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

package/src/lib/components/crm-glance-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = Aglyn.localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-glance-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 * as Aglyn from '@aglyn/aglyn'\nimport { money } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Button, Stack, Typography } from '@mui/material'\nimport {\n  getAggregateFromServer,\n  getCountFromServer,\n  query,\n  sum,\n  Timestamp,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  useConsoleHostRoute,\n  useFirestore,\n  useOrgDataScope,\n  useOrgPlan,\n} from '@aglyn/tenant-feature-instance'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmRoutes } from '../model/crm-routes'\nimport { openLeadsForScope } from './reports/lead-counts'\nimport { scopedCollection, visibleToClause } from './reports/report-scope'\nimport { ReportStatTile } from './reports/report-stat-tile'\nimport { useAggregateRead } from './reports/use-aggregate-read'\nimport { localDayBounds } from '../model/crm-reports'\n\nconst WEEK_MS = 7 * 24 * 60 * 60 * 1000\n\ninterface GlanceFigures {\n  contacts: number\n  newThisWeek: number\n  pipelineCents: number\n  tasksDue: number\n  /** Open leads — new or being worked — on this site, or across the org's sites. */\n  leadsToWork: number\n}\n\nexport interface CrmGlanceCardProps {\n  /**\n   * The site the card is on the dashboard of, or `null` beneath the org\n   * hub's mount (AGL-2634), where the figures total every site: the\n   * org-wide reads carry no scope clause, and the lead figure fans out\n   * over the mount's site list.\n   */\n  hostId: string | null\n  /** The org hub's own path, for the links when there is no site to derive them from. */\n  basePath?: string\n}\n\n/**\n * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —\n * contacts, new this week, open pipeline value, tasks due today or overdue,\n * and leads still to work (AGL-2624) — each a link into the section that\n * explains it.\n *\n * Server aggregates and nothing else: a dashboard card mounts on every\n * visit to the site's front page, so it is the one surface on which a\n * bounded read of a thousand rows would be a cost paid for nothing. Each\n * number is a count or a sum the server takes over the same `visibleTo`\n * predicate the hub's sections query with, so the card never shows a figure\n * the section behind the link would not.\n *\n * The lead figure is two counts and a subtraction — every lead on the site,\n * less the closed ones — because a lead nobody has touched carries no status\n * field and Firestore cannot select on a field's absence; see\n * `openLeadsFromCounts`. Leads are host-scoped by path rather than by\n * `visibleTo`, so those two counts run on `hosts/{hostId}/leads` under the\n * site's own rules, the way the Leads section reads it.\n *\n * The widget is handed a host doc id and nothing else, so the org — needed\n * for the consent group whose tokens scope the reads — comes from\n * `useOrgPlan`, and the link base from `useConsoleHostRoute`, the way the\n * commerce glance card builds its store link. Nothing is read until the org\n * has settled: a first round of aggregates against the solo group, replaced\n * by a second against the real one, would be two reads for one answer.\n *\n * ## The organization level (AGL-2634)\n *\n * Mounted with no site beneath the org hub's mount, the card totals the\n * organization: the reads carry no scope clause — the rules admit an\n * org-wide member to every row — and the lead figure is the same two\n * counts per site, over every site the mount lists, summed. Nothing is\n * read until that list has settled, for the reason nothing is read under\n * a site until the org has. The org's dashboard has no widget slot yet, so\n * the mount is a capability rather than a page; what it needs from the\n * shell is a slot and the hub's `basePath`.\n */\nexport function CrmGlanceCard(props: CrmGlanceCardProps) {\n  const { hostId, basePath } = props\n  const mount = useCrmOrgMount()\n  const consoleRoute = useConsoleHostRoute(hostId)\n  const { org, ready: planReady } = useOrgPlan(hostId ?? undefined)\n  const { scope } = useOrgDataScope(hostId ? { hostId } : { orgId: mount?.orgId })\n  const firestore = useFirestore()\n  // Under a site, the site's group's tokens once the org has settled; at\n  // the org level `null` — no clause — once the site list has.\n  const tokens = useMemo(() => {\n    if (!hostId) return null\n    if (!planReady) return undefined\n    const group = Aglyn.consentGroupForHost(org ?? null, hostId)\n    return [\n      Aglyn.ORG_SCOPE_TOKEN,\n      ...group.hostIds.map((id) => Aglyn.hostScopeToken(id)),\n    ].slice(0, Aglyn.MAX_SCOPE_HOSTS)\n  }, [org, planReady, hostId])\n  const leadSites = useMemo(\n    () =>\n      hostId\n        ? [hostId]\n        : mount?.hostsReady\n          ? mount.hosts.map((host) => host.id)\n          : null,\n    [hostId, mount],\n  )\n  const leadSitesKey = leadSites?.join('\\n') ?? ''\n  // Anchored once per mount so the queries are stable across renders.\n  const nowMs = useMemo(() => Date.now(), [])\n\n  const figures = useAggregateRead<GlanceFigures>(() => {\n    if (!scope || tokens === undefined || !leadSites) return null\n    const contacts = scopedCollection(firestore, scope, 'contacts')\n    const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals)\n    const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks)\n    const day = localDayBounds(nowMs)\n    const countOf = (target: ReturnType<typeof query>) =>\n      getCountFromServer(target).then((snapshot) => snapshot.data().count)\n    return Promise.all([\n      countOf(query(contacts, ...visibleToClause(tokens))),\n      countOf(\n        query(\n          contacts,\n          ...visibleToClause(tokens),\n          where('createdAt', '>=', Timestamp.fromMillis(nowMs - WEEK_MS)),\n        ),\n      ),\n      getAggregateFromServer(\n        query(deals, ...visibleToClause(tokens), where('status', '==', 'open')),\n        { amountCents: sum('amountCents') },\n      ).then((snapshot) => Number(snapshot.data().amountCents ?? 0)),\n      // Due today OR overdue: everything open that is due before the day ends.\n      countOf(\n        query(\n          tasks,\n          ...visibleToClause(tokens),\n          where('status', '==', 'open'),\n          where('dueAtMs', '<', day.end),\n        ),\n      ),\n      // One scoped count over the org collection (AGL-3275) — see the\n      // function's note on why summing per site would double-count.\n      openLeadsForScope(firestore, scope[1], tokens),\n    ]).then(([contacts, newThisWeek, pipelineCents, tasksDue, leadsToWork]) => ({\n      contacts,\n      newThisWeek,\n      pipelineCents,\n      tasksDue,\n      leadsToWork,\n    }))\n  }, [firestore, scope, tokens, nowMs, leadSitesKey])\n\n  const routes = useMemo(\n    () =>\n      hostId\n        ? consoleRoute.base\n          ? crmRoutes(`${consoleRoute.base}/crm`)\n          : null\n        : basePath\n          ? crmRoutes(basePath)\n          : null,\n    [hostId, consoleRoute.base, basePath],\n  )\n  const hubHref = hostId\n    ? consoleRoute.base\n      ? `${consoleRoute.base}/crm`\n      : undefined\n    : basePath\n  const value = figures.value\n\n  return (\n    <CardDisplay\n      header={'CRM at a glance'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#crm-at-a-glance',\n        excerpt:\n          'Contacts, new contacts this week, the value of every open deal, ' +\n          'the tasks due today or overdue, and the leads still to work — ' +\n          'each counted on the server and each a link into the CRM.