@aglyn/plugins-crm 1.0.0-beta.217 → 1.0.0-beta.219

package/src/lib/components/sharing-rule-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { hostIdsFromScope, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  Button,\n  Checkbox,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  FormLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_CRITERIA_FOR,\n  CRM_SHARING_OBJECT_LABELS,\n  CRM_SHARING_OBJECTS,\n  type CrmShareAccess,\n  type CrmSharingCriteria,\n  type CrmSharingObject,\n  type CrmSharingRule,\n  type CrmSharingSite,\n} from '../model/crm-sharing'\n\n/** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */\nexport interface SharingRuleDraft {\n  id?: string\n  name: string\n  object: CrmSharingObject\n  enabled: boolean\n  sourceHostIds: string[]\n  criteria: CrmSharingCriteria\n  targets: 'all' | string[]\n  access: CrmShareAccess\n}\n\nexport interface SharingRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The rule being edited, or `null` for a new one. */\n  rule: CrmSharingRule | null\n  sites: readonly CrmSharingSite[]\n  members: readonly OrgMemberOption[]\n  campaigns: readonly { value: string; label: string }[]\n  busy: boolean\n  onSubmit: (draft: SharingRuleDraft) => void\n}\n\nconst splitList = (text: string) =>\n  [...new Set(text.split(',').map((entry) => entry.trim()).filter(Boolean))].slice(0, 20)\n\n/**\n * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the\n * sites that captured them, optional criteria), SHARED WITH (sites, or all\n * sites), and ACCESS (read-only unless edit is chosen).\n */\nexport function SharingRuleDrawer(props: SharingRuleDrawerProps) {\n  const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props\n  const [name, setName] = useState('')\n  const [object, setObject] = useState<CrmSharingObject>('leads')\n  const [enabled, setEnabled] = useState(true)\n  const [sourceHostIds, setSourceHostIds] = useState<string[]>([])\n  const [leadSources, setLeadSources] = useState('')\n  const [tags, setTags] = useState('')\n  const [stages, setStages] = useState<string[]>([])\n  const [ownerUids, setOwnerUids] = useState<string[]>([])\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [allSites, setAllSites] = useState(true)\n  const [targets, setTargets] = useState<string[]>([])\n  const [access, setAccess] = useState<CrmShareAccess>('read')\n\n  useEffect(() => {\n    if (!open) return\n    setName(rule?.name ?? '')\n    setObject(rule?.object ?? 'leads')\n    setEnabled(rule?.enabled ?? true)\n    setSourceHostIds(rule?.sourceHostIds ?? [])\n    setLeadSources((rule?.criteria.leadSources ?? []).join(', '))\n    setTags((rule?.criteria.tags ?? []).join(', '))\n    setStages(rule?.criteria.stages ?? [])\n    setOwnerUids(rule?.criteria.ownerUids ?? [])\n    setCampaignIds(rule?.criteria.campaignIds ?? [])\n    setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true)\n    setTargets(rule ? hostIdsFromScope(rule.targets) : [])\n    setAccess(rule?.access ?? 'read')\n  }, [open, rule])\n\n  const offers = CRM_SHARING_CRITERIA_FOR[object]\n  const stageOptions: { value: string; label: string }[] =\n    object === 'leads'\n      ? CRM_LEAD_STATUSES.map((value) => ({ value, label: CRM_LEAD_STATUS_LABELS[value] }))\n      : object === 'contacts'\n        ? CONTACT_LIFECYCLE_STAGES.map((value) => ({\n            value,\n            label: CONTACT_LIFECYCLE_STAGE_LABELS[value],\n          }))\n        : []\n  const canSubmit =\n    !busy && name.trim().length > 0 && (allSites || targets.length > 0)\n\n  const submit = () => {\n    if (!canSubmit) return\n    const criteria: CrmSharingCriteria = {}\n    if (offers.includes('leadSources') && splitList(leadSources).length) {\n      criteria.leadSources = splitList(leadSources)\n    }\n    if (offers.includes('tags') && splitList(tags).length) {\n      criteria.tags = splitList(tags).map((tag) => tag.toLowerCase())\n    }\n    if (stageOptions.length && stages.length) criteria.stages = stages\n    if (offers.includes('ownerUids') && ownerUids.length) criteria.ownerUids = ownerUids\n    if (offers.includes('campaignIds') && campaignIds.length) criteria.campaignIds = campaignIds\n    onSubmit({\n      ...(rule ? { id: rule.id } : {}),\n      name: name.trim(),\n      object,\n      enabled,\n      sourceHostIds,\n      criteria,\n      targets: allSites ? 'all' : targets,\n      access,\n    })\n  }\n\n  const siteName = (id: string) => sites.find((site) => site.id === id)?.name ?? id\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={busy ? undefined : onClose}>\n      <Stack spacing={2} sx={{ width: 400, maxWidth: '100vw', p: 3 }}>\n        <Typography variant=\"h6\">{rule ? 'Edit sharing rule' : 'New sharing rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Shares every record the rule matches — the ones you already have, and every one ' +\n            'captured or changed from now on. Sharing lets a site see and work a record; it ' +\n            'never shares the person’s consent.'}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Name\"\n          value={name}\n          onChange={(event) => setName(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: 120 } }}\n          required\n          fullWidth\n        />\n        <FormLabel>{'Which records'}</FormLabel>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Records\"\n          value={object}\n          onChange={(event) => {\n            setObject(event.target.value as CrmSharingObject)\n            setStages([])\n          }}\n          disabled={Boolean(rule)}\n          helperText={rule ? 'A rule keeps the kind of record it was made for.' : undefined}\n          fullWidth\n        >\n          {CRM_SHARING_OBJECTS.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CRM_SHARING_OBJECT_LABELS[option].many}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Captured on\"\n          value={sourceHostIds}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setSourceHostIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length ? (value as string[]).map(siteName).join(', ') : 'Any site',\n            },\n            inputLabel: { shrink: true },\n          }}\n          helperText=\"The sites the record was captured or created on.\"\n          fullWidth\n        >\n          {sites.map((site) => (\n            <MenuItem key={site.id} value={site.id}>\n              {site.name}\n            </MenuItem>\n          ))}\n        </TextField>\n        {offers.includes('leadSources') ? (\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSources}\n            onChange={(event) => setLeadSources(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any source.