@aglyn/plugins-crm 1.0.0-beta.218 → 1.0.0-beta.220

package/src/lib/components/new-lead-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmCustomValue,\n  type CrmLeadStatus,\n  campaignMembershipValue,\n  crmPicklistDefaultLabel,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { useEffect, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n} from '../model/crm-custom-draft'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  /** The site's campaigns to file the lead under (AGL-3254), by id. */\n  campaignIds: string[]\n  address: AglynPostalAddress | null\n  notes: string\n  /**\n   * The org's custom lead fields (AGL-3272), keyed by each definition's\n   * `key`. Absent when the org has defined none, or none was filled — the\n   * route stores a `custom` map only when there is one.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  /**\n   * The org the custom lead fields belong to (AGL-3272), as the list\n   * already resolved it. `null` while it is in flight — the drawer then\n   * shows the standard fields and no custom ones, which is what an org\n   * with none defined shows anyway.\n   */\n  orgId?: string | null\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, orgId, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  /*\n   * THE ORG'S LEAD SOURCES (AGL-3298), and its default for a new record.\n   * The default is filled in once the list has answered and only until the\n   * person picks something themselves — \"None\" included — so a list that\n   * arrives after the drawer opened does not overwrite a choice.\n   */\n  const leadSources = useLeadSourcePicklist(orgId ?? null)\n  const [leadSourceTouched, setLeadSourceTouched] = useState(false)\n  const defaultLeadSource = crmPicklistDefaultLabel(leadSources.picklist) ?? ''\n  useEffect(() => {\n    if (open && !leadSourceTouched) setLeadSource(defaultLeadSource)\n  }, [open, leadSourceTouched, defaultLeadSource])\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  /*\n   * The org's own lead fields (AGL-3272). A CREATE holds only a draft —\n   * there is no stored map to diff against — and `crmCustomDraftDocument`\n   * turns it into the `custom` the route stores, or nothing.\n   */\n  const fields = useContactFieldDefinitions(orgId ?? null, 'lead')\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  const [customError, setCustomError] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n  /*\n   * The campaigns, for the picker (AGL-3254): read while the drawer is\n   * open. Under a site, the ones placed on it; at the organization level,\n   * every campaign in the org — the lead is the org's record whichever\n   * site it is captured by, so the site picked above does not narrow them.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setLeadSourceTouched(false)\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setCampaignIds([])\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setCustom({})\n    setCustomError('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    // Every required lead field counts on a create: the record is being\n    // made whole, and nothing has been written to come back and fill.\n    const missing = crmCustomDraftMissingRequired(fields.active, {}, custom, 'create')\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    setCustomError(\n      missing.length\n        ? `${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`\n        : '',\n    )\n    if (!normalizedEmail || errors.phone || errors.website || missing.length) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      campaignIds: campaignMembershipValue(campaignIds),\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n      custom: crmCustomDraftDocument(custom),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={\n              phoneError || 'With the country code, like +1 512 555 0107'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            onChange={(label) => {\n              setLeadSource(label)\n              setLeadSourceTouched(true)\n            }}\n            disabled={Boolean(busy)}\n            helperText=\"Where this lead came from. The choices are kept under CRM › Fields › Leads.\"\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">\n                {CRM_LEAD_STATUS_LABELS.working}\n              </MenuItem>\n            </TextField>\n            <LeadOwnerSelect\n              value={ownerUid}\n              onChange={setOwnerUid}\n              roster={roster}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          {/*\n            The campaigns to file the lead under (AGL-3254), picked the way a\n            form's page picks them. Grouping, not consent: it decides which\n            campaign pages list the lead, never whether anything mails them.\n           */}\n          <CampaignPicker\n            options={campaigns.options}\n            value={campaignIds}\n            onChange={setCampaignIds}\n            helperText=\"The campaigns this lead is part of. It does not decide who a campaign mails.\"\n            disabled={Boolean(busy)}\n            empty={campaigns.ready && !campaigns.options.length}\n            emptyText={\n              hostId\n                ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n            }\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          {/* The org's own lead fields (AGL-3272), the same controls the\n              lead's page edits them with. */}\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {customError ? <Alert severity=\"warning\">{customError}</Alert> : null}\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={custom[definition.key]}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={Boolean(busy)}\n                />\n              ))}\n            </>\n          ) : null}\n          <TextField\n            size=\"small\"\n            label=\"Notes\"\n            value={notes}\n            onChange={(event) => setNotes(event.target.value)}\n            multiline\n            minRows={2}\n            slotProps={{ htmlInput: { maxLength: NOTES_MAX } }}\n            fullWidth\n          />\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the site is known: the route files the lead under it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-lead-drawer.tsx"],"sourcesContent":["'use client'\n\nimport {\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmCustomValue,\n  