npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.157 → 1.0.0-beta.159 - Mend

@aglyn/plugins-crm 1.0.0-beta.157 → 1.0.0-beta.159

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1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.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 type AglynOrgBilling,\n canManageOrg,\n type ConsolePluginPageProps,\n CRM_ASSIGNMENT_RULES_MAX,\n CRM_ASSIGNMENT_RULES_PATH,\n CRM_AUTO_CREATE_COMPANIES_PATH,\n CRM_ROUND_ROBIN_POOL_MAX,\n CRM_ROUND_ROBIN_POOL_PATH,\n type CrmAssignmentRule,\n crmHostDefaultOwnerSegments,\n describeAssignmentRule,\n orgAutoCreatesCompanies,\n type OrgRole,\n pluginDocsHelp,\n readCrmAssignmentSettings,\n roundRobinOrder,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreDoc,\n useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Checkbox,\n FormControlLabel,\n FormGroup,\n FormHelperText,\n IconButton,\n MenuItem,\n Stack,\n Switch,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n TextField,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' \| 'org'>\n\n/\n Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n \n The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n /\nexport function useCanManageCrmSettings(orgId: string \| undefined): {\n canManage: boolean\n ready: boolean\n} {\n const firestore = useFirestore()\n const { data: user } = useUser()\n const uid = user?.uid ?? ''\n const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n [firestore, orgId, uid],\n )\n return {\n canManage: canManageOrg(member?.role ?? null),\n ready: Boolean(orgId && uid) && status !== 'loading',\n }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n /* The site the section is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n \n ## What the switch decides, and what it does not\n \n A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n \n ## Written where it is read\n \n One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n /\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n const stored = orgAutoCreatesCompanies(org as Record<string, unknown> \| undefined)\n const [checked, setChecked] = useState(stored)\n const [busy, setBusy] = useState(false)\n // The stored value wins whenever it changes: the click is optimistic, and\n // the org document is what the capture door will actually read.\n useEffect(() => setChecked(stored), [stored])\n\n const handleChange = async (next: boolean) => {\n // The switch is disabled for a member who may not move it; the guard\n // stands anyway, because a disabled control still delivers a change\n // event in some environments and the rules would refuse the write.\n if (!orgId \|\| !canManage) return\n setChecked(next)\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n })\n enqueueSnackbar(\n next\n ? 'Companies will be created from work email domains'\n : 'Companies will no longer be created from email domains',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n setChecked(stored)\n enqueueSnackbar('The setting could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n const ready = scopeReady && roleReady\n return (\n <CardDisplay\n header={'Companies'}\n help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n <FormControlLabel\n control={\n <Switch\n size=\"small\"\n checked={checked}\n disabled={!ready \|\| !canManage \|\| busy}\n onChange={(event) => void handleChange(event.target.checked)}\n />\n }\n label=\"Create companies from work email domains\"\n />\n <FormHelperText>\n {'A contact captured with a work email address is linked to the ' +\n 'company whose domain matches it. When this is on and no such ' +\n 'company exists yet, one is created from the domain — acme.com ' +\n 'becomes Acme — and the contact is linked to it. Public mailbox ' +\n 'domains such as gmail.com never create a company.'}\n </FormHelperText>\n {ready && !canManage ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Only a workspace owner or admin can change this.'}\n </Typography>\n ) : null}\n </Stack>\n </CardDisplay>\n )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/* The caption every card shows a member who may read but not change it. /\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n return props.ready && !props.canManage ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Only a workspace owner or admin can change this.'}\n </Typography>\n ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/* The `value` of the default-owner picker's \"nobody\" entry. /\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n /* The site the section is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n \n Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n /\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const mount = useCrmOrgMount()\n const sites = useMemo<ReadonlyArray<{ id: string; name: string \| null }>>(\n () =>\n hostId\n ? [{ id: hostId, name: null }]\n : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n [hostId, mount?.hosts],\n )\n const ready = scopeReady && roleReady && (Boolean(hostId) \|\| Boolean(mount?.hostsReady))\n return (\n <CardDisplay\n header={'Default owner'}\n help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n {sites.map((site) => (\n <DefaultOwnerPicker\n key={site.id}\n orgId={orgId}\n siteId={site.id}\n siteName={site.name}\n org={org}\n roster={roster}\n canManage={canManage}\n ready={ready}\n />\n ))}\n {!hostId && ready && sites.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'This organization has no sites yet, so there is nobody to route to.'}\n </Typography>\n ) : null}\n <FormHelperText>\n {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n 'an order — that no assignment rule claims is handed to that ' +\n \"site's default owner, and they are notified. A contact added by \" +\n 'hand or imported with an owner keeps the owner you chose.'}\n </FormHelperText>\n {roster.error ? (\n <Typography variant=\"caption\" color=\"error\">\n {roster.error}\n </Typography>\n ) : null}\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n </CardDisplay>\n )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/* One site's slot in the org-wide default-owner map, as a picker. /\nfunction DefaultOwnerPicker(props: {\n orgId: string \| undefined\n siteId: string\n /* How the site reads; `null` under the site itself, where \"this site\" will do. /\n siteName: string \| null\n org?: Partial<AglynOrgBilling> \| null\n roster: ReturnType<typeof useOrgMemberDirectory>\n canManage: boolean\n ready: boolean\n}) {\n const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const siteLabel = siteName ?? 'this site'\n\n const stored =\n readCrmAssignmentSettings(org as Record<string, unknown> \| undefined)\n .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n const [value, setValue] = useState(stored)\n const [busy, setBusy] = useState(false)\n useEffect(() => setValue(stored), [stored])\n\n const handleChange = async (next: string) => {\n if (!orgId \|\| !canManage) return\n setValue(next)\n setBusy(true)\n try {\n await updateDoc(\n doc(firestore, 'orgs', orgId),\n new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n next \|\| deleteField(),\n )\n enqueueSnackbar(\n next\n ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n setValue(stored)\n enqueueSnackbar('The default owner could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n // A stored owner the roster no longer lists is still shown, by uid, so\n // the picker never silently reads \"Nobody\" for a setting that is there.\n const options = useMemo(\n () =>\n stored && !roster.members.some((member) => member.uid === stored)\n ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n : roster.members,\n [roster.members, stored],\n )\n return (\n <TextField\n select\n size=\"small\"\n label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n value={value}\n onChange={(event) => void handleChange(event.target.value)}\n disabled={!ready \|\| !canManage \|\| busy \|\| roster.loading}\n // \"Nobody\" is the empty value, which a select would otherwise\n // render as a blank rather than as the choice it is. The label is\n // shrunk with it: a field that always draws a value has no empty\n // state for the label to sit in, and left to itself it decides from\n // the value alone and paints the label over the choice.\n slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n sx={{ maxWidth: 360 }}\n >\n <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n {options.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {member.label}\n </MenuItem>\n ))}\n </TextField>\n )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/\n \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n \n ## The whole list is the unit of write\n \n The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n \n ## First match wins, so order is the meaning\n \n A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n /\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const settings = useMemo(\n () => readCrmAssignmentSettings(org as Record<string, unknown> \| undefined),\n [org],\n )\n const { rules } = settings\n const [drawerOpen, setDrawerOpen] = useState(false)\n const [busy, setBusy] = useState(false)\n\n const writeRules = useCallback(\n async (next: CrmAssignmentRule[], said: string) => {\n if (!orgId \|\| !canManage) return\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_ASSIGNMENT_RULES_PATH]: next,\n })\n enqueueSnackbar(said, { variant: 'success', persist: false })\n } catch (error) {\n console.error(error)\n enqueueSnackbar('The rules could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n throw error\n } finally {\n setBusy(false)\n }\n },\n [firestore, orgId, canManage, enqueueSnackbar],\n )\n\n const move = (index: number, by: -1 \| 1) => {\n const target = index + by\n if (target < 0 \|\| target >= rules.length) return\n const next = [...rules]\n ;[next[index], next[target]] = [next[target], next[index]]\n void writeRules(next, 'Rule moved').catch(() => undefined)\n }\n const remove = (rule: CrmAssignmentRule) => {\n void writeRules(\n rules.filter((entry) => entry.id !== rule.id),\n 'Rule deleted',\n ).catch(() => undefined)\n }\n const handleAdd = async (rule: CrmAssignmentRule) => {\n await writeRules([...rules, rule], 'Rule added')\n setDrawerOpen(false)\n }\n\n const ready = scopeReady && roleReady\n const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n const canEdit = ready && canManage && !busy\n const ordinal = (index: number) => {\n const n = index + 1\n const suffix =\n n % 100 >= 11 && n % 100 <= 13\n ? 