAC7B,OAAO;QACxB,MAAMuC,SAASV;QACfC,WAAW;QACX,IAAIS,WAAW,SAAS;YACtB,MAAMrD,QAAQ/B,cAAckE,UAAUU;YACtC,IAAI,CAAC7C,OAAO;YACZ,MAAM+D,SACJ,CAAC5D,OAASe,IAAIiD,WAAW,CAAChE,MAAMH,MAAMkD,EAAE,GACxC,CAACkB,QAAU,CAAC,MAAM,EAAE3E,UAAU2E,OAAOxE,MAAM,IAAI,EAAEI,MAAMqE,IAAI,EAAE;YAE/D;QACF;QACA,MAAMC,QAAQC,KAAKC,GAAG;QACtB,MAAMd,SAAyB9C,aAAayB,GAAG,CAAC,CAAClC,OAAU,CAAA;gBACzD+C,IAAI/C,KAAK+B,GAAG;gBACZ4B,OAAO5D,QAAQC;gBACfsE,MAAM;gBACNC,MAAM;oBACJC,UAAU9B,QAAQA,QAAQnE;oBAC1BkG,WAAW,IAAIL,KAAKD;gBACtB;YACF,CAAA;QACA,MAAMhB,QAAQ;YAAEI;YAAQC,SAAS,EAAE;QAAC,GAAG,CAACS,QAAU,CAAC,aAAa,EAAE3E,UAAU2E,OAAOxE,OAAO;IAC5F,GAAG;QAAC+C;Q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package/src/lib/components/lead-owner-select.js CHANGED Viewed

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { findOrgMember } from "@aglyn/aglyn";
+import { findOrgMember, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { FormControl, InputLabel, MenuItem, Select } from "@mui/material";
 import { useId } from "react";
 /** The `value` an owner select carries for "nobody". */ export const UNASSIGNED_OWNER = '';
@@ -78,7 +78,7 @@ import { useId } from "react";
                     }) : null,
                     roster.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
                             value: option.uid,
-                            children: option.label
+                            children: crmMemberPickerLabel(option)
                         }, option.uid))
                 ]
             })

package/src/lib/components/lead-owner-select.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-owner-select.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 { type AglynOrgMember, findOrgMember } from '@aglyn/aglyn'\nimport { FormControl, InputLabel, MenuItem, Select } from '@mui/material'\nimport { useId } from 'react'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\n\n/* The `value` an owner select carries for \"nobody\". /\nexport const UNASSIGNED_OWNER = ''\n\n/\n How a member reads in a picker: the name they set, else their address,\n * else the id — never blank, because a blank option cannot be chosen on\n * purpose.\n /\nexport function orgMemberLabel(\n member: Pick<AglynOrgMember, '$id' \| 'displayName' \| 'email'>,\n): string {\n return (\n String(member.displayName ?? '').trim() \|\|\n String(member.email ?? '').trim() \|\|\n String(member.$id)\n )\n}\n\nexport interface LeadOwnerSelectProps {\n value: string \| null \| undefined\n onChange: (uid: string) => void\n roster: OrgMemberOptions\n label?: string\n size?: 'small' \| 'medium'\n disabled?: boolean\n fullWidth?: boolean\n}\n\n/\n The owner picker: Unassigned, then the roster by name.\n \n The stored value is resolved to a member first — by uid, or by an address\n * the roster has — so the picker highlights the person and a save writes\n * their uid. A value the roster does not hold is kept as its own option\n * rather than dropped, because a controlled `Select` whose value is absent\n * from its options renders empty — which would show a lead owned by\n * somebody who left as owned by nobody, and a save from that state would\n * make it true.\n /\nexport function LeadOwnerSelect(props: LeadOwnerSelectProps) {\n const {\n value,\n onChange,\n roster,\n label = 'Owner',\n size = 'small',\n disabled,\n fullWidth = true,\n } = props\n const resolved = findOrgMember(roster.options, value)\n const current = resolved?.uid ?? value ?? UNASSIGNED_OWNER\n const known = Boolean(resolved)\n /\n * A bare `Select` names its combobox after the VALUE it shows, not after\n * the label beside it — MUI builds `aria-labelledby` from `labelId` and the\n * display element, and with no `labelId` only the display is left. A\n * reader hears \"Unassigned\" and has to guess it is the owner; a test can\n * only find the control by what it happens to say. The label's id is what\n * makes \"Owner\" the control's name.\n */\n const labelId = useId()\n return (\n <FormControl size={size} fullWidth={fullWidth} disabled={disabled}>\n <InputLabel id={labelId}>{label}</InputLabel>\n <Select\n labelId={labelId}\n label={label}\n value={current}\n onChange={(event) => onChange(String(event.target.value))}\n >\n <MenuItem value={UNASSIGNED_OWNER}>\n <em>{'Unassigned'}</em>\n </MenuItem>\n {current && !known ? (\n <MenuItem value={current}>{roster.labelFor(current)}</MenuItem>\n ) : null}\n {roster.options.map((option) => (\n <MenuItem key={option.uid} value={option.uid}>\n {option~~.label~~}\n </MenuItem>\n ))}\n </Select>\n </FormControl>\n )\n}\nLeadOwnerSelect.displayName = 'LeadOwnerSelect'\n\nexport default