@aglyn/plugins-crm 1.0.0-beta.220 → 1.0.0-beta.222

package/src/lib/components/tasks-calendar.js

@@ -15,6 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
+import { crmTaskPicklistLabels } from "@aglyn/aglyn";
 import { mdiChevronLeft, mdiChevronRight } from "@aglyn/shared-data-mdi";
 import { MdiIcon } from "@aglyn/shared-ui-jsx";
 import { Box, Button, ButtonBase, IconButton, Stack, Typography } from "@mui/material";
@@ -45,7 +46,12 @@ import { bucketTasksByCalendarDay, CALENDAR_DAY_LABELS, CALENDAR_WEEK_DAYS, shif
  * scheduling library for one surface is a dependency the whole console
  * would carry.
  */ export function TasksCalendar(props) {
-    const { tasks, onOpen, truncated } = props;
+    const { tasks, onOpen, truncated, picklists } = props;
+    /** "Call Ada · Call · In Progress" — the entry's type and status on hover. */ const hoverText = (task)=>{
+        if (!picklists) return task.title;
+        const labels = crmTaskPicklistLabels(task, picklists);
+        return `${task.title} · ${labels.type} · ${labels.status}`;
+    };
     /*
    * The clock is read ONCE, at mount. A component that read `Date.now()`
    * per render would move the today square under a reader who left the tab
@@ -173,6 +179,7 @@ import { bucketTasksByCalendarDay, CALENDAR_DAY_LABELS, CALENDAR_WEEK_DAYS, shif
                                             children: [
                                                 shown.map((task)=>/*#__PURE__*/ _jsx(ButtonBase, {
                                                         onClick: ()=>onOpen(task),
+                                                        title: hoverText(task),
                                                         sx: {
                                                             justifyContent: 'flex-start',
                                                             width: '100%',

package/src/lib/components/tasks-calendar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-calendar.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 { mdiChevronLeft, mdiChevronRight } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Box, Button, ButtonBase, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport {\n  bucketTasksByCalendarDay,\n  CALENDAR_DAY_LABELS,\n  CALENDAR_WEEK_DAYS,\n  shiftCalendarMonth,\n  taskCalendarMonth,\n} from '../model/task-calendar'\n\n/** How many tasks a square lists before folding the rest into a count. */\nconst TASKS_PER_DAY = 3\n\nexport interface TasksCalendarProps {\n  /** The window the list is holding — the calendar reads no more than it. */\n  tasks: readonly CrmTaskRow[]\n  /** Open one task's drawer, the same drawer a row opens. */\n  onOpen: (task: CrmTaskRow) => void\n  /** The list's window filled, so neither surface is showing everything. */\n  truncated?: boolean\n}\n\n/**\n * A MONTH OF TASKS, BY DUE DATE (AGL-2662).\n *\n * The Tasks list answers \"what is on my plate\"; this answers \"what does\n * next week look like\", which a list ordered by due date can only imply.\n *\n * ## Drawn over the list's own window, and never over a second read\n *\n * The rows are the ones the section already holds. A calendar that fetched\n * its own month would be a second listener over the same collection, would\n * disagree with the list whenever the two windows differed, and would put\n * a read behind every page of the arrows. What it costs instead is honesty:\n * the grid can only place what the window carries, so the tasks due in\n * other months are counted under it rather than implied to be absent.\n *\n * ## Hand-built rather than a calendar dependency\n *\n * Seven columns of MUI boxes and the local-day arithmetic in\n * `task-calendar.ts`. The one calendar package already installed\n * (`@mui/x-date-pickers`) draws a date PICKER — a grid whose squares are\n * choices, not content — so it answers a different question, and a\n * scheduling library for one surface is a dependency the whole console\n * would carry.