'th'\n : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n return `${n}${suffix}`\n }\n return (\n <CardDisplay\n header={'Assignment rules'}\n help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n HeaderProps={{\n action: (\n <Button\n variant=\"contained\"\n disabled={!canEdit \|\| atCap}\n onClick={() => setDrawerOpen(true)}\n >\n {'Add rule'}\n </Button>\n ),\n }}\n >\n <Stack spacing={2}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Tried in order for every new contact captured on any site in the ' +\n 'workspace; the first rule whose every condition holds assigns the ' +\n 'owner. A contact no rule claims goes to the capturing site’s ' +\n 'default owner, or stays unassigned.'}\n </Typography>\n {rules.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'No rules yet. Add one to route new contacts by where they came from.'}\n </Typography>\n ) : (\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n <TableCell>{'When'}</TableCell>\n <TableCell>{'Assign to'}</TableCell>\n <TableCell align=\"right\" />\n </TableRow>\n </TableHead>\n <TableBody>\n {rules.map((rule, index) => {\n const described = describeAssignmentRule(rule, roster.nameOf)\n return (\n <TableRow key={rule.id} hover>\n <TableCell>\n <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n {ordinal(index)}\n </Typography>\n <IconButton\n size=\"small\"\n disabled={!canEdit \|\| index === 0}\n onClick={() => move(index, -1)}\n >\n <MdiIcon path={mdiArrowUp.path} size={0.7} />\n <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n </IconButton>\n <IconButton\n size=\"small\"\n disabled={!canEdit \|\| index === rules.length - 1}\n onClick={() => move(index, 1)}\n >\n <MdiIcon path={mdiArrowDown.path} size={0.7} />\n <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n </IconButton>\n </Stack>\n </TableCell>\n <TableCell>\n <Typography variant=\"body2\">{described.when}</Typography>\n </TableCell>\n <TableCell>\n <Typography variant=\"body2\">{described.assign}</Typography>\n </TableCell>\n <TableCell align=\"right\" sx={{ width: 56 }}>\n <RowActionsMenu\n label={`Rule ${index + 1}`}\n items={[\n {\n key: 'delete',\n label: 'Delete rule',\n icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n destructive: true,\n disabled: !canEdit,\n onClick: () => remove(rule),\n },\n ]}\n />\n </TableCell>\n </TableRow>\n )\n })}\n </TableBody>\n </ScrollTable>\n )}\n {atCap ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n </Typography>\n ) : null}\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n <AssignmentRuleDrawer\n open={drawerOpen}\n onClose={() => setDrawerOpen(false)}\n members={roster.members}\n membersLoading={roster.loading}\n poolSize={settings.pool.memberUids.length}\n existingIds={rules.map((rule) => rule.id)}\n onSubmit={handleAdd}\n />\n </CardDisplay>\n )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/\n \"Round robin\" — the members handed records in turn (AGL-2618).\n \n The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n /\nexport function RoundRobinCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const { pool } = useMemo(\n () => readCrmAssignmentSettings(org as Record<string, unknown> \| undefined),\n [org],\n )\n const [busy, setBusy] = useState(false)\n\n const toggle = async (uid: string, inPool: boolean) => {\n if (!orgId \|\| !canManage) return\n const next = inPool\n ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n : pool.memberUids.filter((entry) => entry !== uid)\n if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_ROUND_ROBIN_POOL_PATH]: next,\n })\n enqueueSnackbar(\n inPool\n ? `${roster.nameOf(uid)} joined the rotation`\n : `${roster.nameOf(uid)} left the rotation`,\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar('The pool could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n const ready = scopeReady && roleReady\n const canEdit = ready && canManage && !busy && !roster.loading\n const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n const nextUp = order[0]\n return (\n <CardDisplay\n header={'Round robin'}\n help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'The members a round-robin rule, or an automation set to round ' +\n 'robin, hands records to in turn. Each new record goes to the ' +\n 'member after the last one who got a record, wrapping round.'}\n </Typography>\n {roster.loading ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Loading the team…'}\n </Typography>\n ) : roster.error ? (\n <Typography variant=\"body2\" color=\"error\">\n {roster.error}\n </Typography>\n ) : (\n <FormGroup>\n {roster.members.map((member) => (\n <FormControlLabel\n key={member.uid}\n control={\n <Checkbox\n size=\"small\"\n checked={pool.memberUids.includes(member.uid)}\n disabled={!canEdit}\n onChange={(event) => void toggle(member.uid, event.target.checked)}\n />\n }\n label={member.label}\n />\n ))}\n </FormGroup>\n )}\n <Typography variant=\"caption\" color=\"text.secondary\">\n {pool.memberUids.length === 0\n ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n : `Rotation: ${pool.memberUids.map(roster.nameOf).join(' → ')}. Next up: ${roster.nameOf(nextUp)}.`}\n </Typography>\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n </CardDisplay>\n )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/\n `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n \n A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n \n The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. Last, because the welcome recipe\n * leans on the round-robin pool set up in the card above it.\n \n The Email templates card (AGL-2658) is the one card every CRM editor may\n * write to — a template is working material, not policy — and mounts at\n * both levels, listing the site's letters under a site and the whole\n * workspace's from the organization's hub.\n \n Your sending addresses (AGL-2975) sits directly under Email capture,\n * because it is where a member who copies that address from an alias looks\n * next: it is the reader's OWN list, at both levels, and writes through the\n * core route rather than the org document.\n */\nexport function CrmSettingsSection(props: CrmSettingsSectionProps) {\n const { hostId, org } = props\n const mount = useCrmOrgMount()\n // The Email capture card (AGL-2657) rotates on the same owner-or-admin\n // bar every other card writes on; the scope and the role are resolved\n // here once and handed down, since the card itself writes no document.\n 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.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 type AglynOrgBilling,\n canManageOrg,\n type ConsolePluginPageProps,\n CRM_ASSIGNMENT_RULES_MAX,\n CRM_ASSIGNMENT_RULES_PATH,\n CRM_AUTO_CREATE_COMPANIES_PATH,\n CRM_ROUND_ROBIN_POOL_MAX,\n CRM_ROUND_ROBIN_POOL_PATH,\n type CrmAssignmentRule,\n crmHostDefaultOwnerSegments,\n describeAssignmentRule,\n orgAutoCreatesCompanies,\n type OrgRole,\n pluginDocsHelp,\n readCrmAssignmentSettings,\n roundRobinOrder,\n crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useFirestoreDoc,\n useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Checkbox,\n FormControlLabel,\n FormGroup,\n FormHelperText,\n IconButton,\n MenuItem,\n Stack,\n Switch,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n TextField,\n Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' \| 'org'>\n\n/\n Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n \n The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n /\nexport function useCanManageCrmSettings(orgId: string \| undefined): {\n canManage: boolean\n ready: boolean\n} {\n const firestore = useFirestore()\n const { data: user } = useUser()\n const uid = user?.uid ?? ''\n const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n [firestore, orgId, uid],\n )\n return {\n canManage: canManageOrg(member?.role ?? null),\n ready: Boolean(orgId && uid) && status !== 'loading',\n }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n /* The site the section is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n \n ## What the switch decides, and what it does not\n \n A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n \n ## Written where it is read\n \n One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n /\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n const stored = orgAutoCreatesCompanies(org as Record<string, unknown> \| undefined)\n const [checked, setChecked] = useState(stored)\n const [busy, setBusy] = useState(false)\n // The stored value wins whenever it changes: the click is optimistic, and\n // the org document is what the capture door will actually read.\n useEffect(() => setChecked(stored), [stored])\n\n const handleChange = async (next: boolean) => {\n // The switch is disabled for a member who may not move it; the guard\n // stands anyway, because a disabled control still delivers a change\n // event in some environments and the rules would refuse the write.\n if (!orgId \|\| !canManage) return\n setChecked(next)\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n })\n enqueueSnackbar(\n next\n ? 'Companies will be created from work email domains'\n : 'Companies will no longer be created from email domains',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n setChecked(stored)\n enqueueSnackbar('The setting could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n const ready = scopeReady && roleReady\n return (\n <CardDisplay\n header={'Companies'}\n help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n <FormControlLabel\n control={\n <Switch\n size=\"small\"\n checked={checked}\n disabled={!ready \|\| !canManage \|\| busy}\n onChange={(event) => void handleChange(event.target.checked)}\n />\n }\n label=\"Create companies from work email domains\"\n />\n <FormHelperText>\n {'A contact captured with a work email address is linked to the ' +\n 'company whose domain matches it. When this is on and no such ' +\n 'company exists yet, one is created from the domain — acme.com ' +\n 'becomes Acme — and the contact is linked to it. Public mailbox ' +\n 'domains such as gmail.com never create a company.'}\n </FormHelperText>\n {ready && !canManage ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Only a workspace owner or admin can change this.'}\n </Typography>\n ) : null}\n </Stack>\n </CardDisplay>\n )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/* The caption every card shows a member who may read but not change it. /\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n return props.ready && !props.canManage ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Only a workspace owner or admin can change this.'