\"\n            fullWidth\n          />\n        ) : null}\n        {offers.includes('tags') ? (\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any tags.\"\n            fullWidth\n          />\n        ) : null}\n        {stageOptions.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label={object === 'leads' ? 'Status' : 'Lifecycle stage'}\n            value={stages}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setStages(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => stageOptions.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {stageOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {offers.includes('campaignIds') && campaigns.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Campaign\"\n            value={campaignIds}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setCampaignIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => campaigns.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {campaigns.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        <TextField\n          select\n          size=\"small\"\n          label=\"Owner\"\n          value={ownerUids}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setOwnerUids(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length\n                  ? (value as string[])\n                      .map((uid) => {\n                        const member = members.find((entry) => entry.uid === uid)\n                        return member ? crmMemberPickerLabel(member) : uid\n                      })\n                      .join(', ')\n                  : 'Anyone',\n            },\n            inputLabel: { shrink: true },\n          }}\n          fullWidth\n        >\n          {members.map((member) => (\n            <MenuItem key={member.uid} value={member.uid}>\n              {crmMemberPickerLabel(member)}\n            </MenuItem>\n          ))}\n        </TextField>\n        <FormControl>\n          <FormLabel>{'Shared with'}</FormLabel>\n          <FormGroup>\n            <FormControlLabel\n              control={\n                <Checkbox checked={allSites} onChange={(event) => setAllSites(event.target.checked)} />\n              }\n              label=\"All sites, including sites added later\"\n            />\n            {sites.map((site) => (\n              <FormControlLabel\n                key={site.id}\n                control={\n                  <Checkbox\n                    checked={allSites || targets.includes(site.id)}\n                    disabled={allSites}\n                    onChange={(event) =>\n                      setTargets((current) =>\n                        event.target.checked\n                          ? [...current, site.id]\n                          : current.filter((id) => id !== site.id),\n                      )\n                    }\n                  />\n                }\n                label={site.name}\n              />\n            ))}\n          </FormGroup>\n        </FormControl>\n        <FormControl>\n          <FormLabel>{'Access'}</FormLabel>\n          <RadioGroup\n            value={access}\n            onChange={(event) => setAccess(event.target.value === 'edit' ? 'edit' : 'read')}\n          >\n            <FormControlLabel value=\"read\" control={<Radio size=\"small\" />} label=\"Read-only\" />\n            <FormControlLabel value=\"edit\" control={<Radio size=\"small\" />} label=\"Read and edit\" />\n          </RadioGroup>\n        </FormControl>\n        <FormControlLabel\n          control={<Switch checked={enabled} onChange={(event) => setEnabled(event.target.checked)} />}\n          label=\"On\"\n        />\n        {!enabled ? (\n          <FormHelperText>{'Off keeps the rule and takes away what it shared.'}</FormHelperText>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button variant=\"contained\" disabled={!canSubmit} onClick={submit}>\n            {rule ? 'Save rule' : 'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nSharingRuleDrawer.displayName = 'SharingRuleDrawer'\n\nexport default SharingRuleDrawer\n"],"names":["CONTACT_LIFECYCLE_STAGE_LABELS","CONTACT_LIFECYCLE_STAGES","CRM_LEAD_STATUS_LABELS","CRM_LEAD_STATUSES","crmMemberPickerLabel","hostIdsFromScope","ORG_SCOPE_TOKEN","Button","Checkbox","Drawer","FormControl","FormControlLabel","FormGroup","FormHelperText","FormLabel","MenuItem","Radio","RadioGroup","Stack","Switch","TextField","Typography","useEffect","useState","CRM_SHARING_CRITERIA_FOR","CRM_SHARING_OBJECT_LABELS","CRM_SHARING_OBJECTS","splitList","text","Set","split","map","entry","trim","filter","Boolean","slice","SharingRuleDrawer","props","open","onClose","rule","sites","members","campaigns","busy","onSubmit","name","setName","object","setObject","enabled","setEnabled","sourceHostIds","setSourceHostIds","leadSources","setLeadSources","tags","setTags","stages","setStages","ownerUids","setOwnerUids","campaignIds","setCampaignIds","allSites","setAllSites","targets","setTargets","access","setAccess","criteria","join","includes","offers","stageOptions","value","label","canSubmit","length","submit","tag","toLowerCase","id","siteName","find","site","anchor","undefined","spacing","sx","width","maxWidth","p","variant","color","size","onChange","event","target","slotProps","htmlInput","maxLength","required","fullWidth","select","disabled","helperText","option","many","Array","isArray","String","multiple","displayEmpty","renderValue","inputLabel","shrink","uid","member","control","checked","current","direction","onClick","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,8BAA8B,EAC9BC,wBAAwB,EACxBC,sBAAsB,EACtBC,iBAAiB,EACjBC,oBAAoB,QACf,eAAc;AACrB,SAASC,gBAAgB,EAAEC,eAAe,QAAQ,sCAAqC;AACvF,SACEC,MAAM,EACNC,QAAQ,EACRC,MAAM,EACNC,WAAW,EACXC,gBAAgB,EAChBC,SAAS,EACTC,cAAc,EACdC,SAAS,EACTC,QAAQ,EACRC,KAAK,EACLC,UAAU,EACVC,KAAK,EACLC,MAAM,EACNC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAE3C,SACEC,wBAAwB,EACxBC,yBAAyB,EACzBC,mBAAmB,QAMd,0BAAsB;AA0B7B,MAAMC,YAAY,CAACC,OACjB;WAAI,IAAIC,IAAID,KAAKE,KAAK,CAAC,KAAKC,GAAG,CAAC,CAACC,QAAUA,MAAMC,IAAI,IAAIC,MAAM,CAACC;KAAU,CAACC,KAAK,CAAC,GAAG;AAEtF;;;;CAIC,GACD,OAAO,SAASC,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,IAAI,EAAEC,KAAK,EAAEC,OAAO,EAAEC,SAAS,EAAEC,IAAI,EAAEC,QAAQ,EAAE,GAAGR;IAC3E,MAAM,CAACS,MAAMC,QAAQ,GAAGzB,SAAS;IACjC,MAAM,CAAC0B,QAAQC,UAAU,GAAG3B,SAA2B;IACvD,MAAM,CAAC4B,SAASC,WAAW,GAAG7B,SAAS;IACvC,MAAM,CAAC8B,eAAeC,iBAAiB,GAAG/B,SAAmB,EAAE;IAC/D,MAAM,CAACgC,aAAaC,eAAe,GAAGjC,SAAS;IAC/C,MAAM,CAACkC,MAAMC,QAAQ,GAAGnC,SAAS;IACjC,MAAM,CAACoC,QAAQC,UAAU,GAAGrC,SAAmB,EAAE;IACjD,MAAM,CAACsC,WAAWC,aAAa,GAAGvC,SAAmB,EAAE;IACvD,MAAM,CAACwC,aAAaC,eAAe,GAAGzC,SAAmB,EAAE;IAC3D,MAAM,CAAC0C,UAAUC,YAAY,GAAG3C,SAAS;IACzC,MAAM,CAAC4C,SAASC,WAAW,GAAG7C,SAAmB,EAAE;IACnD,MAAM,CAAC8C,QAAQC,UAAU,GAAG/C,SAAyB;IAErDD,UAAU;;QACR,IAAI,CAACiB,MAAM;QACXS,gBAAQP,wBAAAA,KAAMM,IAAI,mBAAI;QACtBG,mBAAUT,wBAAAA,KAAMQ,MAAM,oBAAI;QAC1BG,oBAAWX,wBAAAA,KAAMU,OAAO,oBAAI;QAC5BG,0BAAiBb,wBAAAA,KAAMY,aAAa,oBAAI,EAAE;QAC1CG,eAAe,UAACf,wBAAAA,KAAM8B,QAAQ,CAAChB,WAAW,oBAAI,EAAE,EAAEiB,IAAI,CAAC;QACvDd,QAAQ,UAACjB,wBAAAA,KAAM8B,QAAQ,CAACd,IAAI,oBAAI,EAAE,EAAEe,IAAI,CAAC;QACzCZ,mBAAUnB,wBAAAA,KAAM8B,QAAQ,CAACZ,MAAM,oBAAI,EAAE;QACrCG,sBAAarB,wBAAAA,KAAM8B,QAAQ,CAACV,SAAS,oBAAI,EAAE;QAC3CG,wBAAevB,wBAAAA,KAAM8B,QAAQ,CAACR,WAAW,oBAAI,EAAE;QAC/CG,YAAYzB,OAAOA,KAAK0B,OAAO,CAACM,QAAQ,CAACnE,mBAAmB;QAC5D8D,WAAW3B,OAAOpC,iBAAiBoC,KAAK0B,OAAO,IAAI,EAAE;QACrDG,mBAAU7B,wBAAAA,KAAM4B,MAAM,oBAAI;IAC5B,GAAG;QAAC9B;QAAME;KAAK;IAEf,MAAMiC,SAASlD,wBAAwB,CAACyB,OAAO;IAC/C,MAAM0B,eACJ1B,WAAW,UACP9C,kBAAkB4B,GAAG,CAAC,CAAC6C,QAAW,CAAA;YAAEA;YAAOC,OAAO3E,sBAAsB,CAAC0E,MAAM;QAAC,CAAA,KAChF3B,WAAW,aACThD,yBAAyB8B,GAAG,CAAC,CAAC6C,QAAW,CAAA;YACvCA;YACAC,OAAO7E,8BAA8B,CAAC4E,MAAM;QAC9C,CAAA,KACA,EAAE;IACV,MAAME,YACJ,CAACjC,QAAQE,KAAKd,IAAI,GAAG8C,MAAM,GAAG,KAAMd,CAAAA,YAAYE,QAAQY,MAAM,GAAG,CAAA;IAEnE,MAAMC,SAAS;QACb,IAAI,CAACF,WAAW;QAChB,MAAMP,WAA+B,CAAC;QACtC,IAAIG,OAAOD,QAAQ,CAAC,kBAAkB9C,UAAU4B,aAAawB,MAAM,EAAE;YACnER,SAAShB,WAAW,GAAG5B,UAAU4B;QACnC;QACA,IAAImB,OAAOD,QAAQ,CAAC,WAAW9C,UAAU8B,MAAMsB,MAAM,EAAE;YACrDR,SAASd,IAAI,GAAG9B,UAAU8B,MAAM1B,GAAG,CAAC,CAACkD,MAAQA,IAAIC,WAAW;QAC9D;QACA,IAAIP,aAAaI,MAAM,IAAIpB,OAAOoB,MAAM,EAAER,SAASZ,MAAM,GAAGA;QAC5D,IAAIe,OAAOD,QAAQ,CAAC,gBAAgBZ,UAAUkB,MAAM,EAAER,SAASV,SAAS,GAAGA;QAC3E,IAAIa,OAAOD,QAAQ,CAAC,kBAAkBV,YAAYgB,MAAM,EAAER,SAASR,WAAW,GAAGA;QACjFjB,SAAS,aACHL,OAAO;YAAE0C,IAAI1C,KAAK0C,EAAE;QAAC,IAAI,CAAC;YAC9BpC,MAAMA,KAAKd,IAAI;YACfgB;YACAE;YACAE;YACAkB;YACAJ,SAASF,WAAW,QAAQE;YAC5BE;;IAEJ;IAEA,MAAMe,WAAW,CAACD;;YAAezC;wBAAAA,cAAAA,MAAM2C,IAAI,CAAC,CAACC,OAASA,KAAKH,EAAE,KAAKA,wBAAjCzC,YAAsCK,IAAI,mBAAIoC;;IAC/E,qBACE,KAAC1E;QAAO8E,QAAO;QAAQhD,MAAMA;QAAMC,SAASK,OAAO2C,YAAYhD;kBAC7D,cAAA,MAACtB;YAAMuE,SAAS;YAAGC,IAAI;gBAAEC,OAAO;gBAAKC,UAAU;gBAASC,GAAG;YAAE;;8BAC3D,KAACxE;oBAAWyE,SAAQ;8BAAMrD,OAAO,sBAAsB;;8BACvD,KAACpB;oBAAWyE,SAAQ;oBAAQC,OAAM;8BAC/B,qFACC,oFACA;;8BAEJ,KAAC3E;oBACC4E,MAAK;oBACLnB,OAAM;oBACND,OAAO7B;oBACPkD,UAAU,CAACC,QAAUlD,QAAQkD,MAAMC,MAAM,CAACvB,KAAK;oBAC/CwB,WAAW;wBAAEC,WAAW;4BAAEC,WAAW;wBAAI;oBAAE;oBAC3CC,QAAQ;oBACRC,SAAS;;8BAEX,KAAC1F;8BAAW;;8BACZ,KAACM;oBACCqF,MAAM;oBACNT,MAAK;oBACLnB,OAAM;oBACND,OAAO3B;oBACPgD,UAAU,CAACC;wBACThD,UAAUgD,MAAMC,MAAM,CAACvB,KAAK;wBAC5BhB,UAAU,EAAE;oBACd;oBACA8C,UAAUvE,QAAQM;oBAClBkE,YAAYlE,OAAO,qDAAqD+C;oBACxEgB,SAAS;8BAER9E,oBAAoBK,GAAG,CAAC,CAAC6E,uBACxB,KAAC7F;4BAAsB6D,OAAOgC;sCAC3BnF,yBAAyB,CAACmF,OAAO,CAACC,IAAI;2BAD1BD;;8BAKnB,KAACxF;oBACCqF,MAAM;oBACNT,MAAK;oBACLnB,OAAM;oBACND,OAAOvB;oBACP4C,UAAU,CAACC;wBACT,MAAMtB,QAAQsB,MAAMC,MAAM,CAACvB,KAAK;wBAChCtB,iBAAiBwD,MAAMC,OAAO,CAACnC,SAAUA,QAAqBoC,OAAOpC,OAAO9C,KAAK,CAAC;oBACpF;oBACAsE,WAAW;wBACTK,QAAQ;4BACNQ,UAAU;4BACVC,cAAc;4BACdC,aAAa,CAACvC,QACZ,AAACA,MAAmBG,MAAM,GAAG,AAACH,MAAmB7C,GAAG,CAACqD,UAAUZ,IAAI,CAAC,QAAQ;wBAChF;wBACA4C,YAAY;4BAAEC,QAAQ;wBAAK;oBAC7B;oBACAV,YAAW;oBACXH,SAAS;8BAER9D,MAAMX,GAAG,CAAC,CAACuD,qBACV,KAACvE;4BAAuB6D,OAAOU,KAAKH,EAAE;sCACnCG,KAAKvC,IAAI;2BADGuC,KAAKH,EAAE;;gBAKzBT,OAAOD,QAAQ,CAAC,+BACf,KAACrD;oBACC4E,MAAK;oBACLnB,OAAM;oBACND,OAAOrB;oBACP0C,UAAU,CAACC,QAAU1C,eAAe0C,MAAMC,MAAM,CAACvB,KAAK;oBACtD+B,YAAW;oBACXH,SAAS;qBAET;gBACH9B,OAAOD,QAAQ,CAAC,wBACf,KAACrD;oBACC4E,MAAK;oBACLnB,OAAM;oBACND,OAAOnB;oBACPwC,UAAU,CAACC,QAAUxC,QAAQwC,MAAMC,MAAM,CAACvB,KAAK;oBAC/C+B,YAAW;oBACXH,SAAS;qBAET;gBACH7B,aAAaI,MAAM,iBAClB,KAAC3D;oBACCqF,MAAM;oBACNT,MAAK;oBACLnB,OAAO5B,WAAW,UAAU,WAAW;oBACvC2B,OAAOjB;oBACPsC,UAAU,CAACC;wBACT,MAAMtB,QAAQsB,MAAMC,MAAM,CAACvB,KAAK;wBAChChB,UAAUkD,MAAMC,OAAO,CAACnC,SAAUA,QAAqBoC,OAAOpC,OAAO9C,KAAK,CAAC;oBAC7E;oBACAsE,WAAW;wBACTK,QAAQ;4BACNQ,UAAU;4BACVC,cAAc;4BACdC,aAAa,CAACvC,QACZ,AAACA,MAAmBG,MAAM,GACtB,AAACH,MACE7C,GAAG,CAAC,CAACoD;;wCAAOR;oDAAAA,qBAAAA,aAAaU,IAAI,CAAC,CAACuB,SAAWA,OAAOhC,KAAK,KAAKO,wBAA/CR,mBAAoDE,KAAK,mBAAIM;mCACzEX,IAAI,CAAC,QACR;wBACR;wBACA4C,YAAY;4BAAEC,QAAQ;wBAAK;oBAC7B;oBACAb,SAAS;8BAER7B,aAAa5C,GAAG,CAAC,CAAC6E,uBACjB,KAAC7F;4BAA4B6D,OAAOgC,OAAOhC,KAAK;sCAC7CgC,OAAO/B,KAAK;2BADA+B,OAAOhC,KAAK;qBAK7B;gBACHF,OAAOD,QAAQ,CAAC,kBAAkB7B,UAAUmC,MAAM,iBACjD,KAAC3D;oBACCqF,MAAM;oBACNT,MAAK;oBACLnB,OAAM;oBACND,OAAOb;oBACPkC,UAAU,CAACC;wBACT,MAAMtB,QAAQsB,MAAMC,MAAM,CAACvB,KAAK;wBAChCZ,eAAe8C,MAAMC,OAAO,CAACnC,SAAUA,QAAqBoC,OAAOpC,OAAO9C,KAAK,CAAC;oBAClF;oBACAsE,WAAW;wBACTK,QAAQ;4BACNQ,UAAU;4BACVC,cAAc;4BACdC,aAAa,CAACvC,QACZ,AAACA,MAAmBG,MAAM,GACtB,AAACH,MACE7C,GAAG,CAAC,CAACoD;;wCAAOvC;oDAAAA,kBAAAA,UAAUyC,IAAI,CAAC,CAACuB,SAAWA,OAAOhC,KAAK,KAAKO,wBAA5CvC,gBAAiDiC,KAAK,mBAAIM;mCACtEX,IAAI,CAAC,QACR;wBACR;wBACA4C,YAAY;4BAAEC,QAAQ;wBAAK;oBAC7B;oBACAb,SAAS;8BAER5D,UAAUb,GAAG,CAAC,CAAC6E,uBACd,KAAC7F;4BAA4B6D,OAAOgC,OAAOhC,KAAK;sCAC7CgC,OAAO/B,KAAK;2BADA+B,OAAOhC,KAAK;qBAK7B;8BACJ,KAACxD;oBACCqF,MAAM;oBACNT,MAAK;oBACLnB,OAAM;oBACND,OAAOf;oBACPoC,UAAU,CAACC;wBACT,MAAMtB,QAAQsB,MAAMC,MAAM,CAACvB,KAAK;wBAChCd,aAAagD,MAAMC,OAAO,CAACnC,SAAUA,QAAqBoC,OAAOpC,OAAO9C,KAAK,CAAC;oBAChF;oBACAsE,WAAW;wBACTK,QAAQ;4BACNQ,UAAU;4BACVC,cAAc;4BACdC,aAAa,CAACvC,QACZ,AAACA,MAAmBG,MAAM,GACtB,AAACH,MACE7C,GAAG,CAAC,CAACuF;oCACJ,MAAMC,SAAS5E,QAAQ0C,IAAI,CAAC,CAACrD,QAAUA,MAAMsF,GAAG,KAAKA;oCACrD,OAAOC,SAASnH,qBAAqBmH,UAAUD;gCACjD,GACC9C,IAAI,CAAC,QACR;wBACR;wBACA4C,YAAY;4BAAEC,QAAQ;wBAAK;oBAC7B;oBACAb,SAAS;8BAER7D,QAAQZ,GAAG,CAAC,CAACwF,uBACZ,KAACxG;4BAA0B6D,OAAO2C,OAAOD,GAAG;sCACzClH,qBAAqBmH;2BADTA,OAAOD,GAAG;;8BAK7B,MAAC5G;;sCACC,KAACI;sCAAW;;sCACZ,MAACF;;8CACC,KAACD;oCACC6G,uBACE,KAAChH;wCAASiH,SAASxD;wCAAUgC,UAAU,CAACC,QAAUhC,YAAYgC,MAAMC,MAAM,CAACsB,OAAO;;oCAEpF5C,OAAM;;gCAEPnC,MAAMX,GAAG,CAAC,CAACuD,qBACV,KAAC3E;wCAEC6G,uBACE,KAAChH;4CACCiH,SAASxD,YAAYE,QAAQM,QAAQ,CAACa,KAAKH,EAAE;4CAC7CuB,UAAUzC;4CACVgC,UAAU,CAACC,QACT9B,WAAW,CAACsD,UACVxB,MAAMC,MAAM,CAACsB,OAAO,GAChB;2DAAIC;wDAASpC,KAAKH,EAAE;qDAAC,GACrBuC,QAAQxF,MAAM,CAAC,CAACiD,KAAOA,OAAOG,KAAKH,EAAE;;wCAKjDN,OAAOS,KAAKvC,IAAI;uCAdXuC,KAAKH,EAAE;;;;;8BAmBpB,MAACzE;;sCACC,KAACI;sCAAW;;sCACZ,MAACG;4BACC2D,OAAOP;4BACP4B,UAAU,CAACC,QAAU5B,UAAU4B,MAAMC,MAAM,CAACvB,KAAK,KAAK,SAAS,SAAS;;8CAExE,KAACjE;oCAAiBiE,OAAM;oCAAO4C,uBAAS,KAACxG;wCAAMgF,MAAK;;oCAAYnB,OAAM;;8CACtE,KAAClE;oCAAiBiE,OAAM;oCAAO4C,uBAAS,KAACxG;wCAAMgF,MAAK;;oCAAYnB,OAAM;;;;;;8BAG1E,KAAClE;oBACC6G,uBAAS,KAACrG;wBAAOsG,SAAStE;wBAAS8C,UAAU,CAACC,QAAU9C,WAAW8C,MAAMC,MAAM,CAACsB,OAAO;;oBACvF5C,OAAM;;gBAEP,CAAC1B,wBACA,KAACtC;8BAAgB;qBACf;8BACJ,MAACK;oBAAMyG,WAAU;oBAAMlC,SAAS;;sCAC9B,KAAClF;4BAAOuF,SAAQ;4BAAYY,UAAU,CAAC5B;4BAAW8C,SAAS5C;sCACxDvC,OAAO,cAAc;;sCAExB,KAAClC;4BAAOqH,SAASpF;4BAASkE,UAAU7D;sCACjC;;;;;;;AAMb;AACAR,kBAAkBwF,WAAW,GAAG;AAEhC,eAAexF,kBAAiB"}