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={hubHref}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open CRM'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={1.5}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Contacts'}\n            value={value ? value.contacts.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'New this week'}\n            value={value ? value.newThisWeek.toLocaleString() : null}\n            href={routes?.section('contacts')}\n          />\n          <ReportStatTile\n            label={'Open pipeline'}\n            value={value ? money(value.pipelineCents, 'usd') : null}\n            href={routes?.section('deals')}\n          />\n          <ReportStatTile\n            label={'Tasks due'}\n            value={value ? value.tasksDue.toLocaleString() : null}\n            note={'today or overdue'}\n            color={value?.tasksDue ? 'warning.main' : undefined}\n            href={routes?.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Leads to work'}\n            value={value ? value.leadsToWork.toLocaleString() : null}\n            note={hostId ? 'open on this site' : 'open across every site'}\n            href={routes?.section('leads')}\n          />\n        </Stack>\n        {figures.status === 'error' ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'The CRM figures could not be read. Open the CRM for the full picture.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nCrmGlanceCard.displayName = 'CrmGlanceCard'\n\nexport default CrmGlanceCard\n"],"names":["Aglyn","money","AppLink","CardDisplay","Button","Stack","Typography","getAggregateFromServer","getCountFromServer","query","sum","Timestamp","where","useMemo","useConsoleHostRoute","useFirestore","useOrgDataScope","useOrgPlan","useCrmOrgMount","crmRoutes","openLeadsForScope","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","localDayBounds","WEEK_MS","CrmGlanceCard","props","hostId","basePath","mount","consoleRoute","org","ready","planReady","undefined","scope","orgId","firestore","tokens","group","consentGroupForHost","ORG_SCOPE_TOKEN","hostIds","map","id","hostScopeToken","slice","MAX_SCOPE_HOSTS","leadSites","hostsReady","hosts","host","leadSitesKey","join","nowMs","Date","now","figures","contacts","deals","CRM_COLLECTIONS","tasks","day","countOf","target","then","snapshot","data","count","Promise","all","fromMillis","amountCents","Number","end","newThisWeek","pipelineCents","tasksDue","leadsToWork","routes","base","hubHref","value","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","component","componentVariant","nativeButton","href","size","color","spacing","direction","sx","flexWrap","label","toLocaleString","section","note","status","variant","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,KAAK,QAAQ,6DAA4D;AAClF,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,MAAM,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACzD,SACEC,sBAAsB,EACtBC,kBAAkB,EAClBC,KAAK,EACLC,GAAG,EACHC,SAAS,EACTC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SACEC,mBAAmB,EACnBC,YAAY,EACZC,eAAe,EACfC,UAAU,QACL,iCAAgC;AACvC,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,SAAS,QAAQ,yBAAqB;AAC/C,SAASC,iBAAiB,QAAQ,2BAAuB;AACzD,SAASC,gBAAgB,EAAEC,eAAe,QAAQ,4BAAwB;AAC1E,SAASC,cAAc,QAAQ,gCAA4B;AAC3D,SAASC,gBAAgB,QAAQ,kCAA8B;AAC/D,SAASC,cAAc,QAAQ,0BAAsB;AAErD,MAAMC,UAAU,IAAI,KAAK,KAAK,KAAK;AAuBnC;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CAqCC,GACD,OAAO,SAASC,cAAcC,KAAyB;;IACrD,MAAM,EAAEC,MAAM,EAAEC,QAAQ,EAAE,GAAGF;IAC7B,MAAMG,QAAQb;IACd,MAAMc,eAAelB,oBAAoBe;IACzC,MAAM,EAAEI,GAAG,EAAEC,OAAOC,SAAS,EAAE,GAAGlB,WAAWY,iBAAAA,SAAUO;IACvD,MAAM,EAAEC,KAAK,EAAE,GAAGrB,gBAAgBa,SAAS;QAAEA;IAAO,IAAI;QAAES,KAAK,EAAEP,yBAAAA,MAAOO,KAAK;IAAC;IAC9E,MAAMC,YAAYxB;IAClB,uEAAuE;IACvE,6DAA6D;IAC7D,MAAMyB,SAAS3B,QAAQ;QACrB,IAAI,CAACgB,QAAQ,OAAO;QACpB,IAAI,CAACM,WAAW,OAAOC;QACvB,MAAMK,QAAQzC,MAAM0C,mBAAmB,CAACT,cAAAA,MAAO,MAAMJ;QACrD,OAAO;YACL7B,MAAM2C,eAAe;eAClBF,MAAMG,OAAO,CAACC,GAAG,CAAC,CAACC,KAAO9C,MAAM+C,cAAc,CAACD;SACnD,CAACE,KAAK,CAAC,GAAGhD,MAAMiD,eAAe;IAClC,GAAG;QAAChB;QAAKE;QAAWN;KAAO;IAC3B,MAAMqB,YAAYrC,QAChB,IACEgB,SACI;YAACA;SAAO,GACRE,CAAAA,yBAAAA,MAAOoB,UAAU,IACfpB,MAAMqB,KAAK,CAACP,GAAG,CAAC,CAACQ,OAASA,KAAKP,EAAE,IACjC,MACR;QAACjB;QAAQE;KAAM;IAEjB,MAAMuB,uBAAeJ,6BAAAA,UAAWK,IAAI,CAAC,wBAAS;IAC9C,oEAAoE;IACpE,MAAMC,QAAQ3C,QAAQ,IAAM4C,KAAKC,GAAG,IAAI,EAAE;IAE1C,MAAMC,UAAUnC,iBAAgC;QAC9C,IAAI,CAACa,SAASG,WAAWJ,aAAa,CAACc,WAAW,OAAO;QACzD,MAAMU,WAAWvC,iBAAiBkB,WAAWF,OAAO;QACpD,MAAMwB,QAAQxC,iBAAiBkB,WAAWF,OAAOrC,MAAM8D,eAAe,CAACD,KAAK;QAC5E,MAAME,QAAQ1C,iBAAiBkB,WAAWF,OAAOrC,MAAM8D,eAAe,CAACC,KAAK;QAC5E,MAAMC,MAAMvC,eAAe+B;QAC3B,MAAMS,UAAU,CAACC,SACf1D,mBAAmB0D,QAAQC,IAAI,CAAC,CAACC,WAAaA,SAASC,IAAI,GAAGC,KAAK;QACrE,OAAOC,QAAQC,GAAG,CAAC;YACjBP,QAAQxD,MAAMmD,aAAatC,gBAAgBkB;YAC3CyB,QACExD,MACEmD,aACGtC,gBAAgBkB,SACnB5B,MAAM,aAAa,MAAMD,UAAU8D,UAAU,CAACjB,QAAQ9B;YAG1DnB,uBACEE,MAAMoD,UAAUvC,gBAAgBkB,SAAS5B,MAAM,UAAU,MAAM,UAC/D;gBAAE8D,aAAahE,IAAI;YAAe,GAClCyD,IAAI,CAAC,CAACC;oBAAoBA;uBAAPO,QAAOP,6BAAAA,SAASC,IAAI,GAAGK,WAAW,YAA3BN,6BAA+B;;YAC3D,yEAAyE;YACzEH,QACExD,MACEsD,UACGzC,gBAAgBkB,SACnB5B,MAAM,UAAU,MAAM,SACtBA,MAAM,WAAW,KAAKoD,IAAIY,GAAG;YAGjC,gEAAgE;YAChE,8DAA8D;YAC9DxD,kBAAkBmB,WAAWF,KAAK,CAAC,EAAE,EAAEG;SACxC,EAAE2B,IAAI,CAAC,CAAC,CAACP,UAAUiB,aAAaC,eAAeC,UAAUC,YAAY,GAAM,CAAA;gBAC1EpB;gBACAiB;gBACAC;gBACAC;gBACAC;YACF,CAAA;IACF,GAAG;QAACzC;QAAWF;QAAOG;QAAQgB;QAAOF;KAAa;IAElD,MAAM2B,SAASpE,QACb,IACEgB,SACIG,aAAakD,IAAI,GACf/D,UAAU,GAAGa,aAAakD,IAAI,CAAC,IAAI,CAAC,IACpC,OACFpD,WACEX,UAAUW,YACV,MACR;QAACD;QAAQG,aAAakD,IAAI;QAAEpD;KAAS;IAEvC,MAAMqD,UAAUtD,SACZG,aAAakD,IAAI,GACf,GAAGlD,aAAakD,IAAI,CAAC,IAAI,CAAC,GAC1B9C,YACFN;IACJ,MAAMsD,QAAQzB,QAAQyB,KAAK;IAE3B,qBACE,KAACjF;QACCkF,QAAQ;QACRC,MAAMtF,MAAMuF,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,qEACA,mEACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,KAACzF;gBACC0F,WAAW5F;eACN;gBAAE6F,kBAAkB;gBAASC,cAAc;YAAM;gBACtDC,MAAMd;gBACNe,MAAK;gBACLC,OAAM;0BAEL;;QAGP;kBAEA,cAAA,MAAC9F;YAAM+F,SAAS;;8BACd,MAAC/F;oBAAMgG,WAAU;oBAAMD,SAAS;oBAAGE,IAAI;wBAAEC,UAAU;oBAAO;;sCACxD,KAAChF;4BACCiF,OAAO;4BACPpB,OAAOA,QAAQA,MAAMxB,QAAQ,CAAC6C,cAAc,KAAK;4BACjDR,IAAI,EAAEhB,0BAAAA,OAAQyB,OAAO,CAAC;;sCAExB,KAACnF;4BACCiF,OAAO;4BACPpB,OAAOA,QAAQA,MAAMP,WAAW,CAAC4B,cAAc,KAAK;4BACpDR,IAAI,EAAEhB,0BAAAA,OAAQyB,OAAO,CAAC;;sCAExB,KAACnF;4BACCiF,OAAO;4BACPpB,OAAOA,QAAQnF,MAAMmF,MAAMN,aAAa,EAAE,SAAS;4BACnDmB,IAAI,EAAEhB,0BAAAA,OAAQyB,OAAO,CAAC;;sCAExB,KAACnF;4BACCiF,OAAO;4BACPpB,OAAOA,QAAQA,MAAML,QAAQ,CAAC0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package/src/lib/components/crm-send-email-dialog.js

@@ -18,6 +18,7 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
 import { CRM_EMAIL_BODY_MAX, CRM_EMAIL_SUBJECT_MAX, normalizeContactEmail, consentGroupForHost, CRM_COLLECTIONS, createResourceUid, crmMergeUnresolvedMessage, hasCrmMergeFields, resolveCrmMergeFields } from "@aglyn/aglyn";
 import { useConsoleWidgetSlot } from "@aglyn/aglyn/app-utils/console-widget-slot-context";
+import { pluginRecordListHref } from "@aglyn/aglyn/plugin-manager/plugin-record-routes";
 import { useSendingApi } from "@aglyn/tenant-feature-instance/hooks/use-sending-identity-api";
 import { AppLink, useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
@@ -33,7 +34,7 @@ import { CrmSitePicker } from "./crm-site-picker.js";
 import { CrmEmailCheckAlert, useCrmEmailCheck } from "./crm-email-check.js";
 import { useCrmApi } from "./use-crm-api.js";
 import { useCrmInboundAddress } from "./use-crm-inbound-address.js";
-import { useEmailsHubPath } from "./use-emails-hub-path.js";
+import { useSiteRouteContext } from "./use-site-route-context.js";
 import { useCrmEmailTemplates, useCrmEmailTemplateScope } from "../hooks/use-crm-email-templates.js";
 import { CrmInsertMenu, CrmSaveAsTemplateDialog, CrmTemplatePicker } from "./crm-email-template-tools.js";
 const NO_MERGE_RECORDS = {
@@ -89,17 +90,19 @@ const NO_MERGE_RECORDS = {
    * level cannot do without one.