LeadOwnerSelect\n"],"names":["findOrgMember","FormControl","InputLabel","MenuItem","Select","useId","UNASSIGNED_OWNER","orgMemberLabel","member","String","displayName","trim","email","$id","LeadOwnerSelect","props","resolved","value","onChange","roster","label","size","disabled","fullWidth","options","current","uid","known","Boolean","labelId","id","event","target","em","labelFor","map","option"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAA8BA,aAAa,QAAQ,eAAc;~~AACjE~~,SAASC,WAAW,EAAEC,UAAU,EAAEC,QAAQ,EAAEC,MAAM,QAAQ,gBAAe;AACzE,SAASC,KAAK,QAAQ,QAAO;AAG7B,sDAAsD,GACtD,OAAO,MAAMC,mBAAmB,GAAE;AAElC;;;;CAIC,GACD,OAAO,SAASC,eACdC,MAA6D;QAGpDA,qBACAA;IAFT,OACEC,QAAOD,sBAAAA,OAAOE,WAAW,YAAlBF,sBAAsB,IAAIG,IAAI,MACrCF,QAAOD,gBAAAA,OAAOI,KAAK,YAAZJ,gBAAgB,IAAIG,IAAI,MAC/BF,OAAOD,OAAOK,GAAG;AAErB;AAYA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;QAWzCC;IAVhB,MAAM,EACJC,KAAK,EACLC,QAAQ,EACRC,MAAM,EACNC,QAAQ,OAAO,EACfC,OAAO,OAAO,EACdC,QAAQ,EACRC,YAAY,IAAI,EACjB,GAAGR;IACJ,MAAMC,~~WAAWhB~~,~~cAAcmB~~,OAAOK,OAAO,EAAEP;IAC/C,MAAMQ,WAAUT,gBAAAA,4BAAAA,SAAUU,GAAG,oBAAIT,iBAAjBD,OAA0BV;IAC1C,MAAMqB,QAAQC,QAAQZ;IACtB;;;;;;;GAOC,GACD,MAAMa,UAAUxB;IAChB,qBACE,MAACJ;QAAYoB,MAAMA;QAAME,WAAWA;QAAWD,UAAUA;;0BACvD,KAACpB;gBAAW4B,IAAID;0BAAUT;;0BAC1B,MAAChB;gBACCyB,SAASA;gBACTT,OAAOA;gBACPH,OAAOQ;gBACPP,UAAU,CAACa,QAAUb,SAAST,OAAOsB,MAAMC,MAAM,CAACf,KAAK;;kCAEvD,KAACd;wBAASc,OAAOX;kCACf,cAAA,KAAC2B;sCAAI;;;oBAENR,WAAW,CAACE,sBACX,KAACxB;wBAASc,OAAOQ;kCAAUN,OAAOe,QAAQ,CAACT;yBACzC;oBACHN,OAAOK,OAAO,CAACW,GAAG,CAAC,CAACC,uBACnB,KAACjC;4BAA0Bc,OAAOmB,OAAOV,GAAG;~~sCACzCU~~,~~OAAOhB,KAAK~~;~~2BADAgB~~,OAAOV,GAAG;;;;;AAOnC;AACAZ,gBAAgBJ,WAAW,GAAG;AAE9B,eAAeI,gBAAe"}
1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-owner-select.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 { type AglynOrgMember, findOrgMember, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { FormControl, InputLabel, MenuItem, Select } from '@mui/material'\nimport { useId } from 'react'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\n\n/* The `value` an owner select carries for \"nobody\". /\nexport const UNASSIGNED_OWNER = ''\n\n/\n How a member reads in a picker: the name they set, else their address,\n * else the id — never blank, because a blank option cannot be chosen on\n * purpose.\n /\nexport function orgMemberLabel(\n member: Pick<AglynOrgMember, '$id' \| 'displayName' \| 'email'>,\n): string {\n return (\n String(member.displayName ?? '').trim() \|\|\n String(member.email ?? '').trim() \|\|\n String(member.$id)\n )\n}\n\nexport interface LeadOwnerSelectProps {\n value: string \| null \| undefined\n onChange: (uid: string) => void\n roster: OrgMemberOptions\n label?: string\n size?: 'small' \| 'medium'\n disabled?: boolean\n fullWidth?: boolean\n}\n\n/\n The owner picker: Unassigned, then the roster by name.\n \n The stored value is resolved to a member first — by uid, or by an address\n * the roster has — so the picker highlights the person and a save writes\n * their uid. A value the roster does not hold is kept as its own option\n * rather than dropped, because a controlled `Select` whose value is absent\n * from its options renders empty — which would show a lead owned by\n * somebody who left as owned by nobody, and a save from that state would\n * make it true.\n /\nexport function LeadOwnerSelect(props: LeadOwnerSelectProps) {\n const {\n value,\n onChange,\n roster,\n label = 'Owner',\n size = 'small',\n disabled,\n fullWidth = true,\n } = props\n const resolved = findOrgMember(roster.options, value)\n const current = resolved?.uid ?? value ?? UNASSIGNED_OWNER\n const known = Boolean(resolved)\n /\n * A bare `Select` names its combobox after the VALUE it shows, not after\n * the label beside it — MUI builds `aria-labelledby` from `labelId` and the\n * display element, and with no `labelId` only the display is left. A\n * reader hears \"Unassigned\" and has to guess it is the owner; a test can\n * only find the control by what it happens to say. The label's id is what\n * makes \"Owner\" the control's name.\n */\n const labelId = useId()\n return (\n <FormControl size={size} fullWidth={fullWidth} disabled={disabled}>\n <InputLabel id={labelId}>{label}</InputLabel>\n <Select\n labelId={labelId}\n label={label}\n value={current}\n onChange={(event) => onChange(String(event.target.value))}\n >\n <MenuItem value={UNASSIGNED_OWNER}>\n <em>{'Unassigned'}</em>\n </MenuItem>\n {current && !known ? (\n <MenuItem value={current}>{roster.labelFor(current)}</MenuItem>\n ) : null}\n {roster.options.map((option) => (\n <MenuItem key={option.uid} value={option.uid}>\n {crmMemberPickerLabel(option)}\n </MenuItem>\n ))}\n </Select>\n </FormControl>\n )\n}\nLeadOwnerSelect.displayName = 'LeadOwnerSelect'\n\nexport default