package/src/lib/components/sharing-rules-card.d.ts

@@ -0,0 +1,24 @@
+import type { CrmOrgDoc } from '../hooks/use-crm-scope';
+export interface SharingRulesCardProps {
+    orgId: string | null;
+    org: CrmOrgDoc;
+    canManage: boolean;
+    ready: boolean;
+}
+/**
+ * SHARING RULES — the organization's automated sharing (AGL-3336).
+ *
+ * A rule shares every record it matches with other sites: the existing ones
+ * through a recompute that runs when the rule is saved, with its progress
+ * on the row, and every later capture or change through the record-written
+ * seam. The recompute runs in passes; the card keeps asking while the page
+ * is open, and a rule whose run stopped offers Resume.
+ *
+ * Mounted at the organization level only: a rule is a fact about the org,
+ * and its targets are the org's sites.
+ */
+export declare function SharingRulesCard(props: SharingRulesCardProps): import("react").JSX.Element;
+export declare namespace SharingRulesCard {
+    var displayName: string;
+}
+export default SharingRulesCard;

package/src/lib/components/sharing-rules-card.js

@@ -0,0 +1,287 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CRM_LEAD_STATUS_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
+import { mdiDeleteOutline, mdiPencilOutline, mdiRefresh } from "@aglyn/shared-data-mdi";
+import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
+import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
+import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useUser } from "@aglyn/tenant-feature-instance";
+import { Button, LinearProgress, Stack, TableBody, TableCell, TableHead, TableRow, Typography } from "@mui/material";
+import { useCallback, useState } from "react";
+import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
+import { useCrmSharingRules, useCrmSharingSites } from "../hooks/use-crm-sharing.js";
+import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
+import { CRM_SHARING_RULES_MAX, describeShareTargets, describeSharingRuleScope } from "../model/crm-sharing.js";
+import { callCrmSharing } from "../model/crm-sharing-api.js";
+import { SharingRuleDrawer } from "./sharing-rule-drawer.js";
+/** How far a rule's recompute has got, as the table shows it. */ function runLabel(rule) {
+    var _run_error;
+    const run = rule.run;
+    if (rule.deleting) return 'Removing what it shared…';
+    if (!run) return rule.enabled ? 'On' : 'Off';
+    if (run.status === 'running') {
+        return `${run.mode === 'remove' ? 'Removing' : 'Applying'} — ${run.processed} checked, ${run.changed} changed`;
+    }
+    if (run.status === 'failed') return (_run_error = run.error) != null ? _run_error : 'Stopped';
+    return `${rule.enabled ? 'On' : 'Off'} — ${run.changed} ${run.changed === 1 ? 'record' : 'records'} changed`;
+}
+/**
+ * SHARING RULES — the organization's automated sharing (AGL-3336).
+ *
+ * A rule shares every record it matches with other sites: the existing ones
+ * through a recompute that runs when the rule is saved, with its progress
+ * on the row, and every later capture or change through the record-written
+ * seam. The recompute runs in passes; the card keeps asking while the page
+ * is open, and a rule whose run stopped offers Resume.
+ *
+ * Mounted at the organization level only: a rule is a fact about the org,
+ * and its targets are the org's sites.
+ */ export function SharingRulesCard(props) {
+    const { orgId, org, canManage, ready } = props;
+    const { data: user } = useUser();
+    const { enqueueSnackbar } = useSnackbar();
+    const rules = useCrmSharingRules(org);
+    const sites = useCrmSharingSites({
+        hostId: null,
+        orgId,
+        enabled: canManage
+    });
+    const roster = useOrgMemberDirectory(orgId);
+    const campaigns = useCrmCampaigns({
+        hostId: null,
+        orgId
+    }, {
+        enabled: canManage
+    });
+    const [editing, setEditing] = useState(null);
+    const [drawerOpen, setDrawerOpen] = useState(false);
+    const [busy, setBusy] = useState(false);
+    const scope = orgId ? {
+        orgId
+    } : null;
+    /** One action, then `rule-continue` until the rule's run has nothing left. */ const run = useCallback(async (action, body, said)=>{
+        if (!scope) return;
+        setBusy(true);
+        try {
+            var _ref, _body_ruleId;
+            var _answer_rule;
+            let answer = await callCrmSharing(user, scope, action, body);
+            const ruleId = (_ref = (_answer_rule = answer.rule) == null ? void 0 : _answer_rule.id) != null ? _ref : String((_body_ruleId = body['ruleId']) != null ? _body_ruleId : '');
+            while(answer.more && ruleId){
+                answer = await callCrmSharing(user, scope, 'rule-continue', {
+                    ruleId
+                });
+            }
+            enqueueSnackbar(said, {
+                variant: 'success',
+                persist: false
+            });
+            setDrawerOpen(false);
+        } catch (error) {
+            enqueueSnackbar(error.message, {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setBusy(false);
+        }
+    }, // `scope` is rebuilt from `orgId` every render.
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+    [
+        user,
+        orgId,
+        enqueueSnackbar
+    ]);
+    const save = (draft)=>void run('rule-save', {
+            rule: draft
+        }, draft.id ? 'Rule saved' : 'Rule added');
+    const canEdit = ready && canManage && !busy;
+    const stageLabel = (id)=>{
+        var _ref, _CRM_LEAD_STATUS_LABELS_id;
+        return (_ref = (_CRM_LEAD_STATUS_LABELS_id = CRM_LEAD_STATUS_LABELS[id]) != null ? _CRM_LEAD_STATUS_LABELS_id : CONTACT_LIFECYCLE_STAGE_LABELS[id]) != null ? _ref : id;
+    };
+    return /*#__PURE__*/ _jsxs(CardDisplay, {
+        header: 'Sharing rules',
+        help: pluginDocsHelp('crmSharing', {
+            anchor: '#sharing-rules'
+        }),
+        contentGutterX: true,
+        contentGutterY: true,
+        contentBordered: "all",
+        HeaderProps: {
+            action: /*#__PURE__*/ _jsx(Button, {
+                variant: "contained",
+                disabled: !canEdit || rules.length >= CRM_SHARING_RULES_MAX,
+                onClick: ()=>{
+                    setEditing(null);
+                    setDrawerOpen(true);
+                },
+                children: 'Add rule'
+            })
+        },
+        children: [
+            /*#__PURE__*/ _jsxs(Stack, {
+                spacing: 2,
+                children: [
+                    /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: "text.secondary",
+                        children: 'Share leads, contacts, companies or deals captured on one site with other sites, ' + 'automatically. A rule applies to the records you have now and to every one captured ' + 'or changed later. Sharing is visibility only: a site never gains a person’s consent ' + 'through it.'
+                    }),
+                    busy ? /*#__PURE__*/ _jsx(LinearProgress, {}) : null,
+                    rules.length === 0 ? /*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: "text.secondary",
+                        children: 'No sharing rules. Every record is visible only to the sites that captured it.'
+                    }) : /*#__PURE__*/ _jsxs(ScrollTable, {
+                        size: "small",
+                        children: [
+                            /*#__PURE__*/ _jsx(TableHead, {
+                                children: /*#__PURE__*/ _jsxs(TableRow, {
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            children: 'Rule'
+                                        }),
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            children: 'Which records'
+                                        }),
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            children: 'Shared with'
+                                        }),
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            children: 'Status'
+                                        }),
+                                        /*#__PURE__*/ _jsx(TableCell, {
+                                            align: "right"
+                                        })
+                                    ]
+                                })
+                            }),
+                            /*#__PURE__*/ _jsx(TableBody, {
+                                children: rules.map((rule)=>/*#__PURE__*/ _jsxs(TableRow, {
+                                        hover: true,
+                                        children: [
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: /*#__PURE__*/ _jsx(Typography, {
+                                                    variant: "body2",
+                                                    children: rule.name
+                                                })
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: /*#__PURE__*/ _jsx(Typography, {
+                                                    variant: "body2",
+                                                    children: describeSharingRuleScope(rule, sites.siteName, {
+                                                        owner: roster.nameOf,
+                                                        stage: stageLabel
+                                                    })
+                                                })
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: /*#__PURE__*/ _jsx(Typography, {
+                                                    variant: "body2",
+                                                    children: `${describeShareTargets(rule.targets, sites.siteName)}, ${rule.access === 'edit' ? 'read and edit' : 'read-only'}`
+                                                })
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                children: /*#__PURE__*/ _jsx(Typography, {
+                                                    variant: "body2",
+                                                    color: "text.secondary",
+                                                    children: runLabel(rule)
+                                                })
+                                            }),
+                                            /*#__PURE__*/ _jsx(TableCell, {
+                                                align: "right",
+                                                sx: {
+                                                    width: 56
+                                                },
+                                                children: /*#__PURE__*/ _jsx(RowActionsMenu, {
+                                                    label: rule.name,
+                                                    items: [
+                                                        {
+                                                            key: 'edit',
+                                                            label: 'Edit rule',
+                                                            icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                                path: mdiPencilOutline.path,
+                                                                size: 0.8
+                                                            }),
+                                                            disabled: !canEdit || rule.deleting === true,
+                                                            onClick: ()=>{
+                                                                setEditing(rule);
+                                                                setDrawerOpen(true);
+                                                            }
+                                                        },
+                                                        ...rule.run && rule.run.status !== 'done' ? [
+                                                            {
+                                                                key: 'resume',
+                                                                label: 'Resume',
+                                                                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                                    path: mdiRefresh.path,
+                                                                    size: 0.8
+                                                                }),
+                                                                disabled: !canEdit,
+                                                                onClick: ()=>void run('rule-continue', {
+                                                                        ruleId: rule.id
+                                                                    }, 'Rule applied')
+                                                            }
+                                                        ] : [],
+                                                        {
+                                                            key: 'delete',
+                                                            label: 'Delete rule',
+                                                            icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                                path: mdiDeleteOutline.path,
+                                                                size: 0.8
+                                                            }),
+                                                            destructive: true,
+                                                            disabled: !canEdit,
+                                                            onClick: ()=>void run('rule-delete', {
+                                                                    ruleId: rule.id
+                                                                }, 'Rule deleted')
+                                                        }
+                                                    ]
+                                                })
+                                            })
+                                        ]
+                                    }, rule.id))
+                            })
+                        ]
+                    }),
+                    ready && !canManage ? /*#__PURE__*/ _jsx(Typography, {
+                        variant: "caption",
+                        color: "text.secondary",
+                        children: 'Only a workspace owner or admin can change sharing rules.'
+                    }) : null
+                ]
+            }),
+            /*#__PURE__*/ _jsx(SharingRuleDrawer, {
+                open: drawerOpen,
+                onClose: ()=>setDrawerOpen(false),
+                rule: editing,
+                sites: sites.sites,
+                members: roster.members,
+                campaigns: campaigns.options,
+                busy: busy,
+                onSubmit: save
+            })
+        ]
+    });
+}
+SharingRulesCard.displayName = 'SharingRulesCard';
+export default SharingRulesCard;
+
+//# sourceMappingURL=sharing-rules-card.js.map

