@aglyn/plugins-crm 1.0.0-beta.219 → 1.0.0-beta.221

package/README.md

@@ -39,6 +39,8 @@ The CRM is console-only. Its records live in Firestore and it has no canvas comp
 
 `registerCrmConsoleApi()` from `@aglyn/plugins-crm/server` (the `consoleApi` surface) registers routes under the `crm` prefix for contact stage and field updates, contact creation and merge, lead conversion, deal stages, tasks, CSV imports of contacts, companies, deals, tasks and leads, one-to-one email and a contact's email history, erasing a person, organization-level activity, recipes, and the workspace's inbound email capture address. It also registers the CRM on two core seams, so another plugin can read a record's facts or file an item on a record's timeline without importing this package.
 
+At the console's boot (`registerCrmConsoleServerDeclarations`) it registers a membership detacher (`plugin-membership-detach`): when the plugin that keeps a container — a campaign — removes it, the container comes off every lead and every contact facet that names it, and the records stay.
+
 ### Entry points
 
 | import | contents |

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.219",
+  "version": "1.0.0-beta.221",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.219",
-    "@aglyn/shared-data-enums": "1.0.0-beta.219",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.219",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.219",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.219",
-    "@aglyn/shared-ui-next": "1.0.0-beta.219",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.219",
-    "@aglyn/shared-util-email": "1.0.0-beta.219",
-    "@aglyn/shared-util-http": "1.0.0-beta.219",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.219",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.219",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.219",
-    "@aglyn/tenant-runtime": "1.0.0-beta.219",
+    "@aglyn/aglyn": "1.0.0-beta.221",
+    "@aglyn/shared-data-enums": "1.0.0-beta.221",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.221",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.221",
+    "@aglyn/shared-ui-next": "1.0.0-beta.221",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.221",
+    "@aglyn/shared-util-email": "1.0.0-beta.221",
+    "@aglyn/shared-util-http": "1.0.0-beta.221",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.221",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.221",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.221",
+    "@aglyn/tenant-runtime": "1.0.0-beta.221",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",
@@ -48,7 +47,7 @@
     "@mui/x-data-grid": "^9.12.0",
     "firebase": "^12.18.0",
     "firebase-admin": "^14.3.0",
-    "next": "16.3.3",
+    "next": "^16.3.3",
     "react": "^19.2.8"
   },
   "sideEffects": false,

package/src/lib/components/company-import-drawer.d.ts

@@ -16,7 +16,7 @@ export declare const COMPANIES_IMPORT_URL = "/api/crm/companies-import";
 /** The company vocabulary, over the org's company custom fields (AGL-2661). */
 export declare function companyImportVocabulary(fields: readonly ContactFieldDefinition[]): CsvImportVocabulary<CompanyImportField, CompanyImportRawRow & Record<string, unknown>, CompanyImportSkippedRow>;
 /** The vocabulary with no custom fields — what a surface without an org resolves to. */
-export declare const COMPANY_IMPORT_VOCABULARY: CsvImportVocabulary<"name" | "phone" | "domain" | "notes" | "tags" | "ownerEmail" | "website" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", Partial<Record<"name" | "phone" | "domain" | "notes" | "tags" | "ownerEmail" | "website" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", unknown>> & {
+export declare const COMPANY_IMPORT_VOCABULARY: CsvImportVocabulary<"notes" | "name" | "phone" | "website" | "tags" | "domain" | "ownerEmail" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", Partial<Record<"notes" | "name" | "phone" | "website" | "tags" | "domain" | "ownerEmail" | "industry" | "addressLine1" | "addressLine2" | "addressCity" | "addressState" | "addressPostalCode" | "addressCountry", unknown>> & {
     custom?: unknown;
 } & Record<string, unknown>, CompanyImportSkippedRow>;
 export interface CompanyImportDrawerProps {