LeadOwnerSelect\n"],"names":["findOrgMember","crmMemberPickerLabel","FormControl","InputLabel","MenuItem","Select","useId","UNASSIGNED_OWNER","orgMemberLabel","member","String","displayName","trim","email","$id","LeadOwnerSelect","props","resolved","value","onChange","roster","label","size","disabled","fullWidth","options","current","uid","known","Boolean","labelId","id","event","target","em","labelFor","map","option"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAA8BA,aAAa,EAAEC,oBAAoB,QAAQ,eAAc;AACvF,SAASC,WAAW,EAAEC,UAAU,EAAEC,QAAQ,EAAEC,MAAM,QAAQ,gBAAe;AACzE,SAASC,KAAK,QAAQ,QAAO;AAG7B,sDAAsD,GACtD,OAAO,MAAMC,mBAAmB,GAAE;AAElC;;;;CAIC,GACD,OAAO,SAASC,eACdC,MAA6D;QAGpDA,qBACAA;IAFT,OACEC,QAAOD,sBAAAA,OAAOE,WAAW,YAAlBF,sBAAsB,IAAIG,IAAI,MACrCF,QAAOD,gBAAAA,OAAOI,KAAK,YAAZJ,gBAAgB,IAAIG,IAAI,MAC/BF,OAAOD,OAAOK,GAAG;AAErB;AAYA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;QAWzCC;IAVhB,MAAM,EACJC,KAAK,EACLC,QAAQ,EACRC,MAAM,EACNC,QAAQ,OAAO,EACfC,OAAO,OAAO,EACdC,QAAQ,EACRC,YAAY,IAAI,EACjB,GAAGR;IACJ,MAAMC,WAAWjB,cAAcoB,OAAOK,OAAO,EAAEP;IAC/C,MAAMQ,WAAUT,gBAAAA,4BAAAA,SAAUU,GAAG,oBAAIT,iBAAjBD,OAA0BV;IAC1C,MAAMqB,QAAQC,QAAQZ;IACtB;;;;;;;GAOC,GACD,MAAMa,UAAUxB;IAChB,qBACE,MAACJ;QAAYoB,MAAMA;QAAME,WAAWA;QAAWD,UAAUA;;0BACvD,KAACpB;gBAAW4B,IAAID;0BAAUT;;0BAC1B,MAAChB;gBACCyB,SAASA;gBACTT,OAAOA;gBACPH,OAAOQ;gBACPP,UAAU,CAACa,QAAUb,SAAST,OAAOsB,MAAMC,MAAM,CAACf,KAAK;;kCAEvD,KAACd;wBAASc,OAAOX;kCACf,cAAA,KAAC2B;sCAAI;;;oBAENR,WAAW,CAACE,sBACX,KAACxB;wBAASc,OAAOQ;kCAAUN,OAAOe,QAAQ,CAACT;yBACzC;oBACHN,OAAOK,OAAO,CAACW,GAAG,CAAC,CAACC,uBACnB,KAACjC;4BAA0Bc,OAAOmB,OAAOV,GAAG;sCACzC1B,qBAAqBoC;2BADTA,OAAOV,GAAG;;;;;AAOnC;AACAZ,gBAAgBJ,WAAW,GAAG;AAE9B,eAAeI,gBAAe"}

package/src/lib/components/new-contact-drawer.js CHANGED Viewed

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, consentGroupDisclosure, normalizeAddress, normalizeContactEmail, normalizePhone } from "@aglyn/aglyn";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, consentGroupDisclosure, normalizeAddress, normalizeContactEmail, normalizePhone, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
@@ -289,7 +289,7 @@ import { CrmSitePicker } from "./crm-site-picker.js";
                             }),
                             owners.map((owner)=>/*#__PURE__*/ _jsx(MenuItem, {
                                     value: owner.uid,
-                                    children: owner.label
+                                    children: crmMemberPickerLabel(owner)
                                 }, owner.uid))
                         ]
                     }),

package/src/lib/components/new-contact-drawer.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-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 {\n CONTACT_LIFECYCLE_STAGE_LABELS,\n CONTACT_LIFECYCLE_STAGES,\n consentGroupDisclosure,\n type AglynOrgBilling,\n type AglynPostalAddress,\n type ConsentGroup,\n type ContactLifecycleStage,\n normalizeAddress,\n normalizeContactEmail,\n normalizePhone,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n Alert,\n Button,\n Checkbox,\n FormControlLabel,\n FormHelperText,\n IconButton,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n CompanyPicker,\n type CompanyOption,\n useCompanyOptions,\n useCreateCompany,\n} from './company-picker'\nimport {\n ContactAddressFields,\n EMPTY_ADDRESS,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport type { OrgMemberOption } from './use-org-members'\n\n/* What the drawer hands back — already normalized where the route would. /\nexport interface NewContactValues {\n email: string\n name: string\n phone: string\n jobTitle: string\n /* The picked company's name — the label the list column and the search read. /\n companyName: string\n /* The picked company, or `null` for none (AGL-2613). /\n companyId: string \| null\n ownerUid: string\n lifecycleStage: ContactLifecycleStage \| ''\n tags: string[]\n address: AglynPostalAddress \| null\n marketingConsent: boolean\n}\n\nexport interface NewContactDrawerProps {\n open: boolean\n onClose: () => void\n /\n The site the contact is being added from — what scopes the company list\n * and the controller the consent checkbox records a basis for. `null` at\n * the organization level (AGL-2630), where the drawer asks which site\n * with a picker and holds its submit until one is named.\n /\n hostId: string \| null\n /* The org document the shell passed, for the company picker's scope. /\n org?: Partial<AglynOrgBilling> \| null\n /* The request is in flight — the form holds still and the button says so. /\n busy?: boolean\n /* What the route answered when it refused, shown above the form. /\n error?: string \| null\n /* The team, for the owner picker. /\n owners: OrgMemberOption[]\n /* The roster has answered — an empty list is then \"nobody to pick\". /\n ownersReady: boolean\n onSubmit: (values: NewContactValues) => void\n}\n\n/\n ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n \n A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n \n ## What is checked here and what is not\n \n The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n \n ## The consent box is a claim, and says so\n \n The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n \n ## The company is a record, picked or created here\n \n The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n /\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n const {\n open,\n onClose,\n hostId,\n org,\n busy,\n error,\n owners,\n ownersReady,\n onSubmit,\n } = props\n /\n * The controller the consent checkbox records a basis FOR: the mounted\n * site's group, or at the organization level the picked site's — the one\n * the route will capture the contact under. `null` until a site is\n * picked, and the submit waits on it.