package/src/lib/components/sharing-rules-card.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rules-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  type ContactLifecycleStage,\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadStatus,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline, mdiRefresh } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } 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 { useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  LinearProgress,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_RULES_MAX,\n  type CrmSharingAction,\n  type CrmSharingRule,\n  describeShareTargets,\n  describeSharingRuleScope,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { SharingRuleDrawer, type SharingRuleDraft } from './sharing-rule-drawer'\n\nexport interface SharingRulesCardProps {\n  orgId: string | null\n  org: CrmOrgDoc\n  canManage: boolean\n  ready: boolean\n}\n\n/** How far a rule's recompute has got, as the table shows it. */\nfunction runLabel(rule: CrmSharingRule): string {\n  const run = rule.run\n  if (rule.deleting) return 'Removing what it shared…'\n  if (!run) return rule.enabled ? 'On' : 'Off'\n  if (run.status === 'running') {\n    return `${run.mode === 'remove' ? 'Removing' : 'Applying'} — ${run.processed} checked, ${run.changed} changed`\n  }\n  if (run.status === 'failed') return run.error ?? 'Stopped'\n  return `${rule.enabled ? 'On' : 'Off'} — ${run.changed} ${run.changed === 1 ? 'record' : 'records'} changed`\n}\n\n/**\n * SHARING RULES — the organization's automated sharing (AGL-3336).\n *\n * A rule shares every record it matches with other sites: the existing ones\n * through a recompute that runs when the rule is saved, with its progress\n * on the row, and every later capture or change through the record-written\n * seam. The recompute runs in passes; the card keeps asking while the page\n * is open, and a rule whose run stopped offers Resume.\n *\n * Mounted at the organization level only: a rule is a fact about the org,\n * and its targets are the org's sites.\n */\nexport function SharingRulesCard(props: SharingRulesCardProps) {\n  const { orgId, org, canManage, ready } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const rules = useCrmSharingRules(org)\n  const sites = useCrmSharingSites({ hostId: null, orgId, enabled: canManage })\n  const roster = useOrgMemberDirectory(orgId)\n  const campaigns = useCrmCampaigns({ hostId: null, orgId }, { enabled: canManage })\n  const [editing, setEditing] = useState<CrmSharingRule | null>(null)\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const scope = orgId ? { orgId } : null\n\n  /** One action, then `rule-continue` until the rule's run has nothing left. */\n  const run = useCallback(\n    async (action: CrmSharingAction, body: Record<string, unknown>, said: string) => {\n      if (!scope) return\n      setBusy(true)\n      try {\n        let answer = await callCrmSharing(user, scope, action, body)\n        const ruleId = answer.rule?.id ?? String(body['ruleId'] ?? '')\n        while (answer.more && ruleId) {\n          answer = await callCrmSharing(user, scope, 'rule-continue', { ruleId })\n        }\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n        setDrawerOpen(false)\n      } catch (error) {\n        enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    // `scope` is rebuilt from `orgId` every render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [user, orgId, enqueueSnackbar],\n  )\n\n  const save = (draft: SharingRuleDraft) =>\n    void run('rule-save', { rule: draft }, draft.id ? 'Rule saved' : 'Rule added')\n\n  const canEdit = ready && canManage && !busy\n  const stageLabel = (id: string) =>\n    CRM_LEAD_STATUS_LABELS[id as CrmLeadStatus] ??\n    CONTACT_LIFECYCLE_STAGE_LABELS[id as ContactLifecycleStage] ??\n    id\n  return (\n    <CardDisplay\n      header={'Sharing rules'}\n      help={pluginDocsHelp('crmSharing', { anchor: '#sharing-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || rules.length >= CRM_SHARING_RULES_MAX}\n            onClick={() => {\n              setEditing(null)\n              setDrawerOpen(true)\n            }}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Share leads, contacts, companies or deals captured on one site with other sites, ' +\n            'automatically. A rule applies to the records you have now and to every one captured ' +\n            'or changed later. Sharing is visibility only: a site never gains a person’s consent ' +\n            'through it.'}\n        </Typography>\n        {busy ? <LinearProgress /> : null}\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No sharing rules. Every record is visible only to the sites that captured it.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Rule'}</TableCell>\n                <TableCell>{'Which records'}</TableCell>\n                <TableCell>{'Shared with'}</TableCell>\n                <TableCell>{'Status'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule) => (\n                <TableRow key={rule.id} hover>\n                  <TableCell>\n                    <Typography variant=\"body2\">{rule.name}</Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {describeSharingRuleScope(rule, sites.siteName, {\n                        owner: roster.nameOf,\n                        stage: stageLabel,\n                      })}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {`${describeShareTargets(rule.targets, sites.siteName)}, ${\n                        rule.access === 'edit' ? 'read and edit' : 'read-only'\n                      }`}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {runLabel(rule)}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu\n                      label={rule.name}\n                      items={[\n                        {\n                          key: 'edit',\n                          label: 'Edit rule',\n                          icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n                          disabled: !canEdit || rule.deleting === true,\n                          onClick: () => {\n                            setEditing(rule)\n                            setDrawerOpen(true)\n                          },\n                        },\n                        ...(rule.run && rule.run.status !== 'done'\n                          ? [\n                              {\n                                key: 'resume',\n                                label: 'Resume',\n                                icon: <MdiIcon path={mdiRefresh.path} size={0.8} />,\n                                disabled: !canEdit,\n                                onClick: () =>\n                                  void run('rule-continue', { ruleId: rule.id }, 'Rule applied'),\n                              },\n                            ]\n                          : []),\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: () =>\n                            void run('rule-delete', { ruleId: rule.id }, 'Rule deleted'),\n                        },\n                      ]}\n                    />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change sharing rules.