type CrmLeadStatus,\n  containerMembershipValue,\n  crmPicklistDefaultLabel,\n  normalizeCrmLeadTags,\n  normalizeContactEmail,\n  normalizeCrmLeadProfile,\n  type AglynPostalAddress,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { useEffect, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport type { OrgMemberOptions } from '../hooks/use-org-member-options'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n} from '../model/crm-custom-draft'\nimport { LeadOwnerSelect } from './lead-owner-select'\nimport { LeadSourceSelect } from './lead-source-select'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewLeadValues {\n  email: string\n  name: string\n  company: string\n  jobTitle: string\n  phone: string\n  website: string\n  leadSource: string\n  status: Extract<CrmLeadStatus, 'new' | 'working'>\n  ownerUid: string\n  tags: string[]\n  /** The site's campaigns to file the lead under (AGL-3254), by id. */\n  campaignIds: string[]\n  address: AglynPostalAddress | null\n  notes: string\n  /**\n   * The org's custom lead fields (AGL-3272), keyed by each definition's\n   * `key`. Absent when the org has defined none, or none was filled — the\n   * route stores a `custom` map only when there is one.\n   */\n  custom?: Record<string, CrmCustomValue>\n}\n\nexport interface NewLeadDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the lead is filed under — a lead is private to one site by\n   * path. `null` at the organization level, where the drawer asks which\n   * site with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  roster: OrgMemberOptions\n  /**\n   * The org the custom lead fields belong to (AGL-3272), as the list\n   * already resolved it. `null` while it is in flight — the drawer then\n   * shows the standard fields and no custom ones, which is what an org\n   * with none defined shows anyway.\n   */\n  orgId?: string | null\n  onSubmit: (values: NewLeadValues) => void\n}\n\nconst NOTES_MAX = 4000\n\n/**\n * ADDING ONE LEAD BY HAND, IN A DRAWER (AGL-3231).\n *\n * Salesforce's New Lead, on the Leads list: a person the team has heard of\n * and not yet qualified, entered with what is known — the address, the\n * name, the company as text, a title, a phone, a website, an address, tags\n * and where they came from. It makes a lead and nothing else: no contact,\n * no company record. Those are the conversion's to create once the lead is\n * real, which is what keeps one person from sitting in two lists.\n *\n * A drawer and not a form above the list, for the reason every list in this\n * console gives. The two fields a person can mistype in a way the record\n * cannot hold — the email and the phone, and the website beside them — are\n * checked before the request leaves, with the same normalizer the route\n * runs, so the refusal lands under the field. Everything else is the\n * route's to decide: whether the site already holds the address (it\n * updates that lead), whether the plan carries the suite, whether the site\n * is at the platform ceiling.\n */\nexport function NewLeadDrawer(props: NewLeadDrawerProps) {\n  const { open, onClose, hostId, org, busy, error, roster, orgId, onSubmit } = props\n  // The site the route files the lead under: the mounted site, or at the\n  // organization level the picked one. `null` until it is known.\n  const { createHostId } = useCrmScope({ hostId, org: org as never })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [company, setCompany] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [phone, setPhone] = useState('')\n  const [website, setWebsite] = useState('')\n  const [leadSource, setLeadSource] = useState('')\n  /*\n   * THE ORG'S LEAD SOURCES (AGL-3298), and its default for a new record.\n   * The default is filled in once the list has answered and only until the\n   * person picks something themselves — \"None\" included — so a list that\n   * arrives after the drawer opened does not overwrite a choice.\n   */\n  const leadSources = useLeadSourcePicklist(orgId ?? null)\n  const [leadSourceTouched, setLeadSourceTouched] = useState(false)\n  const defaultLeadSource = crmPicklistDefaultLabel(leadSources.picklist) ?? ''\n  useEffect(() => {\n    if (open && !leadSourceTouched) setLeadSource(defaultLeadSource)\n  }, [open, leadSourceTouched, defaultLeadSource])\n  const [status, setStatus] = useState<NewLeadValues['status']>('new')\n  const [ownerUid, setOwnerUid] = useState('')\n  const [tags, setTags] = useState('')\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [notes, setNotes] = useState('')\n  /*\n   * The org's own lead fields (AGL-3272). A CREATE holds only a draft —\n   * there is no stored map to diff against — and `crmCustomDraftDocument`\n   * turns it into the `custom` the route stores, or nothing.\n   */\n  const fields = useContactFieldDefinitions(orgId ?? null, 'lead')\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  const [customError, setCustomError] = useState('')\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [websiteError, setWebsiteError] = useState('')\n  /*\n   * The campaigns, for the picker (AGL-3254): read while the drawer is\n   * open. Under a site, the ones placed on it; at the organization level,\n   * every campaign in the org — the lead is the org's record whichever\n   * site it is captured by, so the site picked above does not narrow them.\n   */\n  const campaigns = useCrmCampaigns({ hostId, orgId }, { enabled: open })\n\n  // A fresh form on every opening: a person typed and then abandoned must\n  // not reappear half-filled the next time somebody reaches for New lead.\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setCompany('')\n    setJobTitle('')\n    setPhone('')\n    setWebsite('')\n    setLeadSource('')\n    setLeadSourceTouched(false)\n    setStatus('new')\n    setOwnerUid('')\n    setTags('')\n    setCampaignIds([])\n    setAddress(EMPTY_ADDRESS)\n    setNotes('')\n    setCustom({})\n    setCustomError('')\n    setEmailError('')\n    setPhoneError('')\n    setWebsiteError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const { patch, errors } = normalizeCrmLeadProfile({\n      company,\n      jobTitle,\n      phone,\n      website,\n      leadSource,\n      address,\n      tags: normalizeCrmLeadTags(tags),\n    })\n    // Every required lead field counts on a create: the record is being\n    // made whole, and nothing has been written to come back and fill.