}\n </Typography>\n ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/* The `value` of the default-owner picker's \"nobody\" entry. /\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n /* The site the section is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n \n Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n /\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const mount = useCrmOrgMount()\n const sites = useMemo<ReadonlyArray<{ id: string; name: string \| null }>>(\n () =>\n hostId\n ? [{ id: hostId, name: null }]\n : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n [hostId, mount?.hosts],\n )\n const ready = scopeReady && roleReady && (Boolean(hostId) \|\| Boolean(mount?.hostsReady))\n return (\n <CardDisplay\n header={'Default owner'}\n help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n {sites.map((site) => (\n <DefaultOwnerPicker\n key={site.id}\n orgId={orgId}\n siteId={site.id}\n siteName={site.name}\n org={org}\n roster={roster}\n canManage={canManage}\n ready={ready}\n />\n ))}\n {!hostId && ready && sites.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'This organization has no sites yet, so there is nobody to route to.'}\n </Typography>\n ) : null}\n <FormHelperText>\n {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n 'an order — that no assignment rule claims is handed to that ' +\n \"site's default owner, and they are notified. A contact added by \" +\n 'hand or imported with an owner keeps the owner you chose.'}\n </FormHelperText>\n {roster.error ? (\n <Typography variant=\"caption\" color=\"error\">\n {roster.error}\n </Typography>\n ) : null}\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n </CardDisplay>\n )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/* One site's slot in the org-wide default-owner map, as a picker. /\nfunction DefaultOwnerPicker(props: {\n orgId: string \| undefined\n siteId: string\n /* How the site reads; `null` under the site itself, where \"this site\" will do. /\n siteName: string \| null\n org?: Partial<AglynOrgBilling> \| null\n roster: ReturnType<typeof useOrgMemberDirectory>\n canManage: boolean\n ready: boolean\n}) {\n const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const siteLabel = siteName ?? 'this site'\n\n const stored =\n readCrmAssignmentSettings(org as Record<string, unknown> \| undefined)\n .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n const [value, setValue] = useState(stored)\n const [busy, setBusy] = useState(false)\n useEffect(() => setValue(stored), [stored])\n\n const handleChange = async (next: string) => {\n if (!orgId \|\| !canManage) return\n setValue(next)\n setBusy(true)\n try {\n await updateDoc(\n doc(firestore, 'orgs', orgId),\n new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n next \|\| deleteField(),\n )\n enqueueSnackbar(\n next\n ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n setValue(stored)\n enqueueSnackbar('The default owner could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n // A stored owner the roster no longer lists is still shown, by uid, so\n // the picker never silently reads \"Nobody\" for a setting that is there.\n const options = useMemo(\n () =>\n stored && !roster.members.some((member) => member.uid === stored)\n ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n : roster.members,\n [roster.members, stored],\n )\n return (\n <TextField\n select\n size=\"small\"\n label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n value={value}\n onChange={(event) => void handleChange(event.target.value)}\n disabled={!ready \|\| !canManage \|\| busy \|\| roster.loading}\n // \"Nobody\" is the empty value, which a select would otherwise\n // render as a blank rather than as the choice it is. The label is\n // shrunk with it: a field that always draws a value has no empty\n // state for the label to sit in, and left to itself it decides from\n // the value alone and paints the label over the choice.\n slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n sx={{ maxWidth: 360 }}\n >\n <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n {options.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {crmMemberPickerLabel(member)}\n </MenuItem>\n ))}\n </TextField>\n )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/\n \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n \n ## The whole list is the unit of write\n \n The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n \n ## First match wins, so order is the meaning\n \n A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n /\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const settings = useMemo(\n () => readCrmAssignmentSettings(org as Record<string, unknown> \| undefined),\n [org],\n )\n const { rules } = settings\n const [drawerOpen, setDrawerOpen] = useState(false)\n const [busy, setBusy] = useState(false)\n\n const writeRules = useCallback(\n async (next: CrmAssignmentRule[], said: string) => {\n if (!orgId \|\| !canManage) return\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_ASSIGNMENT_RULES_PATH]: next,\n })\n enqueueSnackbar(said, { variant: 'success', persist: false })\n } catch (error) {\n console.error(error)\n enqueueSnackbar('The rules could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n throw error\n } finally {\n setBusy(false)\n }\n },\n [firestore, orgId, canManage, enqueueSnackbar],\n )\n\n const move = (index: number, by: -1 \| 1) => {\n const target = index + by\n if (target < 0 \|\| target >= rules.length) return\n const next = [...rules]\n ;[next[index], next[target]] = [next[target], next[index]]\n void writeRules(next, 'Rule moved').catch(() => undefined)\n }\n const remove = (rule: CrmAssignmentRule) => {\n void writeRules(\n rules.filter((entry) => entry.id !== rule.id),\n 'Rule deleted',\n ).catch(() => undefined)\n }\n const handleAdd = async (rule: CrmAssignmentRule) => {\n await writeRules([...rules, rule], 'Rule added')\n setDrawerOpen(false)\n }\n\n const ready = scopeReady && roleReady\n const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n const canEdit = ready && canManage && !busy\n const ordinal = (index: number) => {\n const n = index + 1\n const suffix =\n n % 100 >= 11 && n % 100 <= 13\n ? 'th'\n : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n return `${n}${suffix}`\n }\n return (\n <CardDisplay\n header={'Assignment rules'}\n help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n HeaderProps={{\n action: (\n <Button\n variant=\"contained\"\n disabled={!canEdit \|\| atCap}\n onClick={() => setDrawerOpen(true)}\n >\n {'Add rule'}\n </Button>\n ),\n }}\n >\n <Stack spacing={2}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Tried in order for every new contact captured on any site in the ' +\n 'workspace; the first rule whose every condition holds assigns the ' +\n 'owner. A contact no rule claims goes to the capturing site’s ' +\n 'default owner, or stays unassigned.'}\n </Typography>\n {rules.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'No rules yet. Add one to route new contacts by where they came from.'}\n </Typography>\n ) : (\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n <TableCell>{'When'}</TableCell>\n <TableCell>{'Assign to'}</TableCell>\n <TableCell align=\"right\" />\n </TableRow>\n </TableHead>\n <TableBody>\n {rules.map((rule, index) => {\n const described = describeAssignmentRule(rule, roster.nameOf)\n return (\n <TableRow key={rule.id} hover>\n <TableCell>\n <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n {ordinal(index)}\n </Typography>\n <IconButton\n size=\"small\"\n disabled={!canEdit \|\| index === 0}\n onClick={() => move(index, -1)}\n >\n <MdiIcon path={mdiArrowUp.path} size={0.7} />\n <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n </IconButton>\n <IconButton\n size=\"small\"\n disabled={!canEdit \|\| index === rules.length - 1}\n onClick={() => move(index, 1)}\n >\n <MdiIcon path={mdiArrowDown.path} size={0.7} />\n <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n </IconButton>\n </Stack>\n </TableCell>\n <TableCell>\n <Typography variant=\"body2\">{described.when}</Typography>\n </TableCell>\n <TableCell>\n <Typography variant=\"body2\">{described.assign}</Typography>\n </TableCell>\n <TableCell align=\"right\" sx={{ width: 56 }}>\n <RowActionsMenu\n label={`Rule ${index + 1}`}\n items={[\n {\n key: 'delete',\n label: 'Delete rule',\n icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n destructive: true,\n disabled: !canEdit,\n onClick: () => remove(rule),\n },\n ]}\n />\n </TableCell>\n </TableRow>\n )\n })}\n </TableBody>\n </ScrollTable>\n )}\n {atCap ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n </Typography>\n ) : null}\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n <AssignmentRuleDrawer\n open={drawerOpen}\n onClose={() => setDrawerOpen(false)}\n members={roster.members}\n membersLoading={roster.loading}\n poolSize={settings.pool.memberUids.length}\n existingIds={rules.map((rule) => rule.id)}\n onSubmit={handleAdd}\n />\n </CardDisplay>\n )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/\n \"Round robin\" — the members handed records in turn (AGL-2618).\n \n The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n /\nexport function RoundRobinCard(props: AssignmentCardProps) {\n const { hostId, org } = props\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n const roster = useOrgMemberDirectory(orgId)\n const { pool } = useMemo(\n () => readCrmAssignmentSettings(org as Record<string, unknown> \| undefined),\n [org],\n )\n const [busy, setBusy] = useState(false)\n\n const toggle = async (uid: string, inPool: boolean) => {\n if (!orgId \|\| !canManage) return\n const next = inPool\n ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n : pool.memberUids.filter((entry) => entry !== uid)\n if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n setBusy(true)\n try {\n await updateDoc(doc(firestore, 'orgs', orgId), {\n [CRM_ROUND_ROBIN_POOL_PATH]: next,\n })\n enqueueSnackbar(\n inPool\n ? `${roster.nameOf(uid)} joined the rotation`\n : `${roster.nameOf(uid)} left the rotation`,\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar('The pool could not be saved', {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setBusy(false)\n }\n }\n\n const ready = scopeReady && roleReady\n const canEdit = ready && canManage && !busy && !roster.loading\n const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n const nextUp = order[0]\n // The rotation names people the way the checkboxes above do — with the\n // address, since two members can share a display name.