    */ const sendHostId = (_ref1 = hostId != null ? hostId : mount == null ? void 0 : mount.createHostId) != null ? _ref1 : null;
     const crmApi = useCrmApi(sendHostId);
-    const emailsHub = useEmailsHubPath(sendHostId);
+    const sendSite = useSiteRouteContext(sendHostId);
     // The capture address (AGL-2657), for the reply this send will get: the
     // console logs what IT sends, so the address is shown to be forwarded
     // to or copied from a mailbox, never put on this message.
     const capture = useCrmInboundAddress(sendHostId, {
         enabled: open
     });
-    // The Sending section of the Emails console — the page that fixes a
-    // missing identity. `null` on a surface that cannot name the site's hub,
-    // so the refusal prints the section's name instead of a link to nowhere.
-    const sendingPath = emailsHub ? `${emailsHub}/sending` : null;
+    // Where the site's sending identities are kept — the page that fixes a
+    // missing one, at the address the plugin that keeps them publishes as
+    // `sendingIdentity` (AGL-3080). `null` on a surface that cannot name the
+    // site, or where nothing publishes the kind, so the refusal prints the
+    // section's name instead of a link to nowhere.
+    const sendingPath = sendSite ? pluginRecordListHref('sendingIdentity', sendSite) : null;
     const [identity, setIdentity] = useState({
         status: 'loading'
     });

package/src/lib/components/crm-send-email-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-send-email-dialog.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  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_SUBJECT_MAX,\n  normalizeContactEmail,\n  consentGroupForHost,\n  CRM_COLLECTIONS,\n  createResourceUid,\n  type CrmEmailTemplateRow,\n  type CrmMergeContext,\n  type CrmMergeFieldGroup,\n  crmMergeUnresolvedMessage,\n  hasCrmMergeFields,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn'\nimport { useConsoleWidgetSlot } from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport type { ConsoleRecordEmailDraft } from '@aglyn/aglyn/plugin-manager/record-zone-props'\nimport { useSendingApi } from '@aglyn/tenant-feature-instance/hooks/use-sending-identity-api'\nimport { AppLink, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useOrgDataScope,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  InputAdornment,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection, doc, getDoc, setDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmRecordBookingZone } from './crm-booking-zone'\nimport { insertLinkAtCaret } from './insert-link-at-caret'\nimport {\n  CAPTURE_ADDRESS_HELPER,\n  CopyCaptureAddressButton,\n} from './copy-capture-address-button'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmEmailCheckAlert, useCrmEmailCheck } from './crm-email-check'\nimport { useCrmApi } from './use-crm-api'\nimport { useCrmInboundAddress } from './use-crm-inbound-address'\nimport { useEmailsHubPath } from './use-emails-hub-path'\nimport {\n  useCrmEmailTemplates,\n  useCrmEmailTemplateScope,\n} from '../hooks/use-crm-email-templates'\nimport {\n  CrmInsertMenu,\n  CrmSaveAsTemplateDialog,\n  CrmTemplatePicker,\n} from './crm-email-template-tools'\n\n/**\n * The documents a merge-field preview reads (AGL-2658), fetched once per\n * open and only once the draft names a field: a letter with no fields\n * costs no reads. `site` is the sending site's name; `loaded` says the\n * fetch has answered, so the helper text can tell \"no value\" from \"not\n * yet read\".\n */\ninterface MergeRecords {\n  contact: Record<string, unknown> | null\n  deal: Record<string, unknown> | null\n  lead: Record<string, unknown> | null\n  site: string | null\n  loaded: boolean\n}\n\nconst NO_MERGE_RECORDS: MergeRecords = {\n  contact: null,\n  deal: null,\n  lead: null,\n  site: null,\n  loaded: false,\n}\n\n/**\n * What the sending-identity route said about this site, as the dialog\n * needs it: an address to print, or the reason there is none — or, at the\n * organization level, that no site has been picked to ask about.\n */\ntype IdentityState =\n  | { status: 'loading' }\n  | { status: 'site' }\n  | { status: 'ready'; from: string }\n  | { status: 'refused'; message: string; canManage: boolean }\n  | { status: 'error'; message: string }\n\nexport interface CrmSendEmailDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the message leaves from — passed in, never assumed from the\n   * URL. At the organization level the record's own capturing site, or\n   * `null` for a record no site has captured (AGL-2634): the dialog then\n   * offers the org's sites to send from, defaulting to the reader's pick.\n   */\n  hostId: string | null\n  /** The org the shell passed; lets a deal's contact be read without a lookup. */\n  org?: Partial<AglynOrgBilling> | null\n  contactId?: string\n  leadId?: string\n  dealId?: string\n  /**\n   * The recipient as the record shows it. A deal's page holds no address,\n   * so a caller with only a `contactId` may leave this out and the dialog\n   * reads it off the contact when it opens.\n   */\n  email?: string | null\n  /** What the dialog says it is writing to, beside the address. */\n  name?: string | null\n  /** Told once the route has accepted the message. */\n  onSent?: (result: { activityId: string }) => void\n}\n\n/**\n * One email to one person, from their record (AGL-2615).\n *\n * ## What the reader sees, and what they cannot change\n *\n * To is the record's address and is read-only: the route resolves the\n * recipient off the record again, so an editable field here would be a\n * promise the server does not keep. From is the site's sending identity as\n * the sending-identity route reports it — the same answer the campaign\n * composer prints — and when that route refuses, the dialog says why and\n * points at **Emails › Sending** rather than offering a Send button that\n * 409s. Reply-to is the signed-in user's own address, because a reply to a\n * relationship email belongs in the inbox of the person who wrote it, not\n * the site's shared mailbox. Subject and Body are the whole of what a\n * person writes; the body is plain paragraphs, and the email design system\n * is deliberately not here — this is a letter, not a campaign.\n *\n * ## A refusal stays on screen\n *\n * The route's refusals — the daily cap, a suppressed address, a stated\n * refusal, the ceiling — are answers the rep should read, so they render\n * inside the dialog with the draft intact rather than as a toast over a\n * closed one. Only a send the provider accepted closes it.\n *\n * Mounted on open by its button, so the identity request and the contact\n * read happen when somebody asks and not on every record page paint.\n */\nexport function CrmSendEmailDialog(props: CrmSendEmailDialogProps) {\n  const { open, onClose, hostId, org, contactId, leadId, dealId, onSent } = props\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const { orgId } = useOrgDataScope({\n    hostId: hostId ?? undefined,\n    orgId: org?.$id ?? mount?.orgId,\n  })\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const sendingApi = useSendingApi()\n  /*\n   * The site the message LEAVES FROM: the record's own, or at the\n   * organization level — for a record no site captured — the site the\n   * reader picked (AGL-2634). The identity, the suppression list and the\n   * person's stated refusal are each that site's, which is why the org\n   * level cannot do without one.\n   */\n  const sendHostId = hostId ?? mount?.createHostId ?? null\n  const crmApi = useCrmApi(sendHostId)\n  const emailsHub = useEmailsHubPath(sendHostId)\n  // The capture address (AGL-2657), for the reply this send will get: the\n  // console logs what IT sends, so the address is shown to be forwarded\n  // to or copied from a mailbox, never put on this message.\n  const capture = useCrmInboundAddress(sendHostId, { enabled: open })\n  // The Sending section of the Emails console — the page that fixes a\n  // missing identity. `null` on a surface that cannot name the site's hub,\n  // so the refusal prints the section's name instead of a link to nowhere.\n  const sendingPath = emailsHub ? `${emailsHub}/sending` : null\n\n  const [identity, setIdentity] = useState<IdentityState>({ status: 'loading' })\n  const [recipient, setRecipient] = useState<string | null>(\n    normalizeContactEmail(props.email) ?? null,\n  )\n  const [subject, setSubject] = useState('')\n  const [body, setBody] = useState('')\n  const [sending, setSending] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  /*\n   * TEMPLATES, SNIPPETS AND MERGE FIELDS (AGL-2658). The listener is the\n   * dialog's own scope — the mounted site's tokens, or none at the org\n   * level — and what a saved template is stamped with follows the same\n   * rule. The message field's element is held so a snippet lands at the\n   * caret rather than at the end.\n   */\n  const { confirm } = useConfirmationContext()\n  const templateScope = useCrmEmailTemplateScope({ hostId, org })\n  const { templates } = useCrmEmailTemplates({\n    scope: templateScope.scope,\n    visibleTo: templateScope.visibleTo,\n    uid: user?.uid,\n  })\n  const pickable = useMemo(() => templates.filter((row) => row.kind === 'template'), [templates])\n  const snippets = useMemo(() => templates.filter((row) => row.kind === 'snippet'), [templates])\n  const [appliedTemplate, setAppliedTemplate] = useState<CrmEmailTemplateRow | null>(null)\n  const [saveOpen, setSaveOpen] = useState(false)\n  const [records, setRecords] = useState<MergeRecords>(NO_MERGE_RECORDS)\n  const messageRef = useRef<HTMLTextAreaElement | null>(null)\n  const draftHasFields = hasCrmMergeFields(`${subject}\\n${body}`)\n  // The groups the Insert menu offers: what the record can answer.\n  const fieldGroups = useMemo<CrmMergeFieldGroup[]>(\n    () => [\n      ...(contactId || dealId ? (['Contact'] as const) : []),\n      ...(leadId && !contactId ? (['Lead'] as const) : []),\n      ...(dealId ? (['Deal'] as const) : []),\n      'You',\n      'Site',\n    ],\n    [contactId, dealId, leadId],\n  )\n\n  /*\n   * The identity, asked for on open. The route is the send path's own\n   * resolver, so what it prints here is what the message will leave as; a\n   * dialog that derived \"verified\" from the domain list would be a second\n   * opinion that drifts from the send.