@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
Files changed (169) hide show
  1. package/package.json +13 -13
  2. package/src/lib/components/activity-list.d.ts +36 -5
  3. package/src/lib/components/activity-list.js +159 -137
  4. package/src/lib/components/activity-list.js.map +1 -1
  5. package/src/lib/components/activity-timeline.d.ts +84 -0
  6. package/src/lib/components/activity-timeline.js +224 -0
  7. package/src/lib/components/activity-timeline.js.map +1 -0
  8. package/src/lib/components/companies-section.d.ts +6 -6
  9. package/src/lib/components/companies-section.js +54 -84
  10. package/src/lib/components/companies-section.js.map +1 -1
  11. package/src/lib/components/company-edit-drawer.js +17 -4
  12. package/src/lib/components/company-edit-drawer.js.map +1 -1
  13. package/src/lib/components/company-picker.js +6 -2
  14. package/src/lib/components/company-picker.js.map +1 -1
  15. package/src/lib/components/company-properties-card.js +53 -36
  16. package/src/lib/components/company-properties-card.js.map +1 -1
  17. package/src/lib/components/contact-associations-card.d.ts +3 -2
  18. package/src/lib/components/contact-associations-card.js +12 -12
  19. package/src/lib/components/contact-associations-card.js.map +1 -1
  20. package/src/lib/components/contact-detail-page.d.ts +4 -3
  21. package/src/lib/components/contact-detail-page.js +18 -12
  22. package/src/lib/components/contact-detail-page.js.map +1 -1
  23. package/src/lib/components/contact-list-columns.d.ts +3 -5
  24. package/src/lib/components/contact-list-columns.js +6 -8
  25. package/src/lib/components/contact-list-columns.js.map +1 -1
  26. package/src/lib/components/contact-properties-card.d.ts +21 -4
  27. package/src/lib/components/contact-properties-card.js +129 -29
  28. package/src/lib/components/contact-properties-card.js.map +1 -1
  29. package/src/lib/components/contact-timeline-card.d.ts +12 -6
  30. package/src/lib/components/contact-timeline-card.js +132 -174
  31. package/src/lib/components/contact-timeline-card.js.map +1 -1
  32. package/src/lib/components/contacts-bulk-bar.js +10 -1
  33. package/src/lib/components/contacts-bulk-bar.js.map +1 -1
  34. package/src/lib/components/contacts-section.js +282 -331
  35. package/src/lib/components/contacts-section.js.map +1 -1
  36. package/src/lib/components/crm-email-state-chip.js +4 -1
  37. package/src/lib/components/crm-email-state-chip.js.map +1 -1
  38. package/src/lib/components/crm-next-activity-column.d.ts +4 -2
  39. package/src/lib/components/crm-next-activity-column.js +6 -3
  40. package/src/lib/components/crm-next-activity-column.js.map +1 -1
  41. package/src/lib/components/deal-edit-drawer.js +8 -4
  42. package/src/lib/components/deal-edit-drawer.js.map +1 -1
  43. package/src/lib/components/deal-products-card.js +15 -13
  44. package/src/lib/components/deal-products-card.js.map +1 -1
  45. package/src/lib/components/deal-properties-card.js +7 -0
  46. package/src/lib/components/deal-properties-card.js.map +1 -1
  47. package/src/lib/components/deal-stage-card.js +31 -29
  48. package/src/lib/components/deal-stage-card.js.map +1 -1
  49. package/src/lib/components/deals-section.d.ts +2 -2
  50. package/src/lib/components/deals-section.js +67 -97
  51. package/src/lib/components/deals-section.js.map +1 -1
  52. package/src/lib/components/fields-section.d.ts +4 -0
  53. package/src/lib/components/fields-section.js +368 -154
  54. package/src/lib/components/fields-section.js.map +1 -1
  55. package/src/lib/components/form-contact-fields-card.js +24 -20
  56. package/src/lib/components/form-contact-fields-card.js.map +1 -1
  57. package/src/lib/components/lead-campaigns-card.d.ts +1 -1
  58. package/src/lib/components/lead-campaigns-card.js +43 -38
  59. package/src/lib/components/lead-campaigns-card.js.map +1 -1
  60. package/src/lib/components/lead-properties-card.d.ts +14 -6
  61. package/src/lib/components/lead-properties-card.js +323 -311
  62. package/src/lib/components/lead-properties-card.js.map +1 -1
  63. package/src/lib/components/lead-surfaces-note.js +13 -2
  64. package/src/lib/components/lead-surfaces-note.js.map +1 -1
  65. package/src/lib/components/leads-bulk-bar.js +16 -3
  66. package/src/lib/components/leads-bulk-bar.js.map +1 -1
  67. package/src/lib/components/leads-section.d.ts +2 -1
  68. package/src/lib/components/leads-section.js +110 -148
  69. package/src/lib/components/leads-section.js.map +1 -1
  70. package/src/lib/components/linked-deals-card.js +12 -10