\n */\nexport function TasksCalendar(props: TasksCalendarProps) {\n  const { tasks, onOpen, truncated } = props\n  /*\n   * The clock is read ONCE, at mount. A component that read `Date.now()`\n   * per render would move the today square under a reader who left the tab\n   * open across midnight, without any state having changed — and the grid\n   * is a pure function of this, so what is drawn can be pinned.\n   */\n  const [nowMs] = useState(() => Date.now())\n  const [anchorMs, setAnchorMs] = useState(() => nowMs)\n\n  const month = useMemo(\n    () => taskCalendarMonth(anchorMs, nowMs),\n    [anchorMs, nowMs],\n  )\n  const buckets = useMemo(\n    () => bucketTasksByCalendarDay(tasks, (task) => task.dueAtMs, month),\n    [tasks, month],\n  )\n  const label = useMemo(\n    () =>\n      month.monthDate.toLocaleDateString(undefined, {\n        month: 'long',\n        year: 'numeric',\n      }),\n    [month],\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n      >\n        <IconButton\n          size=\"small\"\n          aria-label=\"Previous month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, -1))}\n        >\n          <MdiIcon path={mdiChevronLeft.path} size={0.9} />\n        </IconButton>\n        <Typography variant=\"subtitle1\" sx={{ minWidth: 160, textAlign: 'center' }}>\n          {label}\n        </Typography>\n        <IconButton\n          size=\"small\"\n          aria-label=\"Next month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, 1))}\n        >\n          <MdiIcon path={mdiChevronRight.path} size={0.9} />\n        </IconButton>\n        <Button size=\"small\" onClick={() => setAnchorMs(nowMs)}>\n          {'Today'}\n        </Button>\n      </Stack>\n\n      <Box sx={{ overflowX: 'auto' }}>\n        <Box sx={{ minWidth: 640 }}>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n              mb: 0.5,\n            }}\n          >\n            {CALENDAR_DAY_LABELS.map((day) => (\n              <Typography\n                key={day}\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ textAlign: 'center' }}\n              >\n                {day}\n              </Typography>\n            ))}\n          </Box>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n            }}\n          >\n            {month.weeks.flat().map((day) => {\n              const held = buckets.byDay.get(day.startMs) ?? []\n              const shown = held.slice(0, TASKS_PER_DAY)\n              const folded = held.length - shown.length\n              return (\n                <Box\n                  key={day.startMs}\n                  sx={{\n                    minHeight: 96,\n                    p: 0.75,\n                    borderRadius: 1,\n                    border: 1,\n                    borderColor: day.isToday ? 'primary.main' : 'divider',\n                    bgcolor: day.inMonth ? 'background.paper' : 'action.hover',\n                  }}\n                >\n                  <Typography\n                    variant=\"caption\"\n                    sx={{\n                      display: 'block',\n                      mb: 0.5,\n                      fontWeight: day.isToday ? 'fontWeightBold' : undefined,\n                      color: day.inMonth ? 'text.primary' : 'text.disabled',\n                    }}\n                  >\n                    {day.date}\n                  </Typography>\n                  <Stack spacing={0.25}>\n                    {shown.map((task) => (\n                      <ButtonBase\n                        key={task.