\n /\n const { createHostId, createGroup } = useCrmScope({ hostId, org })\n const consentGroup: ConsentGroup \| null = createGroup\n const companies = useCompanyOptions({ hostId, org, enabled: open })\n const createCompany = useCreateCompany({ hostId, org })\n\n const [email, setEmail] = useState('')\n const [name, setName] = useState('')\n const [phone, setPhone] = useState('')\n const [jobTitle, setJobTitle] = useState('')\n const [company, setCompany] = useState<CompanyOption \| null>(null)\n const [ownerUid, setOwnerUid] = useState('')\n const [lifecycleStage, setLifecycleStage] = useState<\n ContactLifecycleStage \| ''\n >('')\n const [tags, setTags] = useState('')\n const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n const [marketingConsent, setMarketingConsent] = useState(false)\n const [emailError, setEmailError] = useState('')\n const [phoneError, setPhoneError] = useState('')\n\n /\n * A fresh form on every opening. The drawer stays mounted behind the list\n * between uses, and a person typed and then abandoned must not reappear\n * half-filled the next time somebody reaches for \"New contact\".\n /\n useEffect(() => {\n if (!open) return\n setEmail('')\n setName('')\n setPhone('')\n setJobTitle('')\n setCompany(null)\n setOwnerUid('')\n setLifecycleStage('')\n setTags('')\n setAddress(EMPTY_ADDRESS)\n setMarketingConsent(false)\n setEmailError('')\n setPhoneError('')\n }, [open])\n\n const handleSubmit = () => {\n const normalizedEmail = normalizeContactEmail(email)\n const trimmedPhone = phone.trim()\n const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n setPhoneError(\n trimmedPhone && !normalizedPhone\n ? 'Enter it with its country code, like +1 512 555 0107.'\n : '',\n )\n if (!normalizedEmail \|\| (trimmedPhone && !normalizedPhone)) return\n onSubmit({\n email: normalizedEmail,\n name: name.trim().slice(0, 120),\n phone: normalizedPhone ?? '',\n jobTitle: jobTitle.trim().slice(0, 120),\n companyName: company ? company.name.trim().slice(0, 120) : '',\n companyId: company?.id ?? null,\n ownerUid,\n lifecycleStage,\n tags: parseContactTags(tags),\n address: normalizeAddress(address),\n marketingConsent,\n })\n }\n\n const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n\n return (\n <NavigationDrawerComponent\n open={open}\n anchor=\"right\"\n variant=\"temporary\"\n onClose={onClose}\n AppBarProps={{ color: 'surface' }}\n sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n appBarLeft={\n <>\n <IconButton\n color=\"inherit\"\n edge=\"start\"\n onClick={onClose}\n sx={{ mr: 2 }}\n >\n <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n <SrOnly>close drawer</SrOnly>\n </IconButton>\n <Typography variant=\"h6\" component=\"div\">\n {'New contact'}\n </Typography>\n </>\n }\n appBarRight={\n <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n {'Cancel'}\n </Button>\n }\n >\n <Container gutterY>\n <Stack spacing={2}>\n {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n {/\n First, because everything below it is filed under the answer: the\n site decides which of the org's sites may see the person and whose\n consent the checkbox at the foot records. Renders nothing under a\n site (AGL-2630).\n */}\n <CrmSitePicker\n hostId={hostId}\n disabled={Boolean(busy)}\n helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n />\n <TextField\n size=\"small\"\n label=\"Email\"\n type=\"email\"\n value={email}\n onChange={(event) => setEmail(event.target.value)}\n error={Boolean(emailError)}\n helperText={\n emailError \|\|\n 'The one field that is required — it is what makes two captures one person.'