\n    const missing = crmCustomDraftMissingRequired(fields.active, {}, custom, 'create')\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(errors.phone ?? '')\n    setWebsiteError(errors.website ?? '')\n    setCustomError(\n      missing.length\n        ? `${missing.join(', ')} ${missing.length > 1 ? 'are' : 'is'} required.`\n        : '',\n    )\n    if (!normalizedEmail || errors.phone || errors.website || missing.length) return\n    onSubmit({\n      email: normalizedEmail,\n      name: name.trim().replace(/\\s+/g, ' ').slice(0, CRM_LEAD_TEXT_MAX),\n      company: patch.company ?? '',\n      jobTitle: patch.jobTitle ?? '',\n      phone: patch.phone ?? '',\n      website: patch.website ?? '',\n      leadSource: patch.leadSource ?? '',\n      status,\n      ownerUid,\n      tags: patch.tags ?? [],\n      campaignIds: containerMembershipValue(campaignIds),\n      address: patch.address ?? null,\n      notes: notes.trim().slice(0, NOTES_MAX),\n      custom: crmCustomDraftDocument(custom),\n    })\n  }\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New lead'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/* First, because the lead is filed under the answer. Renders nothing under a site. */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site this lead is filed under — a lead is private to one site.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — a site holds one lead per address.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={name}\n            onChange={(event) => setName(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Company\"\n            value={company}\n            onChange={(event) => setCompany(event.target.value)}\n            helperText=\"As text — converting the lead is what makes it a company record.\"\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={\n              phoneError || 'With the country code, like +1 512 555 0107'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Website\"\n            value={website}\n            onChange={(event) => setWebsite(event.target.value)}\n            error={Boolean(websiteError)}\n            helperText={websiteError || 'Like acme.com'}\n            fullWidth\n          />\n          <LeadSourceSelect\n            picklist={leadSources.picklist}\n            value={leadSource}\n            onChange={(label) => {\n              setLeadSource(label)\n              setLeadSourceTouched(true)\n            }}\n            disabled={Boolean(busy)}\n            helperText=\"Where this lead came from. The choices are kept under CRM › Fields › Leads.\"\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={status}\n              onChange={(event) =>\n                setStatus(event.target.value as NewLeadValues['status'])\n              }\n              fullWidth\n            >\n              <MenuItem value=\"new\">{CRM_LEAD_STATUS_LABELS.new}</MenuItem>\n              <MenuItem value=\"working\">\n                {CRM_LEAD_STATUS_LABELS.working}\n              </MenuItem>\n            </TextField>\n            <LeadOwnerSelect\n              value={ownerUid}\n              onChange={setOwnerUid}\n              roster={roster}\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"icp2, a-list\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          {/*\n            The campaigns to file the lead under (AGL-3254), picked the way a\n            form's page picks them. Grouping, not consent: it decides which\n            campaign pages list the lead, never whether anything mails them.\n           */}\n          <ContainerPicker\n            kind=\"campaign\"\n            options={campaigns.options}\n            value={campaignIds}\n            onChange={setCampaignIds}\n            helperText=\"The campaigns this lead is part of. It does not decide who a campaign mails.\"\n            disabled={Boolean(busy)}\n            empty={campaigns.ready && !campaigns.options.length}\n            emptyText={\n              hostId\n                ? 'This site has no campaigns yet. Create one from Marketing to file leads under it.'\n                : 'There are no campaigns yet. Create one from Marketing to file leads under it.'\n            }\n          />\n          <Typography variant=\"subtitle2\">{'Address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          {/* The org's own lead fields (AGL-3272), the same controls the\n              lead's page edits them with. */}\n          {fields.active.length ? 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'Adding…' : 'Add lead'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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package/src/lib/components/org-lead-surfaces-note.js

@@ -15,6 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { pluginRecordHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { AppLink } from "@aglyn/shared-ui-jsx";
 import { Button, Stack, Typography } from "@mui/material";
 import { useCallback, useState } from "react";
@@ -124,8 +125,11 @@ OrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote';
     const name = mount.siteName(host.id);
     const hubHref = mount.siteHubHref(host.id);
     const subdomain = mount.siteSubdomain(host.id);
-    const formHref = useCallback((formId)=>subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/forms/${encodeURIComponent(formId)}` : null, [
-        mount.hostsPath,
+    const formHref = useCallback((formId)=>subdomain ? pluginRecordHref('form', {
+            orgSlug: mount.orgSlug,
+            host: subdomain
+        }, formId) : null, [
+        mount.orgSlug,
         subdomain
     ]);
     return /*#__PURE__*/ _jsxs(Stack, {