$id}\n                        onClick={() => onOpen(task)}\n                        sx={{\n                          justifyContent: 'flex-start',\n                          width: '100%',\n                          px: 0.5,\n                          py: 0.25,\n                          borderRadius: 0.5,\n                          bgcolor: 'action.selected',\n                          '&:hover': { bgcolor: 'action.focus' },\n                        }}\n                      >\n                        <Typography\n                          variant=\"caption\"\n                          noWrap\n                          sx={{\n                            width: '100%',\n                            textAlign: 'left',\n                            textDecoration:\n                              task.status === 'done' ? 'line-through' : undefined,\n                            color:\n                              task.status === 'done'\n                                ? 'text.secondary'\n                                : day.endMs <= nowMs\n                                  ? 'error.main'\n                                  : 'text.primary',\n                          }}\n                        >\n                          {task.title}\n                        </Typography>\n                      </ButtonBase>\n                    ))}\n                    {folded > 0 ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {`+${folded} more`}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </Box>\n              )\n            })}\n          </Box>\n        </Box>\n      </Box>\n\n      {/*\n        What the grid could not place. Said plainly, because a month with\n        nothing on it reads as \"nothing is due\" and the honest reading here\n        is often \"the window's tasks are somewhere else\".\n      */}\n      {buckets.undated.length || buckets.elsewhere.length || truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {[\n            buckets.elsewhere.length\n              ? `${buckets.elsewhere.length} due outside this month`\n              : '',\n            buckets.undated.length\n              ? `${buckets.undated.length} with no due date`\n              : '',\n            truncated ? 'and the view is showing only its first page' : '',\n          ]\n            .filter(Boolean)\n            .join(' · ')}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nTasksCalendar.displayName = 'TasksCalendar'\n\nexport default TasksCalendar\n"],"names":["mdiChevronLeft","mdiChevronRight","MdiIcon","Box","Button","ButtonBase","IconButton","Stack","Typography","useMemo","useState","bucketTasksByCalendarDay","CALENDAR_DAY_LABELS","CALENDAR_WEEK_DAYS","shiftCalendarMonth","taskCalendarMonth","TASKS_PER_DAY","TasksCalendar","props","tasks","onOpen","truncated","nowMs","Date","now","anchorMs","setAnchorMs","month","buckets","task","dueAtMs","label","monthDate","toLocaleDateString","undefined","year","spacing","direction","sx","alignItems","flexWrap","rowGap","size","aria-label","onClick","current","path","variant","minWidth","textAlign","overflowX","display","gridTemplateColumns","gap","mb","map","day","color","weeks","flat","held","byDay","get","startMs","shown","slice","folded","length","minHeight","p","borderRadius","border","borderColor","isToday","bgcolor","inMonth","fontWeight","date","justifyContent","width","px","py","noWrap","textDecoration","status","endMs","title","$id","undated","elsewhere","filter","Boolean","join","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,cAAc,EAAEC,eAAe,QAAQ,yBAAwB;AACxE,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,GAAG,EAAEC,MAAM,EAAEC,UAAU,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACtF,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAEzC,SACEC,wBAAwB,EACxBC,mBAAmB,EACnBC,kBAAkB,EAClBC,kBAAkB,EAClBC,iBAAiB,QACZ,4BAAwB;AAE/B,wEAAwE,GACxE,MAAMC,gBAAgB;AAWtB;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASC,cAAcC,KAAyB;IACrD,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,SAAS,EAAE,GAAGH;IACrC;;;;;GAKC,GACD,MAAM,CAACI,MAAM,GAAGZ,SAAS,IAAMa,KAAKC,GAAG;IACvC,MAAM,CAACC,UAAUC,YAAY,GAAGhB,SAAS,IAAMY;IAE/C,MAAMK,QAAQlB,QACZ,IAAMM,kBAAkBU,UAAUH,QAClC;QAACG;QAAUH;KAAM;IAEnB,MAAMM,UAAUnB,QACd,IAAME,yBAAyBQ,OAAO,CAACU,OAASA,KAAKC,OAAO,EAAEH,QAC9D;QAACR;QAAOQ;KAAM;IAEhB,MAAMI,QAAQtB,QACZ,IACEkB,MAAMK,SAAS,CAACC,kBAAkB,CAACC,WAAW;YAC5CP,OAAO;YACPQ,MAAM;QACR,IACF;QAACR;KAAM;IAGT,qBACE,MAACpB;QAAM6B,SAAS;;0BACd,MAAC7B;gBACC8B,WAAU;gBACVD,SAAS;gBACTE,IAAI;oBAAEC,YAAY;oBAAUC,UAAU;oBAAQC,QAAQ;gBAAE;;kCAExD,KAACnC;wBACCoC,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMlB,YAAY,CAACmB,UAAY/B,mBAAmB+B,SAAS,CAAC;kCAErE,cAAA,KAAC3C;4BAAQ4C,MAAM9C,eAAe8C,IAAI;4BAAEJ,MAAM;;;kCAE5C,KAAClC;wBAAWuC,SAAQ;wBAAYT,IAAI;4BAAEU,UAAU;4BAAKC,WAAW;wBAAS;kCACtElB;;kCAEH,KAACzB;wBACCoC,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMlB,YAAY,CAACmB,UAAY/B,mBAAmB+B,SAAS;kCAEpE,cAAA,KAAC3C;4BAAQ4C,MAAM7C,gBAAgB6C,IAAI;4BAAEJ,MAAM;;;kCAE7C,KAACtC;wBAAOsC,MAAK;wBAAQE,SAAS,IAAMlB,YAAYJ;kCAC7C;;;;0BAIL,KAACnB;gBAAImC,IAAI;oBAAEY,WAAW;gBAAO;0BAC3B,cAAA,MAAC/C;oBAAImC,IAAI;wBAAEU,UAAU;oBAAI;;sCACvB,KAAC7C;4BACCmC,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAEvC,mBAAmB,MAAM,CAAC;gCACzDwC,KAAK;gCACLC,IAAI;4BACN;sCAEC1C,oBAAoB2C,GAAG,CAAC,CAACC,oBACxB,KAAChD;oCAECuC,SAAQ;oCACRU,OAAM;oCACNnB,IAAI;wCAAEW,WAAW;oCAAS;8CAEzBO;mCALIA;;sCASX,KAACrD;4BACCmC,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAEvC,mBAAmB,MAAM,CAAC;gCACzDwC,KAAK;4BACP;sCAEC1B,MAAM+B,KAAK,CAACC,IAAI,GAAGJ,GAAG,CAAC,CAACC;oCACV5B;gCAAb,MAAMgC,QAAOhC,qBAAAA,QAAQiC,KAAK,CAACC,GAAG,CAACN,IAAIO,OAAO,aAA7BnC,qBAAkC,EAAE;gCACjD,MAAMoC,QAAQJ,KAAKK,KAAK,CAAC,GAAGjD;gCAC5B,MAAMkD,SAASN,KAAKO,MAAM,GAAGH,MAAMG,MAAM;gCACzC,qBACE,MAAChE;oCAECmC,IAAI;wCACF8B,WAAW;wCACXC,GAAG;wCACHC,cAAc;wCACdC,QAAQ;wCACRC,aAAahB,IAAIiB,OAAO,GAAG,iBAAiB;wCAC5CC,SAASlB,IAAImB,OAAO,GAAG,qBAAqB;oCAC9C;;sDAEA,KAACnE;4CACCuC,SAAQ;4CACRT,IAAI;gDACFa,SAAS;gDACTG,IAAI;gDACJsB,YAAYpB,IAAIiB,OAAO,GAAG,mBAAmBvC;gDAC7CuB,OAAOD,IAAImB,OAAO,GAAG,iBAAiB;4CACxC;sDAECnB,IAAIqB,IAAI;;sDAEX,MAACtE;4CAAM6B,SAAS;;gDACb4B,MAAMT,GAAG,CAAC,CAAC1B,qBACV,KAACxB;wDAECuC,SAAS,IAAMxB,OAAOS;wDACtBS,IAAI;4DACFwC,gBAAgB;4DAChBC,OAAO;4DACPC,IAAI;4DACJC,IAAI;4DACJX,cAAc;4DACdI,SAAS;4DACT,WAAW;gEAAEA,SAAS;4DAAe;wDACvC;kEAEA,cAAA,KAAClE;4DACCuC,SAAQ;4DACRmC,MAAM;4DACN5C,IAAI;gEACFyC,OAAO;gEACP9B,WAAW;gEACXkC,gBACEtD,KAAKuD,MAAM,KAAK,SAAS,iBAAiBlD;gEAC5CuB,OACE5B,KAAKuD,MAAM,KAAK,SACZ,mBACA5B,IAAI6B,KAAK,IAAI/D,QACX,eACA;4DACV;sEAECO,KAAKyD,KAAK;;uDA5BRzD,KAAK0D,GAAG;gDAgChBrB,SAAS,kBACR,KAAC1D;oDAAWuC,SAAQ;oDAAUU,OAAM;8DACjC,CAAC,CAAC,EAAES,OAAO,KAAK,CAAC;qDAElB;;;;mCA5DDV,IAAIO,OAAO;4BAgEtB;;;;;YAULnC,QAAQ4D,OAAO,CAACrB,MAAM,IAAIvC,QAAQ6D,SAAS,CAACtB,MAAM,IAAI9C,0BACrD,KAACb;gBAAWuC,SAAQ;gBAAUU,OAAM;0BACjC;oBACC7B,QAAQ6D,SAAS,CAACtB,MAAM,GACpB,GAAGvC,QAAQ6D,SAAS,CAACtB,MAAM,CAAC,uBAAuB,CAAC,GACpD;oBACJvC,QAAQ4D,OAAO,CAACrB,MAAM,GAClB,GAAGvC,QAAQ4D,OAAO,CAACrB,MAAM,CAAC,iBAAiB,CAAC,GAC5C;oBACJ9C,YAAY,gDAAgD;iBAC7D,CACEqE,MAAM,CAACC,SACPC,IAAI,CAAC;iBAER;;;AAGV;AACA3E,cAAc4E,WAAW,GAAG;AAE5B,eAAe5E,cAAa"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-calendar.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 { type CrmTaskPicklists, crmTaskPicklistLabels } from '@aglyn/aglyn'\nimport { mdiChevronLeft, mdiChevronRight } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Box, Button, ButtonBase, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport {\n  bucketTasksByCalendarDay,\n  CALENDAR_DAY_LABELS,\n  CALENDAR_WEEK_DAYS,\n  shiftCalendarMonth,\n  taskCalendarMonth,\n} from '../model/task-calendar'\n\n/** How many tasks a square lists before folding the rest into a count. */\nconst TASKS_PER_DAY = 3\n\nexport interface TasksCalendarProps {\n  /** The window the list is holding — the calendar reads no more than it. */\n  tasks: readonly CrmTaskRow[]\n  /** Open one task's drawer, the same drawer a row opens. */\n  onOpen: (task: CrmTaskRow) => void\n  /** The list's window filled, so neither surface is showing everything. */\n  truncated?: boolean\n  /** The org's task lists, which name each entry's type and status on hover (AGL-3517). */\n  picklists?: CrmTaskPicklists\n}\n\n/**\n * A MONTH OF TASKS, BY DUE DATE (AGL-2662).