\n const rotationName = (uid: string): string => {\n const member = roster.members.find((row) => row.uid === uid)\n return member ? crmMemberPickerLabel(member) : roster.nameOf(uid)\n }\n return (\n <CardDisplay\n header={'Round robin'}\n help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={1}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'The members a round-robin rule, or an automation set to round ' +\n 'robin, hands records to in turn. Each new record goes to the ' +\n 'member after the last one who got a record, wrapping round.'}\n </Typography>\n {roster.loading ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Loading the team…'}\n </Typography>\n ) : roster.error ? (\n <Typography variant=\"body2\" color=\"error\">\n {roster.error}\n </Typography>\n ) : (\n <FormGroup>\n {roster.members.map((member) => (\n <FormControlLabel\n key={member.uid}\n control={\n <Checkbox\n size=\"small\"\n checked={pool.memberUids.includes(member.uid)}\n disabled={!canEdit}\n onChange={(event) => void toggle(member.uid, event.target.checked)}\n />\n }\n label={crmMemberPickerLabel(member)}\n />\n ))}\n </FormGroup>\n )}\n <Typography variant=\"caption\" color=\"text.secondary\">\n {pool.memberUids.length === 0\n ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`}\n </Typography>\n <ManagersOnlyNote ready={ready} canManage={canManage} />\n </Stack>\n </CardDisplay>\n )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/\n `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n \n A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n \n The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. Last, because the welcome recipe\n * leans on the round-robin pool set up in the card above it.\n \n The Email templates card (AGL-2658) is the one card every CRM editor may\n * write to — a template is working material, not policy — and mounts at\n * both levels, listing the site's letters under a site and the whole\n * workspace's from the organization's hub.\n \n Your sending addresses (AGL-2975) sits directly under Email capture,\n * because it is where a member who copies that address from an alias looks\n * next: it is the reader's OWN list, at both levels, and writes through the\n * core route rather than the org document.\n */\nexport function CrmSettingsSection(props: CrmSettingsSectionProps) {\n const { hostId, org } = props\n const mount = useCrmOrgMount()\n // The Email capture card (AGL-2657) rotates on the same owner-or-admin\n // bar every other card writes on; the scope and the role are resolved\n // here once and handed down, since the card itself writes no document.\n 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package/src/lib/components/task-edit-drawer.js CHANGED Viewed

@@ -16,7 +16,7 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, findOrgMember } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, findOrgMember, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
@@ -386,7 +386,7 @@ function TaskForm(props) {
                     directory.members.map((member)=>/*#__PURE__*/ _jsxs(MenuItem, {
                             value: member.uid,
                             children: [
-                                member.label,
+                                crmMemberPickerLabel(member),
                                 member.uid === (user == null ? void 0 : user.uid) ? ' (you)' : ''
                             ]
                         }, member.uid))

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

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-edit-drawer.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { CRM_COLLECTIONS, findOrgMember } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useUser,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Drawer,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { saveCrmTask } from '../model/task-api'\nimport {\n CRM_TASK_NOTES_MAX,\n CRM_TASK_TITLE_MAX,\n type CrmTaskFields,\n crmTaskFieldsOf,\n} from '../model/task-routes'\nimport {\n CRM_TASK_KIND_LABELS,\n CRM_TASK_KINDS,\n CRM_TASK_PRIORITIES,\n CRM_TASK_PRIORITY_LABELS,\n dueAtToLocalInput,\n localInputToDueAt,\n} from '../model/task-views'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { isOrgTask } from '../model/task-scope'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmSitePicker } from './crm-site-picker'\nimport TaskSnoozeMenu from './task-snooze-menu'\n\nexport interface TaskEditDrawerProps {\n open: boolean\n onClose: () => void\n /\n The site the drawer is opened under, or `null` at the organization\n * level (AGL-2630), where a NEW task asks which site it is filed from —\n * or whether it is the organization's own, with no site (AGL-2637) —\n * and an edit keeps the task's own.\n /\n hostId: string \| null\n org?: Record<string, unknown> \| null\n orgId: string \| null \| undefined\n scope: readonly [string, string] \| null\n /* The reader's tokens, or `null` at the organization level — no clause. /\n readTokens: readonly string[] \| null\n /* The task being edited; absent while creating. /\n task?: CrmTaskRow \| null\n /\n What a \"New task\" button pressed on a record fills in before the person\n * types: the record's own id, so the link is made for them.\n /\n prefill?: Partial<CrmTaskFields>\n /\n The verdict of the listener the edited row came from. An edit is refused\n * when the seed is unconfirmed, for the reason the contacts drawer refuses:\n * every field on this form is written back on save, and a form seeded from\n * a stale cache writes the stale values over newer ones.\n /\n seed?: { fromCache: boolean; unreadable: boolean }\n onSaved?: (taskId: string) => void\n}\n\n/\n Create or edit one task (AGL-2599).\n \n A drawer on the list, the console's standing shape for creating — the\n * list stays where it was and the form slides over it. The same drawer edits,\n * because a task is small enough that \"the record's own page\" would be this\n * form with more air around it.\n \n The form is mounted only while the drawer is open and keyed by the task,\n * so opening a different task or \"New task\" after an edit starts from that\n * task's values and not from whatever was last typed.\n /\nexport function TaskEditDrawer(props: TaskEditDrawerProps) {\n const { open, onClose, task } = props\n return (\n <Drawer anchor=\"right\" open={open} onClose={onClose}>\n {open ? <TaskForm key={task?.$id ?? 'new'} {...props} /> : null}\n </Drawer>\n )\n}\nTaskEditDrawer.displayName = 'TaskEditDrawer'\n\nfunction TaskForm(props: TaskEditDrawerProps) {\n const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } =\n props\n const firestore = useFirestore()\n const { data: user } = useUser()\n const { enqueueSnackbar } = useSnackbar()\n const { confirm } = useConfirmationContext()\n const directory = useOrgMemberDirectory(orgId)\n const mount = useCrmOrgMount()\n // The viewing group under a site, for a linked contact's facet name; null\n // at the organization level, where the picker names each contact through\n // its own holder. The site the route files a NEW task from is the mounted\n // one or the picked one — or none, when the reader files the task with\n // the organization itself; an edit goes back to the task's own.\n const { consentGroup, createHostId } = useCrmScope({ hostId, org })\n const groupId = consentGroup?.groupId ?? null\n const [noSite, setNoSite] = useState(false)\n const filedFrom = task ? (task.hostId ?? null) : noSite ? null : createHostId\n /\n * Whether the form knows where the task goes: an edit always does (the\n * document does), and a create does once a site is picked or the\n * organization is. `filedFrom` alone cannot say — it is null for both\n * \"not yet picked\" and \"the organization's own\".\n /\n const filed = Boolean(task) \|\| noSite \|\| Boolean(createHostId)\n /\n * Which level the route runs at: the site the drawer is mounted under, or\n * the organization, with the site a NEW task is filed from named beside\n * it. An edit names no site — the route reads the task's own.\n /\n const routeScope = hostId\n ? { hostId }\n : orgId\n ? { orgId, ...(task \|\| !filedFrom ? {} : { hostId: filedFrom }) }\n : null\n\n const [fields, setFields] = useState<CrmTaskFields>(() => {\n const base = crmTaskFieldsOf(task ?? {})\n if (task) return base\n // A new task is the creator's own unless a button said otherwise: it\n // lands in \"My tasks\", and assigning it elsewhere is a choice made in\n // the picker rather than a default that notifies a teammate by accident.\n // Its reminder is left UNSAID (AGL-2659) — the field shows the due time\n // and the route decides — until the person touches it.\n return { ...base, remindAtMs: undefined, assigneeUid: user?.uid ?? null, ...prefill }\n })\n const assignee = findOrgMember(directory.members, fields.assigneeUid)\n const [busy, setBusy] = useState(false)\n const [error, setError] = useState<string \| null>(null)\n\n const set = <K extends keyof CrmTaskFields>(key: K, value: CrmTaskFields[K]) =>\n setFields((prev) => ({ ...prev, [key]: value }))\n /\n * The due date, and the reminder with it (AGL-2659): a reminder left\n * unsaid shows the due time and needs no help, and one a person set to\n * the due time follows it here as the route would follow it — so what\n * the field shows after the change is what the save will store.\n /\n const setDue = (dueAtMs: number \| null) =>\n setFields((prev) => ({\n ...prev,\n dueAtMs,\n ...(typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs\n ? { remindAtMs: dueAtMs }\n : {}),\n }))\n /* What the reminder field shows: the due time while nothing is said. /\n const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs\n const reminderHelp =\n remindAtMs === null\n ? 'No reminder.'\n : remindAtMs === fields.dueAtMs\n ? 'At the due time — the assignee is reminded in the console and by email.'\n : 'The assignee is reminded in the console and by email.'\n\n const save = async () => {\n if (!fields.title.trim()) {\n setError('A task needs a title.')\n return\n }\n if (!filed) {\n setError('Pick the site this task is filed from, or file it with the organization.')\n return\n }\n if (!routeScope) {\n setError('The organization is still loading. Try again in a moment.')\n return\n }\n setBusy(true)\n setError(null)\n try {\n const write = async () => {\n const result = await saveCrmTask(user, {\n ...routeScope,\n ...(task ? { taskId: task.$id } : {}),\n task: { ...fields, title: fields.title.trim() },\n })\n enqueueSnackbar(\n task\n ? 'Task saved'\n : result.notified\n ? 'Task created and the assignee notified'\n : 'Task created',\n { variant: 'success' },\n )\n onSaved?.