package/src/lib/components/org-lead-surfaces-note.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/org-lead-surfaces-note.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\n'use client'\n\nimport type { ConsolePluginOrgHost } from '@aglyn/aglyn'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { LeadSurfaceForm } from '../model/lead-surfaces'\nimport {\n  LEAD_SURFACES_CONTACTS_TOO,\n  LEAD_SURFACES_INTRO,\n  type LeadRoutingTarget,\n  LeadSurfaceFormList,\n  UnroutedLeadSurfaces,\n  useLeadSurfaceForms,\n  useTurnOnLeadRouting,\n} from './lead-surfaces-note'\n\n/**\n * How many sites the note opens with their forms showing. The rest sit\n * behind a count until asked for — and, since a site's forms are read by\n * the group that shows them, are not read until then either.\n */\nexport const ORG_LEAD_SURFACES_OPEN_SITES = 3\n\n/**\n * WHAT CREATES A LEAD, ACROSS THE ORGANIZATION (AGL-2638).\n *\n * The org-level Leads section lists every site's leads in one table, and\n * for a while said nothing about why a form's people were in it: the\n * per-site note was drawn only under a site. This is the same note grouped\n * by site — each site's routed forms, the forms that could route with the\n * switch beside them, and the forms that cannot with the reason as the\n * tooltip — over the sites the mount already bounds. The always-on\n * surfaces are named once at the top, because a member sign-up files a\n * lead on every site and saying so three times would suggest otherwise.\n *\n * ## Bounded two ways\n *\n * The sites come from the mount, which the shell already capped; and only\n * the first {@link ORG_LEAD_SURFACES_OPEN_SITES} groups mount their reader\n * until the reader opens the rest, so an org with twenty sites opens three\n * listeners on arrival and not twenty.\n *\n * ## Links\n *\n * A site's name opens its own Leads section, and a form its own page, both\n * built from the mount's `hostsPath` and the site's subdomain the way the\n * mount builds a site's hub; a site whose subdomain never resolved is named\n * and not linked. No host-index read per site: the mount already answered.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the note, which keeps the section's one-line choice\n * between the two notes honest.\n */\nexport function OrgLeadSurfacesNote() {\n  const mount = useCrmOrgMount()\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n  const [opened, setOpened] = useState(false)\n  if (!mount) return null\n  const { hosts, hostsReady } = mount\n  const shown = opened ? hosts : hosts.slice(0, ORG_LEAD_SURFACES_OPEN_SITES)\n  const folded = hosts.length - shown.length\n  return (\n    <Stack spacing={1}>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {`${LEAD_SURFACES_INTRO}, on every site. ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {!hostsReady ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'…'}\n        </Typography>\n      ) : !hosts.length ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This organization has no sites yet.'}\n        </Typography>\n      ) : (\n        <>\n          {shown.map((host) => (\n            <SiteLeadSurfaces\n              key={host.id}\n              host={host}\n              mount={mount}\n              turningOn={turningOn}\n              onTurnOn={(form) =>\n                void turnOn({ hostId: host.id, form, siteName: mount.siteName(host.id) })\n              }\n            />\n          ))}\n          {folded > 0 ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(true)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show ${folded} more ${folded === 1 ? 'site' : 'sites'}`}\n            </Button>\n          ) : hosts.length > ORG_LEAD_SURFACES_OPEN_SITES ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(false)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show the first ${ORG_LEAD_SURFACES_OPEN_SITES} sites only`}\n            </Button>\n          ) : null}\n        </>\n      )}\n    </Stack>\n  )\n}\nOrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote'\n\n/**\n * One site's group: its name, then the same two rows the site note draws,\n * read by the same reader. A site with no forms says so in one line rather\n * than drawing an empty \"no form routes leads yet\" that reads like a\n * verdict on forms that do not exist.\n */\nfunction SiteLeadSurfaces(props: {\n  host: ConsolePluginOrgHost\n  mount: CrmOrgMount\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { host, mount, turningOn, onTurnOn } = props\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(host.id)\n  const name = mount.siteName(host.id)\n  const hubHref = mount.siteHubHref(host.id)\n  const subdomain = mount.siteSubdomain(host.id)\n  const formHref = useCallback(\n    (formId: string) =>\n      subdomain\n        ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/forms/${encodeURIComponent(formId)}`\n        : null,\n    [mount.hostsPath, subdomain],\n  )\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"subtitle2\" component=\"div\">\n        {hubHref ? (\n          <AppLink href={`${hubHref}/leads`} underline=\"hover\">\n            {name}\n          </AppLink>\n        ) : (\n          name\n        )}\n      </Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {status === 'loading' ? (\n          '…'\n        ) : status === 'error' ? (\n          'The forms on this site could not be read.'\n        ) : !routed.length && !unrouted.length ? (\n          'No forms on this site yet.'\n        ) : routed.length ? (\n          <>\n            {'Routing leads: '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          'No form routes leads yet.'\n        )}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={host.id}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={onTurnOn}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nSiteLeadSurfaces.displayName = 'SiteLeadSurfaces'\n\nexport default OrgLeadSurfacesNote\n"],"names":["AppLink","Button","Stack","Typography","useCallback","useState","useCrmOrgMount","LEAD_SURFACES_CONTACTS_TOO","LEAD_SURFACES_INTRO","LeadSurfaceFormList","UnroutedLeadSurfaces","useLeadSurfaceForms","useTurnOnLeadRouting","ORG_LEAD_SURFACES_OPEN_SITES","OrgLeadSurfacesNote","mount","turningOn","turnOn","opened","setOpened","hosts","hostsReady","shown","slice","folded","length","spacing","variant","color","map","host","SiteLeadSurfaces","onTurnOn","form","hostId","id","siteName","size","onClick","sx","alignSelf","displayName","props","routed","unrouted","truncated","status","name","hubHref","siteHubHref","subdomain","siteSubdomain","formHref","formId","hostsPath","encodeURIComponent","component","href","underline","forms"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAGA,SAASA,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAA2BC,cAAc,QAAQ,gCAA4B;AAE7E,SACEC,0BAA0B,EAC1BC,mBAAmB,EAEnBC,mBAAmB,EACnBC,oBAAoB,EACpBC,mBAAmB,EACnBC,oBAAoB,QACf,0BAAsB;AAE7B;;;;CAIC,GACD,OAAO,MAAMC,+BAA+B,EAAC;AAE7C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA6BC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQT;IACd,MAAM,EAAEU,SAAS,EAAEC,MAAM,EAAE,GAAGL;IAC9B,MAAM,CAACM,QAAQC,UAAU,GAAGd,SAAS;IACrC,IAAI,CAACU,OAAO,OAAO;IACnB,MAAM,EAAEK,KAAK,EAAEC,UAAU,EAAE,GAAGN;IAC9B,MAAMO,QAAQJ,SAASE,QAAQA,MAAMG,KAAK,CAAC,GAAGV;IAC9C,MAAMW,SAASJ,MAAMK,MAAM,GAAGH,MAAMG,MAAM;IAC1C,qBACE,MAACvB;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B,GAAGpB,oBAAoB,iBAAiB,EAAED,4BAA4B;;YAExE,CAACc,2BACA,KAAClB;gBAAWwB,SAAQ;gBAAUC,OAAM;0BACjC;iBAED,CAACR,MAAMK,MAAM,iBACf,KAACtB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B;+BAGH;;oBACGN,MAAMO,GAAG,CAAC,CAACC,qBACV,KAACC;4BAECD,MAAMA;4BACNf,OAAOA;4BACPC,WAAWA;4BACXgB,UAAU,CAACC,OACT,KAAKhB,OAAO;oCAAEiB,QAAQJ,KAAKK,EAAE;oCAAEF;oCAAMG,UAAUrB,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;gCAAE;2BALpEL,KAAKK,EAAE;oBASfX,SAAS,kBACR,KAACvB;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,KAAK,EAAEhB,OAAO,MAAM,EAAEA,WAAW,IAAI,SAAS,SAAS;yBAEzDJ,MAAMK,MAAM,GAAGZ,6CACjB,KAACZ;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,eAAe,EAAE3B,6BAA6B,WAAW,CAAC;yBAE5D;;;;;AAKd;AACAC,oBAAoB2B,WAAW,GAAG;AAElC;;;;;CAKC,GACD,SAASV,iBAAiBW,KAKzB;IACC,MAAM,EAAEZ,IAAI,EAAEf,KAAK,EAAEC,SAAS,EAAEgB,QAAQ,EAAE,GAAGU;IAC7C,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,MAAM,EAAE,GAAGnC,oBAAoBmB,KAAKK,EAAE;IAC3E,MAAMY,OAAOhC,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;IACnC,MAAMa,UAAUjC,MAAMkC,WAAW,CAACnB,KAAKK,EAAE;IACzC,MAAMe,YAAYnC,MAAMoC,aAAa,CAACrB,KAAKK,EAAE;IAC7C,MAAMiB,WAAWhD,YACf,CAACiD,SACCH,YACI,GAAGnC,MAAMuC,SAAS,CAAC,CAAC,EAAEC,mBAAmBL,WAAW,OAAO,EAAEK,mBAAmBF,SAAS,GACzF,MACN;QAACtC,MAAMuC,SAAS;QAAEJ;KAAU;IAE9B,qBACE,MAAChD;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAY6B,WAAU;0BACvCR,wBACC,KAAChD;oBAAQyD,MAAM,GAAGT,QAAQ,MAAM,CAAC;oBAAEU,WAAU;8BAC1CX;qBAGHA;;0BAGJ,KAAC5C;gBAAWwB,SAAQ;gBAAQC,OAAM;gBAAiB4B,WAAU;0BAC1DV,WAAW,YACV,MACEA,WAAW,UACb,8CACE,CAACH,OAAOlB,MAAM,IAAI,CAACmB,SAASnB,MAAM,GACpC,+BACEkB,OAAOlB,MAAM,iBACf;;wBACG;sCACD,KAAChB;4BAAoBkD,OAAOhB;4BAAQE,WAAWA;4BAAWO,UAAUA;;wBACnE;;qBAGH;;YAGHR,SAASnB,MAAM,iBACd,KAACf;gBACCwB,QAAQJ,KAAKK,EAAE;gBACfwB,OAAOf;gBACPQ,UAAUA;gBACVpC,WAAWA;gBACXgB,UAAUA;iBAEV;;;AAGV;AACAD,iBAAiBU,WAAW,GAAG;AAE/B,eAAe3B,oBAAmB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/org-lead-surfaces-note.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\n'use client'\n\nimport type { ConsolePluginOrgHost } from '@aglyn/aglyn'\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport type { LeadSurfaceForm } from '../model/lead-surfaces'\nimport {\n  LEAD_SURFACES_CONTACTS_TOO,\n  LEAD_SURFACES_INTRO,\n  type LeadRoutingTarget,\n  LeadSurfaceFormList,\n  UnroutedLeadSurfaces,\n  useLeadSurfaceForms,\n  useTurnOnLeadRouting,\n} from './lead-surfaces-note'\n\n/**\n * How many sites the note opens with their forms showing. The rest sit\n * behind a count until asked for — and, since a site's forms are read by\n * the group that shows them, are not read until then either.\n */\nexport const ORG_LEAD_SURFACES_OPEN_SITES = 3\n\n/**\n * WHAT CREATES A LEAD, ACROSS THE ORGANIZATION (AGL-2638).\n *\n * The org-level Leads section lists every site's leads in one table, and\n * for a while said nothing about why a form's people were in it: the\n * per-site note was drawn only under a site. This is the same note grouped\n * by site — each site's routed forms, the forms that could route with the\n * switch beside them, and the forms that cannot with the reason as the\n * tooltip — over the sites the mount already bounds. The always-on\n * surfaces are named once at the top, because a member sign-up files a\n * lead on every site and saying so three times would suggest otherwise.\n *\n * ## Bounded two ways\n *\n * The sites come from the mount, which the shell already capped; and only\n * the first {@link ORG_LEAD_SURFACES_OPEN_SITES} groups mount their reader\n * until the reader opens the rest, so an org with twenty sites opens three\n * listeners on arrival and not twenty.\n *\n * ## Links\n *\n * A site's name opens its own Leads section, and a form its own page, both\n * built from the mount's `hostsPath` and the site's subdomain the way the\n * mount builds a site's hub; a site whose subdomain never resolved is named\n * and not linked. No host-index read per site: the mount already answered.\n *\n * Rendered only beneath the org mount — under a site the hook answers\n * `null` and so does the note, which keeps the section's one-line choice\n * between the two notes honest.\n */\nexport function OrgLeadSurfacesNote() {\n  const mount = useCrmOrgMount()\n  const { turningOn, turnOn } = useTurnOnLeadRouting()\n  const [opened, setOpened] = useState(false)\n  if (!mount) return null\n  const { hosts, hostsReady } = mount\n  const shown = opened ? hosts : hosts.slice(0, ORG_LEAD_SURFACES_OPEN_SITES)\n  const folded = hosts.length - shown.length\n  return (\n    <Stack spacing={1}>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {`${LEAD_SURFACES_INTRO}, on every site. ${LEAD_SURFACES_CONTACTS_TOO}`}\n      </Typography>\n      {!hostsReady ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'…'}\n        </Typography>\n      ) : !hosts.length ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'This organization has no sites yet.'}\n        </Typography>\n      ) : (\n        <>\n          {shown.map((host) => (\n            <SiteLeadSurfaces\n              key={host.id}\n              host={host}\n              mount={mount}\n              turningOn={turningOn}\n              onTurnOn={(form) =>\n                void turnOn({ hostId: host.id, form, siteName: mount.siteName(host.id) })\n              }\n            />\n          ))}\n          {folded > 0 ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(true)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show ${folded} more ${folded === 1 ? 'site' : 'sites'}`}\n            </Button>\n          ) : hosts.length > ORG_LEAD_SURFACES_OPEN_SITES ? (\n            <Button\n              size=\"small\"\n              variant=\"text\"\n              onClick={() => setOpened(false)}\n              sx={{ alignSelf: 'flex-start' }}\n            >\n              {`Show the first ${ORG_LEAD_SURFACES_OPEN_SITES} sites only`}\n            </Button>\n          ) : null}\n        </>\n      )}\n    </Stack>\n  )\n}\nOrgLeadSurfacesNote.displayName = 'OrgLeadSurfacesNote'\n\n/**\n * One site's group: its name, then the same two rows the site note draws,\n * read by the same reader. A site with no forms says so in one line rather\n * than drawing an empty \"no form routes leads yet\" that reads like a\n * verdict on forms that do not exist.