\n *\n * The Tasks list answers \"what is on my plate\"; this answers \"what does\n * next week look like\", which a list ordered by due date can only imply.\n *\n * ## Drawn over the list's own window, and never over a second read\n *\n * The rows are the ones the section already holds. A calendar that fetched\n * its own month would be a second listener over the same collection, would\n * disagree with the list whenever the two windows differed, and would put\n * a read behind every page of the arrows. What it costs instead is honesty:\n * the grid can only place what the window carries, so the tasks due in\n * other months are counted under it rather than implied to be absent.\n *\n * ## Hand-built rather than a calendar dependency\n *\n * Seven columns of MUI boxes and the local-day arithmetic in\n * `task-calendar.ts`. The one calendar package already installed\n * (`@mui/x-date-pickers`) draws a date PICKER — a grid whose squares are\n * choices, not content — so it answers a different question, and a\n * scheduling library for one surface is a dependency the whole console\n * would carry.\n */\nexport function TasksCalendar(props: TasksCalendarProps) {\n  const { tasks, onOpen, truncated, picklists } = props\n  /** \"Call Ada · Call · In Progress\" — the entry's type and status on hover. */\n  const hoverText = (task: CrmTaskRow) => {\n    if (!picklists) return task.title\n    const labels = crmTaskPicklistLabels(task, picklists)\n    return `${task.title} · ${labels.type} · ${labels.status}`\n  }\n  /*\n   * The clock is read ONCE, at mount. A component that read `Date.now()`\n   * per render would move the today square under a reader who left the tab\n   * open across midnight, without any state having changed — and the grid\n   * is a pure function of this, so what is drawn can be pinned.\n   */\n  const [nowMs] = useState(() => Date.now())\n  const [anchorMs, setAnchorMs] = useState(() => nowMs)\n\n  const month = useMemo(\n    () => taskCalendarMonth(anchorMs, nowMs),\n    [anchorMs, nowMs],\n  )\n  const buckets = useMemo(\n    () => bucketTasksByCalendarDay(tasks, (task) => task.dueAtMs, month),\n    [tasks, month],\n  )\n  const label = useMemo(\n    () =>\n      month.monthDate.toLocaleDateString(undefined, {\n        month: 'long',\n        year: 'numeric',\n      }),\n    [month],\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n      >\n        <IconButton\n          size=\"small\"\n          aria-label=\"Previous month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, -1))}\n        >\n          <MdiIcon path={mdiChevronLeft.path} size={0.9} />\n        </IconButton>\n        <Typography variant=\"subtitle1\" sx={{ minWidth: 160, textAlign: 'center' }}>\n          {label}\n        </Typography>\n        <IconButton\n          size=\"small\"\n          aria-label=\"Next month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, 1))}\n        >\n          <MdiIcon path={mdiChevronRight.path} size={0.9} />\n        </IconButton>\n        <Button size=\"small\" onClick={() => setAnchorMs(nowMs)}>\n          {'Today'}\n        </Button>\n      </Stack>\n\n      <Box sx={{ overflowX: 'auto' }}>\n        <Box sx={{ minWidth: 640 }}>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n              mb: 0.5,\n            }}\n          >\n            {CALENDAR_DAY_LABELS.map((day) => (\n              <Typography\n                key={day}\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ textAlign: 'center' }}\n              >\n                {day}\n              </Typography>\n            ))}\n          </Box>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n            }}\n          >\n            {month.weeks.flat().map((day) => {\n              const held = buckets.byDay.get(day.startMs) ?? []\n              const shown = held.slice(0, TASKS_PER_DAY)\n              const folded = held.length - shown.length\n              return (\n                <Box\n                  key={day.startMs}\n                  sx={{\n                    minHeight: 96,\n                    p: 0.75,\n                    borderRadius: 1,\n                    border: 1,\n                    borderColor: day.isToday ? 