package/src/lib/components/contact-associations-card.js

@@ -24,7 +24,7 @@ import { personKeyInBrowser } from "../model/person-key-web.js";
  * point the tenant's loader imports to activate the plugin's SITE half, so a
  * console card named there ships to every published page.
  */ import { CrmRecordAttributionZone } from "./crm-attribution-zone.js";
-import CampaignPicker from "@aglyn/shared-ui-email-campaigns/components/campaign-picker.component";
+import ContainerPicker from "@aglyn/tenant-feature-instance/components/container-picker";
 import { AppLink, CardDisplay } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
@@ -140,7 +140,7 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
             // so "filed under no campaign" has one shape here and in the pass
             // that detaches a deleted campaign.
             ()=>contactUpdate.updateOne(record.$id, {
-                    campaignIds: Aglyn.campaignMembershipValue(campaigns)
+                    campaignIds: Aglyn.containerMembershipValue(campaigns)
                 }));
             if (!verdict.ok) {
                 return void enqueueSnackbar(verdict.message, {
@@ -298,7 +298,8 @@ import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
                     ]
                 }),
                 /*#__PURE__*/ _jsx(Divider, {}),
-                /*#__PURE__*/ _jsx(CampaignPicker, {
+                /*#__PURE__*/ _jsx(ContainerPicker, {
+                    kind: "campaign",
                     options: siteCampaigns.options,
                     value: campaigns,
                     onChange: setCampaigns,