\n */\nfunction SiteLeadSurfaces(props: {\n  host: ConsolePluginOrgHost\n  mount: CrmOrgMount\n  turningOn: LeadRoutingTarget | null\n  onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n  const { host, mount, turningOn, onTurnOn } = props\n  const { routed, unrouted, truncated, status } = useLeadSurfaceForms(host.id)\n  const name = mount.siteName(host.id)\n  const hubHref = mount.siteHubHref(host.id)\n  const subdomain = mount.siteSubdomain(host.id)\n  const formHref = useCallback(\n    (formId: string) =>\n      subdomain ? pluginRecordHref('form', { orgSlug: mount.orgSlug, host: subdomain }, formId) : null,\n    [mount.orgSlug, subdomain],\n  )\n  return (\n    <Stack spacing={0.25}>\n      <Typography variant=\"subtitle2\" component=\"div\">\n        {hubHref ? (\n          <AppLink href={`${hubHref}/leads`} underline=\"hover\">\n            {name}\n          </AppLink>\n        ) : (\n          name\n        )}\n      </Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n        {status === 'loading' ? (\n          '…'\n        ) : status === 'error' ? (\n          'The forms on this site could not be read.'\n        ) : !routed.length && !unrouted.length ? (\n          'No forms on this site yet.'\n        ) : routed.length ? (\n          <>\n            {'Routing leads: '}\n            <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n            {'.'}\n          </>\n        ) : (\n          'No form routes leads yet.'\n        )}\n      </Typography>\n      {unrouted.length ? (\n        <UnroutedLeadSurfaces\n          hostId={host.id}\n          forms={unrouted}\n          formHref={formHref}\n          turningOn={turningOn}\n          onTurnOn={onTurnOn}\n        />\n      ) : null}\n    </Stack>\n  )\n}\nSiteLeadSurfaces.displayName = 'SiteLeadSurfaces'\n\nexport default OrgLeadSurfacesNote\n"],"names":["pluginRecordHref","AppLink","Button","Stack","Typography","useCallback","useState","useCrmOrgMount","LEAD_SURFACES_CONTACTS_TOO","LEAD_SURFACES_INTRO","LeadSurfaceFormList","UnroutedLeadSurfaces","useLeadSurfaceForms","useTurnOnLeadRouting","ORG_LEAD_SURFACES_OPEN_SITES","OrgLeadSurfacesNote","mount","turningOn","turnOn","opened","setOpened","hosts","hostsReady","shown","slice","folded","length","spacing","variant","color","map","host","SiteLeadSurfaces","onTurnOn","form","hostId","id","siteName","size","onClick","sx","alignSelf","displayName","props","routed","unrouted","truncated","status","name","hubHref","siteHubHref","subdomain","siteSubdomain","formHref","formId","orgSlug","component","href","underline","forms"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAGA,SAASA,gBAAgB,QAAQ,mDAAkD;AACnF,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAA2BC,cAAc,QAAQ,gCAA4B;AAE7E,SACEC,0BAA0B,EAC1BC,mBAAmB,EAEnBC,mBAAmB,EACnBC,oBAAoB,EACpBC,mBAAmB,EACnBC,oBAAoB,QACf,0BAAsB;AAE7B;;;;CAIC,GACD,OAAO,MAAMC,+BAA+B,EAAC;AAE7C;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA6BC,GACD,OAAO,SAASC;IACd,MAAMC,QAAQT;IACd,MAAM,EAAEU,SAAS,EAAEC,MAAM,EAAE,GAAGL;IAC9B,MAAM,CAACM,QAAQC,UAAU,GAAGd,SAAS;IACrC,IAAI,CAACU,OAAO,OAAO;IACnB,MAAM,EAAEK,KAAK,EAAEC,UAAU,EAAE,GAAGN;IAC9B,MAAMO,QAAQJ,SAASE,QAAQA,MAAMG,KAAK,CAAC,GAAGV;IAC9C,MAAMW,SAASJ,MAAMK,MAAM,GAAGH,MAAMG,MAAM;IAC1C,qBACE,MAACvB;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B,GAAGpB,oBAAoB,iBAAiB,EAAED,4BAA4B;;YAExE,CAACc,2BACA,KAAClB;gBAAWwB,SAAQ;gBAAUC,OAAM;0BACjC;iBAED,CAACR,MAAMK,MAAM,iBACf,KAACtB;gBAAWwB,SAAQ;gBAAQC,OAAM;0BAC/B;+BAGH;;oBACGN,MAAMO,GAAG,CAAC,CAACC,qBACV,KAACC;4BAECD,MAAMA;4BACNf,OAAOA;4BACPC,WAAWA;4BACXgB,UAAU,CAACC,OACT,KAAKhB,OAAO;oCAAEiB,QAAQJ,KAAKK,EAAE;oCAAEF;oCAAMG,UAAUrB,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;gCAAE;2BALpEL,KAAKK,EAAE;oBASfX,SAAS,kBACR,KAACvB;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,KAAK,EAAEhB,OAAO,MAAM,EAAEA,WAAW,IAAI,SAAS,SAAS;yBAEzDJ,MAAMK,MAAM,GAAGZ,6CACjB,KAACZ;wBACCoC,MAAK;wBACLV,SAAQ;wBACRW,SAAS,IAAMnB,UAAU;wBACzBoB,IAAI;4BAAEC,WAAW;wBAAa;kCAE7B,CAAC,eAAe,EAAE3B,6BAA6B,WAAW,CAAC;yBAE5D;;;;;AAKd;AACAC,oBAAoB2B,WAAW,GAAG;AAElC;;;;;CAKC,GACD,SAASV,iBAAiBW,KAKzB;IACC,MAAM,EAAEZ,IAAI,EAAEf,KAAK,EAAEC,SAAS,EAAEgB,QAAQ,EAAE,GAAGU;IAC7C,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAEC,SAAS,EAAEC,MAAM,EAAE,GAAGnC,oBAAoBmB,KAAKK,EAAE;IAC3E,MAAMY,OAAOhC,MAAMqB,QAAQ,CAACN,KAAKK,EAAE;IACnC,MAAMa,UAAUjC,MAAMkC,WAAW,CAACnB,KAAKK,EAAE;IACzC,MAAMe,YAAYnC,MAAMoC,aAAa,CAACrB,KAAKK,EAAE;IAC7C,MAAMiB,WAAWhD,YACf,CAACiD,SACCH,YAAYnD,iBAAiB,QAAQ;YAAEuD,SAASvC,MAAMuC,OAAO;YAAExB,MAAMoB;QAAU,GAAGG,UAAU,MAC9F;QAACtC,MAAMuC,OAAO;QAAEJ;KAAU;IAE5B,qBACE,MAAChD;QAAMwB,SAAS;;0BACd,KAACvB;gBAAWwB,SAAQ;gBAAY4B,WAAU;0BACvCP,wBACC,KAAChD;oBAAQwD,MAAM,GAAGR,QAAQ,MAAM,CAAC;oBAAES,WAAU;8BAC1CV;qBAGHA;;0BAGJ,KAAC5C;gBAAWwB,SAAQ;gBAAQC,OAAM;gBAAiB2B,WAAU;0BAC1DT,WAAW,YACV,MACEA,WAAW,UACb,8CACE,CAACH,OAAOlB,MAAM,IAAI,CAACmB,SAASnB,MAAM,GACpC,+BACEkB,OAAOlB,MAAM,iBACf;;wBACG;sCACD,KAAChB;4BAAoBiD,OAAOf;4BAAQE,WAAWA;4BAAWO,UAAUA;;wBACnE;;qBAGH;;YAGHR,SAASnB,MAAM,iBACd,KAACf;gBACCwB,QAAQJ,KAAKK,EAAE;gBACfuB,OAAOd;gBACPQ,UAAUA;gBACVpC,WAAWA;gBACXgB,UAAUA;iBAEV;;;AAGV;AACAD,iBAAiBU,WAAW,GAAG;AAE/B,eAAe3B,oBAAmB"}

package/src/lib/components/recipes-card.js

@@ -17,6 +17,7 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { checkEntitlement, CRM_ACTION_RECIPES, planLabelGrantingFeature, pluginDocsHelp } from "@aglyn/aglyn";
+import { pluginRecordListHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { AppLink, CardDisplay, SrOnly } from "@aglyn/shared-ui-jsx";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
@@ -28,12 +29,16 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmApi } from "./use-crm-api.js";
 /** How many of a site's forms the picker offers before it says it stopped. */ const FORM_OPTION_CEILING = 100;
 /**
- * The site's Automation → Actions page — where an installed action lives
- * and is edited — or `null` for a site whose subdomain the mount could not
- * answer, which is named and not linked.
+ * The site's list of actions — where an installed action lives and is
+ * edited — at the address the plugin that keeps actions publishes, or `null`
+ * for a site whose subdomain the mount could not answer or a workspace where
+ * no plugin keeps actions, which is named and not linked.