'primary.main' : 'divider',\n                    bgcolor: day.inMonth ? 'background.paper' : 'action.hover',\n                  }}\n                >\n                  <Typography\n                    variant=\"caption\"\n                    sx={{\n                      display: 'block',\n                      mb: 0.5,\n                      fontWeight: day.isToday ? 'fontWeightBold' : undefined,\n                      color: day.inMonth ? 'text.primary' : 'text.disabled',\n                    }}\n                  >\n                    {day.date}\n                  </Typography>\n                  <Stack spacing={0.25}>\n                    {shown.map((task) => (\n                      <ButtonBase\n                        key={task.$id}\n                        onClick={() => onOpen(task)}\n                        title={hoverText(task)}\n                        sx={{\n                          justifyContent: 'flex-start',\n                          width: '100%',\n                          px: 0.5,\n                          py: 0.25,\n                          borderRadius: 0.5,\n                          bgcolor: 'action.selected',\n                          '&:hover': { bgcolor: 'action.focus' },\n                        }}\n                      >\n                        <Typography\n                          variant=\"caption\"\n                          noWrap\n                          sx={{\n                            width: '100%',\n                            textAlign: 'left',\n                            textDecoration:\n                              task.status === 'done' ? 'line-through' : undefined,\n                            color:\n                              task.status === 'done'\n                                ? 'text.secondary'\n                                : day.endMs <= nowMs\n                                  ? 'error.main'\n                                  : 'text.primary',\n                          }}\n                        >\n                          {task.title}\n                        </Typography>\n                      </ButtonBase>\n                    ))}\n                    {folded > 0 ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {`+${folded} more`}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </Box>\n              )\n            })}\n          </Box>\n        </Box>\n      </Box>\n\n      {/*\n        What the grid could not place. Said plainly, because a month with\n        nothing on it reads as \"nothing is due\" and the honest reading here\n        is often \"the window's tasks are somewhere else\".\n      */}\n      {buckets.undated.length || buckets.elsewhere.length || truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {[\n            buckets.elsewhere.length\n              ? `${buckets.elsewhere.length} due outside this month`\n              : '',\n            buckets.undated.length\n              ? `${buckets.undated.length} with no due date`\n              : '',\n            truncated ? 