package/src/lib/components/contact-associations-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-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 {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport CampaignPicker from '@aglyn/shared-ui-email-campaigns/components/campaign-picker.component'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own **Save filing**\n * in the card header, through the same stale-seed guard the properties card\n * uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.campaignMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <CampaignPicker\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText={hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-associations-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 {\n  CONTACT_SOURCE_LABELS,\n  type ConsentGroup,\n  type ContactSource,\n  MARKETING_BASIS_LABELS,\n  readMarketingBasis,\n} from '@aglyn/aglyn'\nimport { personKeyInBrowser } from '../model/person-key-web'\n/*\n * The component path and NOT the marketing barrel: that barrel is the entry\n * point the tenant's loader imports to activate the plugin's SITE half, so a\n * console card named there ships to every published page.\n */\nimport { CrmRecordAttributionZone } from './crm-attribution-zone'\nimport ContainerPicker from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Divider, Stack, Typography } from '@mui/material'\nimport { doc, getDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport type { ContactRecord } from '../model/contact-record'\nimport { crmRoutes } from '../model/crm-routes'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\n\nexport interface ContactAssociationsCardProps {\n  /**\n   * The site whose lead, campaigns and attribution are shown — the mounted\n   * site, or at the organization level the holder's own; `null` for a row\n   * no site has captured, when none of the three has an address.\n   */\n  hostId: string | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /** The document as read, for the consent fields the projection leaves out. */\n  row: Record<string, unknown>\n  consentGroup: ConsentGroup\n  /** The listener's verdict on the row, for the stale-seed guard. */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The hub's own path, for the link to this person's lead. */\n  basePath: string\n  /**\n   * The site's Bookings page narrowed to this person's address (AGL-2660),\n   * or nothing where the site has no booking door — the page decides, and\n   * the row is simply not drawn.\n   */\n  bookingsHref?: string | null\n}\n\n/**\n * WHERE THIS PERSON CAME FROM AND WHAT THEY ARE FILED UNDER (AGL-2596).\n *\n * Four facts that were in the v1 drawer and are not properties of the\n * person so much as of the RELATIONSHIP:\n *\n *  - The SOURCES say which mechanism created the record — a form, a\n *    checkout, an import.\n *  - The ATTRIBUTION says which campaign led to it, recorded from the link\n *    they followed and never editable. One keyed read, paid on opening the\n *    page rather than per row of the list.\n *  - The CONSENT is the basis this controller holds for marketing email:\n *    opted in, opted out, or no record — three states that never collapse\n *    into two, because \"no record\" is the commonest and is not a refusal.\n *  - The FILING is which campaigns the team has PUT them in, a working set\n *    kept by hand. It adds nobody to a send: a campaign's audience is its\n *    lists and each email's own picker, and the helper says so where a\n *    reader would otherwise assume the opposite.\n *\n * The filing is the one editable thing here and has its own **Save filing**\n * in the card header, through the same stale-seed guard the properties card\n * uses: a campaign membership\n * written over a cached read could revert somebody else's filing. The save\n * goes to `crm/contact-update` (AGL-2804), because the filing is this\n * holder's facet and a facet is the server's to write; like every field that\n * route writes, it is refused to a plan without the CRM (AGL-2851).