(result.taskId)\n onClose()\n }\n if (task) {\n const verdict = await writeGuardedBySeed(\n {\n subject: 'task',\n fromCache: seed?.fromCache ?? false,\n unreadable: seed?.unreadable ?? false,\n },\n write,\n )\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The task could not be saved.', {\n variant: 'warning',\n })\n }\n } else {\n await write()\n }\n } catch (cause) {\n setError(cause instanceof Error ? cause.message : 'The task could not be saved.')\n } finally {\n setBusy(false)\n }\n }\n\n /\n * Deleting is client-direct: it has no side effect outside the document,\n * and the rules gate it on the same predicate as any other CRM write.\n /\n const remove = async () => {\n if (!task \|\| !scope) return\n const confirmed = await confirm({\n title: 'Delete this task?',\n description: `\"${task.title}\" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,\n confirmationText: 'Delete',\n confirmationButtonProps: { color: 'error' },\n })\n if (!confirmed) return\n setBusy(true)\n try {\n await deleteDoc(\n doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n )\n enqueueSnackbar('Task deleted', { variant: 'success' })\n onClose()\n // A client-direct write: the records it named are told (AGL-2661).\n await refreshCrmNextActivity(user, routeScope, [task])\n } catch (cause) {\n setError(cause instanceof Error ? cause.message : 'The task could not be deleted.')\n } finally {\n setBusy(false)\n }\n }\n\n return (\n <Stack\n component=\"form\"\n spacing={2}\n sx={{ width: { xs: '100vw', sm: 420 }, p: 3 }}\n onSubmit={(event: { preventDefault: () => void }) => {\n event.preventDefault()\n void save()\n }}\n >\n <Typography variant=\"h6\">{task ? 'Edit task' : 'New task'}</Typography>\n {/ Only a new task at the organization level asks — see `filedFrom`. /}\n {task ? null : (\n <CrmSitePicker\n hostId={hostId}\n disabled={busy}\n noSite={{\n label: 'This organization (no site)',\n helperText:\n 'A task of the organization itself, listed from the ' +\n 'organization hub and from every site. Completing it runs no ' +\n \"site's automations.\",\n picked: noSite,\n onPick: setNoSite,\n }}\n />\n )}\n {/ An edit at the organization level says where the task is filed. /}\n {task && mount ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {isOrgTask(task)\n ? 'Filed with the organization — no site.'\n : `Filed from ${mount.siteName(task.hostId as string)}.`}\n </Typography>\n ) : null}\n <TextField\n label=\"Title\"\n value={fields.title}\n onChange={(event) => set('title', event.target.value)}\n size=\"small\"\n autoFocus\n required\n slotProps={{ htmlInput: { maxLength: CRM_TASK_TITLE_MAX } }}\n />\n <Stack direction=\"row\" spacing={1}>\n <TextField\n select\n label=\"Kind\"\n value={fields.kind}\n onChange={(event) => set('kind', event.target.value as CrmTaskFields['kind'])}\n size=\"small\"\n sx={{ flex: 1 }}\n >\n {CRM_TASK_KINDS.map((kind) => (\n <MenuItem key={kind} value={kind}>\n {CRM_TASK_KIND_LABELS[kind]}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n select\n label=\"Priority\"\n value={fields.priority}\n onChange={(event) =>\n set('priority', event.target.value as CrmTaskFields['priority'])\n }\n size=\"small\"\n sx={{ flex: 1 }}\n >\n {CRM_TASK_PRIORITIES.map((priority) => (\n <MenuItem key={priority} value={priority}>\n {CRM_TASK_PRIORITY_LABELS[priority]}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n <TextField\n label=\"Due\"\n type=\"datetime-local\"\n value={dueAtToLocalInput(fields.dueAtMs)}\n onChange={(event) => setDue(localInputToDueAt(event.target.value))}\n size=\"small\"\n slotProps={{ inputLabel: { shrink: true } }}\n helperText=\"Leave empty for a task with no due date.\"\n sx={{ flex: 1 }}\n />\n {/\n A stored task is snoozed in place — the one write lands and the\n field follows it, so a later Save carries the same date. A task\n that does not exist yet has nothing to write, so the same menu\n fills the field and the save is the write.\n /}\n <TaskSnoozeMenu\n variant=\"button\"\n dueAtMs={fields.dueAtMs}\n remindAtMs={remindAtMs}\n disabled={busy}\n target={\n task && scope\n ? { write: { scope, taskId: task.$id } }\n : { pick: setDue }\n }\n onSnoozed={setDue}\n />\n </Stack>\n {/\n The reminder (AGL-2659), beside the due date it follows by default.\n Its own field rather than a switch, because \"remind me an hour\n before\" is the second thing a person wants after \"remind me\".\n */}\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n <TextField\n label=\"Remind me\"\n type=\"datetime-local\"\n value={dueAtToLocalInput(remindAtMs)}\n onChange={(event) => set('remindAtMs', localInputToDueAt(event.target.value))}\n size=\"small\"\n slotProps={{ inputLabel: { shrink: true } }}\n helperText={reminderHelp}\n sx={{ flex: 1 }}\n />\n <Button\n size=\"small\"\n onClick={() => set('remindAtMs', null)}\n disabled={busy \|\| remindAtMs === null}\n >\n {'No reminder'}\n </Button>\n </Stack>\n <TextField\n select\n label=\"Assignee\"\n // The stored assignee resolved to a member — by uid, or by an\n // address the roster has — so the picker highlights the person and\n // a save writes their uid. One the roster does not hold is kept as\n // its own option: a controlled select whose value is absent from\n // its options renders empty, which reads as unassigned.\n value={assignee?.uid ?? fields.assigneeUid ?? ''}\n onChange={(event) => set('assigneeUid', event.target.value \|\| null)}\n size=\"small\"\n disabled={directory.loading}\n helperText={\n directory.error ??\n (fields.assigneeUid && fields.assigneeUid !== user?.uid\n ? 'They will be notified when you save.'\n : undefined)\n }\n >\n <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n {fields.assigneeUid && !assignee ? (\n <MenuItem value={fields.assigneeUid}>{directory.nameOf(fields.assigneeUid)}</MenuItem>\n ) : null}\n {directory.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {member.label}\n {member.uid === user?.uid ? ' (you)' : ''}\n </MenuItem>\n ))}\n </TextField>\n <Typography variant=\"overline\" color=\"text.secondary\">\n {'Linked to'}\n </Typography>\n <CrmRecordPicker\n kind=\"contact\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.contactId}\n onChange={(id) => set('contactId', id)}\n disabled={busy}\n />\n <CrmRecordPicker\n kind=\"company\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.companyId}\n onChange={(id) => set('companyId', id)}\n disabled={busy}\n />\n <CrmRecordPicker\n kind=\"deal\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.dealId}\n onChange={(id) => set('dealId', id)}\n disabled={busy}\n />\n <TextField\n label=\"Notes\"\n value={fields.notes}\n onChange={(event) => set('notes', event.target.value)}\n size=\"small\"\n multiline\n minRows={3}\n slotProps={{ htmlInput: { maxLength: CRM_TASK_NOTES_MAX } }}\n />\n {error ? 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-edit-drawer.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { CRM_COLLECTIONS, findOrgMember, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useFirestore,\n useUser,\n writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Button,\n Drawer,\n MenuItem,\n Stack,\n TextField,\n Typography,\n} from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { saveCrmTask } from '../model/task-api'\nimport {\n CRM_TASK_NOTES_MAX,\n CRM_TASK_TITLE_MAX,\n type CrmTaskFields,\n crmTaskFieldsOf,\n} from '../model/task-routes'\nimport {\n CRM_TASK_KIND_LABELS,\n CRM_TASK_KINDS,\n CRM_TASK_PRIORITIES,\n CRM_TASK_PRIORITY_LABELS,\n dueAtToLocalInput,\n localInputToDueAt,\n} from '../model/task-views'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { isOrgTask } from '../model/task-scope'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmSitePicker } from './crm-site-picker'\nimport TaskSnoozeMenu from './task-snooze-menu'\n\nexport interface TaskEditDrawerProps {\n open: boolean\n onClose: () => void\n /\n The site the drawer is opened under, or `null` at the organization\n * level (AGL-2630), where a NEW task asks which site it is filed from —\n * or whether it is the organization's own, with no site (AGL-2637) —\n * and an edit keeps the task's own.\n /\n hostId: string \| null\n org?: Record<string, unknown> \| null\n orgId: string \| null \| undefined\n scope: readonly [string, string] \| null\n /* The reader's tokens, or `null` at the organization level — no clause. /\n readTokens: readonly string[] \| null\n /* The task being edited; absent while creating. /\n task?: CrmTaskRow \| null\n /\n What a \"New task\" button pressed on a record fills in before the person\n * types: the record's own id, so the link is made for them.\n /\n prefill?: Partial<CrmTaskFields>\n /\n The verdict of the listener the edited row came from. An edit is refused\n * when the seed is unconfirmed, for the reason the contacts drawer refuses:\n * every field on this form is written back on save, and a form seeded from\n * a stale cache writes the stale values over newer ones.\n /\n seed?: { fromCache: boolean; unreadable: boolean }\n onSaved?: (taskId: string) => void\n}\n\n/\n Create or edit one task (AGL-2599).\n \n A drawer on the list, the console's standing shape for creating — the\n * list stays where it was and the form slides over it. The same drawer edits,\n * because a task is small enough that \"the record's own page\" would be this\n * form with more air around it.\n \n The form is mounted only while the drawer is open and keyed by the task,\n * so opening a different task or \"New task\" after an edit starts from that\n * task's values and not from whatever was last typed.\n /\nexport function TaskEditDrawer(props: TaskEditDrawerProps) {\n const { open, onClose, task } = props\n return (\n <Drawer anchor=\"right\" open={open} onClose={onClose}>\n {open ? <TaskForm key={task?.$id ?? 'new'} {...props} /> : null}\n </Drawer>\n )\n}\nTaskEditDrawer.displayName = 'TaskEditDrawer'\n\nfunction TaskForm(props: TaskEditDrawerProps) {\n const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } =\n props\n const firestore = useFirestore()\n const { data: user } = useUser()\n const { enqueueSnackbar } = useSnackbar()\n const { confirm } = useConfirmationContext()\n const directory = useOrgMemberDirectory(orgId)\n const mount = useCrmOrgMount()\n // The viewing group under a site, for a linked contact's facet name; null\n // at the organization level, where the picker names each contact through\n // its own holder. The site the route files a NEW task from is the mounted\n // one or the picked one — or none, when the reader files the task with\n // the organization itself; an edit goes back to the task's own.