\n   */\n  useEffect(() => {\n    if (!open) return\n    let cancelled = false\n    setError(null)\n    // The draft survives a change of sending site — the site is not the\n    // letter — and is cleared only when the dialog opens.\n    if (!sendHostId) {\n      setIdentity({ status: 'site' })\n      return undefined\n    }\n    setIdentity({ status: 'loading' })\n    void (async () => {\n      const { response, payload } = await sendingApi({\n        path: 'sending-identity',\n        method: 'GET',\n        query: { hostId: sendHostId },\n      })\n      if (cancelled) return\n      if (!response.ok) {\n        setIdentity({\n          status: 'error',\n          message: String(payload['error'] ?? 'The sending identity could not be read.'),\n        })\n        return\n      }\n      const refusal = payload['refusal'] as { message?: string } | null\n      if (refusal) {\n        setIdentity({\n          status: 'refused',\n          message: String(refusal.message ?? 'This site has no verified sending identity.'),\n          canManage: payload['canManage'] === true,\n        })\n        return\n      }\n      const senders = Array.isArray(payload['senders'])\n        ? (payload['senders'] as { isDefault?: boolean; from?: string | null }[])\n        : []\n      const from =\n        senders.find((sender) => sender.isDefault && sender.from)?.from ??\n        senders.find((sender) => sender.from)?.from ??\n        null\n      setIdentity(\n        from\n          ? { status: 'ready', from }\n          : {\n              status: 'error',\n              message: String(payload['identity'] ?? 'No sending address is in effect.'),\n            },\n      )\n    })()\n    return () => {\n      cancelled = true\n    }\n  }, [open, sendHostId, sendingApi])\n  useEffect(() => {\n    if (!open) return\n    setSubject('')\n    setBody('')\n    setAppliedTemplate(null)\n    setSaveOpen(false)\n    setRecords(NO_MERGE_RECORDS)\n  }, [open])\n\n  /*\n   * The documents a preview reads, fetched the first time the draft names\n   * a merge field and kept for the rest of the open: the contact, the\n   * deal, the lead, and the sending site's name — off the org mount when\n   * it knows the site, off the host document otherwise. The route reads\n   * the same documents again for the send; these are what the rep sees.\n   */\n  useEffect(() => {\n    if (!open || !draftHasFields || records.loaded) return\n    let cancelled = false\n    const read = async (path: string[] | null): Promise<Record<string, unknown> | null> => {\n      if (!path) return null\n      const snapshot = await getDoc(doc(firestore, path[0], ...path.slice(1)))\n      return snapshot.exists() ? ((snapshot.data() ?? null) as Record<string, unknown> | null) : null\n    }\n    const mountedSite = sendHostId\n      ? (mount?.hosts ?? []).find((host) => host.id === sendHostId)\n      : undefined\n    void Promise.all([\n      read(contactId && orgId ? ['orgs', orgId, 'contacts', contactId] : null),\n      read(dealId && orgId ? ['orgs', orgId, CRM_COLLECTIONS.deals, dealId] : null),\n      // One org row (AGL-3275); the site still decides WHICH lead is offered,\n      // but not where it lives.\n      read(leadId && orgId ? ['orgs', orgId, 'leads', leadId] : null),\n      mountedSite || !sendHostId ? null : read(['hosts', sendHostId]),\n    ])\n      .then(([contact, deal, lead, host]) => {\n        if (cancelled) return\n        // A deal's contact, when the page named only the deal.\n        const dealContactId = String(deal?.['contactId'] ?? '').trim()\n        const withContact =\n          !contact && dealContactId && orgId\n            ? read(['orgs', orgId, 'contacts', dealContactId])\n            : Promise.resolve(contact)\n        return withContact.then((resolvedContact) => {\n          if (cancelled) return\n          setRecords({\n            contact: resolvedContact,\n            deal,\n            lead,\n            site: mountedSite?.name ?? (host ? String(host['displayName'] ?? '') : null),\n            loaded: true,\n          })\n        })\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecords({ ...NO_MERGE_RECORDS, loaded: true })\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [\n    open,\n    draftHasFields,\n    records.loaded,\n    firestore,\n    orgId,\n    contactId,\n    dealId,\n    leadId,\n    sendHostId,\n    mount?.hosts,\n  ])\n\n  const mergeContext = useMemo<CrmMergeContext>(\n    () => ({\n      contact: records.contact,\n      contactGroupId: sendHostId ? consentGroupForHost(org ?? null, sendHostId).groupId : null,\n      deal: records.deal,\n      lead: records.lead,\n      sender: { name: user?.displayName ?? '', email: user?.email ?? '' },\n      site: { name: records.site ?? '' },\n    }),\n    [records, sendHostId, org, user?.displayName, user?.email],\n  )\n  const preview = useMemo(\n    () =>\n      draftHasFields && records.loaded\n        ? {\n            subject: resolveCrmMergeFields(subject, mergeContext),\n            body: resolveCrmMergeFields(body, mergeContext),\n          }\n        : null,\n    [draftHasFields, records.loaded, subject, body, mergeContext],\n  )\n  const unresolved = useMemo(\n    () =>\n      preview\n        ? [...new Set([...preview.subject.unresolved, ...preview.body.unresolved])]\n        : [],\n    [preview],\n  )\n\n  /** A template into both fields — asking first when a message is already written. */\n  const applyTemplate = useCallback(\n    async (template: CrmEmailTemplateRow | null) => {\n      if (!template) {\n        setAppliedTemplate(null)\n        return\n      }\n      const written = body.trim().length > 0 && body !== appliedTemplate?.body\n      if (written) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: `\"${template.name}\" replaces what you have written in the subject and the message.`,\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      if (template.subject) setSubject(template.subject)\n      setBody(template.body)\n      setAppliedTemplate(template)\n    },\n    [body, appliedTemplate, confirm],\n  )\n\n  /*\n   * The `recordEmail` zone (AGL-2917), hosted through the shell's renderer: a\n   * widget there proposes a subject and a message, which land in the fields\n   * above like a template does, asking first when a message is already\n   * written. Send is still the only write, and the zone reads the record the\n   * message is written from: the deal over its contact, a lead on its own site,\n   * and at the organization level a contact or a deal the org reads.\n   */\n  const EmailDraftSlot = useConsoleWidgetSlot()\n  const proposeDraft = useCallback(\n    async (draft: ConsoleRecordEmailDraft) => {\n      const next = { subject: draft.subject.slice(0, CRM_EMAIL_SUBJECT_MAX), body: draft.body.slice(0, CRM_EMAIL_BODY_MAX) }\n      if (body.trim() && body !== next.body) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: 'The draft replaces what you have written in the subject and the message.',\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setSubject(next.subject)\n      setBody(next.body)\n      setAppliedTemplate(null)\n    },\n    [body, confirm],\n  )\n  const draftRecord = dealId\n    ? { kind: 'deal', id: dealId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : contactId\n        ? { kind: 'contact', id: contactId }\n        : null\n\n  /** A snippet or a field where the caret is, the caret moved past it. */\n  const insertAtCaret = useCallback(\n    (text: string) => {\n      const element = messageRef.current\n      const start = element?.selectionStart ?? body.length\n      const end = element?.selectionEnd ?? body.length\n      const next = `${body.slice(0, start)}${text}${body.slice(end)}`.slice(0, CRM_EMAIL_BODY_MAX)\n      setBody(next)\n      const caret = Math.min(start + text.length, next.length)\n      window.setTimeout(() => {\n        element?.focus()\n        element?.setSelectionRange(caret, caret)\n      }, 0)\n    },\n    [body],\n  )\n\n  /**\n   * The draft kept as a template, stamped as this surface's scope stamps\n   * every CRM record — the site's tokens under a site, the org token from\n   * the organization's hub — and, when personal, owned by the writer.\n   */\n  const saveAsTemplate = useCallback(\n    async (draft: { name: string; visibility: 'shared' | 'personal' }) => {\n      const scope = templateScope.scope\n      const uid = user?.uid\n      if (!scope || !uid || templateScope.createTokens.length === 0) {\n        throw new Error('a template needs an organization and a signed-in writer')\n      }\n      const now = Date.now()\n      await setDoc(\n        doc(collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.emailTemplates), createResourceUid()),\n        {\n          name: draft.name,\n          subject: subject.trim(),\n          body: body.trim(),\n          kind: 'template',\n          visibility: draft.visibility,\n          ...(draft.visibility === 'personal' ? { ownerUid: uid } : {}),\n          createdByUid: uid,\n          createdAtMs: now,\n          updatedAtMs: now,\n          hostId: templateScope.createHostId,\n          visibleTo: [...templateScope.createTokens],\n          createdAt: new Date(now),\n          updatedAt: new Date(now),\n        },\n      )\n      enqueueSnackbar(`Template \"${draft.name}\" saved`, { variant: 'success', persist: false })\n      setSaveOpen(false)\n    },\n    [templateScope, user?.uid, firestore, subject, body, enqueueSnackbar],\n  )\n\n  /*\n   * The address, when the caller had none: one read of the contact, on\n   * open. The route reads it again for itself; this one is what the To\n   * field prints, and a field that printed nothing until the send answered\n   * would ask the rep to write to somebody unnamed.