\n *\n * ## The lead (AGL-2612)\n *\n * A LEAD is the sales record a lead surface — a sign-up, a booking, a form\n * with lead routing — files beside the contact, under the capturing site at\n * `hosts/{hostId}/leads/{personKey}`. The lead's page links the contact\n * once converted; nothing linked back, so the two halves of one person\n * read as unrelated. One `getDoc` by the key the capture derives — the\n * address, normalized and hashed, computed here on WebCrypto — is what\n * answers \"does this site hold a lead for this person\", and it is a read\n * this page pays because opening the record IS the ask. Absence is a fact\n * too: a contact captured by an order or an import has no lead, and the\n * chip is simply not there.\n */\nexport function ContactAssociationsCard(props: ContactAssociationsCardProps) {\n  const { hostId, record, row, consentGroup, seed, basePath, bookingsHref } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  const routes = crmRoutes(basePath)\n\n  const [leadKey, setLeadKey] = useState<string | null>(null)\n  const email = record.email\n  useEffect(() => {\n    let active = true\n    setLeadKey(null)\n    if (!hostId || !orgId) return undefined\n    void (async () => {\n      const key = await personKeyInBrowser(email)\n      if (!key || !active) return\n      const snapshot = await getDoc(\n        doc(firestore, 'orgs', orgId, 'leads', key),\n      ).catch(() => null)\n      if (active && snapshot?.exists()) setLeadKey(key)\n    })().catch(() => undefined)\n    return () => {\n      active = false\n    }\n  }, [firestore, hostId, email])\n\n  const [campaigns, setCampaigns] = useState<string[]>(record.campaignIds)\n  const [saving, setSaving] = useState(false)\n  const recordId = record.$id\n  useEffect(() => {\n    setCampaigns(record.campaignIds)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  /*\n   * The campaigns, read because this page IS the ask: one picker on one\n   * record, and nothing in the list ever paid for the campaign list. Under\n   * a site, the ones placed on it; at the organization level, every one.\n   */\n  const siteCampaigns = useCrmCampaigns({ hostId, orgId }, { enabled: true })\n\n  const consent = useMemo(\n    () => readMarketingBasis(row, consentGroup),\n    [row, consentGroup],\n  )\n\n  const handleSaveFiling = useCallback(async () => {\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        // An empty selection is sent as an empty list rather than left out,\n        // so \"filed under no campaign\" has one shape here and in the pass\n        // that detaches a deleted campaign.\n        () =>\n          contactUpdate.updateOne(record.$id, {\n            campaignIds: Aglyn.containerMembershipValue(campaigns),\n          }),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [campaigns, contactUpdate, enqueueSnackbar, record.$id, seed.fromCache, seed.status])\n\n  const sources = Object.keys(record.sources ?? {}) as ContactSource[]\n  const consentDetail = [\n    consent.basisAtMs\n      ? `recorded ${new Date(consent.basisAtMs).toLocaleDateString()}`\n      : null,\n    consent.assertedBy === 'operator' ? 'entered by your team' : null,\n    consent.otherGrant === 'other-host'\n      ? 'opted in to another site in this workspace'\n      : null,\n  ].filter(Boolean)\n\n  return (\n    <CardDisplay\n      header={'Relationship'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#what-each-site-keeps-to-itself' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || (siteCampaigns.ready && !siteCampaigns.options.length)}\n            onClick={() => void handleSaveFiling()}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Sources'}</Typography>\n          {sources.length || leadKey ? (\n            <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n              {sources.map((source) => (\n                <Chip\n                  key={source}\n                  label={CONTACT_SOURCE_LABELS[source] ?? source}\n                  size=\"small\"\n                />\n              ))}\n              {/*\n                This site's lead for the person, when it holds one — a link,\n                in the shape the lead's page uses to point back here.\n              */}\n              {leadKey ? (\n                <Button\n                  component={AppLink as any}\n                  {...