\n const { consentGroup, createHostId } = useCrmScope({ hostId, org })\n const groupId = consentGroup?.groupId ?? null\n const [noSite, setNoSite] = useState(false)\n const filedFrom = task ? (task.hostId ?? null) : noSite ? null : createHostId\n /\n * Whether the form knows where the task goes: an edit always does (the\n * document does), and a create does once a site is picked or the\n * organization is. `filedFrom` alone cannot say — it is null for both\n * \"not yet picked\" and \"the organization's own\".\n /\n const filed = Boolean(task) \|\| noSite \|\| Boolean(createHostId)\n /\n * Which level the route runs at: the site the drawer is mounted under, or\n * the organization, with the site a NEW task is filed from named beside\n * it. An edit names no site — the route reads the task's own.\n /\n const routeScope = hostId\n ? { hostId }\n : orgId\n ? { orgId, ...(task \|\| !filedFrom ? {} : { hostId: filedFrom }) }\n : null\n\n const [fields, setFields] = useState<CrmTaskFields>(() => {\n const base = crmTaskFieldsOf(task ?? {})\n if (task) return base\n // A new task is the creator's own unless a button said otherwise: it\n // lands in \"My tasks\", and assigning it elsewhere is a choice made in\n // the picker rather than a default that notifies a teammate by accident.\n // Its reminder is left UNSAID (AGL-2659) — the field shows the due time\n // and the route decides — until the person touches it.\n return { ...base, remindAtMs: undefined, assigneeUid: user?.uid ?? null, ...prefill }\n })\n const assignee = findOrgMember(directory.members, fields.assigneeUid)\n const [busy, setBusy] = useState(false)\n const [error, setError] = useState<string \| null>(null)\n\n const set = <K extends keyof CrmTaskFields>(key: K, value: CrmTaskFields[K]) =>\n setFields((prev) => ({ ...prev, [key]: value }))\n /\n * The due date, and the reminder with it (AGL-2659): a reminder left\n * unsaid shows the due time and needs no help, and one a person set to\n * the due time follows it here as the route would follow it — so what\n * the field shows after the change is what the save will store.\n /\n const setDue = (dueAtMs: number \| null) =>\n setFields((prev) => ({\n ...prev,\n dueAtMs,\n ...(typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs\n ? { remindAtMs: dueAtMs }\n : {}),\n }))\n /* What the reminder field shows: the due time while nothing is said. /\n const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs\n const reminderHelp =\n remindAtMs === null\n ? 'No reminder.'\n : remindAtMs === fields.dueAtMs\n ? 'At the due time — the assignee is reminded in the console and by email.'\n : 'The assignee is reminded in the console and by email.'\n\n const save = async () => {\n if (!fields.title.trim()) {\n setError('A task needs a title.')\n return\n }\n if (!filed) {\n setError('Pick the site this task is filed from, or file it with the organization.')\n return\n }\n if (!routeScope) {\n setError('The organization is still loading. Try again in a moment.')\n return\n }\n setBusy(true)\n setError(null)\n try {\n const write = async () => {\n const result = await saveCrmTask(user, {\n ...routeScope,\n ...(task ? { taskId: task.$id } : {}),\n task: { ...fields, title: fields.title.trim() },\n })\n enqueueSnackbar(\n task\n ? 'Task saved'\n : result.notified\n ? 'Task created and the assignee notified'\n : 'Task created',\n { variant: 'success' },\n )\n onSaved?.(result.taskId)\n onClose()\n }\n if (task) {\n const verdict = await writeGuardedBySeed(\n {\n subject: 'task',\n fromCache: seed?.fromCache ?? false,\n unreadable: seed?.unreadable ?? false,\n },\n write,\n )\n if (!verdict.ok) {\n enqueueSnackbar(verdict.message ?? 'The task could not be saved.', {\n variant: 'warning',\n })\n }\n } else {\n await write()\n }\n } catch (cause) {\n setError(cause instanceof Error ? cause.message : 'The task could not be saved.')\n } finally {\n setBusy(false)\n }\n }\n\n /\n * Deleting is client-direct: it has no side effect outside the document,\n * and the rules gate it on the same predicate as any other CRM write.\n /\n const remove = async () => {\n if (!task \|\| !scope) return\n const confirmed = await confirm({\n title: 'Delete this task?',\n description: `\"${task.title}\" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,\n confirmationText: 'Delete',\n confirmationButtonProps: { color: 'error' },\n })\n if (!confirmed) return\n setBusy(true)\n try {\n await deleteDoc(\n doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n )\n enqueueSnackbar('Task deleted', { variant: 'success' })\n onClose()\n // A client-direct write: the records it named are told (AGL-2661).\n await refreshCrmNextActivity(user, routeScope, [task])\n } catch (cause) {\n setError(cause instanceof Error ? cause.message : 'The task could not be deleted.')\n } finally {\n setBusy(false)\n }\n }\n\n return (\n <Stack\n component=\"form\"\n spacing={2}\n sx={{ width: { xs: '100vw', sm: 420 }, p: 3 }}\n onSubmit={(event: { preventDefault: () => void }) => {\n event.preventDefault()\n void save()\n }}\n >\n <Typography variant=\"h6\">{task ? 'Edit task' : 'New task'}</Typography>\n {/ Only a new task at the organization level asks — see `filedFrom`. /}\n {task ? null : (\n <CrmSitePicker\n hostId={hostId}\n disabled={busy}\n noSite={{\n label: 'This organization (no site)',\n helperText:\n 'A task of the organization itself, listed from the ' +\n 'organization hub and from every site. Completing it runs no ' +\n \"site's automations.\",\n picked: noSite,\n onPick: setNoSite,\n }}\n />\n )}\n {/ An edit at the organization level says where the task is filed. /}\n {task && mount ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {isOrgTask(task)\n ? 'Filed with the organization — no site.'\n : `Filed from ${mount.siteName(task.hostId as string)}.`}\n </Typography>\n ) : null}\n <TextField\n label=\"Title\"\n value={fields.title}\n onChange={(event) => set('title', event.target.value)}\n size=\"small\"\n autoFocus\n required\n slotProps={{ htmlInput: { maxLength: CRM_TASK_TITLE_MAX } }}\n />\n <Stack direction=\"row\" spacing={1}>\n <TextField\n select\n label=\"Kind\"\n value={fields.kind}\n onChange={(event) => set('kind', event.target.value as CrmTaskFields['kind'])}\n size=\"small\"\n sx={{ flex: 1 }}\n >\n {CRM_TASK_KINDS.map((kind) => (\n <MenuItem key={kind} value={kind}>\n {CRM_TASK_KIND_LABELS[kind]}\n </MenuItem>\n ))}\n </TextField>\n <TextField\n select\n label=\"Priority\"\n value={fields.priority}\n onChange={(event) =>\n set('priority', event.target.value as CrmTaskFields['priority'])\n }\n size=\"small\"\n sx={{ flex: 1 }}\n >\n {CRM_TASK_PRIORITIES.map((priority) => (\n <MenuItem key={priority} value={priority}>\n {CRM_TASK_PRIORITY_LABELS[priority]}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n <TextField\n label=\"Due\"\n type=\"datetime-local\"\n value={dueAtToLocalInput(fields.dueAtMs)}\n onChange={(event) => setDue(localInputToDueAt(event.target.value))}\n size=\"small\"\n slotProps={{ inputLabel: { shrink: true } }}\n helperText=\"Leave empty for a task with no due date.\"\n sx={{ flex: 1 }}\n />\n {/\n A stored task is snoozed in place — the one write lands and the\n field follows it, so a later Save carries the same date. A task\n that does not exist yet has nothing to write, so the same menu\n fills the field and the save is the write.\n /}\n <TaskSnoozeMenu\n variant=\"button\"\n dueAtMs={fields.dueAtMs}\n remindAtMs={remindAtMs}\n disabled={busy}\n target={\n task && scope\n ? { write: { scope, taskId: task.$id } }\n : { pick: setDue }\n }\n onSnoozed={setDue}\n />\n </Stack>\n {/\n The reminder (AGL-2659), beside the due date it follows by default.\n Its own field rather than a switch, because \"remind me an hour\n before\" is the second thing a person wants after \"remind me\".\n */}\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n <TextField\n label=\"Remind me\"\n type=\"datetime-local\"\n value={dueAtToLocalInput(remindAtMs)}\n onChange={(event) => set('remindAtMs', localInputToDueAt(event.target.value))}\n size=\"small\"\n slotProps={{ inputLabel: { shrink: true } }}\n helperText={reminderHelp}\n sx={{ flex: 1 }}\n />\n <Button\n size=\"small\"\n onClick={() => set('remindAtMs', null)}\n disabled={busy \|\| remindAtMs === null}\n >\n {'No reminder'}\n </Button>\n </Stack>\n <TextField\n select\n label=\"Assignee\"\n // The stored assignee resolved to a member — by uid, or by an\n // address the roster has — so the picker highlights the person and\n // a save writes their uid. One the roster does not hold is kept as\n // its own option: a controlled select whose value is absent from\n // its options renders empty, which reads as unassigned.\n value={assignee?.uid ?? fields.assigneeUid ?? ''}\n onChange={(event) => set('assigneeUid', event.target.value \|\| null)}\n size=\"small\"\n disabled={directory.loading}\n helperText={\n directory.error ??\n (fields.assigneeUid && fields.assigneeUid !== user?.uid\n ? 'They will be notified when you save.'\n : undefined)\n }\n >\n <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n {fields.assigneeUid && !assignee ? (\n <MenuItem value={fields.assigneeUid}>{directory.nameOf(fields.assigneeUid)}</MenuItem>\n ) : null}\n {directory.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {crmMemberPickerLabel(member)}\n {member.uid === user?.uid ? ' (you)' : ''}\n </MenuItem>\n ))}\n </TextField>\n <Typography variant=\"overline\" color=\"text.secondary\">\n {'Linked to'}\n </Typography>\n <CrmRecordPicker\n kind=\"contact\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.contactId}\n onChange={(id) => set('contactId', id)}\n disabled={busy}\n />\n <CrmRecordPicker\n kind=\"company\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.companyId}\n onChange={(id) => set('companyId', id)}\n disabled={busy}\n />\n <CrmRecordPicker\n kind=\"deal\"\n scope={scope}\n readTokens={readTokens}\n groupId={groupId}\n org={org}\n value={fields.dealId}\n onChange={(id) => set('dealId', id)}\n disabled={busy}\n />\n <TextField\n label=\"Notes\"\n value={fields.notes}\n onChange={(event) => set('notes', event.target.value)}\n size=\"small\"\n multiline\n minRows={3}\n slotProps={{ htmlInput: { maxLength: CRM_TASK_NOTES_MAX } }}\n />\n {error ? 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'Save' : 'Create task'}\n </Button>\n </Stack>\n </Stack>\n )\n}\nTaskForm.displayName = 'TaskForm'\n\nexport default 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package/src/lib/components/tasks-bulk-bar.js CHANGED Viewed

@@ -33,7 +33,7 @@ import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
  * answered per task. The due date and the delete have no effect beyond
  * the document, so they are batched client-direct writes under the rules,
  * as reopening is.
