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

package/src/lib/components/sharing-rule-drawer.d.ts

@@ -0,0 +1,37 @@
+import type { OrgMemberOption } from '../hooks/use-org-member-directory';
+import { type CrmShareAccess, type CrmSharingCriteria, type CrmSharingObject, type CrmSharingRule, type CrmSharingSite } from '../model/crm-sharing';
+/** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */
+export interface SharingRuleDraft {
+    id?: string;
+    name: string;
+    object: CrmSharingObject;
+    enabled: boolean;
+    sourceHostIds: string[];
+    criteria: CrmSharingCriteria;
+    targets: 'all' | string[];
+    access: CrmShareAccess;
+}
+export interface SharingRuleDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The rule being edited, or `null` for a new one. */
+    rule: CrmSharingRule | null;
+    sites: readonly CrmSharingSite[];
+    members: readonly OrgMemberOption[];
+    campaigns: readonly {
+        value: string;
+        label: string;
+    }[];
+    busy: boolean;
+    onSubmit: (draft: SharingRuleDraft) => void;
+}
+/**
+ * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the
+ * sites that captured them, optional criteria), SHARED WITH (sites, or all
+ * sites), and ACCESS (read-only unless edit is chosen).
+ */
+export declare function SharingRuleDrawer(props: SharingRuleDrawerProps): import("react").JSX.Element;
+export declare namespace SharingRuleDrawer {
+    var displayName: string;
+}
+export default SharingRuleDrawer;

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

@@ -0,0 +1,374 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { hostIdsFromScope, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/app-utils/scope-tokens";
+import { Button, Checkbox, Drawer, FormControl, FormControlLabel, FormGroup, FormHelperText, FormLabel, MenuItem, Radio, RadioGroup, Stack, Switch, TextField, Typography } from "@mui/material";
+import { useEffect, useState } from "react";
+import { CRM_SHARING_CRITERIA_FOR, CRM_SHARING_OBJECT_LABELS, CRM_SHARING_OBJECTS } from "../model/crm-sharing.js";
+const splitList = (text)=>[
+        ...new Set(text.split(',').map((entry)=>entry.trim()).filter(Boolean))
+    ].slice(0, 20);
+/**
+ * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the
+ * sites that captured them, optional criteria), SHARED WITH (sites, or all
+ * sites), and ACCESS (read-only unless edit is chosen).
+ */ export function SharingRuleDrawer(props) {
+    const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props;
+    const [name, setName] = useState('');
+    const [object, setObject] = useState('leads');
+    const [enabled, setEnabled] = useState(true);
+    const [sourceHostIds, setSourceHostIds] = useState([]);
+    const [leadSources, setLeadSources] = useState('');
+    const [tags, setTags] = useState('');
+    const [stages, setStages] = useState([]);
+    const [ownerUids, setOwnerUids] = useState([]);
+    const [campaignIds, setCampaignIds] = useState([]);
+    const [allSites, setAllSites] = useState(true);
+    const [targets, setTargets] = useState([]);
+    const [access, setAccess] = useState('read');
+    useEffect(()=>{
+        var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _ref7, _ref8, _ref9;
+        if (!open) return;
+        setName((_ref = rule == null ? void 0 : rule.name) != null ? _ref : '');
+        setObject((_ref1 = rule == null ? void 0 : rule.object) != null ? _ref1 : 'leads');
+        setEnabled((_ref2 = rule == null ? void 0 : rule.enabled) != null ? _ref2 : true);
+        setSourceHostIds((_ref3 = rule == null ? void 0 : rule.sourceHostIds) != null ? _ref3 : []);
+        setLeadSources(((_ref4 = rule == null ? void 0 : rule.criteria.leadSources) != null ? _ref4 : []).join(', '));
+        setTags(((_ref5 = rule == null ? void 0 : rule.criteria.tags) != null ? _ref5 : []).join(', '));
+        setStages((_ref6 = rule == null ? void 0 : rule.criteria.stages) != null ? _ref6 : []);
+        setOwnerUids((_ref7 = rule == null ? void 0 : rule.criteria.ownerUids) != null ? _ref7 : []);
+        setCampaignIds((_ref8 = rule == null ? void 0 : rule.criteria.campaignIds) != null ? _ref8 : []);
+        setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true);
+        setTargets(rule ? hostIdsFromScope(rule.targets) : []);
+        setAccess((_ref9 = rule == null ? void 0 : rule.access) != null ? _ref9 : 'read');
+    }, [
+        open,
+        rule
+    ]);
+    const offers = CRM_SHARING_CRITERIA_FOR[object];
+    const stageOptions = object === 'leads' ? CRM_LEAD_STATUSES.map((value)=>({
+            value,
+            label: CRM_LEAD_STATUS_LABELS[value]
+        })) : object === 'contacts' ? CONTACT_LIFECYCLE_STAGES.map((value)=>({
+            value,
+            label: CONTACT_LIFECYCLE_STAGE_LABELS[value]
+        })) : [];
+    const canSubmit = !busy && name.trim().length > 0 && (allSites || targets.length > 0);
+    const submit = ()=>{
+        if (!canSubmit) return;
+        const criteria = {};
+        if (offers.includes('leadSources') && splitList(leadSources).length) {
+            criteria.leadSources = splitList(leadSources);
+        }
+        if (offers.includes('tags') && splitList(tags).length) {
+            criteria.tags = splitList(tags).map((tag)=>tag.toLowerCase());