  */ function siteActionsHref(mount, hostId) {
     const subdomain = mount.siteSubdomain(hostId);
-    return subdomain ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/automation/actions` : null;
+    return subdomain ? pluginRecordListHref('action', {
+        orgSlug: mount.orgSlug,
+        host: subdomain
+    }) : null;
 }
 function standingOf(status, hostId, recipeId) {
     const site = status == null ? void 0 : status.get(hostId);

package/src/lib/components/recipes-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's Automation → Actions page — where an installed action lives\n * and is edited — or `null` for a site whose subdomain the mount could not\n * answer, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? `${mount.hostsPath}/${encodeURIComponent(subdomain)}/automation/actions`\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.needs === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_ACTION_RECIPES,\n  type CrmActionRecipe,\n  type CrmActionRecipeId,\n  planLabelGrantingFeature,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  ceilingedWindow,\n  collectionCeiling,\n  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n  CrmRecipeInstallResult,\n  CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmApi } from './use-crm-api'\n\n/** How many of a site's forms the picker offers before it says it stopped. */\nconst FORM_OPTION_CEILING = 100\n\n/**\n * The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n */\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string | null {\n  const subdomain = mount.siteSubdomain(hostId)\n  return subdomain\n    ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n    : null\n}\n\n/**\n * Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n */\ntype SiteStanding = 'installed' | 'maybe' | 'clear' | 'unread'\n\nfunction standingOf(\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null,\n  hostId: string,\n  recipeId: CrmActionRecipeId,\n): SiteStanding {\n  const site = status?.get(hostId)\n  if (!site) return 'unread'\n  if (site.installed.includes(recipeId)) return 'installed'\n  return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/**\n * The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n */\nfunction useRecipeStatus(mount: CrmOrgMount | null) {\n  const api = useCrmApi(null)\n  const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> | null>(null)\n  const [error, setError] = useState<string | null>(null)\n  const refresh = useCallback(async () => {\n    try {\n      const { response, payload } = await api('recipe-status', {})\n      if (!response.ok) {\n        setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n        return\n      }\n      const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n      setSites(new Map(answered.map((site) => [site.hostId, site])))\n      setError(null)\n    } catch (caught) {\n      console.error(caught)\n      setError('Which sites carry a recipe could not be read.')\n    }\n  }, [api])\n  const hostsReady = Boolean(mount?.hostsReady)\n  useEffect(() => {\n    if (hostsReady) void refresh()\n  }, [hostsReady, refresh])\n  return { sites, error, refresh }\n}\n\n/** A site's name, linked into its Actions page when the link is known. */\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n  const { mount, hostId } = props\n  const href = siteActionsHref(mount, hostId)\n  const name = mount.siteName(hostId)\n  return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/** One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. */\nfunction InstalledOn(props: {\n  mount: CrmOrgMount\n  recipe: CrmActionRecipe\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n}) {\n  const { mount, recipe, status } = props\n  if (!status) {\n    return (\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'Reading…'}\n      </Typography>\n    )\n  }\n  const installed = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'installed',\n  )\n  const maybe = mount.hosts.filter(\n    (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n  )\n  return (\n    <Stack spacing={0.5}>\n      <Typography variant=\"body2\">\n        {installed.length === 0\n          ? 'Not installed on any site yet.'\n          : installed.map((host, index) => (\n              <Fragment key={host.id}>\n                {index > 0 ? ', ' : null}\n                <SiteLink mount={mount} hostId={host.id} />\n              </Fragment>\n            ))}\n      </Typography>\n      {maybe.length > 0 ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n            'actions there were saved before recipes were tracked.'}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n  recipe: CrmActionRecipe\n  mount: CrmOrgMount\n  status: ReadonlyMap<string, CrmRecipeSiteStatus> | null\n  onClose: () => void\n  onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/**\n * The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n *\n * The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n */\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n  const { recipe, mount, status, onClose, onInstalled } = props\n  const firestore = useFirestore()\n  const api = useCrmApi(null)\n  const needsForm = recipe.needs === 'form'\n  const [hostId, setHostId] = useState(() => {\n    const pick = mount.createHostId\n    return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n  })\n  const [formId, setFormId] = useState('')\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n    () =>\n      needsForm && hostId\n        ? collectionCeiling(\n            collection(firestore, 'hosts', hostId, 'forms'),\n            FORM_OPTION_CEILING,\n          )\n        : null,\n    [firestore, needsForm, hostId],\n    { idField: '$id' },\n  )\n  const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n    formRead,\n    FORM_OPTION_CEILING,\n  )\n  const formOptions = useMemo(\n    () =>\n      (formDocs ?? [])\n        .filter((form: any) => !form.archivedAt)\n        .map((form: any) => ({\n          id: form.$id as string,\n          name: (String(form.displayName ?? '').trim() || form.$id) as string,\n        }))\n        .sort((a: { name: string }, b: { name: string }) =>\n          a.name.localeCompare(b.name),\n        ),\n    [formDocs],\n  )\n  const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n  const canInstall =\n    Boolean(hostId) && (!needsForm || Boolean(formId)) && !busy && !formsLoading\n\n  const handleInstall = async () => {\n    if (!canInstall) return\n    setBusy(true)\n    setError(null)\n    try {\n      const { response, payload } = await api('recipe-install', {\n        hostId,\n        recipeId: recipe.id,\n        ...(formId ? { formId } : {}),\n      })\n      if (!response.ok) {\n        setError(payload?.error ?? 'The recipe could not be installed.')\n        return\n      }\n      onInstalled(payload as CrmRecipeInstallResult, hostId)\n    } catch (caught) {\n      console.error(caught)\n      setError('The recipe could not be installed.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const siteSuffix = (id: string) => {\n    const standing = standingOf(status, id, recipe.id)\n    if (standing === 'installed') return ' — installed'\n    if (standing === 'maybe') return ' — may already have it'\n    return ''\n  }\n\n  return (\n    <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n      <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {recipe.description}\n      </Typography>\n      <TextField\n        select\n        size=\"small\"\n        label=\"Site\"\n        value={hostId}\n        onChange={(event) => {\n          setHostId(event.target.value)\n          setFormId('')\n          setError(null)\n        }}\n        disabled={busy}\n        helperText={\n          mount.hosts.length === 0\n            ? 'This organization has no sites yet.'\n            : 'The action is written into this site’s Automation → Actions.'\n        }\n        fullWidth\n      >\n        {mount.hosts.map((host) => (\n          <MenuItem\n            key={host.id}\n            value={host.id}\n            disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n          >\n            {`${host.name}${siteSuffix(host.id)}`}\n          </MenuItem>\n        ))}\n      </TextField>\n      {needsForm ? (\n        <TextField\n          select\n          size=\"small\"\n          label=\"Form\"\n          value={formId}\n          onChange={(event) => setFormId(event.target.value)}\n          disabled={!hostId || busy || formsLoading}\n          helperText={\n            !hostId\n              ? 