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <SharingRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        rule={editing}\n        sites={sites.sites}\n        members={roster.members}\n        campaigns={campaigns.options}\n        busy={busy}\n        onSubmit={save}\n      />\n    </CardDisplay>\n  )\n}\nSharingRulesCard.displayName = 'SharingRulesCard'\n\nexport default SharingRulesCard\n"],"names":["CONTACT_LIFECYCLE_STAGE_LABELS","CRM_LEAD_STATUS_LABELS","pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","mdiRefresh","CardDisplay","MdiIcon","RowActionsMenu","ScrollTable","useSnackbar","useUser","Button","LinearProgress","Stack","TableBody","TableCell","TableHead","TableRow","Typography","useCallback","useState","useCrmCampaigns","useCrmSharingRules","useCrmSharingSites","useOrgMemberDirectory","CRM_SHARING_RULES_MAX","describeShareTargets","describeSharingRuleScope","callCrmSharing","SharingRuleDrawer","runLabel","rule","run","deleting","enabled","status","mode","processed","changed","error","SharingRulesCard","props","orgId","org","canManage","ready","data","user","enqueueSnackbar","rules","sites","hostId","roster","campaigns","editing","setEditing","drawerOpen","setDrawerOpen","busy","setBusy","scope","action","body","said","answer","ruleId","id","String","more","variant","persist","message","allowDuplicate","save","draft","canEdit","stageLabel","header","help","anchor","contentGutterX","contentGutterY","contentBordered","HeaderProps","disabled","length","onClick","spacing","color","size","align","map","hover","name","siteName","owner","nameOf","stage","targets","access","sx","width","label","items","key","icon","path","destructive","open","onClose","members","options","onSubmit","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,8BAA8B,EAE9BC,sBAAsB,EAEtBC,cAAc,QACT,eAAc;AACrB,SAASC,gBAAgB,EAAEC,gBAAgB,EAAEC,UAAU,QAAQ,yBAAwB;AACvF,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,OAAOC,oBAAoB,6DAA4D;AACvF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SACEC,MAAM,EACNC,cAAc,EACdC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAASC,eAAe,QAAQ,gCAA4B;AAC5D,SAASC,kBAAkB,EAAEC,kBAAkB,QAAQ,8BAA0B;AAEjF,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SACEC,qBAAqB,EAGrBC,oBAAoB,EACpBC,wBAAwB,QACnB,0BAAsB;AAC7B,SAASC,cAAc,QAAQ,8BAA0B;AACzD,SAASC,iBAAiB,QAA+B,2BAAuB;AAShF,+DAA+D,GAC/D,SAASC,SAASC,IAAoB;QAOAC;IANpC,MAAMA,MAAMD,KAAKC,GAAG;IACpB,IAAID,KAAKE,QAAQ,EAAE,OAAO;IAC1B,IAAI,CAACD,KAAK,OAAOD,KAAKG,OAAO,GAAG,OAAO;IACvC,IAAIF,IAAIG,MAAM,KAAK,WAAW;QAC5B,OAAO,GAAGH,IAAII,IAAI,KAAK,WAAW,aAAa,WAAW,GAAG,EAAEJ,IAAIK,SAAS,CAAC,UAAU,EAAEL,IAAIM,OAAO,CAAC,QAAQ,CAAC;IAChH;IACA,IAAIN,IAAIG,MAAM,KAAK,UAAU,QAAOH,aAAAA,IAAIO,KAAK,YAATP,aAAa;IACjD,OAAO,GAAGD,KAAKG,OAAO,GAAG,OAAO,MAAM,GAAG,EAAEF,IAAIM,OAAO,CAAC,CAAC,EAAEN,IAAIM,OAAO,KAAK,IAAI,WAAW,UAAU,QAAQ,CAAC;AAC9G;AAEA;;;;;;;;;;;CAWC,GACD,OAAO,SAASE,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,KAAK,EAAEC,GAAG,EAAEC,SAAS,EAAEC,KAAK,EAAE,GAAGJ;IACzC,MAAM,EAAEK,MAAMC,IAAI,EAAE,GAAGrC;IACvB,MAAM,EAAEsC,eAAe,EAAE,GAAGvC;IAC5B,MAAMwC,QAAQ3B,mBAAmBqB;IACjC,MAAMO,QAAQ3B,mBAAmB;QAAE4B,QAAQ;QAAMT;QAAOR,SAASU;IAAU;IAC3E,MAAMQ,SAAS5B,sBAAsBkB;IACrC,MAAMW,YAAYhC,gBAAgB;QAAE8B,QAAQ;QAAMT;IAAM,GAAG;QAAER,SAASU;IAAU;IAChF,MAAM,CAACU,SAASC,WAAW,GAAGnC,SAAgC;IAC9D,MAAM,CAACoC,YAAYC,cAAc,GAAGrC,SAAS;IAC7C,MAAM,CAACsC,MAAMC,QAAQ,GAAGvC,SAAS;IACjC,MAAMwC,QAAQlB,QAAQ;QAAEA;IAAM,IAAI;IAElC,4EAA4E,GAC5E,MAAMV,MAAMb,YACV,OAAO0C,QAA0BC,MAA+BC;QAC9D,IAAI,CAACH,OAAO;QACZD,QAAQ;QACR,IAAI;sBAEuCG;gBAA1BE;YADf,IAAIA,SAAS,MAAMpC,eAAemB,MAAMa,OAAOC,QAAQC;YACvD,MAAMG,kBAASD,eAAAA,OAAOjC,IAAI,qBAAXiC,aAAaE,EAAE,mBAAIC,QAAOL,eAAAA,IAAI,CAAC,SAAS,YAAdA,eAAkB;YAC3D,MAAOE,OAAOI,IAAI,IAAIH,OAAQ;gBAC5BD,SAAS,MAAMpC,eAAemB,MAAMa,OAAO,iBAAiB;oBAAEK;gBAAO;YACvE;YACAjB,gBAAgBe,MAAM;gBAAEM,SAAS;gBAAWC,SAAS;YAAM;YAC3Db,cAAc;QAChB,EAAE,OAAOlB,OAAO;YACdS,gBAAgB,AAACT,MAAgBgC,OAAO,EAAE;gBAAEF,SAAS;gBAASG,gBAAgB;YAAK;QACrF,SAAU;YACRb,QAAQ;QACV;IACF,GACA,gDAAgD;IAChD,uDAAuD;IACvD;QAACZ;QAAML;QAAOM;KAAgB;IAGhC,MAAMyB,OAAO,CAACC,QACZ,KAAK1C,IAAI,aAAa;YAAED,MAAM2C;QAAM,GAAGA,MAAMR,EAAE,GAAG,eAAe;IAEnE,MAAMS,UAAU9B,SAASD,aAAa,CAACc;IACvC,MAAMkB,aAAa,CAACV;YAClBlE,MAAAA;gBAAAA,QAAAA,6BAAAA,sBAAsB,CAACkE,GAAoB,YAA3ClE,6BACAD,8BAA8B,CAACmE,GAA4B,YAD3DlE,OAEAkE;;IACF,qBACE,MAAC7D;QACCwE,QAAQ;QACRC,MAAM7E,eAAe,cAAc;YAAE8E,QAAQ;QAAiB;QAC9DC,cAAc;QACdC,cAAc;QACdC,iBAAgB;QAChBC,aAAa;YACXtB,sBACE,KAAClD;gBACC0D,SAAQ;gBACRe,UAAU,CAACT,WAAW1B,MAAMoC,MAAM,IAAI5D;gBACtC6D,SAAS;oBACP/B,WAAW;oBACXE,cAAc;gBAChB;0BAEC;;QAGP;;0BAEA,MAAC5C;gBAAM0E,SAAS;;kCACd,KAACrE;wBAAWmD,SAAQ;wBAAQmB,OAAM;kCAC/B,sFACC,yFACA,yFACA;;oBAEH9B,qBAAO,KAAC9C,sBAAoB;oBAC5BqC,MAAMoC,MAAM,KAAK,kBAChB,KAACnE;wBAAWmD,SAAQ;wBAAQmB,OAAM;kCAC/B;uCAGH,MAAChF;wBAAYiF,MAAK;;0CAChB,KAACzE;0CACC,cAAA,MAACC;;sDACC,KAACF;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;4CAAU2E,OAAM;;;;;0CAGrB,KAAC5E;0CACEmC,MAAM0C,GAAG,CAAC,CAAC5D,qBACV,MAACd;wCAAuB2E,KAAK;;0DAC3B,KAAC7E;0DACC,cAAA,KAACG;oDAAWmD,SAAQ;8DAAStC,KAAK8D,IAAI;;;0DAExC,KAAC9E;0DACC,cAAA,KAACG;oDAAWmD,SAAQ;8DACjB1C,yBAAyBI,MAAMmB,MAAM4C,QAAQ,EAAE;wDAC9CC,OAAO3C,OAAO4C,MAAM;wDACpBC,OAAOrB;oDACT;;;0DAGJ,KAAC7D;0DACC,cAAA,KAACG;oDAAWmD,SAAQ;8DACjB,GAAG3C,qBAAqBK,KAAKmE,OAAO,EAAEhD,MAAM4C,QAAQ,EAAE,EAAE,EACvD/D,KAAKoE,MAAM,KAAK,SAAS,kBAAkB,aAC3C;;;0DAGN,KAACpF;0DACC,cAAA,KAACG;oDAAWmD,SAAQ;oDAAQmB,OAAM;8DAC/B1D,SAASC;;;0DAGd,KAAChB;gDAAU2E,OAAM;gDAAQU,IAAI;oDAAEC,OAAO;gDAAG;0DACvC,cAAA,KAAC9F;oDACC+F,OAAOvE,KAAK8D,IAAI;oDAChBU,OAAO;wDACL;4DACEC,KAAK;4DACLF,OAAO;4DACPG,oBAAM,KAACnG;gEAAQoG,MAAMvG,iBAAiBuG,IAAI;gEAAEjB,MAAM;;4DAClDL,UAAU,CAACT,WAAW5C,KAAKE,QAAQ,KAAK;4DACxCqD,SAAS;gEACP/B,WAAWxB;gEACX0B,cAAc;4DAChB;wDACF;2DACI1B,KAAKC,GAAG,IAAID,KAAKC,GAAG,CAACG,MAAM,KAAK,SAChC;4DACE;gEACEqE,KAAK;gEACLF,OAAO;gEACPG,oBAAM,KAACnG;oEAAQoG,MAAMtG,WAAWsG,IAAI;oEAAEjB,MAAM;;gEAC5CL,UAAU,CAACT;gEACXW,SAAS,IACP,KAAKtD,IAAI,iBAAiB;wEAAEiC,QAAQlC,KAAKmC,EAAE;oEAAC,GAAG;4DACnD;yDACD,GACD,EAAE;wDACN;4DACEsC,KAAK;4DACLF,OAAO;4DACPG,oBAAM,KAACnG;gEAAQoG,MAAMxG,iBAAiBwG,IAAI;gEAAEjB,MAAM;;4DAClDkB,aAAa;4DACbvB,UAAU,CAACT;4DACXW,SAAS,IACP,KAAKtD,IAAI,eAAe;oEAAEiC,QAAQlC,KAAKmC,EAAE;gEAAC,GAAG;wDACjD;qDACD;;;;uCA3DQnC,KAAKmC,EAAE;;;;oBAmE7BrB,SAAS,CAACD,0BACT,KAAC1B;wBAAWmD,SAAQ;wBAAUmB,OAAM;kCACjC;yBAED;;;0BAEN,KAAC3D;gBACC+E,MAAMpD;gBACNqD,SAAS,IAAMpD,cAAc;gBAC7B1B,MAAMuB;gBACNJ,OAAOA,MAAMA,KAAK;gBAClB4D,SAAS1D,OAAO0D,OAAO;gBACvBzD,WAAWA,UAAU0D,OAAO;gBAC5BrD,MAAMA;gBACNsD,UAAUvC;;;;AAIlB;AACAjC,iBAAiByE,WAAW,GAAG;AAE/B,eAAezE,iBAAgB"}