  71. package/src/lib/components/linked-deals-card.js.map +1 -1
  72. package/src/lib/components/recent-activity-feed.d.ts +12 -8
  73. package/src/lib/components/recent-activity-feed.js +54 -29
  74. package/src/lib/components/recent-activity-feed.js.map +1 -1
  75. package/src/lib/components/record-activity-card.d.ts +4 -2
  76. package/src/lib/components/record-activity-card.js +29 -11
  77. package/src/lib/components/record-activity-card.js.map +1 -1
  78. package/src/lib/components/reports/activity-card.js +18 -12
  79. package/src/lib/components/reports/activity-card.js.map +1 -1
  80. package/src/lib/components/reports/lead-funnel-card.js +47 -37
  81. package/src/lib/components/reports/lead-funnel-card.js.map +1 -1
  82. package/src/lib/components/reports/pipeline-card.js +22 -16
  83. package/src/lib/components/reports/pipeline-card.js.map +1 -1
  84. package/src/lib/components/reports/report-export.d.ts +4 -11
  85. package/src/lib/components/reports/report-export.js +16 -33
  86. package/src/lib/components/reports/report-export.js.map +1 -1
  87. package/src/lib/components/reports/source-conversion-card.js +18 -12
  88. package/src/lib/components/reports/source-conversion-card.js.map +1 -1
  89. package/src/lib/components/reports/tasks-card.js +35 -25
  90. package/src/lib/components/reports/tasks-card.js.map +1 -1
  91. package/src/lib/components/tasks-section.js +151 -144
  92. package/src/lib/components/tasks-section.js.map +1 -1
  93. package/src/lib/constants/company-filters.d.ts +13 -0
  94. package/src/lib/constants/company-filters.js +47 -17
  95. package/src/lib/constants/company-filters.js.map +1 -1
  96. package/src/lib/constants/contact-filters.d.ts +61 -10
  97. package/src/lib/constants/contact-filters.js +373 -141
  98. package/src/lib/constants/contact-filters.js.map +1 -1
  99. package/src/lib/constants/deal-filters.d.ts +44 -0
  100. package/src/lib/constants/deal-filters.js +78 -0
  101. package/src/lib/constants/deal-filters.js.map +1 -0
  102. package/src/lib/constants/field-list-query.d.ts +23 -0
  103. package/src/lib/constants/field-list-query.js +80 -0
  104. package/src/lib/constants/field-list-query.js.map +1 -0
  105. package/src/lib/hooks/use-crm-list-query.d.ts +68 -0
  106. package/src/lib/hooks/use-crm-list-query.js +182 -0
  107. package/src/lib/hooks/use-crm-list-query.js.map +1 -0
  108. package/src/lib/hooks/use-crm-tasks.d.ts +23 -6
  109. package/src/lib/hooks/use-crm-tasks.js +44 -42
  110. package/src/lib/hooks/use-crm-tasks.js.map +1 -1
  111. package/src/lib/hooks/use-deals.d.ts +2 -34
  112. package/src/lib/hooks/use-deals.js +3 -62
  113. package/src/lib/hooks/use-deals.js.map +1 -1
  114. package/src/lib/model/crm-list-query.d.ts +91 -0
  115. package/src/lib/model/crm-list-query.js +182 -0
  116. package/src/lib/model/crm-list-query.js.map +1 -0
  117. package/src/lib/model/lead-filters.d.ts +50 -44
  118. package/src/lib/model/lead-filters.js +194 -88
  119. package/src/lib/model/lead-filters.js.map +1 -1
  120. package/src/lib/model/list-fields-api.d.ts +26 -0
  121. package/src/lib/model/list-fields-api.js +47 -0
  122. package/src/lib/model/list-fields-api.js.map +1 -0
  123. package/src/lib/model/list-fields.d.ts +47 -0
  124. package/src/lib/model/list-fields.js +39 -0
  125. package/src/lib/model/list-fields.js.map +1 -0
  126. package/src/lib/model/task-views.d.ts +15 -10
  127. package/src/lib/model/task-views.js +68 -9
  128. package/src/lib/model/task-views.js.map +1 -1
  129. package/src/lib/server/capture-contact.js +7 -5
  130. package/src/lib/server/capture-contact.js.map +1 -1
  131. package/src/lib/server/companies-import.js +3 -3
  132. package/src/lib/server/companies-import.js.map +1 -1
  133. package/src/lib/server/company-delete.js +3 -1
  134. package/src/lib/server/company-delete.js.map +1 -1
  135. package/src/lib/server/consent-group-participant.js +4 -0
  136. package/src/lib/server/consent-group-participant.js.map +1 -1
  137. package/src/lib/server/contact-update.js +14 -8
  138. package/src/lib/server/contact-update.js.map +1 -1
  139. package/src/lib/server/contacts-import.js +4 -2
  140. package/src/lib/server/contacts-import.js.map +1 -1
  141. package/src/lib/server/deals-import.js +4 -2
  142. package/src/lib/server/deals-import.js.map +1 -1
  143. package/src/lib/server/erase-person.js +2 -1
  144. package/src/lib/server/erase-person.js.map +1 -1
  145. package/src/lib/server/lead-create.js +4 -1
  146. package/src/lib/server/lead-create.js.map +1 -1
  147. package/src/lib/server/lead-source-values.js +9 -5