\n }\n required\n fullWidth\n autoFocus\n />\n <TextField\n size=\"small\"\n label=\"Name\"\n value={name}\n onChange={(event) => setName(event.target.value)}\n slotProps={{ htmlInput: { maxLength: 120 } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Phone\"\n value={phone}\n onChange={(event) => setPhone(event.target.value)}\n error={Boolean(phoneError)}\n helperText={phoneError \|\| 'With the country code, like +1 512 555 0107'}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Job title\"\n value={jobTitle}\n onChange={(event) => setJobTitle(event.target.value)}\n slotProps={{ htmlInput: { maxLength: 120 } }}\n fullWidth\n />\n <CompanyPicker\n options={companies.options}\n ready={companies.ready}\n truncated={companies.truncated}\n value={company?.id ?? null}\n onChange={(_id, picked) => setCompany(picked)}\n onCreate={createCompany}\n email={email}\n disabled={Boolean(busy)}\n helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n />\n <TextField\n select\n size=\"small\"\n label=\"Lifecycle stage\"\n value={lifecycleStage}\n onChange={(event) =>\n setLifecycleStage(event.target.value as ContactLifecycleStage \| '')\n }\n fullWidth\n >\n <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n <MenuItem key={stage} value={stage}>\n {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n select\n size=\"small\"\n label=\"Owner\"\n value={ownerUid}\n onChange={(event) => setOwnerUid(event.target.value)}\n helperText={\n ownersReady && !owners.length\n ? 'The team roster could not be read, so nobody can be picked yet.'\n : 'The team member responsible for this relationship'\n }\n fullWidth\n >\n <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n {owners.map((owner) => (\n <MenuItem key={owner.uid} value={owner.uid}>\n {owner.label}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n size=\"small\"\n label=\"Tags\"\n placeholder=\"vip, beta\"\n helperText=\"Comma-separated\"\n value={tags}\n onChange={(event) => setTags(event.target.value)}\n fullWidth\n />\n <Typography variant=\"subtitle2\">{'Address'}</Typography>\n <ContactAddressFields value={address} onChange={setAddress} />\n <Stack>\n <FormControlLabel\n control={\n <Checkbox\n checked={marketingConsent}\n onChange={(event) => setMarketingConsent(event.target.checked)}\n />\n }\n label=\"This person opted in to marketing email\"\n />\n <FormHelperText>\n {(disclosure ? `${disclosure} ` : '') +\n 'Tick it only if they agreed. Adding a contact is never itself consent.'}\n </FormHelperText>\n </Stack>\n <Button\n variant=\"contained\"\n color=\"primary\"\n // Held until the capturing site is known: the route resolves the\n // org from it and stamps the record with it.\n disabled={Boolean(busy) \|\| !createHostId}\n onClick={handleSubmit}\n >\n {busy ? 'Adding…' : 'Add contact'}\n </Button>\n </Stack>\n </Container>\n </NavigationDrawerComponent>\n )\n}\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-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 {\n CONTACT_LIFECYCLE_STAGE_LABELS,\n CONTACT_LIFECYCLE_STAGES,\n consentGroupDisclosure,\n type AglynOrgBilling,\n type AglynPostalAddress,\n type ConsentGroup,\n type ContactLifecycleStage,\n normalizeAddress,\n normalizeContactEmail,\n normalizePhone,\n crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n Alert,\n Button,\n Checkbox,\n FormControlLabel,\n FormHelperText,\n IconButton,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n CompanyPicker,\n type CompanyOption,\n useCompanyOptions,\n useCreateCompany,\n} from './company-picker'\nimport {\n ContactAddressFields,\n EMPTY_ADDRESS,\n type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport type { OrgMemberOption } from './use-org-members'\n\n/* What the drawer hands back — already normalized where the route would. /\nexport interface NewContactValues {\n email: string\n name: string\n phone: string\n jobTitle: string\n /* The picked company's name — the label the list column and the search read. /\n companyName: string\n /* The picked company, or `null` for none (AGL-2613). /\n companyId: string \| null\n ownerUid: string\n lifecycleStage: ContactLifecycleStage \| ''\n tags: string[]\n address: AglynPostalAddress \| null\n marketingConsent: boolean\n}\n\nexport interface NewContactDrawerProps {\n open: boolean\n onClose: () => void\n /\n The site the contact is being added from — what scopes the company list\n * and the controller the consent checkbox records a basis for. `null` at\n * the organization level (AGL-2630), where the drawer asks which site\n * with a picker and holds its submit until one is named.\n /\n hostId: string \| null\n /* The org document the shell passed, for the company picker's scope. /\n org?: Partial<AglynOrgBilling> \| null\n /* The request is in flight — the form holds still and the button says so. /\n busy?: boolean\n /* What the route answered when it refused, shown above the form. /\n error?: string \| null\n /* The team, for the owner picker. /\n owners: OrgMemberOption[]\n /* The roster has answered — an empty list is then \"nobody to pick\". /\n ownersReady: boolean\n onSubmit: (values: NewContactValues) => void\n}\n\n/\n ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n \n A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n \n ## What is checked here and what is not\n \n The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n \n ## The consent box is a claim, and says so\n \n The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n \n ## The company is a record, picked or created here\n \n The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n /\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n const {\n open,\n onClose,\n hostId,\n org,\n busy,\n error,\n owners,\n ownersReady,\n onSubmit,\n } = props\n /\n * The controller the consent checkbox records a basis FOR: the mounted\n * site's group, or at the organization level the picked site's — the one\n * the route will capture the contact under. `null` until a site is\n * picked, and the submit waits on it.