- */ import { CRM_COLLECTIONS } from "@aglyn/aglyn";
+ */ import { CRM_COLLECTIONS, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useFirestore, useUser } from "@aglyn/tenant-feature-instance";
 import { Button, MenuItem, TextField } from "@mui/material";
@@ -278,7 +278,7 @@ function TasksBulkBarBody(props) {
                     }),
                     directory.members.map((member)=>/*#__PURE__*/ _jsx(MenuItem, {
                             value: member.uid,
-                            children: member.label
+                            children: crmMemberPickerLabel(member)
                         }, member.uid))
                 ]
             }) : pending === 'due' ? /*#__PURE__*/ _jsx(TextField, {

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

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-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 tasks list, for whatever rows are ticked (AGL-2621).\n \n Complete them, hand them to somebody, move their due date, take them\n * into a spreadsheet, or delete them. Two of these have a side effect\n * outside the document and go through their ROUTE: completing fires\n * `taskCompleted`, which only the server emits, and assigning tells the\n * assignee, which only the server may write into somebody's inbox — so\n * Complete goes through `crm/task-complete` and Assign through\n * `crm/task-save`, exactly as the checkbox and the drawer do for one task.\n * Under a site that is one request per task, each authorized against the\n * site; beneath the organization hub it is ONE request per action, the\n * routes' org-level batch form (AGL-2637), authorized once by the org and\n * answered per task. The due date and the delete have no effect beyond\n * the document, so they are batched client-direct writes under the rules,\n * as reopening is.\n /\n\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport {\n type CrmBulkPlan,\n type CrmBulkWrite,\n crmBulkWriters,\n runCrmBulkBatch,\n runCrmBulkCalls,\n runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n completeCrmTask,\n completeCrmTasks,\n saveCrmTask,\n saveCrmTasks,\n} from '../model/task-api'\nimport { crmTaskCallScope, crmTaskFieldsOf } from '../model/task-routes'\nimport { dueAtToLocalInput, localInputToDueAt } from '../model/task-views'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n type CrmBulkNoun,\n CrmBulkBarFrame,\n CrmBulkValueDialog,\n countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\n\nexport interface TasksBulkBarProps {\n /\n The site the task routes run as, or `null` at the organization level\n * (AGL-2630), where the routes run as the org — their batch form, one\n * request per action (AGL-2637).\n /\n hostId: string \| null\n /* `['orgs', orgId]`, or `null` while the org is unresolved. /\n scope: readonly [string, string] \| null\n rows: readonly CrmTaskRow[]\n selected: readonly string[]\n onSelectedChange: (ids: string[]) => void\n /* The section's roster — already read for the Assignee column. /\n directory: OrgMemberDirectory\n /* How the export names the assignee and the linked records — the list's own. /\n csv?: TaskCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'task', plural: 'tasks' }\n\ntype PendingAction = 'assign' \| 'due'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n assign: 'Assign to',\n due: 'Set the due date',\n}\n\nconst labelOf = (task: CrmTaskRow): string => task.title \|\| task.$id\n\nexport function TasksBulkBar(props: TasksBulkBarProps) {\n if (!props.selected.length) return null\n return <TasksBulkBarBody {...props} />\n}\nTasksBulkBar.displayName = 'TasksBulkBar'\n\nfunction TasksBulkBarBody(props: TasksBulkBarProps) {\n const { hostId, scope, rows, selected, onSelectedChange, directory, csv } = props\n const firestore = useFirestore()\n const { data: user } = useUser()\n const { confirm } = useConfirmationContext()\n const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'task' })\n\n const selectedRows = useMemo(() => {\n const chosen = new Set(selected)\n return rows.filter((row) => chosen.has(row.$id))\n }, [rows, selected])\n\n const [pending, setPending] = useState<PendingAction \| null>(null)\n const [value, setValue] = useState('')\n\n const writers = useMemo(\n () =>\n crmBulkWriters(firestore, (id) =>\n doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.tasks, id),\n ),\n [firestore, scope],\n )\n\n const openAction = (action: PendingAction) => {\n setValue('')\n setPending(action)\n }\n\n // The org the batch form names — the scope's, which is the org's root.\n const orgId = scope?.[1] ?? null\n\n const runPlan = useCallback(\n async (plan: CrmBulkPlan, done: (count: number) => string) => {\n const outcome = await apply({\n attempted: plan.writes.length,\n skipped: plan.skipped,\n job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n done,\n })\n // Client-direct writes: the records the selection names are told\n // (AGL-2661), once each however many tasks named them.\n const written = new Set(plan.writes.map((write) => write.id))\n await refreshCrmNextActivity(\n user,\n crmTaskCallScope(hostId, orgId),\n selectedRows.filter((task) => written.has(task.$id)),\n )\n return outcome\n },\n [apply, writers, user, hostId, orgId, selectedRows],\n )\n\n /\n The routes over the rows: under a site one request per task, in\n * order, named by title; beneath the org hub one request for them all,\n * tallied off its per-task answers.\n /\n const runCalls = useCallback(\n (\n tasks: readonly CrmTaskRow[],\n call: {\n each: (task: CrmTaskRow) => Promise<unknown>\n batch: (tasks: readonly CrmTaskRow[]) => Promise<ReadonlyArray<{ taskId: string; ok: boolean; error?: string }>>\n },\n done: (count: number) => string,\n ) =>\n apply({\n attempted: tasks.length,\n skipped: [],\n job: () =>\n hostId\n ? runCrmBulkCalls(tasks, labelOf, call.each)\n : runCrmBulkBatch(\n tasks,\n (task) => task.$id,\n labelOf,\n async (rows) =>\n (await call.batch(rows)).map(({ taskId, ...rest }) => ({ id: taskId, ...rest })),\n ),\n done,\n }),\n [apply, hostId],\n )\n\n /\n * A task already done is left alone rather than sent: the route would\n * answer `alreadyDone` and write nothing, and a request that can only\n * answer nothing is not worth its round trip.\n /\n const handleComplete = useCallback(async () => {\n if (!orgId) return\n const open = selectedRows.filter((task) => task.status !== 'done')\n await runCalls(\n open,\n {\n each: (task) => completeCrmTask(user, { hostId: hostId as string, taskId: task.$id }),\n batch: async (tasks) =>\n (await completeCrmTasks(user, { orgId, taskIds: tasks.map((task) => task.$id) }))\n .results,\n },\n (count) => `Completed ${countNoun(count, NOUN)}`,\n )\n }, [selectedRows, runCalls, user, hostId, orgId])\n\n const handleApply = useCallback(async () => {\n if (!pending \|\| !scope) return\n const action = pending\n setPending(null)\n if (action === 'assign') {\n const assigneeUid = value \|\| null\n const who = assigneeUid ? directory.nameOf(assigneeUid) : 'nobody'\n const reassigned = (task: CrmTaskRow) => ({\n taskId: task.$id,\n task: { ...crmTaskFieldsOf(task), assigneeUid },\n })\n await runCalls(\n selectedRows,\n {\n each: (task) => saveCrmTask(user, { hostId: hostId as string, ...reassigned(task) }),\n batch: async (tasks) =>\n (await saveCrmTasks(user, { orgId: scope[1], tasks: tasks.map(reassigned) })).results,\n },\n (count) => `Assigned ${countNoun(count, NOUN)} to ${who}`,\n )\n return\n }\n const dueAtMs = localInputToDueAt(value)\n const writes: CrmBulkWrite[] = selectedRows.map((task) => ({\n id: task.$id,\n label: labelOf(task),\n kind: 'update',\n // `null` rather than a deleted field: every view orders by `dueAtMs`,\n // and a document missing it drops out of the `orderBy` entirely.\n data: { dueAtMs, updatedAt: serverTimestamp() },\n }))\n await runPlan(\n { writes, skipped: [] },\n (count) =>\n dueAtMs === null\n ? `Due date cleared on ${countNoun(count, NOUN)}`\n : `Due date set on ${countNoun(count, NOUN)}`,\n )\n }, [pending, scope, value, directory, selectedRows, runCalls, user, hostId, runPlan])\n\n const handleExport = useCallback(() => {\n downloadTextFile('tasks-selected.csv', 'text/csv', tasksCsv(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 task?' : `Delete ${count} tasks?`,\n description:\n `${count === 1 ? 'It is' : 'They are'} removed for everyone who can ` +\n 'see them. A finished task is better ticked done, which keeps it in ' +\n 'the Done view.',\n confirmationText: count === 1 ? 'Delete task' : 'Delete tasks',\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((task) => ({\n id: task.$id,\n label: labelOf(task),\n kind: 'delete',\n }))\n const outcome = await runPlan(\n { writes, skipped: [] },\n (done) => `Deleted ${countNoun(done, NOUN)}`,\n )\n const refused = new Set(outcome.refused.map((row) => row.label))\n onSelectedChange(\n selectedRows.filter((task) => refused.has(labelOf(task))).map((task) => task.$id),\n )\n }, [scope, selectedRows, confirm, runPlan, 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 <CrmBulkValueDialog\n open={pending !== null}\n title={pending ? ACTION_TITLES[pending] : ''}\n count={selected.length}\n noun={NOUN}\n busy={busy}\n canApply\n onClose={() => setPending(null)}\n onApply={() => void handleApply()}\n >\n {pending === 'assign' ? (\n <TextField\n select\n size=\"small\"\n label=\"Assignee\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n disabled={directory.loading}\n error={Boolean(directory.error)}\n helperText={\n directory.error ??\n (directory.loading\n ? 'Loading the team…'\n : 'Somebody other than you is told, as the drawer tells them')\n }\n >\n <MenuItem value=\"\">{'Nobody — clear the assignee'}</MenuItem>\n {directory.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {member.label}\n </MenuItem>\n ))}\n </TextField>\n ) : pending === 'due' ? (\n <TextField\n size=\"small\"\n type=\"datetime-local\"\n label=\"Due\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n helperText=\"Leave it empty to clear the due date\"\n slotProps={{ inputLabel: { shrink: true } }}\n />\n ) : null}\n </CrmBulkValueDialog>\n }\n >\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => void handleComplete()}>\n {'Complete'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('assign')}>\n {'Assign'}\n </Button>\n <Button\n size=\"small\"\n disabled={busy \|\| !scope}\n onClick={() => {\n openAction('due')\n // Start from the first task's own date, so a nudge is an edit\n // rather than a retype.