package/src/lib/components/use-crm-api.d.ts

@@ -1,5 +1,5 @@
 /** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */
-export type CrmApiRoute = 'contacts-create' | 'leads-create' | 'contact-email-history' | 'contact-update' | 'company-delete' | 'contacts-merge' | 'email-send' | 'email-check' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
+export type CrmApiRoute = 'contacts-create' | 'leads-create' | 'contact-email-history' | 'contact-update' | 'contact-remove' | 'company-delete' | 'contacts-merge' | 'email-send' | 'email-check' | 'erase-person' | 'org-activity' | 'recipe-install' | 'recipe-status' | 'inbound-address' | 'email-template-duplicate';
 /** What one call to the CRM API answered with. */
 export interface CrmApiResult {
     response: Response;

package/src/lib/components/use-crm-api.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-api.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'leads-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'email-check'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAyB3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-crm-api.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  authorizedFetch,\n  type TokenSource,\n} from '@aglyn/shared-util-http/authorized-token'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport { useCallback, useRef } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/** The routes `registerCrmConsoleApi` registers under `/api/crm/`. */\nexport type CrmApiRoute =\n  | 'contacts-create'\n  | 'leads-create'\n  | 'contact-email-history'\n  | 'contact-update'\n  | 'contact-remove'\n  | 'company-delete'\n  | 'contacts-merge'\n  | 'email-send'\n  | 'email-check'\n  | 'erase-person'\n  | 'org-activity'\n  | 'recipe-install'\n  | 'recipe-status'\n  | 'inbound-address'\n  | 'email-template-duplicate'\n\n/** What one call to the CRM API answered with. */\nexport interface CrmApiResult {\n  response: Response\n  payload: Record<string, any>\n}\n\n/**\n * ONE AUTHORIZED POST TO THE CRM's SERVER HALF (AGL-2596).\n *\n * The route is a fixed member of {@link CrmApiRoute} rather than a string\n * the caller composes, so a component cannot post the console's credentials\n * anywhere this plugin does not own. The site id rides in the body because\n * that is where the dispatcher's per-site gate reads it from.\n *\n * The user is read through a ref, for the reason the campaign API hook\n * gives: the user object is a new object on most renders, and a callback\n * that changed identity with it would re-fire every effect that depends on\n * it. The token is fetched at call time either way — `authorizedFetch`\n * resolves it under a deadline and answers a 401 of its own rather than\n * sending the request unauthenticated, so a signed-out caller is told so\n * through the same `response.ok` branch every other refusal takes.\n */\n/**\n * ## The organization level\n *\n * Beneath the org hub's mount (AGL-2630) the body also names the ORG, and\n * that is what makes the call the route's org variant (AGL-2634): the route\n * authorizes the caller by the org rather than by a site's role, and a\n * `hostId` beside it — the record's own capturing site, or `null` for a\n * record no site has captured — is what the act needs a site FOR, never\n * what it is authorized against. Under a site there is no mount and the\n * body is what it always was.\n */\nexport function useCrmApi(\n  /**\n   * The site the request is made for. At the organization level the\n   * record's own site, or `null` for a record no site has captured — the\n   * org variant of a route serves both, and a route with no org variant\n   * (a create, which is always captured BY a site) refuses the null as it\n   * always has.\n   */\n  hostId: string | null,\n) {\n  const { data: user } = useUser()\n  const userRef = useRef(user)\n  userRef.current = user\n  const orgId = useCrmOrgMount()?.orgId ?? null\n  return useCallback(\n    async (\n      route: CrmApiRoute,\n      payload: Record<string, unknown>,\n    ): Promise<CrmApiResult> => {\n      const response = await authorizedFetch(\n        userRef.current as TokenSource | null | undefined,\n        `/api/crm/${route}`,\n        {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({\n            hostId,\n            ...(orgId ? { orgId } : {}),\n            ...payload,\n          }),\n        },\n      )\n      const json = await response.json().catch(() => ({}))\n      return { response, payload: json as Record<string, any> }\n    },\n    [hostId, orgId],\n  )\n}\n\nexport default useCrmApi\n"],"names":["authorizedFetch","useUser","useCallback","useRef","useCrmOrgMount","useCrmApi","hostId","data","user","userRef","current","orgId","route","payload","response","method","headers","body","JSON","stringify","json","catch"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,QAEV,2CAA0C;AACjD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SAASC,WAAW,EAAEC,MAAM,QAAQ,QAAO;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AA0B3D;;;;;;;;;;;;;;;CAeC,GACD;;;;;;;;;;CAUC,GACD,OAAO,SAASC,UACd;;;;;;GAMC,GACDC,MAAqB;;QAKPF;IAHd,MAAM,EAAEG,MAAMC,IAAI,EAAE,GAAGP;IACvB,MAAMQ,UAAUN,OAAOK;IACvBC,QAAQC,OAAO,GAAGF;IAClB,MAAMG,iBAAQP,kBAAAA,qCAAAA,gBAAkBO,KAAK,mBAAI;IACzC,OAAOT,YACL,OACEU,OACAC;QAEA,MAAMC,WAAW,MAAMd,gBACrBS,QAAQC,OAAO,EACf,CAAC,SAAS,EAAEE,OAAO,EACnB;YACEG,QAAQ;YACRC,SAAS;gBAAE,gBAAgB;YAAmB;YAC9CC,MAAMC,KAAKC,SAAS,CAAC;gBACnBb;eACIK,QAAQ;gBAAEA;YAAM,IAAI,CAAC,GACtBE;QAEP;QAEF,MAAMO,OAAO,MAAMN,SAASM,IAAI,GAAGC,KAAK,CAAC,IAAO,CAAA,CAAC,CAAA;QACjD,OAAO;YAAEP;YAAUD,SAASO;QAA4B;IAC1D,GACA;QAACd;QAAQK;KAAM;AAEnB;AAEA,eAAeN,UAAS"}