+        }
+        if (stageOptions.length && stages.length) criteria.stages = stages;
+        if (offers.includes('ownerUids') && ownerUids.length) criteria.ownerUids = ownerUids;
+        if (offers.includes('campaignIds') && campaignIds.length) criteria.campaignIds = campaignIds;
+        onSubmit(_extends({}, rule ? {
+            id: rule.id
+        } : {}, {
+            name: name.trim(),
+            object,
+            enabled,
+            sourceHostIds,
+            criteria,
+            targets: allSites ? 'all' : targets,
+            access
+        }));
+    };
+    const siteName = (id)=>{
+        var _ref;
+        var _sites_find;
+        return (_ref = (_sites_find = sites.find((site)=>site.id === id)) == null ? void 0 : _sites_find.name) != null ? _ref : id;
+    };
+    return /*#__PURE__*/ _jsx(Drawer, {
+        anchor: "right",
+        open: open,
+        onClose: busy ? undefined : onClose,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 2,
+            sx: {
+                width: 400,
+                maxWidth: '100vw',
+                p: 3
+            },
+            children: [
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "h6",
+                    children: rule ? 'Edit sharing rule' : 'New sharing rule'
+                }),
+                /*#__PURE__*/ _jsx(Typography, {
+                    variant: "body2",
+                    color: "text.secondary",
+                    children: 'Shares every record the rule matches — the ones you already have, and every one ' + 'captured or changed from now on. Sharing lets a site see and work a record; it ' + 'never shares the person’s consent.'
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Name",
+                    value: name,
+                    onChange: (event)=>setName(event.target.value),
+                    slotProps: {
+                        htmlInput: {
+                            maxLength: 120
+                        }
+                    },
+                    required: true,
+                    fullWidth: true
+                }),
+                /*#__PURE__*/ _jsx(FormLabel, {
+                    children: 'Which records'
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Records",
+                    value: object,
+                    onChange: (event)=>{
+                        setObject(event.target.value);
+                        setStages([]);
+                    },
+                    disabled: Boolean(rule),
+                    helperText: rule ? 'A rule keeps the kind of record it was made for.' : undefined,
+                    fullWidth: true,
+                    children: CRM_SHARING_OBJECTS.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option,
+                            children: CRM_SHARING_OBJECT_LABELS[option].many
+                        }, option))
+                }),
+                /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Captured on",
+                    value: sourceHostIds,
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setSourceHostIds(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.map(siteName).join(', ') : 'Any site'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    helperText: "The sites the record was captured or created on.",
+                    fullWidth: true,
+                    children: sites.map((site)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: site.id,
+                            children: site.name
+                        }, site.id))
+                }),
+                offers.includes('leadSources') ? /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Lead source",
+                    value: leadSources,
+                    onChange: (event)=>setLeadSources(event.target.value),
+                    helperText: "Any of these, separated by commas. Blank for any source.",
+                    fullWidth: true
+                }) : null,
+                offers.includes('tags') ? /*#__PURE__*/ _jsx(TextField, {
+                    size: "small",
+                    label: "Tags",
+                    value: tags,
+                    onChange: (event)=>setTags(event.target.value),
+                    helperText: "Any of these, separated by commas. Blank for any tags.",
+                    fullWidth: true
+                }) : null,
+                stageOptions.length ? /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: object === 'leads' ? 'Status' : 'Lifecycle stage',
+                    value: stages,
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setStages(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.map((id)=>{
+                                    var _ref;
+                                    var _stageOptions_find;
+                                    return (_ref = (_stageOptions_find = stageOptions.find((option)=>option.value === id)) == null ? void 0 : _stageOptions_find.label) != null ? _ref : id;
+                                }).join(', ') : 'Any'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    fullWidth: true,
+                    children: stageOptions.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option.value,
+                            children: option.label