  148. package/src/lib/server/lead-source-values.js.map +1 -1
  149. package/src/lib/server/leads-import.js +4 -1
  150. package/src/lib/server/leads-import.js.map +1 -1
  151. package/src/lib/server/list-fields-routes.d.ts +29 -0
  152. package/src/lib/server/list-fields-routes.js +85 -0
  153. package/src/lib/server/list-fields-routes.js.map +1 -0
  154. package/src/lib/server/record-email-state.js +5 -2
  155. package/src/lib/server/record-email-state.js.map +1 -1
  156. package/src/lib/server/record-timeline.js +3 -2
  157. package/src/lib/server/record-timeline.js.map +1 -1
  158. package/src/lib/server/task-routes.js +6 -3
  159. package/src/lib/server/task-routes.js.map +1 -1
  160. package/src/lib/server/tasks-import.js +5 -2
  161. package/src/lib/server/tasks-import.js.map +1 -1
  162. package/src/lib/server.js +10 -1
  163. package/src/lib/server.js.map +1 -1
  164. package/src/lib/components/contact-custom-fields-card.d.ts +0 -39
  165. package/src/lib/components/contact-custom-fields-card.js +0 -204
  166. package/src/lib/components/contact-custom-fields-card.js.map +0 -1
  167. package/src/lib/hooks/use-org-leads.d.ts +0 -50
  168. package/src/lib/hooks/use-org-leads.js +0 -104
  169. package/src/lib/hooks/use-org-leads.js.map +0 -1
@@ -70,15 +70,23 @@ export interface LeadPropertiesCardProps {
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  * What the team knows and decides about a lead: status, owner, notes, and
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  * the identity and consent the capture recorded (AGL-2608).
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  *
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+ * Two cards. The record's header carries the identity, the status and owner,
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+ * the consent the capture recorded and the record's actions. **Details**
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+ * under it carries the profile, the org's own lead fields under **More
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+ * fields**, and the notes — one card with one Save in its header, the way
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+ * Salesforce keeps a record's standard and custom fields in one Details
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+ * section.
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+ *
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  * Status and owner are single-field client writes — the rules let a site
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  * admin, editor or author update `hosts/{hostId}/leads`, and a one-field
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- * `update` cannot roll anything else back. Notes are a text field seeded
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- * from the document, so that save goes through `writeGuardedBySeed`: a draft
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- * edited over a cached read would otherwise overwrite a newer note with an
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- * older one plus a sentence.
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+ * `update` cannot roll anything else back. The details are drafts seeded
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+ * from the document, so their save goes through `writeGuardedBySeed`: a
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+ * draft edited over a cached read would otherwise overwrite a newer note or
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+ * profile with an older one.
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  *
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- * Converted leads are read-only here. Their status is the conversion, and
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- * the actions become links to what the conversion made.
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+ * Converted leads are read-only here, but for the notes. Their status is the
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+ * conversion, and the header's actions become links to what the conversion
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+ * made.
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  */
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  export declare function LeadPropertiesCard(props: LeadPropertiesCardProps): import("react").JSX.Element;
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  export declare namespace LeadPropertiesCard {