\n /\n const { createHostId, createGroup } = useCrmScope({ hostId, org })\n const consentGroup: ConsentGroup \| null = createGroup\n const companies = useCompanyOptions({ hostId, org, enabled: open })\n const createCompany = useCreateCompany({ hostId, org })\n\n const [email, setEmail] = useState('')\n const [name, setName] = useState('')\n const [phone, setPhone] = useState('')\n const [jobTitle, setJobTitle] = useState('')\n const [company, setCompany] = useState<CompanyOption \| null>(null)\n const [ownerUid, setOwnerUid] = useState('')\n const [lifecycleStage, setLifecycleStage] = useState<\n ContactLifecycleStage \| ''\n >('')\n const [tags, setTags] = useState('')\n const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n const [marketingConsent, setMarketingConsent] = useState(false)\n const [emailError, setEmailError] = useState('')\n const [phoneError, setPhoneError] = useState('')\n\n /\n * A fresh form on every opening. The drawer stays mounted behind the list\n * between uses, and a person typed and then abandoned must not reappear\n * half-filled the next time somebody reaches for \"New contact\".\n /\n useEffect(() => {\n if (!open) return\n setEmail('')\n setName('')\n setPhone('')\n setJobTitle('')\n setCompany(null)\n setOwnerUid('')\n setLifecycleStage('')\n setTags('')\n setAddress(EMPTY_ADDRESS)\n setMarketingConsent(false)\n setEmailError('')\n setPhoneError('')\n }, [open])\n\n const handleSubmit = () => {\n const normalizedEmail = normalizeContactEmail(email)\n const trimmedPhone = phone.trim()\n const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n setPhoneError(\n trimmedPhone && !normalizedPhone\n ? 'Enter it with its country code, like +1 512 555 0107.'\n : '',\n )\n if (!normalizedEmail \|\| (trimmedPhone && !normalizedPhone)) return\n onSubmit({\n email: normalizedEmail,\n name: name.trim().slice(0, 120),\n phone: normalizedPhone ?? '',\n jobTitle: jobTitle.trim().slice(0, 120),\n companyName: company ? company.name.trim().slice(0, 120) : '',\n companyId: company?.id ?? null,\n ownerUid,\n lifecycleStage,\n tags: parseContactTags(tags),\n address: normalizeAddress(address),\n marketingConsent,\n })\n }\n\n const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n\n return (\n <NavigationDrawerComponent\n open={open}\n anchor=\"right\"\n variant=\"temporary\"\n onClose={onClose}\n AppBarProps={{ color: 'surface' }}\n sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n appBarLeft={\n <>\n <IconButton\n color=\"inherit\"\n edge=\"start\"\n onClick={onClose}\n sx={{ mr: 2 }}\n >\n <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n <SrOnly>close drawer</SrOnly>\n </IconButton>\n <Typography variant=\"h6\" component=\"div\">\n {'New contact'}\n </Typography>\n </>\n }\n appBarRight={\n <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n {'Cancel'}\n </Button>\n }\n >\n <Container gutterY>\n <Stack spacing={2}>\n {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n {/\n First, because everything below it is filed under the answer: the\n site decides which of the org's sites may see the person and whose\n consent the checkbox at the foot records. Renders nothing under a\n site (AGL-2630).\n */}\n <CrmSitePicker\n hostId={hostId}\n disabled={Boolean(busy)}\n helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n />\n <TextField\n size=\"small\"\n label=\"Email\"\n type=\"email\"\n value={email}\n onChange={(event) => setEmail(event.target.value)}\n error={Boolean(emailError)}\n helperText={\n emailError \|\|\n 'The one field that is required — it is what makes two captures one person.'