({ componentVariant: 'naked', nativeButton: false } as any)}\n                  href={routes.lead(leadKey)}\n                  size=\"small\"\n                  variant=\"outlined\"\n                  sx={{ py: 0, minHeight: 24, lineHeight: 1.5 }}\n                >\n                  {'Lead on this site'}\n                </Button>\n              ) : null}\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'No capture recorded.'}\n            </Typography>\n          )}\n        </Stack>\n        {/*\n          The person's bookings on this site (AGL-2660): every booking\n          taken with their address, past ones too, on the Bookings page —\n          the appointments are that page's records, and this card only\n          points at them.\n        */}\n        {bookingsHref ? (\n          <Stack spacing={0.5}>\n            <Typography variant=\"subtitle2\">{'Bookings'}</Typography>\n            <Typography variant=\"body2\">\n              <AppLink href={bookingsHref}>{'Bookings on this site'}</AppLink>\n            </Typography>\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Every booking made with this address, upcoming and past.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        {hostId ? (\n          <Stack spacing={0.5}>\n            <CrmRecordAttributionZone\n              hostId={hostId}\n              recordKind=\"contact\"\n              recordId={record.$id}\n            />\n            {/* Attribution is the campaign that brought the person; the\n                picker below is the team's own filing (AGL-3274). */}\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {'Filing is separate — see Filed under campaigns.'}\n            </Typography>\n          </Stack>\n        ) : null}\n        <Stack spacing={0.5}>\n          <Typography variant=\"subtitle2\">{'Marketing email'}</Typography>\n          <Typography variant=\"body2\">\n            {MARKETING_BASIS_LABELS[consent.basis]}\n            {consentDetail.length ? ` · ${consentDetail.join(' · ')}` : ''}\n          </Typography>\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {consent.basis === 'unrecorded'\n              ? 'Nothing was recorded either way — not a refusal, and not permission.'\n              : `The basis this ${\n                  consentGroup.declared ? 'group' : 'site'\n                } holds. Other sites in the workspace keep their own.`}\n          </Typography>\n        </Stack>\n        <Divider />\n        <ContainerPicker\n          kind=\"campaign\"\n          options={siteCampaigns.options}\n          value={campaigns}\n          onChange={setCampaigns}\n          label=\"Filed under campaigns\"\n          helperText=\"Your own filing. It never adds anyone to a send — a campaign mails its lists.\"\n          empty={siteCampaigns.ready && !siteCampaigns.options.length}\n          emptyText={hostId ? 'This site has no campaigns yet.' : 'There are no campaigns yet.'}\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nContactAssociationsCard.displayName = 'ContactAssociationsCard'\n\nexport default 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package/src/lib/components/crm-booking-zone.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type AglynOrgBilling, type CrmBookingRefKind } from '@aglyn/aglyn';
+import { type AglynOrgBilling } from '@aglyn/aglyn';
 /**
  * "Book a meeting", drawn by whichever plugin takes bookings.
  *
@@ -25,6 +25,12 @@ import { type AglynOrgBilling, type CrmBookingRefKind } from '@aglyn/aglyn';
  * instead and hands it the record, and a plugin that takes bookings draws its
  * own control — or, where none runs on the site, nothing at all.
  */
+/**
+ * The records a booking link is dropped from. The kind and the id ride the
+ * link and come back on the booking unread, and the CRM's record-timeline
+ * writer files the meeting on the record they name (AGL-2660).
+ */
+export type CrmBookingRecordKind = 'contact' | 'lead' | 'deal';
 export interface CrmRecordBookingZoneProps {
     /**
      * The site whose services are offered — the mounted site, or at the
@@ -34,7 +40,7 @@ export interface CrmRecordBookingZoneProps {
     hostId: string | null;
     org?: Partial<AglynOrgBilling> | null;
     /** The record the link is dropped from. */
-    kind: CrmBookingRefKind;
+    kind: CrmBookingRecordKind;
     recordId: string;
     /**
      * When given, the widget also offers to insert a link, and hands the chosen