+                        }, option.value))
+                }) : null,
+                offers.includes('campaignIds') && campaigns.length ? /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Campaign",
+                    value: campaignIds,
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setCampaignIds(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.map((id)=>{
+                                    var _ref;
+                                    var _campaigns_find;
+                                    return (_ref = (_campaigns_find = campaigns.find((option)=>option.value === id)) == null ? void 0 : _campaigns_find.label) != null ? _ref : id;
+                                }).join(', ') : 'Any'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    fullWidth: true,
+                    children: campaigns.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: option.value,
+                            children: option.label
+                        }, option.value))
+                }) : null,
+                /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Owner",
+                    value: ownerUids,
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setOwnerUids(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.map((uid)=>{
+                                    const member = members.find((entry)=>entry.uid === uid);
+                                    return member ? crmMemberPickerLabel(member) : uid;
+                                }).join(', ') : 'Anyone'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    fullWidth: true,
+                    children: members.map((member)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: member.uid,
+                            children: crmMemberPickerLabel(member)
+                        }, member.uid))
+                }),
+                /*#__PURE__*/ _jsxs(FormControl, {
+                    children: [
+                        /*#__PURE__*/ _jsx(FormLabel, {
+                            children: 'Shared with'
+                        }),
+                        /*#__PURE__*/ _jsxs(FormGroup, {
+                            children: [
+                                /*#__PURE__*/ _jsx(FormControlLabel, {
+                                    control: /*#__PURE__*/ _jsx(Checkbox, {
+                                        checked: allSites,
+                                        onChange: (event)=>setAllSites(event.target.checked)
+                                    }),
+                                    label: "All sites, including sites added later"
+                                }),
+                                sites.map((site)=>/*#__PURE__*/ _jsx(FormControlLabel, {
+                                        control: /*#__PURE__*/ _jsx(Checkbox, {
+                                            checked: allSites || targets.includes(site.id),
+                                            disabled: allSites,
+                                            onChange: (event)=>setTargets((current)=>event.target.checked ? [
+                                                        ...current,
+                                                        site.id
+                                                    ] : current.filter((id)=>id !== site.id))
+                                        }),
+                                        label: site.name
+                                    }, site.id))
+                            ]
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsxs(FormControl, {
+                    children: [
+                        /*#__PURE__*/ _jsx(FormLabel, {
+                            children: 'Access'
+                        }),
+                        /*#__PURE__*/ _jsxs(RadioGroup, {
+                            value: access,
+                            onChange: (event)=>setAccess(event.target.value === 'edit' ? 'edit' : 'read'),
+                            children: [
+                                /*#__PURE__*/ _jsx(FormControlLabel, {
+                                    value: "read",
+                                    control: /*#__PURE__*/ _jsx(Radio, {
+                                        size: "small"
+                                    }),
+                                    label: "Read-only"
+                                }),
+                                /*#__PURE__*/ _jsx(FormControlLabel, {
+                                    value: "edit",
+                                    control: /*#__PURE__*/ _jsx(Radio, {
+                                        size: "small"
+                                    }),
+                                    label: "Read and edit"
+                                })
+                            ]
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(FormControlLabel, {
+                    control: /*#__PURE__*/ _jsx(Switch, {
+                        checked: enabled,
+                        onChange: (event)=>setEnabled(event.target.checked)
+                    }),
+                    label: "On"
+                }),
+                !enabled ? /*#__PURE__*/ _jsx(FormHelperText, {
+                    children: 'Off keeps the rule and takes away what it shared.'