'Pick the site first; the recipe is keyed on one of its forms.'\n              : formsLoading\n                ? 'Loading the site’s forms…'\n                : formOptions.length === 0\n                  ? 'This site has no live forms.'\n                  : formsTruncated\n                    ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n                    : 'Contacts this form makes are tagged with its name.'\n          }\n          fullWidth\n        >\n          {formOptions.map((form) => (\n            <MenuItem key={form.id} value={form.id}>\n              {form.name}\n            </MenuItem>\n          ))}\n        </TextField>\n      ) : null}\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {'The action is created enabled, exactly as the recipe defines it. ' +\n          'Change anything afterwards from the site’s Automation → Actions page.'}\n      </Typography>\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1}>\n        <Button\n          variant=\"contained\"\n          color=\"primary\"\n          disabled={!canInstall}\n          onClick={() => void handleInstall()}\n        >\n          {busy ? 'Installing…' : 'Install'}\n        </Button>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n *\n * ## Why this card exists at the org level and nowhere else\n *\n * Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n *\n * ## \"Installed on\" reads the stamp, and says when it cannot\n *\n * The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n *\n * ## Creation opens a drawer\n *\n * Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n  const { org } = props\n  const mount = useCrmOrgMount()\n  const { enqueueSnackbar } = useSnackbar()\n  const status = useRecipeStatus(mount)\n  const refreshStatus = status.refresh\n  const [installing, setInstalling] = useState<CrmActionRecipe | null>(null)\n  const [lastInstall, setLastInstall] = useState<{\n    hostId: string\n    name: string\n  } | null>(null)\n\n  const entitled = checkEntitlement(org, 'actions')\n  const canInstall = Boolean(mount?.hostsReady) && entitled\n\n  const handleInstalled = useCallback(\n    (result: CrmRecipeInstallResult, hostId: string) => {\n      setInstalling(null)\n      setLastInstall({ hostId, name: result.name })\n      enqueueSnackbar(\n        `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n        { variant: 'success', persist: false },\n      )\n      void refreshStatus()\n    },\n    [enqueueSnackbar, mount, refreshStatus],\n  )\n\n  // Mounted by the section only beneath the org hub's provider; the hooks\n  // above run either way, so the render order never depends on the mount.\n  if (!mount) return null\n\n  const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n  return (\n    <CardDisplay\n      header={'Recipes'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Ready-made automations for the CRM. Install one on a site and the ' +\n            'action is written into that site’s Automation → Actions as the ' +\n            'recipe defines it, where it can be edited like any other action.'}\n        </Typography>\n        {lastInstall ? (\n          <Alert\n            severity=\"success\"\n            onClose={() => setLastInstall(null)}\n            action={\n              lastInstallHref ? (\n                // A link dressed as a button: the anchor carries its own\n                // href, so it keeps the link role a navigation door has.\n                <Button\n                  component={AppLink as any}\n                  {...({\n                    componentVariant: 'naked',\n                    nativeButton: false,\n                  } as any)}\n                  href={lastInstallHref}\n                  size=\"small\"\n                  color=\"inherit\"\n                >\n                  {'Open Automation → Actions'}\n                </Button>\n              ) : undefined\n            }\n          >\n            {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n          </Alert>\n        ) : null}\n        {status.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {status.error}\n          </Typography>\n        ) : null}\n        <ScrollTable size=\"small\">\n          <TableHead>\n            <TableRow>\n              <TableCell>{'Recipe'}</TableCell>\n              <TableCell>{'Installed on'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {CRM_ACTION_RECIPES.map((recipe) => (\n              <TableRow key={recipe.id} hover>\n                <TableCell sx={{ maxWidth: 360 }}>\n                  <Typography variant=\"body2\">{recipe.title}</Typography>\n                  <Typography variant=\"caption\" color=\"text.secondary\">\n                    {recipe.description}\n                  </Typography>\n                </TableCell>\n                <TableCell>\n                  <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 120 }}>\n                  <Button\n                    size=\"small\"\n                    variant=\"outlined\"\n                    disabled={!canInstall}\n                    onClick={() => setInstalling(recipe)}\n                  >\n                    {'Install'}\n                    <SrOnly>{` ${recipe.title}`}</SrOnly>\n                  </Button>\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n        {!entitled ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n              'plan — see Billing to upgrade.'}\n          </Typography>\n        ) : null}\n        {mount.hostsReady && mount.hosts.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n        {installing ? (\n          <RecipeInstallForm\n            recipe={installing}\n            mount={mount}\n            status={status.sites}\n            onClose={() => setInstalling(null)}\n            onInstalled={handleInstalled}\n          />\n        ) : null}\n      </Drawer>\n    </CardDisplay>\n  )\n}\nRecipesCard.displayName = 'RecipesCard'\n\nexport default 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package/src/lib/components/record-sharing-card.d.ts

@@ -0,0 +1,57 @@
+import type { CrmOrgDoc } from '../hooks/use-crm-scope';
+import { type CrmShareChip, type CrmSharingObject } from '../model/crm-sharing';
+/**
+ * The chip a list row or a record header shows when this site sees the
+ * record only because it was shared with it: "Shared by Dana".
+ */
+export declare function CrmShareChipView(props: {
+    chip: CrmShareChip | null;
+    org: CrmOrgDoc;
+}): import("react").JSX.Element;
+export declare namespace CrmShareChipView {
+    var displayName: string;
+}
+export interface RecordSharingCardProps {
+    object: CrmSharingObject;
+    id: string;
+    record: Readonly<Record<string, unknown>> | null | undefined;
+    /** The mounted site, or `null` at the organization level. */
+    hostId: string | null;
+    orgId: string | null;
+    org: CrmOrgDoc;
+    /** The viewing site's consent-group sites, for "shared with this site". */
+    viewingHostIds?: readonly string[];
+}
+/**
+ * SHARING — where this record is visible, and why (AGL-3336).
+ *
+ * One line for the sites that hold it (its consent group, or the site that
+ * created it), then one per hand share, naming who shared it and when, with
+ * the one-click unshare, and one per sharing rule. The held line has no
+ * unshare: visibility a site holds is not the sharing's to take away. A
+ * rule's line is removed by editing the rule, in Settings.
+ *
+ * The header's "Share with sites…" is an org manager's, and so is the
+ * unshare; every other reader sees the lines and nothing to press. For a
+ * reader on a site that sees the record only through a read-only share,
+ * the card says so, since the page's edits will be refused.
+ */
+export declare function RecordSharingCard(props: RecordSharingCardProps): import("react").JSX.Element;
+export declare namespace RecordSharingCard {
+    var displayName: string;
+}
+/**
+ * "Share with sites…" on a list's bulk bar (AGL-3336): the same dialog as
+ * the record page, over the selection. Drawn for an org manager only.
+ */
+export declare function CrmBulkShareButton(props: {
+    object: CrmSharingObject;
+    ids: readonly string[];
+    hostId: string | null;
+    orgId: string | null;
+    disabled?: boolean;
+}): import("react").JSX.Element;
+export declare namespace CrmBulkShareButton {
+    var displayName: string;
+}
+export default RecordSharingCard;