package/src/lib/components/crm-booking-zone.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-booking-zone.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  checkEntitlement,\n  type CrmBookingRefKind,\n  isHostPluginEnabled,\n} from '@aglyn/aglyn'\nimport { useConsoleWidgetSlot } from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport { definePluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { doc } from 'firebase/firestore'\n\n/**\n * \"Book a meeting\", drawn by whichever plugin takes bookings.\n *\n * A record's header and the one-to-one composer each have a place for it. The\n * CRM keeps the person; the services a site offers, the page they are booked\n * on and the link a visitor follows are the booking plugin's, and the CRM used\n * to import that plugin's model to build the link itself. It hosts this zone\n * instead and hands it the record, and a plugin that takes bookings draws its\n * own control — or, where none runs on the site, nothing at all.\n */\nexport interface CrmRecordBookingZoneProps {\n  /**\n   * The site whose services are offered — the mounted site, or at the\n   * organization level the record's own capturing site; `null` for a record\n   * no site has captured, which offers nothing.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /** The record the link is dropped from. */\n  kind: CrmBookingRefKind\n  recordId: string\n  /**\n   * When given, the widget also offers to insert a link, and hands the chosen\n   * one here — the composer's use.\n   */\n  onInsert?: (link: string) => void\n  /** `chip` is the compact form the composer carries beside its fields. */\n  variant?: 'button' | 'chip'\n}\n\nexport const CRM_RECORD_BOOKING_ZONE =\n  definePluginZone<CrmRecordBookingZoneProps>('crmRecordBooking')\n\n/** One control among the host's own: the zone is `bare`, so no wrapper. */\nexport function CrmRecordBookingZone(props: CrmRecordBookingZoneProps) {\n  const Slot = useConsoleWidgetSlot()\n  if (!Slot) return null\n  return <Slot slot={CRM_RECORD_BOOKING_ZONE.id} {...props} />\n}\nCrmRecordBookingZone.displayName = 'CrmRecordBookingZone'\n\n/** The booking plugin's id, as `enabledPlugins` and `disabledPlugins` name it. */\nconst BOOKINGS_PLUGIN_ID = 'bookings'\n\n/**\n * Whether this site takes bookings, for the contact page's link to the\n * person's bookings: the plugin runs on the site and the org holds the\n * entitlement. The control in the zone above asks the same of itself; this is\n * the CRM's own question, about a link it draws.\n */\nexport function useBookingDoor(\n  hostId: string | null | undefined,\n  org?: Partial<AglynOrgBilling> | null,\n): { open: boolean } {\n  const firestore = useFirestore()\n  const { data: host, status } = useFirestoreDoc<Record<string, unknown>>(\n    () => (hostId ? doc(firestore, 'hosts', hostId) : null),\n    [firestore, hostId],\n  )\n  return {\n    open:\n      Boolean(hostId) &&\n      status === 'success' &&\n      Boolean(host) &&\n      isHostPluginEnabled(org ?? null, host as never, BOOKINGS_PLUGIN_ID) &&\n      checkEntitlement(org ?? null, 'bookings'),\n  }\n}\n"],"names":["checkEntitlement","isHostPluginEnabled","useConsoleWidgetSlot","definePluginZone","useFirestore","useFirestoreDoc","doc","CRM_RECORD_BOOKING_ZONE","CrmRecordBookingZone","props","Slot","slot","id","displayName","BOOKINGS_PLUGIN_ID","useBookingDoor","hostId","org","firestore","data","host","status","open","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SAEEA,gBAAgB,EAEhBC,mBAAmB,QACd,eAAc;AACrB,SAASC,oBAAoB,QAAQ,qDAAoD;AACzF,SAASC,gBAAgB,QAAQ,2CAA0C;AAC3E,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,GAAG,QAAQ,qBAAoB;AAgCxC,OAAO,MAAMC,0BACXJ,iBAA4C,oBAAmB;AAEjE,yEAAyE,GACzE,OAAO,SAASK,qBAAqBC,KAAgC;IACnE,MAAMC,OAAOR;IACb,IAAI,CAACQ,MAAM,OAAO;IAClB,qBAAO,KAACA;QAAKC,MAAMJ,wBAAwBK,EAAE;OAAMH;AACrD;AACAD,qBAAqBK,WAAW,GAAG;AAEnC,gFAAgF,GAChF,MAAMC,qBAAqB;AAE3B;;;;;CAKC,GACD,OAAO,SAASC,eACdC,MAAiC,EACjCC,GAAqC;IAErC,MAAMC,YAAYd;IAClB,MAAM,EAAEe,MAAMC,IAAI,EAAEC,MAAM,EAAE,GAAGhB,gBAC7B,IAAOW,SAASV,IAAIY,WAAW,SAASF,UAAU,MAClD;QAACE;QAAWF;KAAO;IAErB,OAAO;QACLM,MACEC,QAAQP,WACRK,WAAW,aACXE,QAAQH,SACRnB,oBAAoBgB,cAAAA,MAAO,MAAMG,MAAeN,uBAChDd,iBAAiBiB,cAAAA,MAAO,MAAM;IAClC;AACF"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-booking-zone.