package/src/lib/components/use-site-route-context.d.ts

@@ -0,0 +1,25 @@
+import type { PluginRecordRouteContext } from '@aglyn/aglyn/plugin-manager/plugin-record-routes';
+/**
+ * The SITE a CRM surface asks the record-route registry about — the
+ * organization's slug and the site's subdomain — or `null` when it cannot
+ * name one (AGL-3080).
+ *
+ * What a CRM record page links to on another plugin's page is a site's: the
+ * report of an email a site sent, the Sending section that fixes a site's
+ * missing identity. The address itself is the owner's to publish
+ * (`pluginRecordHref('emailMessage', …)`), and this names the site to ask it
+ * for. Read off the URL rather than resolved, because the `[host]` segment is
+ * the site's subdomain and nothing a CRM component holds says what that is.
+ *
+ * ⚠️ Under a site, THIS SITE only. A record page under one site cannot
+ * address a sibling site's pages without that site's subdomain, which a
+ * contact document does not carry.
+ *
+ * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount
+ * holds the org's site list instead: handed a `hostId`, this answers that
+ * site — or `null` for a site whose subdomain the list could not answer,
+ * which is named and not linked. Handed none, `null`: an org-level page has
+ * no site of its own to fall back to.
+ */
+export declare function useSiteRouteContext(hostId?: string | null): PluginRecordRouteContext | null;
+export default useSiteRouteContext;

package/src/lib/components/use-site-route-context.js

@@ -0,0 +1,58 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { useParams } from "next/navigation";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+/**
+ * The SITE a CRM surface asks the record-route registry about — the
+ * organization's slug and the site's subdomain — or `null` when it cannot
+ * name one (AGL-3080).
+ *
+ * What a CRM record page links to on another plugin's page is a site's: the
+ * report of an email a site sent, the Sending section that fixes a site's
+ * missing identity. The address itself is the owner's to publish
+ * (`pluginRecordHref('emailMessage', …)`), and this names the site to ask it
+ * for. Read off the URL rather than resolved, because the `[host]` segment is
+ * the site's subdomain and nothing a CRM component holds says what that is.
+ *
+ * ⚠️ Under a site, THIS SITE only. A record page under one site cannot
+ * address a sibling site's pages without that site's subdomain, which a
+ * contact document does not carry.
+ *
+ * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount
+ * holds the org's site list instead: handed a `hostId`, this answers that
+ * site — or `null` for a site whose subdomain the list could not answer,
+ * which is named and not linked. Handed none, `null`: an org-level page has
+ * no site of its own to fall back to.
+ */ export function useSiteRouteContext(hostId) {
+    const params = useParams();
+    const mount = useCrmOrgMount();
+    const orgSlug = params == null ? void 0 : params.orgSlug;
+    const host = params == null ? void 0 : params.host;
+    if (orgSlug && host) return {
+        orgSlug,
+        host
+    };
+    if (!mount || !hostId) return null;
+    const subdomain = mount.siteSubdomain(hostId);
+    return subdomain ? {
+        orgSlug: mount.orgSlug,
+        host: subdomain
+    } : null;
+}
+export default useSiteRouteContext;
+
+//# sourceMappingURL=use-site-route-context.js.map

package/src/lib/components/use-site-route-context.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/use-site-route-context.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { PluginRecordRouteContext } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { useParams } from 'next/navigation'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/**\n * The SITE a CRM surface asks the record-route registry about — the\n * organization's slug and the site's subdomain — or `null` when it cannot\n * name one (AGL-3080).\n *\n * What a CRM record page links to on another plugin's page is a site's: the\n * report of an email a site sent, the Sending section that fixes a site's\n * missing identity. The address itself is the owner's to publish\n * (`pluginRecordHref('emailMessage', …)`), and this names the site to ask it\n * for. Read off the URL rather than resolved, because the `[host]` segment is\n * the site's subdomain and nothing a CRM component holds says what that is.\n *\n * ⚠️ Under a site, THIS SITE only. A record page under one site cannot\n * address a sibling site's pages without that site's subdomain, which a\n * contact document does not carry.\n *\n * At the ORGANIZATION level (AGL-2634) the URL names no site, and the mount\n * holds the org's site list instead: handed a `hostId`, this answers that\n * site — or `null` for a site whose subdomain the list could not answer,\n * which is named and not linked. Handed none, `null`: an org-level page has\n * no site of its own to fall back to.\n */\nexport function useSiteRouteContext(hostId?: string | null): PluginRecordRouteContext | null {\n  const params = useParams<{ orgSlug: string; host: string }>()\n  const mount = useCrmOrgMount()\n  const orgSlug = params?.orgSlug\n  const host = params?.host\n  if (orgSlug && host) return { orgSlug, host }\n  if (!mount || !hostId) return null\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain ? { orgSlug: mount.orgSlug, host: subdomain } : null\n}\n\nexport default useSiteRouteContext\n"],"names":["useParams","useCrmOrgMount","useSiteRouteContext","hostId","params","mount","orgSlug","host","subdomain","siteSubdomain"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAGA,SAASA,SAAS,QAAQ,kBAAiB;AAC3C,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;;;;;;;;;;;;;;;CAqBC,GACD,OAAO,SAASC,oBAAoBC,MAAsB;IACxD,MAAMC,SAASJ;IACf,MAAMK,QAAQJ;IACd,MAAMK,UAAUF,0BAAAA,OAAQE,OAAO;IAC/B,MAAMC,OAAOH,0BAAAA,OAAQG,IAAI;IACzB,IAAID,WAAWC,MAAM,OAAO;QAAED;QAASC;IAAK;IAC5C,IAAI,CAACF,SAAS,CAACF,QAAQ,OAAO;IAC9B,MAAMK,YAAYH,MAAMI,aAAa,CAACN;IACtC,OAAOK,YAAY;QAAEF,SAASD,MAAMC,OAAO;QAAEC,MAAMC;IAAU,IAAI;AACnE;AAEA,eAAeN,oBAAmB"}

package/src/lib/constants/api-routes.d.ts

@@ -34,6 +34,12 @@ export declare const CRM_API_ROUTES: {
      * every facet write the console makes; see `server/contact-update.ts`.
      */
     readonly contactUpdate: "crm/contact-update";
+    /**
+     * `POST` — lets one or more contacts go from a site, or deletes them once
+     * nobody else holds them, keeping every marketing refusal they held
+     * (AGL-3338); see `server/contact-remove.ts`.
+     */
+    readonly contactRemove: "crm/contact-remove";
     /**
      * `POST` — unlinks the contacts that name a company, then deletes it
      * (AGL-2804); see `server/company-delete.ts`.
@@ -64,6 +70,31 @@ export declare const CRM_API_ROUTES: {
      * `server/inbound-address.ts`.
      */
     readonly inboundAddress: "crm/inbound-address";
+    /**
+     * `POST` (a run) or `GET` (the plan) — the daily digest, posted by the
+     * scheduler with the cron secret (AGL-2619); a machine's route, see
+     * `server/daily-digest-route.ts`.
+     */
+    readonly dailyDigest: "crm/daily-digest";
+    /**
+     * `POST` (a run) or `GET` (the plan) — the hourly task reminders, posted
+     * by the scheduler with the cron secret (AGL-2659); a machine's route, see
+     * `server/task-reminders-route.ts`.
+     */
+    readonly taskReminders: "crm/task-reminders";
+    /**
+     * `POST` — the mail provider's signed notice of a message received at a
+     * capture address (AGL-2657); a machine's route, see
+     * `server/inbound-route.ts`.
+     */
+    readonly inbound: "crm/inbound";
+    /**
+     * `GET` — one of the organization's CRM collections, or a site's leads,
+     * as a CSV streamed over every row (AGL-2662); the contacts and leads
+     * files are every workspace's (a portability route), see
+     * `server/export-route.ts`.
+     */
+    readonly export: "crm/export";
 };
 /**
  * One site's answer to `crm/recipe-status` (AGL-2639).