\n   */\n  useEffect(() => {\n    if (!open) return\n    const given = normalizeContactEmail(props.email)\n    if (given) {\n      setRecipient(given)\n      return\n    }\n    if (!contactId || !orgId) return\n    let cancelled = false\n    void getDoc(doc(firestore, 'orgs', orgId, 'contacts', contactId))\n      .then((snapshot) => {\n        if (cancelled) return\n        setRecipient(normalizeContactEmail(snapshot.get('email')) ?? null)\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecipient(null)\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [open, props.email, contactId, orgId, firestore])\n\n  /*\n   * What the platform knows about the address before Send (AGL-3328): a\n   * domain with no mail server, or a mail gateway that refused this site's\n   * sending domain twice this month. Read off the server's cache — the\n   * browser does no DNS — and said as a warning; the route decides.\n   */\n  const deliverability = useCrmEmailCheck(sendHostId, recipient, { enabled: open })\n\n  const replyTo = normalizeContactEmail(user?.email) ?? ''\n  const canSend =\n    identity.status === 'ready' &&\n    Boolean(recipient) &&\n    subject.trim().length > 0 &&\n    body.trim().length > 0 &&\n    !sending\n\n  const handleSend = useCallback(async () => {\n    if (!canSend) return\n    setSending(true)\n    setError(null)\n    try {\n      const { response, payload } = await crmApi('email-send', {\n        ...(contactId ? { contactId } : {}),\n        ...(leadId ? { leadId } : {}),\n        ...(dealId ? { dealId } : {}),\n        subject: subject.trim(),\n        body: body.trim(),\n      })\n      if (!response.ok) {\n        setError(String(payload['error'] ?? 'The email could not be sent.'))\n        return\n      }\n      enqueueSnackbar('Email sent', { variant: 'success', persist: false })\n      onSent?.({ activityId: String(payload['activityId'] ?? '') })\n      onClose()\n    } catch (cause) {\n      console.error(cause)\n      setError('The email could not be sent.')\n    } finally {\n      setSending(false)\n    }\n  }, [canSend, crmApi, contactId, leadId, dealId, subject, body, enqueueSnackbar, onSent, onClose])\n\n  const toLabel = props.name && recipient ? `${props.name} <${recipient}>` : (recipient ?? '')\n\n  /*\n   * The booking door (AGL-2660): a link to one of the sending site's\n   * services, dropped where the caret is. The link carries the most\n   * specific record this message is about — the deal over its contact, so\n   * the booking lands on the deal's timeline as the email does.\n   */\n  const bookingRef = dealId\n    ? { kind: 'deal' as const, id: dealId }\n    : leadId\n      ? { kind: 'lead' as const, id: leadId }\n      : contactId\n        ? { kind: 'contact' as const, id: contactId }\n        : null\n  const handleInsertLink = useCallback((link: string) => {\n    const input = messageRef.current\n    const current = input?.value ?? ''\n    const start = input?.selectionStart ?? current.length\n    const end = input?.selectionEnd ?? start\n    const next = insertLinkAtCaret(current, link, start, end)\n    setBody(next.text)\n    // Once the new value has painted, typing continues after the link.\n    window.setTimeout(() => {\n      input?.focus()\n      input?.setSelectionRange(next.caret, next.caret)\n    }, 0)\n  }, [])\n\n  return (\n    <Dialog open={open} onClose={sending ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{'Send email'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {!hostId ? (\n          <CrmSitePicker\n            hostId={hostId}\n            label=\"Send from\"\n            helperText=\"The site whose sending address the email leaves on.\"\n            disabled={sending}\n          />\n        ) : null}\n        {identity.status === 'site' ? (\n          <Alert severity=\"info\" sx={{ mt: 1 }}>\n            {'Pick the site the email leaves from.'}\n          </Alert>\n        ) : identity.status === 'refused' ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            <Typography variant=\"body2\">{identity.message}</Typography>\n            {sendingPath ? (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                <AppLink href={sendingPath}>\n                  {identity.canManage ? 'Set up sending' : 'See sending'}\n                </AppLink>\n              </Typography>\n            ) : (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                {'An admin sets this up under Emails › Sending.'}\n              </Typography>\n            )}\n          </Alert>\n        ) : identity.status === 'error' ? (\n          <Alert severity=\"error\" sx={{ mt: 1 }}>\n            {identity.message}\n          </Alert>\n        ) : null}\n        {open && !recipient && (identity.status === 'ready' || identity.status === 'loading') ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            {'This record has no email address.'}\n          </Alert>\n        ) : null}\n        <TextField\n          size=\"small\"\n          label=\"To\"\n          value={toLabel}\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n          sx={{ mt: identity.status === 'ready' || identity.status === 'loading' ? 1 : 0 }}\n        />\n        <CrmEmailCheckAlert check={deliverability} />\n        <TextField\n          size=\"small\"\n          label=\"From\"\n          value={\n            identity.status === 'ready'\n              ? identity.from\n              : identity.status === 'loading'\n                ? 'Resolving the site’s sending address…'\n                : identity.status === 'site'\n                  ? 'Pick a site to send from'\n                  : ''\n          }\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        <TextField\n          size=\"small\"\n          label=\"Reply-to\"\n          value={replyTo}\n          helperText=\"Replies come to you, not to the site's mailbox.\"\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        {capture.status === 'ready' ? (\n          <TextField\n            size=\"small\"\n            label=\"Log replies\"\n            value={capture.address}\n            helperText={CAPTURE_ADDRESS_HELPER}\n            slotProps={{\n              input: {\n                readOnly: true,\n                endAdornment: (\n                  <InputAdornment position=\"end\">\n                    <CopyCaptureAddressButton address={capture.address} />\n                  </InputAdornment>\n                ),\n              },\n              inputLabel: { shrink: true },\n            }}\n          />\n        ) : null}\n        {pickable.length ? (\n          <CrmTemplatePicker\n            templates={pickable}\n            value={appliedTemplate}\n            onChange={(template) => void applyTemplate(template)}\n            disabled={sending}\n          />\n        ) : null}\n        <TextField\n          size=\"small\"\n          label=\"Subject\"\n          value={subject}\n          onChange={(event) => setSubject(event.target.value)}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: CRM_EMAIL_SUBJECT_MAX } }}\n        />\n        <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n          <CrmInsertMenu\n            snippets={snippets}\n            groups={fieldGroups}\n            disabled={sending}\n            onInsert={insertAtCaret}\n          />\n          <Button\n            size=\"small\"\n            disabled={sending || !templateScope.scope || (!subject.trim() && !body.trim())}\n            onClick={() => setSaveOpen(true)}\n          >\n            {'Save as template…'}\n          </Button>\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"Message\"\n          value={body}\n          onChange={(event) => setBody(event.target.value)}\n          multiline\n          minRows={6}\n          inputRef={messageRef}\n          helperText={\n            unresolved.length\n              ? crmMergeUnresolvedMessage(unresolved)\n              : draftHasFields\n                ? 'Plain text. Merge fields are filled in from this record when the email is sent.'\n                : 'Plain text. A blank line starts a new paragraph.'\n          }\n          slotProps={{\n            htmlInput: { maxLength: CRM_EMAIL_BODY_MAX },\n            formHelperText: { sx: unresolved.length ? { color: 'warning.main' } : undefined },\n          }}\n        />\n        {EmailDraftSlot && draftRecord ? (\n          <EmailDraftSlot\n            slot=\"recordEmail\"\n            // A lead is read on its own site; a contact or a deal at the level\n            // the composer was opened at.\n            hostId={draftRecord.kind === 'lead' || !mount ? hostId : null}\n            orgId={orgId ?? undefined}\n            record={{ ...draftRecord, name: String(props.name ?? '') }}\n            subject={subject}\n            body={body}\n            proposeDraft={(draft: ConsoleRecordEmailDraft) => void proposeDraft(draft)}\n          />\n        ) : null}\n        {preview ? (\n          <Stack spacing={0.5} data-testid=\"crm-email-preview\">\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Preview — as it will be sent'}\n            </Typography>\n            <Typography variant=\"subtitle2\">{preview.subject.text}</Typography>\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {preview.body.text}\n            </Typography>\n          </Stack>\n        ) : null}\n        {bookingRef ? (\n          <CrmRecordBookingZone\n            variant=\"chip\"\n            hostId={sendHostId}\n            org={org}\n            kind={bookingRef.kind}\n            recordId={bookingRef.id}\n            onInsert={handleInsertLink}\n          />\n        ) : null}\n        {error ? <Alert severity=\"error\">{error}</Alert> : null}\n      </DialogContent>\n      <CrmSaveAsTemplateDialog\n        open={saveOpen}\n        onClose={() => setSaveOpen(false)}\n        onSave={saveAsTemplate}\n      />\n      <DialogActions>\n        <Button onClick={onClose} disabled={sending}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" color=\"primary\" disabled={!canSend} onClick={handleSend}>\n          {sending ? 'Sending…' : 'Send'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nCrmSendEmailDialog.displayName = 'CrmSendEmailDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-send-email-dialog.