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  checkEntitlement,\n  isHostPluginEnabled,\n} from '@aglyn/aglyn'\nimport { useConsoleWidgetSlot } from '@aglyn/aglyn/app-utils/console-widget-slot-context'\nimport { definePluginZone } from '@aglyn/aglyn/plugin-manager/plugin-zones'\nimport { useFirestore, useFirestoreDoc } from '@aglyn/tenant-feature-instance'\nimport { doc } from 'firebase/firestore'\n\n/**\n * \"Book a meeting\", drawn by whichever plugin takes bookings.\n *\n * A record's header and the one-to-one composer each have a place for it. The\n * CRM keeps the person; the services a site offers, the page they are booked\n * on and the link a visitor follows are the booking plugin's, and the CRM used\n * to import that plugin's model to build the link itself. It hosts this zone\n * instead and hands it the record, and a plugin that takes bookings draws its\n * own control — or, where none runs on the site, nothing at all.\n */\n/**\n * The records a booking link is dropped from. The kind and the id ride the\n * link and come back on the booking unread, and the CRM's record-timeline\n * writer files the meeting on the record they name (AGL-2660).\n */\nexport type CrmBookingRecordKind = 'contact' | 'lead' | 'deal'\n\nexport interface CrmRecordBookingZoneProps {\n  /**\n   * The site whose services are offered — the mounted site, or at the\n   * organization level the record's own capturing site; `null` for a record\n   * no site has captured, which offers nothing.\n   */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n  /** The record the link is dropped from. */\n  kind: CrmBookingRecordKind\n  recordId: string\n  /**\n   * When given, the widget also offers to insert a link, and hands the chosen\n   * one here — the composer's use.\n   */\n  onInsert?: (link: string) => void\n  /** `chip` is the compact form the composer carries beside its fields. */\n  variant?: 'button' | 'chip'\n}\n\nexport const CRM_RECORD_BOOKING_ZONE =\n  definePluginZone<CrmRecordBookingZoneProps>('crmRecordBooking')\n\n/** One control among the host's own: the zone is `bare`, so no wrapper. */\nexport function CrmRecordBookingZone(props: CrmRecordBookingZoneProps) {\n  const Slot = useConsoleWidgetSlot()\n  if (!Slot) return null\n  return <Slot slot={CRM_RECORD_BOOKING_ZONE.id} {...props} />\n}\nCrmRecordBookingZone.displayName = 'CrmRecordBookingZone'\n\n/** The booking plugin's id, as `enabledPlugins` and `disabledPlugins` name it. */\nconst BOOKINGS_PLUGIN_ID = 'bookings'\n\n/**\n * Whether this site takes bookings, for the contact page's link to the\n * person's bookings: the plugin runs on the site and the org holds the\n * entitlement. The control in the zone above asks the same of itself; this is\n * the CRM's own question, about a link it draws.\n */\nexport function useBookingDoor(\n  hostId: string | null | undefined,\n  org?: Partial<AglynOrgBilling> | null,\n): { open: boolean } {\n  const firestore = useFirestore()\n  const { data: host, status } = useFirestoreDoc<Record<string, unknown>>(\n    () => (hostId ? doc(firestore, 'hosts', hostId) : null),\n    [firestore, hostId],\n  )\n  return {\n    open:\n      Boolean(hostId) &&\n      status === 'success' &&\n      Boolean(host) &&\n      isHostPluginEnabled(org ?? null, host as never, BOOKINGS_PLUGIN_ID) &&\n      checkEntitlement(org ?? null, 'bookings'),\n  }\n}\n"],"names":["checkEntitlement","isHostPluginEnabled","useConsoleWidgetSlot","definePluginZone","useFirestore","useFirestoreDoc","doc","CRM_RECORD_BOOKING_ZONE","CrmRecordBookingZone","props","Slot","slot","id","displayName","BOOKINGS_PLUGIN_ID","useBookingDoor","hostId","org","firestore","data","host","status","open","Boolean"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;;AAEA,SAEEA,gBAAgB,EAChBC,mBAAmB,QACd,eAAc;AACrB,SAASC,oBAAoB,QAAQ,qDAAoD;AACzF,SAASC,gBAAgB,QAAQ,2CAA0C;AAC3E,SAASC,YAAY,EAAEC,eAAe,QAAQ,iCAAgC;AAC9E,SAASC,GAAG,QAAQ,qBAAoB;AAuCxC,OAAO,MAAMC,0BACXJ,iBAA4C,oBAAmB;AAEjE,yEAAyE,GACzE,OAAO,SAASK,qBAAqBC,KAAgC;IACnE,MAAMC,OAAOR;IACb,IAAI,CAACQ,MAAM,OAAO;IAClB,qBAAO,KAACA;QAAKC,MAAMJ,wBAAwBK,EAAE;OAAMH;AACrD;AACAD,qBAAqBK,WAAW,GAAG;AAEnC,gFAAgF,GAChF,MAAMC,qBAAqB;AAE3B;;;;;CAKC,GACD,OAAO,SAASC,eACdC,MAAiC,EACjCC,GAAqC;IAErC,MAAMC,YAAYd;IAClB,MAAM,EAAEe,MAAMC,IAAI,EAAEC,MAAM,EAAE,GAAGhB,gBAC7B,IAAOW,SAASV,IAAIY,WAAW,SAASF,UAAU,MAClD;QAACE;QAAWF;KAAO;IAErB,OAAO;QACLM,MACEC,QAAQP,WACRK,WAAW,aACXE,QAAQH,SACRnB,oBAAoBgB,cAAAA,MAAO,MAAMG,MAAeN,uBAChDd,iBAAiBiB,cAAAA,MAAO,MAAM;IAClC;AACF"}