+                }) : null,
+                /*#__PURE__*/ _jsxs(Stack, {
+                    direction: "row",
+                    spacing: 1,
+                    children: [
+                        /*#__PURE__*/ _jsx(Button, {
+                            variant: "contained",
+                            disabled: !canSubmit,
+                            onClick: submit,
+                            children: rule ? 'Save rule' : 'Add rule'
+                        }),
+                        /*#__PURE__*/ _jsx(Button, {
+                            onClick: onClose,
+                            disabled: busy,
+                            children: 'Cancel'
+                        })
+                    ]
+                })
+            ]
+        })
+    });
+}
+SharingRuleDrawer.displayName = 'SharingRuleDrawer';
+export default SharingRuleDrawer;
+
+//# sourceMappingURL=sharing-rule-drawer.js.map

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

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { hostIdsFromScope, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  Button,\n  Checkbox,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  FormLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_CRITERIA_FOR,\n  CRM_SHARING_OBJECT_LABELS,\n  CRM_SHARING_OBJECTS,\n  type CrmShareAccess,\n  type CrmSharingCriteria,\n  type CrmSharingObject,\n  type CrmSharingRule,\n  type CrmSharingSite,\n} from '../model/crm-sharing'\n\n/** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */\nexport interface SharingRuleDraft {\n  id?: string\n  name: string\n  object: CrmSharingObject\n  enabled: boolean\n  sourceHostIds: string[]\n  criteria: CrmSharingCriteria\n  targets: 'all' | string[]\n  access: CrmShareAccess\n}\n\nexport interface SharingRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The rule being edited, or `null` for a new one. */\n  rule: CrmSharingRule | null\n  sites: readonly CrmSharingSite[]\n  members: readonly OrgMemberOption[]\n  campaigns: readonly { value: string; label: string }[]\n  busy: boolean\n  onSubmit: (draft: SharingRuleDraft) => void\n}\n\nconst splitList = (text: string) =>\n  [...new Set(text.split(',').map((entry) => entry.trim()).filter(Boolean))].slice(0, 20)\n\n/**\n * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the\n * sites that captured them, optional criteria), SHARED WITH (sites, or all\n * sites), and ACCESS (read-only unless edit is chosen).\n */\nexport function SharingRuleDrawer(props: SharingRuleDrawerProps) {\n  const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props\n  const [name, setName] = useState('')\n  const [object, setObject] = useState<CrmSharingObject>('leads')\n  const [enabled, setEnabled] = useState(true)\n  const [sourceHostIds, setSourceHostIds] = useState<string[]>([])\n  const [leadSources, setLeadSources] = useState('')\n  const [tags, setTags] = useState('')\n  const [stages, setStages] = useState<string[]>([])\n  const [ownerUids, setOwnerUids] = useState<string[]>([])\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [allSites, setAllSites] = useState(true)\n  const [targets, setTargets] = useState<string[]>([])\n  const [access, setAccess] = useState<CrmShareAccess>('read')\n\n  useEffect(() => {\n    if (!open) return\n    setName(rule?.name ?? '')\n    setObject(rule?.object ?? 'leads')\n    setEnabled(rule?.enabled ?? true)\n    setSourceHostIds(rule?.sourceHostIds ?? [])\n    setLeadSources((rule?.criteria.leadSources ?? []).join(', '))\n    setTags((rule?.criteria.tags ?? []).join(', '))\n    setStages(rule?.criteria.stages ?? [])\n    setOwnerUids(rule?.criteria.ownerUids ?? [])\n    setCampaignIds(rule?.criteria.campaignIds ?? [])\n    setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true)\n    setTargets(rule ? hostIdsFromScope(rule.targets) : [])\n    setAccess(rule?.access ?? 'read')\n  }, [open, rule])\n\n  const offers = CRM_SHARING_CRITERIA_FOR[object]\n  const stageOptions: { value: string; label: string }[] =\n    object === 'leads'\n      ? CRM_LEAD_STATUSES.map((value) => ({ value, label: CRM_LEAD_STATUS_LABELS[value] }))\n      : object === 'contacts'\n        ? CONTACT_LIFECYCLE_STAGES.map((value) => ({\n            value,\n            label: CONTACT_LIFECYCLE_STAGE_LABELS[value],\n          }))\n        : []\n  const canSubmit =\n    !busy && name.trim().length > 0 && (allSites || targets.length > 0)\n\n  const submit = () => {\n    if (!canSubmit) return\n    const criteria: CrmSharingCriteria = {}\n    if (offers.includes('leadSources') && splitList(leadSources).length) {\n      criteria.leadSources = splitList(leadSources)\n    }\n    if (offers.includes('tags') && splitList(tags).length) {\n      criteria.tags = splitList(tags).map((tag) => tag.toLowerCase())\n    }\n    if (stageOptions.length && stages.length) criteria.stages = stages\n    if (offers.includes('ownerUids') && ownerUids.length) criteria.ownerUids = ownerUids\n    if (offers.includes('campaignIds') && campaignIds.length) criteria.campaignIds = campaignIds\n    onSubmit({\n      ...(rule ? { id: rule.id } : {}),\n      name: name.trim(),\n      object,\n      enabled,\n      sourceHostIds,\n      criteria,\n      targets: allSites ? 'all' : targets,\n      access,\n    })\n  }\n\n  const siteName = (id: string) => sites.find((site) => site.id === id)?.name ?? id\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={busy ? undefined : onClose}>\n      <Stack spacing={2} sx={{ width: 400, maxWidth: '100vw', p: 3 }}>\n        <Typography variant=\"h6\">{rule ? 'Edit sharing rule' : 'New sharing rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Shares every record the rule matches — the ones you already have, and every one ' +\n            'captured or changed from now on. Sharing lets a site see and work a record; it ' +\n            'never shares the person’s consent.'