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  CRM_EMAIL_BODY_MAX,\n  CRM_EMAIL_SUBJECT_MAX,\n  normalizeContactEmail,\n  consentGroupForHost,\n  CRM_COLLECTIONS,\n  createResourceUid,\n  type CrmEmailTemplateRow,\n  type CrmMergeContext,\n  type CrmMergeFieldGroup,\n  crmMergeUnresolvedMessage,\n  hasCrmMergeFields,\n  resolveCrmMergeFields,\n} from '@aglyn/aglyn'\nimport { useConsoleWidgetSlot } from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport type { ConsoleRecordEmailDraft } from '@aglyn/aglyn/plugin-manager/record-zone-props'\nimport { useSendingApi } from '@aglyn/tenant-feature-instance/hooks/use-sending-identity-api'\nimport { AppLink, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useOrgDataScope,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  InputAdornment,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { collection, doc, getDoc, setDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmRecordBookingZone } from './crm-booking-zone'\nimport { insertLinkAtCaret } from './insert-link-at-caret'\nimport {\n  CAPTURE_ADDRESS_HELPER,\n  CopyCaptureAddressButton,\n} from './copy-capture-address-button'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmEmailCheckAlert, useCrmEmailCheck } from './crm-email-check'\nimport { useCrmApi } from './use-crm-api'\nimport { useCrmInboundAddress } from './use-crm-inbound-address'\nimport { useSiteRouteContext } from './use-site-route-context'\nimport {\n  useCrmEmailTemplates,\n  useCrmEmailTemplateScope,\n} from '../hooks/use-crm-email-templates'\nimport {\n  CrmInsertMenu,\n  CrmSaveAsTemplateDialog,\n  CrmTemplatePicker,\n} from './crm-email-template-tools'\n\n/**\n * The documents a merge-field preview reads (AGL-2658), fetched once per\n * open and only once the draft names a field: a letter with no fields\n * costs no reads. `site` is the sending site's name; `loaded` says the\n * fetch has answered, so the helper text can tell \"no value\" from \"not\n * yet read\".\n */\ninterface MergeRecords {\n  contact: Record<string, unknown> | null\n  deal: Record<string, unknown> | null\n  lead: Record<string, unknown> | null\n  site: string | null\n  loaded: boolean\n}\n\nconst NO_MERGE_RECORDS: MergeRecords = {\n  contact: null,\n  deal: null,\n  lead: null,\n  site: null,\n  loaded: false,\n}\n\n/**\n * What the sending-identity route said about this site, as the dialog\n * needs it: an address to print, or the reason there is none — or, at the\n * organization level, that no site has been picked to ask about.\n */\ntype IdentityState =\n  | { status: 'loading' }\n  | { status: 'site' }\n  | { status: 'ready'; from: string }\n  | { status: 'refused'; message: string; canManage: boolean }\n  | { status: 'error'; message: string }\n\nexport interface CrmSendEmailDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the message leaves from — passed in, never assumed from the\n   * URL. At the organization level the record's own capturing site, or\n   * `null` for a record no site has captured (AGL-2634): the dialog then\n   * offers the org's sites to send from, defaulting to the reader's pick.\n   */\n  hostId: string | null\n  /** The org the shell passed; lets a deal's contact be read without a lookup. */\n  org?: Partial<AglynOrgBilling> | null\n  contactId?: string\n  leadId?: string\n  dealId?: string\n  /**\n   * The recipient as the record shows it. A deal's page holds no address,\n   * so a caller with only a `contactId` may leave this out and the dialog\n   * reads it off the contact when it opens.\n   */\n  email?: string | null\n  /** What the dialog says it is writing to, beside the address. */\n  name?: string | null\n  /** Told once the route has accepted the message. */\n  onSent?: (result: { activityId: string }) => void\n}\n\n/**\n * One email to one person, from their record (AGL-2615).\n *\n * ## What the reader sees, and what they cannot change\n *\n * To is the record's address and is read-only: the route resolves the\n * recipient off the record again, so an editable field here would be a\n * promise the server does not keep. From is the site's sending identity as\n * the sending-identity route reports it — the same answer the campaign\n * composer prints — and when that route refuses, the dialog says why and\n * points at **Emails › Sending** rather than offering a Send button that\n * 409s. Reply-to is the signed-in user's own address, because a reply to a\n * relationship email belongs in the inbox of the person who wrote it, not\n * the site's shared mailbox. Subject and Body are the whole of what a\n * person writes; the body is plain paragraphs, and the email design system\n * is deliberately not here — this is a letter, not a campaign.\n *\n * ## A refusal stays on screen\n *\n * The route's refusals — the daily cap, a suppressed address, a stated\n * refusal, the ceiling — are answers the rep should read, so they render\n * inside the dialog with the draft intact rather than as a toast over a\n * closed one. Only a send the provider accepted closes it.\n *\n * Mounted on open by its button, so the identity request and the contact\n * read happen when somebody asks and not on every record page paint.\n */\nexport function CrmSendEmailDialog(props: CrmSendEmailDialogProps) {\n  const { open, onClose, hostId, org, contactId, leadId, dealId, onSent } = props\n  const firestore = useFirestore()\n  const mount = useCrmOrgMount()\n  const { orgId } = useOrgDataScope({\n    hostId: hostId ?? undefined,\n    orgId: org?.$id ?? mount?.orgId,\n  })\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const sendingApi = useSendingApi()\n  /*\n   * The site the message LEAVES FROM: the record's own, or at the\n   * organization level — for a record no site captured — the site the\n   * reader picked (AGL-2634). The identity, the suppression list and the\n   * person's stated refusal are each that site's, which is why the org\n   * level cannot do without one.\n   */\n  const sendHostId = hostId ?? mount?.createHostId ?? null\n  const crmApi = useCrmApi(sendHostId)\n  const sendSite = useSiteRouteContext(sendHostId)\n  // The capture address (AGL-2657), for the reply this send will get: the\n  // console logs what IT sends, so the address is shown to be forwarded\n  // to or copied from a mailbox, never put on this message.\n  const capture = useCrmInboundAddress(sendHostId, { enabled: open })\n  // Where the site's sending identities are kept — the page that fixes a\n  // missing one, at the address the plugin that keeps them publishes as\n  // `sendingIdentity` (AGL-3080). `null` on a surface that cannot name the\n  // site, or where nothing publishes the kind, so the refusal prints the\n  // section's name instead of a link to nowhere.\n  const sendingPath = sendSite ? pluginRecordListHref('sendingIdentity', sendSite) : null\n\n  const [identity, setIdentity] = useState<IdentityState>({ status: 'loading' })\n  const [recipient, setRecipient] = useState<string | null>(\n    normalizeContactEmail(props.email) ?? null,\n  )\n  const [subject, setSubject] = useState('')\n  const [body, setBody] = useState('')\n  const [sending, setSending] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  /*\n   * TEMPLATES, SNIPPETS AND MERGE FIELDS (AGL-2658). The listener is the\n   * dialog's own scope — the mounted site's tokens, or none at the org\n   * level — and what a saved template is stamped with follows the same\n   * rule. The message field's element is held so a snippet lands at the\n   * caret rather than at the end.\n   */\n  const { confirm } = useConfirmationContext()\n  const templateScope = useCrmEmailTemplateScope({ hostId, org })\n  const { templates } = useCrmEmailTemplates({\n    scope: templateScope.scope,\n    visibleTo: templateScope.visibleTo,\n    uid: user?.uid,\n  })\n  const pickable = useMemo(() => templates.filter((row) => row.kind === 'template'), [templates])\n  const snippets = useMemo(() => templates.filter((row) => row.kind === 'snippet'), [templates])\n  const [appliedTemplate, setAppliedTemplate] = useState<CrmEmailTemplateRow | null>(null)\n  const [saveOpen, setSaveOpen] = useState(false)\n  const [records, setRecords] = useState<MergeRecords>(NO_MERGE_RECORDS)\n  const messageRef = useRef<HTMLTextAreaElement | null>(null)\n  const draftHasFields = hasCrmMergeFields(`${subject}\\n${body}`)\n  // The groups the Insert menu offers: what the record can answer.\n  const fieldGroups = useMemo<CrmMergeFieldGroup[]>(\n    () => [\n      ...(contactId || dealId ? (['Contact'] as const) : []),\n      ...(leadId && !contactId ? (['Lead'] as const) : []),\n      ...(dealId ? (['Deal'] as const) : []),\n      'You',\n      'Site',\n    ],\n    [contactId, dealId, leadId],\n  )\n\n  /*\n   * The identity, asked for on open. The route is the send path's own\n   * resolver, so what it prints here is what the message will leave as; a\n   * dialog that derived \"verified\" from the domain list would be a second\n   * opinion that drifts from the send.\n   */\n  useEffect(() => {\n    if (!open) return\n    let cancelled = false\n    setError(null)\n    // The draft survives a change of sending site — the site is not the\n    // letter — and is cleared only when the dialog opens.\n    if (!sendHostId) {\n      setIdentity({ status: 'site' })\n      return undefined\n    }\n    setIdentity({ status: 'loading' })\n    void (async () => {\n      const { response, payload } = await sendingApi({\n        path: 'sending-identity',\n        method: 'GET',\n        query: { hostId: sendHostId },\n      })\n      if (cancelled) return\n      if (!response.ok) {\n        setIdentity({\n          status: 'error',\n          message: String(payload['error'] ?? 'The sending identity could not be read.'),\n        })\n        return\n      }\n      const refusal = payload['refusal'] as { message?: string } | null\n      if (refusal) {\n        setIdentity({\n          status: 'refused',\n          message: String(refusal.message ?? 'This site has no verified sending identity.'),\n          canManage: payload['canManage'] === true,\n        })\n        return\n      }\n      const senders = Array.isArray(payload['senders'])\n        ? (payload['senders'] as { isDefault?: boolean; from?: string | null }[])\n        : []\n      const from =\n        senders.find((sender) => sender.isDefault && sender.from)?.from ??\n        senders.find((sender) => sender.from)?.from ??