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

@@ -29,6 +29,7 @@ import { openLeadsForScope } from "./reports/lead-counts.js";
 import { scopedCollection, visibleToClause } from "./reports/report-scope.js";
 import { ReportStatTile } from "./reports/report-stat-tile.js";
 import { useAggregateRead } from "./reports/use-aggregate-read.js";
+import { localDayBounds } from "../model/crm-reports.js";
 const WEEK_MS = 7 * 24 * 60 * 60 * 1000;
 /**
  * CRM at a glance (AGL-2604): a `hostDashboard` widget with five numbers —
@@ -108,7 +109,7 @@ const WEEK_MS = 7 * 24 * 60 * 60 * 1000;
         const contacts = scopedCollection(firestore, scope, 'contacts');
         const deals = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.deals);
         const tasks = scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks);
-        const day = Aglyn.localDayBounds(nowMs);
+        const day = localDayBounds(nowMs);
         const countOf = (target)=>getCountFromServer(target).then((snapshot)=>snapshot.data().count);
         return Promise.all([
             countOf(query(contacts, ...visibleToClause(tokens))),

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/deal-products-card.js

@@ -17,15 +17,16 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { createElement as _createElement } from "react";
-import { checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, nameSearchToken, pluginDocsHelp, readDealLineItems } from "@aglyn/aglyn";
+import { checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, pluginDocsHelp, readDealLineItems } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiPlus } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
 import { Autocomplete, Button, Dialog, DialogActions, DialogContent, DialogTitle, IconButton, Stack, TableBody, TableCell, TableHead, TableRow, TextField, ToggleButton, ToggleButtonGroup, Tooltip, Typography } from "@mui/material";
-import { collection, doc, getDocs, limit, orderBy, query, updateDoc, where } from "firebase/firestore";
+import { doc, getDocs, updateDoc } from "firebase/firestore";
 import { useCallback, useEffect, useMemo, useState } from "react";
+import { pluginRecordListSource } from "@aglyn/aglyn/plugin-manager/plugin-record-lists";
 import { amountInputValue, DEFAULT_DEAL_CURRENCY, formatMoney, parseAmountInput } from "../model/deal-board-model.js";
 /** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */ const CATALOG_MATCHES = 8;
 /**
@@ -382,39 +383,49 @@ function AddLineDialog(props) {
         catalog
     ]);
     /*
-   * THE CATALOG SEARCH: the first typed word as a prefix token over active
-   * products, ordered by name, debounced so a name typed at speed is one
-   * query rather than one per letter. Each variant is its own choice,
-   * priced from `priceUsd` in cents.
+   * THE CATALOG SEARCH: what is typed, matched the way the plugin that keeps
+   * products matches it — through the source it publishes (AGL-3080), which
+   * offers active products only — debounced so a name typed at speed is one
+   * query rather than one per letter. Nothing typed, or no plugin keeping
+   * products, matches nothing. Each variant is its own choice, priced from
+   * its `priceUsd` in cents.
    */ useEffect(()=>{
+        var _ref, _ref1;
+        var _pluginRecordListSource;
         if (!open || door !== 'catalog' || !hostId) return;
-        const token = nameSearchToken(search);
-        if (!token) {
+        const products = (_ref = (_pluginRecordListSource = pluginRecordListSource('product')) == null ? void 0 : _pluginRecordListSource.source) != null ? _ref : null;
+        const catalogQuery = (_ref1 = products == null ? void 0 : products.query(firestore, {
+            hostId,
+            search,
+            limit: CATALOG_MATCHES
+        })) != null ? _ref1 : null;
+        if (!products || !catalogQuery) {
             setChoices([]);
             return;
         }
         let active = true;
         const timer = setTimeout(()=>{
-            void getDocs(query(collection(firestore, 'hosts', hostId, 'products'), where('status', '==', 'active'), where('nameTokens', 'array-contains', token), orderBy('nameLower'), limit(CATALOG_MATCHES))).then((snapshot)=>{
+            void getDocs(catalogQuery).then((snapshot)=>{
                 if (!active) return;
                 const next = [];
                 for (const entry of snapshot.docs){
-                    var _entry_get, _entry_get1;
-                    const productName = String((_entry_get = entry.get('name')) != null ? _entry_get : '');
-                    const variants = (_entry_get1 = entry.get('variants')) != null ? _entry_get1 : [];
+                    const product = products.record(entry.id, entry.data());
+                    if (!product) continue;
+                    const variants = Array.isArray(product.facts['variants']) ? product.facts['variants'] : [];
                     const priced = variants.length ? variants : [
                         {
                             id: '',
-                            priceUsd: entry.get('priceUsd')
+                            options: {},
+                            priceUsd: product.facts['priceUsd']
                         }
                     ];
                     for (const variant of priced){
                         var _variant_options, _variant_id;
                         const options = Object.values((_variant_options = variant['options']) != null ? _variant_options : {});
-                        const label = options.length ? `${productName} — ${options.join(' / ')}` : productName;
+                        const label = options.length ? `${product.name} — ${options.join(' / ')}` : product.name;
                         next.push({
-                            key: `${entry.id}:${String((_variant_id = variant['id']) != null ? _variant_id : '')}`,
-                            productId: entry.id,
+                            key: `${product.id}:${String((_variant_id = variant['id']) != null ? _variant_id : '')}`,
+                            productId: product.id,
                             label,
                             unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100))
                         });