'and the view is showing only its first page' : '',\n          ]\n            .filter(Boolean)\n            .join(' · ')}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nTasksCalendar.displayName = 'TasksCalendar'\n\nexport default TasksCalendar\n"],"names":["crmTaskPicklistLabels","mdiChevronLeft","mdiChevronRight","MdiIcon","Box","Button","ButtonBase","IconButton","Stack","Typography","useMemo","useState","bucketTasksByCalendarDay","CALENDAR_DAY_LABELS","CALENDAR_WEEK_DAYS","shiftCalendarMonth","taskCalendarMonth","TASKS_PER_DAY","TasksCalendar","props","tasks","onOpen","truncated","picklists","hoverText","task","title","labels","type","status","nowMs","Date","now","anchorMs","setAnchorMs","month","buckets","dueAtMs","label","monthDate","toLocaleDateString","undefined","year","spacing","direction","sx","alignItems","flexWrap","rowGap","size","aria-label","onClick","current","path","variant","minWidth","textAlign","overflowX","display","gridTemplateColumns","gap","mb","map","day","color","weeks","flat","held","byDay","get","startMs","shown","slice","folded","length","minHeight","p","borderRadius","border","borderColor","isToday","bgcolor","inMonth","fontWeight","date","justifyContent","width","px","py","noWrap","textDecoration","endMs","$id","undated","elsewhere","filter","Boolean","join","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAAgCA,qBAAqB,QAAQ,eAAc;AAC3E,SAASC,cAAc,EAAEC,eAAe,QAAQ,yBAAwB;AACxE,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,GAAG,EAAEC,MAAM,EAAEC,UAAU,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACtF,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAEzC,SACEC,wBAAwB,EACxBC,mBAAmB,EACnBC,kBAAkB,EAClBC,kBAAkB,EAClBC,iBAAiB,QACZ,4BAAwB;AAE/B,wEAAwE,GACxE,MAAMC,gBAAgB;AAatB;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASC,cAAcC,KAAyB;IACrD,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,SAAS,EAAEC,SAAS,EAAE,GAAGJ;IAChD,4EAA4E,GAC5E,MAAMK,YAAY,CAACC;QACjB,IAAI,CAACF,WAAW,OAAOE,KAAKC,KAAK;QACjC,MAAMC,SAAS3B,sBAAsByB,MAAMF;QAC3C,OAAO,GAAGE,KAAKC,KAAK,CAAC,GAAG,EAAEC,OAAOC,IAAI,CAAC,GAAG,EAAED,OAAOE,MAAM,EAAE;IAC5D;IACA;;;;;GAKC,GACD,MAAM,CAACC,MAAM,GAAGnB,SAAS,IAAMoB,KAAKC,GAAG;IACvC,MAAM,CAACC,UAAUC,YAAY,GAAGvB,SAAS,IAAMmB;IAE/C,MAAMK,QAAQzB,QACZ,IAAMM,kBAAkBiB,UAAUH,QAClC;QAACG;QAAUH;KAAM;IAEnB,MAAMM,UAAU1B,QACd,IAAME,yBAAyBQ,OAAO,CAACK,OAASA,KAAKY,OAAO,EAAEF,QAC9D;QAACf;QAAOe;KAAM;IAEhB,MAAMG,QAAQ5B,QACZ,IACEyB,MAAMI,SAAS,CAACC,kBAAkB,CAACC,WAAW;YAC5CN,OAAO;YACPO,MAAM;QACR,IACF;QAACP;KAAM;IAGT,qBACE,MAAC3B;QAAMmC,SAAS;;0BACd,MAACnC;gBACCoC,WAAU;gBACVD,SAAS;gBACTE,IAAI;oBAAEC,YAAY;oBAAUC,UAAU;oBAAQC,QAAQ;gBAAE;;kCAExD,KAACzC;wBACC0C,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMjB,YAAY,CAACkB,UAAYrC,mBAAmBqC,SAAS,CAAC;kCAErE,cAAA,KAACjD;4BAAQkD,MAAMpD,eAAeoD,IAAI;4BAAEJ,MAAM;;;kCAE5C,KAACxC;wBAAW6C,SAAQ;wBAAYT,IAAI;4BAAEU,UAAU;4BAAKC,WAAW;wBAAS;kCACtElB;;kCAEH,KAAC/B;wBACC0C,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMjB,YAAY,CAACkB,UAAYrC,mBAAmBqC,SAAS;kCAEpE,cAAA,KAACjD;4BAAQkD,MAAMnD,gBAAgBmD,IAAI;4BAAEJ,MAAM;;;kCAE7C,KAAC5C;wBAAO4C,MAAK;wBAAQE,SAAS,IAAMjB,YAAYJ;kCAC7C;;;;0BAIL,KAAC1B;gBAAIyC,IAAI;oBAAEY,WAAW;gBAAO;0BAC3B,cAAA,MAACrD;oBAAIyC,IAAI;wBAAEU,UAAU;oBAAI;;sCACvB,KAACnD;4BACCyC,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAE7C,mBAAmB,MAAM,CAAC;gCACzD8C,KAAK;gCACLC,IAAI;4BACN;sCAEChD,oBAAoBiD,GAAG,CAAC,CAACC,oBACxB,KAACtD;oCAEC6C,SAAQ;oCACRU,OAAM;oCACNnB,IAAI;wCAAEW,WAAW;oCAAS;8CAEzBO;mCALIA;;sCASX,KAAC3D;4BACCyC,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAE7C,mBAAmB,MAAM,CAAC;gCACzD8C,KAAK;4BACP;sCAECzB,MAAM8B,KAAK,CAACC,IAAI,GAAGJ,GAAG,CAAC,CAACC;oCACV3B;gCAAb,MAAM+B,QAAO/B,qBAAAA,QAAQgC,KAAK,CAACC,GAAG,CAACN,IAAIO,OAAO,aAA7BlC,qBAAkC,EAAE;gCACjD,MAAMmC,QAAQJ,KAAKK,KAAK,CAAC,GAAGvD;gCAC5B,MAAMwD,SAASN,KAAKO,MAAM,GAAGH,MAAMG,MAAM;gCACzC,qBACE,MAACtE;oCAECyC,IAAI;wCACF8B,WAAW;wCACXC,GAAG;wCACHC,cAAc;wCACdC,QAAQ;wCACRC,aAAahB,IAAIiB,OAAO,GAAG,iBAAiB;wCAC5CC,SAASlB,IAAImB,OAAO,GAAG,qBAAqB;oCAC9C;;sDAEA,KAACzE;4CACC6C,SAAQ;4CACRT,IAAI;gDACFa,SAAS;gDACTG,IAAI;gDACJsB,YAAYpB,IAAIiB,OAAO,GAAG,mBAAmBvC;gDAC7CuB,OAAOD,IAAImB,OAAO,GAAG,iBAAiB;4CACxC;sDAECnB,IAAIqB,IAAI;;sDAEX,MAAC5E;4CAAMmC,SAAS;;gDACb4B,MAAMT,GAAG,CAAC,CAACrC,qBACV,KAACnB;wDAEC6C,SAAS,IAAM9B,OAAOI;wDACtBC,OAAOF,UAAUC;wDACjBoB