\n        null\n      setIdentity(\n        from\n          ? { status: 'ready', from }\n          : {\n              status: 'error',\n              message: String(payload['identity'] ?? 'No sending address is in effect.'),\n            },\n      )\n    })()\n    return () => {\n      cancelled = true\n    }\n  }, [open, sendHostId, sendingApi])\n  useEffect(() => {\n    if (!open) return\n    setSubject('')\n    setBody('')\n    setAppliedTemplate(null)\n    setSaveOpen(false)\n    setRecords(NO_MERGE_RECORDS)\n  }, [open])\n\n  /*\n   * The documents a preview reads, fetched the first time the draft names\n   * a merge field and kept for the rest of the open: the contact, the\n   * deal, the lead, and the sending site's name — off the org mount when\n   * it knows the site, off the host document otherwise. The route reads\n   * the same documents again for the send; these are what the rep sees.\n   */\n  useEffect(() => {\n    if (!open || !draftHasFields || records.loaded) return\n    let cancelled = false\n    const read = async (path: string[] | null): Promise<Record<string, unknown> | null> => {\n      if (!path) return null\n      const snapshot = await getDoc(doc(firestore, path[0], ...path.slice(1)))\n      return snapshot.exists() ? ((snapshot.data() ?? null) as Record<string, unknown> | null) : null\n    }\n    const mountedSite = sendHostId\n      ? (mount?.hosts ?? []).find((host) => host.id === sendHostId)\n      : undefined\n    void Promise.all([\n      read(contactId && orgId ? ['orgs', orgId, 'contacts', contactId] : null),\n      read(dealId && orgId ? ['orgs', orgId, CRM_COLLECTIONS.deals, dealId] : null),\n      // One org row (AGL-3275); the site still decides WHICH lead is offered,\n      // but not where it lives.\n      read(leadId && orgId ? ['orgs', orgId, 'leads', leadId] : null),\n      mountedSite || !sendHostId ? null : read(['hosts', sendHostId]),\n    ])\n      .then(([contact, deal, lead, host]) => {\n        if (cancelled) return\n        // A deal's contact, when the page named only the deal.\n        const dealContactId = String(deal?.['contactId'] ?? '').trim()\n        const withContact =\n          !contact && dealContactId && orgId\n            ? read(['orgs', orgId, 'contacts', dealContactId])\n            : Promise.resolve(contact)\n        return withContact.then((resolvedContact) => {\n          if (cancelled) return\n          setRecords({\n            contact: resolvedContact,\n            deal,\n            lead,\n            site: mountedSite?.name ?? (host ? String(host['displayName'] ?? '') : null),\n            loaded: true,\n          })\n        })\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecords({ ...NO_MERGE_RECORDS, loaded: true })\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [\n    open,\n    draftHasFields,\n    records.loaded,\n    firestore,\n    orgId,\n    contactId,\n    dealId,\n    leadId,\n    sendHostId,\n    mount?.hosts,\n  ])\n\n  const mergeContext = useMemo<CrmMergeContext>(\n    () => ({\n      contact: records.contact,\n      contactGroupId: sendHostId ? consentGroupForHost(org ?? null, sendHostId).groupId : null,\n      deal: records.deal,\n      lead: records.lead,\n      sender: { name: user?.displayName ?? '', email: user?.email ?? '' },\n      site: { name: records.site ?? '' },\n    }),\n    [records, sendHostId, org, user?.displayName, user?.email],\n  )\n  const preview = useMemo(\n    () =>\n      draftHasFields && records.loaded\n        ? {\n            subject: resolveCrmMergeFields(subject, mergeContext),\n            body: resolveCrmMergeFields(body, mergeContext),\n          }\n        : null,\n    [draftHasFields, records.loaded, subject, body, mergeContext],\n  )\n  const unresolved = useMemo(\n    () =>\n      preview\n        ? [...new Set([...preview.subject.unresolved, ...preview.body.unresolved])]\n        : [],\n    [preview],\n  )\n\n  /** A template into both fields — asking first when a message is already written. */\n  const applyTemplate = useCallback(\n    async (template: CrmEmailTemplateRow | null) => {\n      if (!template) {\n        setAppliedTemplate(null)\n        return\n      }\n      const written = body.trim().length > 0 && body !== appliedTemplate?.body\n      if (written) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: `\"${template.name}\" replaces what you have written in the subject and the message.`,\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      if (template.subject) setSubject(template.subject)\n      setBody(template.body)\n      setAppliedTemplate(template)\n    },\n    [body, appliedTemplate, confirm],\n  )\n\n  /*\n   * The `recordEmail` zone (AGL-2917), hosted through the shell's renderer: a\n   * widget there proposes a subject and a message, which land in the fields\n   * above like a template does, asking first when a message is already\n   * written. Send is still the only write, and the zone reads the record the\n   * message is written from: the deal over its contact, a lead on its own site,\n   * and at the organization level a contact or a deal the org reads.\n   */\n  const EmailDraftSlot = useConsoleWidgetSlot()\n  const proposeDraft = useCallback(\n    async (draft: ConsoleRecordEmailDraft) => {\n      const next = { subject: draft.subject.slice(0, CRM_EMAIL_SUBJECT_MAX), body: draft.body.slice(0, CRM_EMAIL_BODY_MAX) }\n      if (body.trim() && body !== next.body) {\n        const accepted = await confirm({\n          title: 'Replace the message?',\n          description: 'The draft replaces what you have written in the subject and the message.',\n          confirmationText: 'Replace',\n        })\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setSubject(next.subject)\n      setBody(next.body)\n      setAppliedTemplate(null)\n    },\n    [body, confirm],\n  )\n  const draftRecord = dealId\n    ? { kind: 'deal', id: dealId }\n    : leadId\n      ? { kind: 'lead', id: leadId }\n      : contactId\n        ? { kind: 'contact', id: contactId }\n        : null\n\n  /** A snippet or a field where the caret is, the caret moved past it. */\n  const insertAtCaret = useCallback(\n    (text: string) => {\n      const element = messageRef.current\n      const start = element?.selectionStart ?? body.length\n      const end = element?.selectionEnd ?? body.length\n      const next = `${body.slice(0, start)}${text}${body.slice(end)}`.slice(0, CRM_EMAIL_BODY_MAX)\n      setBody(next)\n      const caret = Math.min(start + text.length, next.length)\n      window.setTimeout(() => {\n        element?.focus()\n        element?.setSelectionRange(caret, caret)\n      }, 0)\n    },\n    [body],\n  )\n\n  /**\n   * The draft kept as a template, stamped as this surface's scope stamps\n   * every CRM record — the site's tokens under a site, the org token from\n   * the organization's hub — and, when personal, owned by the writer.\n   */\n  const saveAsTemplate = useCallback(\n    async (draft: { name: string; visibility: 'shared' | 'personal' }) => {\n      const scope = templateScope.scope\n      const uid = user?.uid\n      if (!scope || !uid || templateScope.createTokens.length === 0) {\n        throw new Error('a template needs an organization and a signed-in writer')\n      }\n      const now = Date.now()\n      await setDoc(\n        doc(collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.emailTemplates), createResourceUid()),\n        {\n          name: draft.name,\n          subject: subject.trim(),\n          body: body.trim(),\n          kind: 'template',\n          visibility: draft.visibility,\n          ...(draft.visibility === 'personal' ? { ownerUid: uid } : {}),\n          createdByUid: uid,\n          createdAtMs: now,\n          updatedAtMs: now,\n          hostId: templateScope.createHostId,\n          visibleTo: [...templateScope.createTokens],\n          createdAt: new Date(now),\n          updatedAt: new Date(now),\n        },\n      )\n      enqueueSnackbar(`Template \"${draft.name}\" saved`, { variant: 'success', persist: false })\n      setSaveOpen(false)\n    },\n    [templateScope, user?.uid, firestore, subject, body, enqueueSnackbar],\n  )\n\n  /*\n   * The address, when the caller had none: one read of the contact, on\n   * open. The route reads it again for itself; this one is what the To\n   * field prints, and a field that printed nothing until the send answered\n   * would ask the rep to write to somebody unnamed.\n   */\n  useEffect(() => {\n    if (!open) return\n    const given = normalizeContactEmail(props.email)\n    if (given) {\n      setRecipient(given)\n      return\n    }\n    if (!contactId || !orgId) return\n    let cancelled = false\n    void getDoc(doc(firestore, 'orgs', orgId, 'contacts', contactId))\n      .then((snapshot) => {\n        if (cancelled) return\n        setRecipient(normalizeContactEmail(snapshot.get('email')) ?? null)\n      })\n      .catch((cause) => {\n        console.error(cause)\n        if (!cancelled) setRecipient(null)\n      })\n    return () => {\n      cancelled = true\n    }\n  }, [open, props.email, contactId, orgId, firestore])\n\n  /*\n   * What the platform knows about the address before Send (AGL-3328): a\n   * domain with no mail server, or a mail gateway that refused this site's\n   * sending domain twice this month. Read off the server's cache — the\n   * browser does no DNS — and said as a warning; the route decides.\n   */\n  const deliverability = useCrmEmailCheck(sendHostId, recipient, { enabled: open })\n\n  const replyTo = normalizeContactEmail(user?.email) ?? ''\n  const canSend =\n    identity.status === 'ready' &&\n    Boolean(recipient) &&\n    subject.trim().length > 0 &&\n    body.trim().length > 0 &&\n    !sending\n\n  const handleSend = useCallback(async () => {\n    if (!canSend) return\n    setSending(true)\n    setError(null)\n    try {\n      const { response, payload } = await crmApi('email-send', {\n        ...(contactId ? { contactId } : {}),\n        ...(leadId ? { leadId } : {}),\n        ...(dealId ? { dealId } : {}),\n        subject: subject.trim(),\n        body: body.trim(),\n      })\n      if (!response.ok) {\n        setError(String(payload['error'] ?? 