}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Name\"\n          value={name}\n          onChange={(event) => setName(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: 120 } }}\n          required\n          fullWidth\n        />\n        <FormLabel>{'Which records'}</FormLabel>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Records\"\n          value={object}\n          onChange={(event) => {\n            setObject(event.target.value as CrmSharingObject)\n            setStages([])\n          }}\n          disabled={Boolean(rule)}\n          helperText={rule ? 'A rule keeps the kind of record it was made for.' : undefined}\n          fullWidth\n        >\n          {CRM_SHARING_OBJECTS.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CRM_SHARING_OBJECT_LABELS[option].many}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Captured on\"\n          value={sourceHostIds}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setSourceHostIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length ? (value as string[]).map(siteName).join(', ') : 'Any site',\n            },\n            inputLabel: { shrink: true },\n          }}\n          helperText=\"The sites the record was captured or created on.\"\n          fullWidth\n        >\n          {sites.map((site) => (\n            <MenuItem key={site.id} value={site.id}>\n              {site.name}\n            </MenuItem>\n          ))}\n        </TextField>\n        {offers.includes('leadSources') ? (\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSources}\n            onChange={(event) => setLeadSources(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any source.\"\n            fullWidth\n          />\n        ) : null}\n        {offers.includes('tags') ? (\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any tags.\"\n            fullWidth\n          />\n        ) : null}\n        {stageOptions.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label={object === 'leads' ? 'Status' : 'Lifecycle stage'}\n            value={stages}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setStages(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => stageOptions.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {stageOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {offers.includes('campaignIds') && campaigns.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Campaign\"\n            value={campaignIds}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setCampaignIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => campaigns.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {campaigns.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        <TextField\n          select\n          size=\"small\"\n          label=\"Owner\"\n          value={ownerUids}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setOwnerUids(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length\n                  ? (value as string[])\n                      .map((uid) => {\n                        const member = members.find((entry) => entry.uid === uid)\n                        return member ? crmMemberPickerLabel(member) : uid\n                      })\n                      .join(', ')\n                  : 'Anyone',\n            },\n            inputLabel: { shrink: true },\n          }}\n          fullWidth\n        >\n          {members.map((member) => (\n            <MenuItem key={member.uid} value={member.uid}>\n              {crmMemberPickerLabel(member)}\n            </MenuItem>\n          ))}\n        </TextField>\n        <FormControl>\n          <FormLabel>{'Shared with'}</FormLabel>\n          <FormGroup>\n            <FormControlLabel\n              control={\n                <Checkbox checked={allSites} onChange={(event) => setAllSites(event.target.checked)} />\n              }\n              label=\"All sites, including sites added later\"\n            />\n            {sites.map((site) => (\n              <FormControlLabel\n                key={site.id}\n                control={\n                  <Checkbox\n                    checked={allSites || targets.includes(site.id)}\n                    disabled={allSites}\n                    onChange={(event) =>\n                      setTargets((current) =>\n                        event.target.checked\n                          ? [...current, site.id]\n                          : current.filter((id) => id !== site.id),\n                      )\n                    }\n                  />\n                }\n                label={site.name}\n              />\n            ))}\n          </FormGroup>\n        </FormControl>\n        <FormControl>\n          <FormLabel>{'Access'}</FormLabel>\n          <RadioGroup\n            value={access}\n            onChange={(event) => setAccess(event.target.value === 'edit' ? 'edit' : 'read')}\n          >\n            <FormControlLabel value=\"read\" control={<Radio size=\"small\" />} label=\"Read-only\" />\n            <FormControlLabel value=\"edit\" control={<Radio size=\"small\" />} label=\"Read and edit\" />\n          </RadioGroup>\n        </FormControl>\n        <FormControlLabel\n          control={<Switch checked={enabled} onChange={(event) => setEnabled(event.target.checked)} />}\n          label=\"On\"\n        />\n        {!enabled ? 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'Save rule' : 'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nSharingRuleDrawer.displayName = 'SharingRuleDrawer'\n\nexport default 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package/src/lib/components/sharing-rules-card.d.ts

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