\n }\n required\n fullWidth\n autoFocus\n />\n <TextField\n size=\"small\"\n label=\"Name\"\n value={name}\n onChange={(event) => setName(event.target.value)}\n slotProps={{ htmlInput: { maxLength: 120 } }}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Phone\"\n value={phone}\n onChange={(event) => setPhone(event.target.value)}\n error={Boolean(phoneError)}\n helperText={phoneError \|\| 'With the country code, like +1 512 555 0107'}\n fullWidth\n />\n <TextField\n size=\"small\"\n label=\"Job title\"\n value={jobTitle}\n onChange={(event) => setJobTitle(event.target.value)}\n slotProps={{ htmlInput: { maxLength: 120 } }}\n fullWidth\n />\n <CompanyPicker\n options={companies.options}\n ready={companies.ready}\n truncated={companies.truncated}\n value={company?.id ?? null}\n onChange={(_id, picked) => setCompany(picked)}\n onCreate={createCompany}\n email={email}\n disabled={Boolean(busy)}\n helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n />\n <TextField\n select\n size=\"small\"\n label=\"Lifecycle stage\"\n value={lifecycleStage}\n onChange={(event) =>\n setLifecycleStage(event.target.value as ContactLifecycleStage \| '')\n }\n fullWidth\n >\n <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n <MenuItem key={stage} value={stage}>\n {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n select\n size=\"small\"\n label=\"Owner\"\n value={ownerUid}\n onChange={(event) => setOwnerUid(event.target.value)}\n helperText={\n ownersReady && !owners.length\n ? 'The team roster could not be read, so nobody can be picked yet.'\n : 'The team member responsible for this relationship'\n }\n fullWidth\n >\n <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n {owners.map((owner) => (\n <MenuItem key={owner.uid} value={owner.uid}>\n {crmMemberPickerLabel(owner)}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n size=\"small\"\n label=\"Tags\"\n placeholder=\"vip, beta\"\n helperText=\"Comma-separated\"\n value={tags}\n onChange={(event) => setTags(event.target.value)}\n fullWidth\n />\n <Typography variant=\"subtitle2\">{'Address'}</Typography>\n <ContactAddressFields value={address} onChange={setAddress} />\n <Stack>\n <FormControlLabel\n control={\n <Checkbox\n checked={marketingConsent}\n onChange={(event) => setMarketingConsent(event.target.checked)}\n />\n }\n label=\"This person opted in to marketing email\"\n />\n <FormHelperText>\n {(disclosure ? `${disclosure} ` : '') +\n 'Tick it only if they agreed. Adding a contact is never itself consent.'}\n </FormHelperText>\n </Stack>\n <Button\n variant=\"contained\"\n color=\"primary\"\n // Held until the capturing site is known: the route resolves the\n // org from it and stamps the record with it.\n disabled={Boolean(busy) \|\| !createHostId}\n onClick={handleSubmit}\n >\n {busy ? 'Adding…' : 'Add contact'}\n </Button>\n </Stack>\n </Container>\n </NavigationDrawerComponent>\n )\n}\n\nexport default NewContactDrawer\n"],"names":["CONTACT_LIFECYCLE_STAGE_LABELS","CONTACT_LIFECYCLE_STAGES","consentGroupDisclosure","normalizeAddress","normalizeContactEmail","normalizePhone","crmMemberPickerLabel","ICON_VARIANT_CLOSE","Container","MdiIcon","SrOnly","NavigationDrawerComponent","Alert","Button","Checkbox","FormControlLabel","FormHelperText","IconButton","MenuItem","Stack","TextField","Typography","useEffect","useState","useCrmScope","parseContactTags","CompanyPicker","useCompanyOptions","useCreateCompany","ContactAddressFields","EMPTY_ADDRESS","CrmSitePicker","NewContactDrawer","props","open","onClose","hostId","org","busy","error","owners","ownersReady","onSubmit","createHostId","createGroup","consentGroup","companies","enabled","createCompany","email","setEmail","name","setName","phone","setPhone","jobTitle","setJobTitle","company","setCompany","ownerUid","setOwnerUid","lifecycleStage","setLifecycleStage","tags","setTags","address","setAddress","marketingConsent","setMarketingConsent","emailError","setEmailError","phoneError","setPhoneError","handleSubmit","normalizedEmail","trimmedPhone","trim","normalizedPhone","slice","companyName","companyId","id","disclosure","anchor","variant","AppBarProps","color","sx","width","xs","sm","appBarLeft","edge","onClick","mr","path","component","appBarRight","gutterY","spacing","severity","disabled","Boolean","helperText","size","label","type","value","onChange","event","target","required","fullWidth","autoFocus","slotProps","htmlInput","maxLength","options","ready","truncated","_id","picked","onCreate","select","map","stage","length","owner","uid","placeholder","control","checked"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,8BAA8B,EAC9BC,wBAAwB,EACxBC,sBAAsB,EAKtBC,gBAAgB,EAChBC,qBAAqB,EACrBC,cAAc,EACdC,oBAAoB,QACf,eAAc;AACrB,SAASC,kBAAkB,QAAQ,2BAA0B;AAC7D,SAASC,SAAS,EAAEC,OAAO,EAAEC,MAAM,QAAQ,uBAAsB;AACjE,SAASC,yBAAyB,QAAQ,8DAA6D;AACvG,SACEC,KAAK,EACLC,MAAM,EACNC,QAAQ,EACRC,gBAAgB,EAChBC,cAAc,EACdC,UAAU,EACVC,QAAQ,EACRC,KAAK,EACLC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,gBAAgB,QAAQ,6BAAyB;AAC1D,SACEC,aAAa,EAEbC,iBAAiB,EACjBC,gBAAgB,QACX,sBAAkB;AACzB,SACEC,oBAAoB,EACpBC,aAAa,QAER,8BAA0B;AACjC,SAASC,aAAa,QAAQ,uBAAmB;AA2CjD;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAmCC,GACD,OAAO,SAASC,iBAAiBC,KAA4B;;IAC3D,MAAM,EACJC,IAAI,EACJC,OAAO,EACPC,MAAM,EACNC,GAAG,EACHC,IAAI,EACJC,KAAK,EACLC,MAAM,EACNC,WAAW,EACXC,QAAQ,EACT,GAAGT;IACJ;;;;;GAKC,GACD,MAAM,EAAEU,YAAY,EAAEC,WAAW,EAAE,GAAGpB,YAAY;QAAEY;QAAQC;IAAI;IAChE,MAAMQ,eAAoCD;IAC1C,MAAME,YAAYnB,kBAAkB;QAAES;QAAQC;QAAKU,SAASb;IAAK;IACjE,MAAMc,gBAAgBpB,iBAAiB;QAAEQ;QAAQC;IAAI;IAErD,MAAM,CAACY,OAAOC,SAAS,GAAG3B,SAAS;IACnC,MAAM,CAAC4B,MAAMC,QAAQ,GAAG7B,SAAS;IACjC,MAAM,CAAC8B,OAAOC,SAAS,GAAG/B,SAAS;IACnC,MAAM,CAACgC,UAAUC,YAAY,GAAGjC,SAAS;IACzC,MAAM,CAACkC,SAASC,WAAW,GAAGnC,SAA+B;IAC7D,MAAM,CAACoC,UAAUC,YAAY,GAAGrC,SAAS;IACzC,MAAM,CAACsC,gBAAgBC,kBAAkB,GAAGvC,SAE1C;IACF,MAAM,CAACwC,MAAMC,QAAQ,GAAGzC,SAAS;IACjC,MAAM,CAAC0C,SAASC,WAAW,GAAG3C,SAAuBO;IACrD,MAAM,CAACqC,kBAAkBC,oBAAoB,GAAG7C,SAAS;IACzD,MAAM,CAAC8C,YAAYC,cAAc,GAAG/C,SAAS;IAC7C,MAAM,CAACgD,YAAYC,cAAc,GAAGjD,SAAS;IAE7C;;;;GAIC,GACDD,UAAU;QACR,IAAI,CAACY,MAAM;QACXgB,SAAS;QACTE,QAAQ;QACRE,SAAS;QACTE,YAAY;QACZE,WAAW;QACXE,YAAY;QACZE,kBAAkB;QAClBE,QAAQ;QACRE,WAAWpC;QACXsC,oBAAoB;QACpBE,cAAc;QACdE,cAAc;IAChB,GAAG;QAACtC;KAAK;IAET,MAAMuC,eAAe;;QACnB,MAAMC,kBAAkBtE,sBAAsB6C;QAC9C,MAAM0B,eAAetB,MAAMuB,IAAI;QAC/B,MAAMC,kBAAkBF,eAAetE,eAAesE,gBAAgB;QACtEL,cAAcI,kBAAkB,KAAK;QACrCF,cACEG,gBAAgB,CAACE,kBACb,0DACA;QAEN,IAAI,CAACH,mBAAoBC,gBAAgB,CAACE,iBAAkB;QAC5DnC,SAAS;YACPO,OAAOyB;YACPvB,MAAMA,KAAKyB,IAAI,GAAGE,KAAK,CAAC,GAAG;YAC3BzB,KAAK,EAAEwB,0BAAAA,kBAAmB;YAC1BtB,UAAUA,SAASqB,IAAI,GAAGE,KAAK,CAAC,GAAG;YACnCC,aAAatB,UAAUA,QAAQN,IAAI,CAACyB,IAAI,GAAGE,KAAK,CAAC,GAAG,OAAO;YAC3DE,SAAS,UAAEvB,2BAAAA,QAASwB,EAAE,mBAAI;YAC1BtB;YACAE;YACAE,MAAMtC,iBAAiBsC;YACvBE,SAAS9D,iBAAiB8D;YAC1BE;QACF;IACF;IAEA,MAAMe,aAAarC,eAAe3C,uBAAuB2C,gBAAgB;IAEzE,qBACE,KAAClC;QACCuB,MAAMA;QACNiD,QAAO;QACPC,SAAQ;QACRjD,SAASA;QACTkD,aAAa;YAAEC,OAAO;QAAU;QAChCC,IAAI;YAAE,sBAAsB;gBAAEC,OAAO;oBAAEC,IAAI;oBAAQC,IAAI;gBAAI;YAAE;QAAE;QAC/DC,0BACE;;8BACE,MAAC1E;oBACCqE,OAAM;oBACNM,MAAK;oBACLC,SAAS1D;oBACToD,IAAI;wBAAEO,IAAI;oBAAE;;sCAEZ,KAACrF;4BAAQsF,MAAMxF,mBAAmBwF,IAAI;;sCACtC,KAACrF;sCAAO;;;;8BAEV,KAACW;oBAAW+D,SAAQ;oBAAKY,WAAU;8BAChC;;;;QAIPC,2BACE,KAACpF;YAAOuE,SAAQ;YAAWE,OAAM;YAAUO,SAAS1D;sBACjD;;kBAIL,cAAA,KAAC3B;YAAU0F,OAAO;sBAChB,cAAA,MAAC/E;gBAAMgF,SAAS;;oBACb5D,sBAAQ,KAAC3B;wBAAMwF,UAAS;kCAAW7D;yBAAiB;kCAOrD,KAACR;wBACCK,QAAQA;wBACRiE,UAAUC,QAAQhE;wBAClBiE,YAAW;;kCAEb,KAACnF;wBACCoF,MAAK;wBACLC,OAAM;wBACNC,MAAK;wBACLC,OAAO1D;wBACP2D,UAAU,CAACC,QAAU3D,SAAS2D,MAAMC,MAAM,CAACH,KAAK;wBAChDpE,OAAO+D,QAAQjC;wBACfkC,YACElC,cACA;wBAEF0C,QAAQ;wBACRC,SAAS;wBACTC,SAAS;;kCAEX,KAAC7F;wBACCoF,MAAK;wBACLC,OAAM;wBACNE,OAAOxD;wBACPyD,UAAU,CAACC,QAAUzD,QAAQyD,MAAMC,MAAM,CAACH,KAAK;wBAC/CO,WAAW;4BAAEC,WAAW;gCAAEC,WAAW;4BAAI;wBAAE;wBAC3CJ,SAAS;;kCAEX,KAAC5F;wBACCoF,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package/src/lib/components/settings-section.js CHANGED Viewed

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder } from "@aglyn/aglyn";
+import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
@@ -322,7 +322,7 @@ DefaultOwnerCard.displayName = 'DefaultOwnerCard';
             }),
             options.map((member)=>/*#__PURE__*/ _jsx(MenuItem, {
                     value: member.uid,
-                    children: member.label
+                    children: crmMemberPickerLabel(member)
                 }, member.uid))
         ]
     });
@@ -651,6 +651,12 @@ AssignmentRulesCard.displayName = 'AssignmentRulesCard';
     const canEdit = ready && canManage && !busy && !roster.loading;
     const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid);
     const nextUp = order[0];
+    // The rotation names people the way the checkboxes above do — with the
+    // address, since two members can share a display name.
+    const rotationName = (uid)=>{
+        const member = roster.members.find((row)=>row.uid === uid);
+        return member ? crmMemberPickerLabel(member) : roster.nameOf(uid);
+    };
     return /*#__PURE__*/ _jsx(CardDisplay, {
         header: 'Round robin',
         help: pluginDocsHelp('crmSettings', {
@@ -682,13 +688,13 @@ AssignmentRulesCard.displayName = 'AssignmentRulesCard';
                                 disabled: !canEdit,
                                 onChange: (event)=>void toggle(member.uid, event.target.checked)
                             }),
-                            label: member.label
+                            label: crmMemberPickerLabel(member)
                         }, member.uid))
                 }),
                 /*#__PURE__*/ _jsx(Typography, {
                     variant: "caption",
                     color: "text.secondary",
-                    children: pool.memberUids.length === 0 ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.' : `Rotation: ${pool.memberUids.map(roster.nameOf).join(' → ')}. Next up: ${roster.nameOf(nextUp)}.`
+                    children: pool.memberUids.length === 0 ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.' : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`
                 }),
                 /*#__PURE__*/ _jsx(ManagersOnlyNote, {
                     ready: ready,