'The email could not be sent.'))\n        return\n      }\n      enqueueSnackbar('Email sent', { variant: 'success', persist: false })\n      onSent?.({ activityId: String(payload['activityId'] ?? '') })\n      onClose()\n    } catch (cause) {\n      console.error(cause)\n      setError('The email could not be sent.')\n    } finally {\n      setSending(false)\n    }\n  }, [canSend, crmApi, contactId, leadId, dealId, subject, body, enqueueSnackbar, onSent, onClose])\n\n  const toLabel = props.name && recipient ? `${props.name} <${recipient}>` : (recipient ?? '')\n\n  /*\n   * The booking door (AGL-2660): a link to one of the sending site's\n   * services, dropped where the caret is. The link carries the most\n   * specific record this message is about — the deal over its contact, so\n   * the booking lands on the deal's timeline as the email does.\n   */\n  const bookingRef = dealId\n    ? { kind: 'deal' as const, id: dealId }\n    : leadId\n      ? { kind: 'lead' as const, id: leadId }\n      : contactId\n        ? { kind: 'contact' as const, id: contactId }\n        : null\n  const handleInsertLink = useCallback((link: string) => {\n    const input = messageRef.current\n    const current = input?.value ?? ''\n    const start = input?.selectionStart ?? current.length\n    const end = input?.selectionEnd ?? start\n    const next = insertLinkAtCaret(current, link, start, end)\n    setBody(next.text)\n    // Once the new value has painted, typing continues after the link.\n    window.setTimeout(() => {\n      input?.focus()\n      input?.setSelectionRange(next.caret, next.caret)\n    }, 0)\n  }, [])\n\n  return (\n    <Dialog open={open} onClose={sending ? undefined : onClose} maxWidth=\"sm\" fullWidth>\n      <DialogTitle>{'Send email'}</DialogTitle>\n      <DialogContent sx={{ display: 'flex', flexDirection: 'column', gap: 2 }}>\n        {!hostId ? (\n          <CrmSitePicker\n            hostId={hostId}\n            label=\"Send from\"\n            helperText=\"The site whose sending address the email leaves on.\"\n            disabled={sending}\n          />\n        ) : null}\n        {identity.status === 'site' ? (\n          <Alert severity=\"info\" sx={{ mt: 1 }}>\n            {'Pick the site the email leaves from.'}\n          </Alert>\n        ) : identity.status === 'refused' ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            <Typography variant=\"body2\">{identity.message}</Typography>\n            {sendingPath ? (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                <AppLink href={sendingPath}>\n                  {identity.canManage ? 'Set up sending' : 'See sending'}\n                </AppLink>\n              </Typography>\n            ) : (\n              <Typography variant=\"body2\" sx={{ mt: 0.5 }}>\n                {'An admin sets this up under Emails › Sending.'}\n              </Typography>\n            )}\n          </Alert>\n        ) : identity.status === 'error' ? (\n          <Alert severity=\"error\" sx={{ mt: 1 }}>\n            {identity.message}\n          </Alert>\n        ) : null}\n        {open && !recipient && (identity.status === 'ready' || identity.status === 'loading') ? (\n          <Alert severity=\"warning\" sx={{ mt: 1 }}>\n            {'This record has no email address.'}\n          </Alert>\n        ) : null}\n        <TextField\n          size=\"small\"\n          label=\"To\"\n          value={toLabel}\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n          sx={{ mt: identity.status === 'ready' || identity.status === 'loading' ? 1 : 0 }}\n        />\n        <CrmEmailCheckAlert check={deliverability} />\n        <TextField\n          size=\"small\"\n          label=\"From\"\n          value={\n            identity.status === 'ready'\n              ? identity.from\n              : identity.status === 'loading'\n                ? 'Resolving the site’s sending address…'\n                : identity.status === 'site'\n                  ? 'Pick a site to send from'\n                  : ''\n          }\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        <TextField\n          size=\"small\"\n          label=\"Reply-to\"\n          value={replyTo}\n          helperText=\"Replies come to you, not to the site's mailbox.\"\n          slotProps={{ input: { readOnly: true }, inputLabel: { shrink: true } }}\n        />\n        {capture.status === 'ready' ? (\n          <TextField\n            size=\"small\"\n            label=\"Log replies\"\n            value={capture.address}\n            helperText={CAPTURE_ADDRESS_HELPER}\n            slotProps={{\n              input: {\n                readOnly: true,\n                endAdornment: (\n                  <InputAdornment position=\"end\">\n                    <CopyCaptureAddressButton address={capture.address} />\n                  </InputAdornment>\n                ),\n              },\n              inputLabel: { shrink: true },\n            }}\n          />\n        ) : null}\n        {pickable.length ? (\n          <CrmTemplatePicker\n            templates={pickable}\n            value={appliedTemplate}\n            onChange={(template) => void applyTemplate(template)}\n            disabled={sending}\n          />\n        ) : null}\n        <TextField\n          size=\"small\"\n          label=\"Subject\"\n          value={subject}\n          onChange={(event) => setSubject(event.target.value)}\n          autoFocus\n          slotProps={{ htmlInput: { maxLength: CRM_EMAIL_SUBJECT_MAX } }}\n        />\n        <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n          <CrmInsertMenu\n            snippets={snippets}\n            groups={fieldGroups}\n            disabled={sending}\n            onInsert={insertAtCaret}\n          />\n          <Button\n            size=\"small\"\n            disabled={sending || !templateScope.scope || (!subject.trim() && !body.trim())}\n            onClick={() => setSaveOpen(true)}\n          >\n            {'Save as template…'}\n          </Button>\n        </Stack>\n        <TextField\n          size=\"small\"\n          label=\"Message\"\n          value={body}\n          onChange={(event) => setBody(event.target.value)}\n          multiline\n          minRows={6}\n          inputRef={messageRef}\n          helperText={\n            unresolved.length\n              ? crmMergeUnresolvedMessage(unresolved)\n              : draftHasFields\n                ? 'Plain text. Merge fields are filled in from this record when the email is sent.'\n                : 'Plain text. A blank line starts a new paragraph.'\n          }\n          slotProps={{\n            htmlInput: { maxLength: CRM_EMAIL_BODY_MAX },\n            formHelperText: { sx: unresolved.length ? { color: 'warning.main' } : undefined },\n          }}\n        />\n        {EmailDraftSlot && draftRecord ? (\n          <EmailDraftSlot\n            slot=\"recordEmail\"\n            // A lead is read on its own site; a contact or a deal at the level\n            // the composer was opened at.\n            hostId={draftRecord.kind === 'lead' || !mount ? hostId : null}\n            orgId={orgId ?? undefined}\n            record={{ ...draftRecord, name: String(props.name ?? '') }}\n            subject={subject}\n            body={body}\n            proposeDraft={(draft: ConsoleRecordEmailDraft) => void proposeDraft(draft)}\n          />\n        ) : null}\n        {preview ? (\n          <Stack spacing={0.5} data-testid=\"crm-email-preview\">\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Preview — as it will be sent'}\n            </Typography>\n            <Typography variant=\"subtitle2\">{preview.subject.text}</Typography>\n            <Typography variant=\"body2\" sx={{ whiteSpace: 'pre-wrap' }}>\n              {preview.body.text}\n            </Typography>\n          </Stack>\n        ) : null}\n        {bookingRef ? (\n          <CrmRecordBookingZone\n            variant=\"chip\"\n            hostId={sendHostId}\n            org={org}\n            kind={bookingRef.kind}\n            recordId={bookingRef.id}\n            onInsert={handleInsertLink}\n          />\n        ) : null}\n        {error ? <Alert severity=\"error\">{error}</Alert> : null}\n      </DialogContent>\n      <CrmSaveAsTemplateDialog\n        open={saveOpen}\n        onClose={() => setSaveOpen(false)}\n        onSave={saveAsTemplate}\n      />\n      <DialogActions>\n        <Button onClick={onClose} disabled={sending}>\n          {'Cancel'}\n        </Button>\n        <Button variant=\"contained\" color=\"primary\" disabled={!canSend} onClick={handleSend}>\n          {sending ? 'Sending…' : 'Send'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nCrmSendEmailDialog.displayName = 'CrmSendEmailDialog'\n\nexport default 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package/src/lib/components/csv-import-drawer.js

@@ -49,7 +49,7 @@ import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-run
  * is idempotent by construction (the door dedupes on the address, or the
  * domain and the name), so running the same file again finishes what a
  * closed drawer left, reporting the earlier rows as merged.
- */ import { customImportTarget, customImportTargetKey, importNoMailServerSentence, LIST_IMPORT_MAX_CHARACTERS, parseCsv } from "@aglyn/aglyn";
+ */ import { customImportTarget, customImportTargetKey, importNoMailServerSentence, CSV_UPLOAD_MAX_CHARACTERS, parseCsv } from "@aglyn/aglyn";
 import { ICON_VARIANT_CLOSE } from "@aglyn/shared-data-enums";
 import { Container, HelpTip, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import { NavigationDrawerComponent } from "@aglyn/shared-ui-jsx/components/navigation-drawer.component";
@@ -125,7 +125,7 @@ export function CsvImportDrawer(props) {
     const handleFile = useCallback(async (file)=>{
         if (!file) return;
         const contents = await file.text().catch(()=>'');
-        if (contents.length > LIST_IMPORT_MAX_CHARACTERS) {
+        if (contents.length > CSV_UPLOAD_MAX_CHARACTERS) {
             return void enqueueSnackbar('That file is too large to read in one go. Split it and import the ' + 'pieces.', {
                 variant: 'warning',
                 allowDuplicate: true