\n setValue(dueAtToLocalInput(selectedRows[0]?.dueAtMs))\n }}\n >\n {'Set due'}\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=\"tasks\"\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}\nTasksBulkBarBody.displayName = 'TasksBulkBarBody'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-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 tasks list, for whatever rows are ticked (AGL-2621).\n \n Complete them, hand them to somebody, move their due date, take them\n * into a spreadsheet, or delete them. Two of these have a side effect\n * outside the document and go through their ROUTE: completing fires\n * `taskCompleted`, which only the server emits, and assigning tells the\n * assignee, which only the server may write into somebody's inbox — so\n * Complete goes through `crm/task-complete` and Assign through\n * `crm/task-save`, exactly as the checkbox and the drawer do for one task.\n * Under a site that is one request per task, each authorized against the\n * site; beneath the organization hub it is ONE request per action, the\n * routes' org-level batch form (AGL-2637), authorized once by the org and\n * answered per task. The due date and the delete have no effect beyond\n * the document, so they are batched client-direct writes under the rules,\n * as reopening is.\n /\n\nimport { CRM_COLLECTIONS, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport { Button, MenuItem, TextField } from '@mui/material'\nimport { doc, serverTimestamp } from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useCrmBulkApply } from '../hooks/use-crm-bulk-apply'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport type { OrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport {\n type CrmBulkPlan,\n type CrmBulkWrite,\n crmBulkWriters,\n runCrmBulkBatch,\n runCrmBulkCalls,\n runCrmBulkWrites,\n} from '../model/crm-bulk-writes'\nimport {\n completeCrmTask,\n completeCrmTasks,\n saveCrmTask,\n saveCrmTasks,\n} from '../model/task-api'\nimport { crmTaskCallScope, crmTaskFieldsOf } from '../model/task-routes'\nimport { dueAtToLocalInput, localInputToDueAt } from '../model/task-views'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n type CrmBulkNoun,\n CrmBulkBarFrame,\n CrmBulkValueDialog,\n countNoun,\n} from './crm-bulk-bar-frame'\nimport CrmExportAllButton from './crm-export-all-button'\n\nexport interface TasksBulkBarProps {\n /\n The site the task routes run as, or `null` at the organization level\n * (AGL-2630), where the routes run as the org — their batch form, one\n * request per action (AGL-2637).\n /\n hostId: string \| null\n /* `['orgs', orgId]`, or `null` while the org is unresolved. /\n scope: readonly [string, string] \| null\n rows: readonly CrmTaskRow[]\n selected: readonly string[]\n onSelectedChange: (ids: string[]) => void\n /* The section's roster — already read for the Assignee column. /\n directory: OrgMemberDirectory\n /* How the export names the assignee and the linked records — the list's own. /\n csv?: TaskCsvOptions\n}\n\nconst NOUN: CrmBulkNoun = { singular: 'task', plural: 'tasks' }\n\ntype PendingAction = 'assign' \| 'due'\n\nconst ACTION_TITLES: Record<PendingAction, string> = {\n assign: 'Assign to',\n due: 'Set the due date',\n}\n\nconst labelOf = (task: CrmTaskRow): string => task.title \|\| task.$id\n\nexport function TasksBulkBar(props: TasksBulkBarProps) {\n if (!props.selected.length) return null\n return <TasksBulkBarBody {...props} />\n}\nTasksBulkBar.displayName = 'TasksBulkBar'\n\nfunction TasksBulkBarBody(props: TasksBulkBarProps) {\n const { hostId, scope, rows, selected, onSelectedChange, directory, csv } = props\n const firestore = useFirestore()\n const { data: user } = useUser()\n const { confirm } = useConfirmationContext()\n const { busy, report, apply, dismissReport } = useCrmBulkApply({ recordKind: 'task' })\n\n const selectedRows = useMemo(() => {\n const chosen = new Set(selected)\n return rows.filter((row) => chosen.has(row.$id))\n }, [rows, selected])\n\n const [pending, setPending] = useState<PendingAction \| null>(null)\n const [value, setValue] = useState('')\n\n const writers = useMemo(\n () =>\n crmBulkWriters(firestore, (id) =>\n doc(firestore, scope?.[0] ?? 'orgs', scope?.[1] ?? '', CRM_COLLECTIONS.tasks, id),\n ),\n [firestore, scope],\n )\n\n const openAction = (action: PendingAction) => {\n setValue('')\n setPending(action)\n }\n\n // The org the batch form names — the scope's, which is the org's root.\n const orgId = scope?.[1] ?? null\n\n const runPlan = useCallback(\n async (plan: CrmBulkPlan, done: (count: number) => string) => {\n const outcome = await apply({\n attempted: plan.writes.length,\n skipped: plan.skipped,\n job: () => runCrmBulkWrites(writers, plan.writes, (write) => write.label),\n done,\n })\n // Client-direct writes: the records the selection names are told\n // (AGL-2661), once each however many tasks named them.\n const written = new Set(plan.writes.map((write) => write.id))\n await refreshCrmNextActivity(\n user,\n crmTaskCallScope(hostId, orgId),\n selectedRows.filter((task) => written.has(task.$id)),\n )\n return outcome\n },\n [apply, writers, user, hostId, orgId, selectedRows],\n )\n\n /\n The routes over the rows: under a site one request per task, in\n * order, named by title; beneath the org hub one request for them all,\n * tallied off its per-task answers.\n /\n const runCalls = useCallback(\n (\n tasks: readonly CrmTaskRow[],\n call: {\n each: (task: CrmTaskRow) => Promise<unknown>\n batch: (tasks: readonly CrmTaskRow[]) => Promise<ReadonlyArray<{ taskId: string; ok: boolean; error?: string }>>\n },\n done: (count: number) => string,\n ) =>\n apply({\n attempted: tasks.length,\n skipped: [],\n job: () =>\n hostId\n ? runCrmBulkCalls(tasks, labelOf, call.each)\n : runCrmBulkBatch(\n tasks,\n (task) => task.$id,\n labelOf,\n async (rows) =>\n (await call.batch(rows)).map(({ taskId, ...rest }) => ({ id: taskId, ...rest })),\n ),\n done,\n }),\n [apply, hostId],\n )\n\n /\n * A task already done is left alone rather than sent: the route would\n * answer `alreadyDone` and write nothing, and a request that can only\n * answer nothing is not worth its round trip.\n /\n const handleComplete = useCallback(async () => {\n if (!orgId) return\n const open = selectedRows.filter((task) => task.status !== 'done')\n await runCalls(\n open,\n {\n each: (task) => completeCrmTask(user, { hostId: hostId as string, taskId: task.$id }),\n batch: async (tasks) =>\n (await completeCrmTasks(user, { orgId, taskIds: tasks.map((task) => task.$id) }))\n .results,\n },\n (count) => `Completed ${countNoun(count, NOUN)}`,\n )\n }, [selectedRows, runCalls, user, hostId, orgId])\n\n const handleApply = useCallback(async () => {\n if (!pending \|\| !scope) return\n const action = pending\n setPending(null)\n if (action === 'assign') {\n const assigneeUid = value \|\| null\n const who = assigneeUid ? directory.nameOf(assigneeUid) : 'nobody'\n const reassigned = (task: CrmTaskRow) => ({\n taskId: task.$id,\n task: { ...crmTaskFieldsOf(task), assigneeUid },\n })\n await runCalls(\n selectedRows,\n {\n each: (task) => saveCrmTask(user, { hostId: hostId as string, ...reassigned(task) }),\n batch: async (tasks) =>\n (await saveCrmTasks(user, { orgId: scope[1], tasks: tasks.map(reassigned) })).results,\n },\n (count) => `Assigned ${countNoun(count, NOUN)} to ${who}`,\n )\n return\n }\n const dueAtMs = localInputToDueAt(value)\n const writes: CrmBulkWrite[] = selectedRows.map((task) => ({\n id: task.$id,\n label: labelOf(task),\n kind: 'update',\n // `null` rather than a deleted field: every view orders by `dueAtMs`,\n // and a document missing it drops out of the `orderBy` entirely.\n data: { dueAtMs, updatedAt: serverTimestamp() },\n }))\n await runPlan(\n { writes, skipped: [] },\n (count) =>\n dueAtMs === null\n ? `Due date cleared on ${countNoun(count, NOUN)}`\n : `Due date set on ${countNoun(count, NOUN)}`,\n )\n }, [pending, scope, value, directory, selectedRows, runCalls, user, hostId, runPlan])\n\n const handleExport = useCallback(() => {\n downloadTextFile('tasks-selected.csv', 'text/csv', tasksCsv(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 task?' : `Delete ${count} tasks?`,\n description:\n `${count === 1 ? 'It is' : 'They are'} removed for everyone who can ` +\n 'see them. A finished task is better ticked done, which keeps it in ' +\n 'the Done view.',\n confirmationText: count === 1 ? 'Delete task' : 'Delete tasks',\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((task) => ({\n id: task.$id,\n label: labelOf(task),\n kind: 'delete',\n }))\n const outcome = await runPlan(\n { writes, skipped: [] },\n (done) => `Deleted ${countNoun(done, NOUN)}`,\n )\n const refused = new Set(outcome.refused.map((row) => row.label))\n onSelectedChange(\n selectedRows.filter((task) => refused.has(labelOf(task))).map((task) => task.$id),\n )\n }, [scope, selectedRows, confirm, runPlan, 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 <CrmBulkValueDialog\n open={pending !== null}\n title={pending ? ACTION_TITLES[pending] : ''}\n count={selected.length}\n noun={NOUN}\n busy={busy}\n canApply\n onClose={() => setPending(null)}\n onApply={() => void handleApply()}\n >\n {pending === 'assign' ? (\n <TextField\n select\n size=\"small\"\n label=\"Assignee\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n disabled={directory.loading}\n error={Boolean(directory.error)}\n helperText={\n directory.error ??\n (directory.loading\n ? 'Loading the team…'\n : 'Somebody other than you is told, as the drawer tells them')\n }\n >\n <MenuItem value=\"\">{'Nobody — clear the assignee'}</MenuItem>\n {directory.members.map((member) => (\n <MenuItem key={member.uid} value={member.uid}>\n {crmMemberPickerLabel(member)}\n </MenuItem>\n ))}\n </TextField>\n ) : pending === 'due' ? (\n <TextField\n size=\"small\"\n type=\"datetime-local\"\n label=\"Due\"\n value={value}\n onChange={(event) => setValue(event.target.value)}\n helperText=\"Leave it empty to clear the due date\"\n slotProps={{ inputLabel: { shrink: true } }}\n />\n ) : null}\n </CrmBulkValueDialog>\n }\n >\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => void handleComplete()}>\n {'Complete'}\n </Button>\n <Button size=\"small\" disabled={busy \|\| !scope} onClick={() => openAction('assign')}>\n {'Assign'}\n </Button>\n <Button\n size=\"small\"\n disabled={busy \|\| !scope}\n onClick={() => {\n openAction('due')\n // Start from the first task's own date, so a nudge is an edit\n // rather than a retype.\n setValue(dueAtToLocalInput(selectedRows[0]?.dueAtMs))\n }}\n >\n {'Set due'}\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 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