,IAAI;4DACFwC,gBAAgB;4DAChBC,OAAO;4DACPC,IAAI;4DACJC,IAAI;4DACJX,cAAc;4DACdI,SAAS;4DACT,WAAW;gEAAEA,SAAS;4DAAe;wDACvC;kEAEA,cAAA,KAACxE;4DACC6C,SAAQ;4DACRmC,MAAM;4DACN5C,IAAI;gEACFyC,OAAO;gEACP9B,WAAW;gEACXkC,gBACEjE,KAAKI,MAAM,KAAK,SAAS,iBAAiBY;gEAC5CuB,OACEvC,KAAKI,MAAM,KAAK,SACZ,mBACAkC,IAAI4B,KAAK,IAAI7D,QACX,eACA;4DACV;sEAECL,KAAKC,KAAK;;uDA7BRD,KAAKmE,GAAG;gDAiChBnB,SAAS,kBACR,KAAChE;oDAAW6C,SAAQ;oDAAUU,OAAM;8DACjC,CAAC,CAAC,EAAES,OAAO,KAAK,CAAC;qDAElB;;;;mCA7DDV,IAAIO,OAAO;4BAiEtB;;;;;YAULlC,QAAQyD,OAAO,CAACnB,MAAM,IAAItC,QAAQ0D,SAAS,CAACpB,MAAM,IAAIpD,0BACrD,KAACb;gBAAW6C,SAAQ;gBAAUU,OAAM;0BACjC;oBACC5B,QAAQ0D,SAAS,CAACpB,MAAM,GACpB,GAAGtC,QAAQ0D,SAAS,CAACpB,MAAM,CAAC,uBAAuB,CAAC,GACpD;oBACJtC,QAAQyD,OAAO,CAACnB,MAAM,GAClB,GAAGtC,QAAQyD,OAAO,CAACnB,MAAM,CAAC,iBAAiB,CAAC,GAC5C;oBACJpD,YAAY,gDAAgD;iBAC7D,CACEyE,MAAM,CAACC,SACPC,IAAI,CAAC;iBAER;;;AAGV;AACA/E,cAAcgF,WAAW,GAAG;AAE5B,eAAehF,cAAa"}

package/src/lib/components/tasks-section.d.ts

@@ -16,9 +16,9 @@ import { type ConsolePluginPageProps } from '@aglyn/aglyn';
  *
  * The rows are selectable, and a selection raises `TasksBulkBar` over the
  * list — Complete and Assign through their routes, the due date and the
- * delete as batched writes (AGL-2621). Export CSV beside the view control
- * writes the view through `tasksCsv()`, naming the assignee and the linked
- * records; the bar writes the same file over the selection.
+ * delete as batched writes (AGL-2621). Import and Export open the console's
+ * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's
+ * own query, and the bar opens it on the selection.
  */
 export declare function TasksSection(props: ConsolePluginPageProps): import("react").JSX.Element;
 export declare namespace TasksSection {

package/src/lib/components/tasks-section.js

@@ -16,7 +16,7 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, findOrgMember, pluginDocsHelp } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, crmPicklistShownLabel, crmTaskPicklistLabels, crmTaskStatusWrite, pluginDocsHelp } from "@aglyn/aglyn";
 import { CardDisplay } from "@aglyn/shared-ui-jsx";
 import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
 import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
@@ -32,13 +32,12 @@ import { useCallback, useEffect, useMemo, useState } from "react";
 import { useCrmRecordNames } from "../hooks/use-crm-record-names.js";
 import { useCrmTaskList, useNowMs } from "../hooks/use-crm-tasks.js";
 import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
-import { downloadTextFile } from "../model/contacts-csv.js";
+import { useCrmTaskPicklists } from "../hooks/use-crm-task-picklists.js";
 import { crmRoutes } from "../model/crm-routes.js";
 import { refreshCrmNextActivity } from "../model/next-activity-api.js";
 import { completeCrmTask } from "../model/task-api.js";
 import { crmTaskCallScope } from "../model/task-routes.js";
-import { tasksCsv } from "../model/tasks-csv.js";
-import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, CRM_TASK_VIEWS, TASK_LIST_QUERY_FIELDS } from "../model/task-views.js";
+import { CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_VIEWS, TASK_LIST_QUERY_FIELDS } from "../model/task-views.js";
 import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
 import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
@@ -49,7 +48,8 @@ import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
 import { TaskDueText, TaskKindCell, TaskPriorityChip, TaskRecordLink } from "./task-cells.js";
 import TaskEditDrawer from "./task-edit-drawer.js";
 import TasksCalendar from "./tasks-calendar.js";
-import { TaskImportButton } from "./task-import-drawer.js";
+import { CrmExportButton, CrmImportButton } from "./crm-transfer-buttons.js";
+import { CRM_TASKS_RESOURCE } from "../transfer/fields.js";
 import TaskSnoozeMenu from "./task-snooze-menu.js";
 import TasksBulkBar from "./tasks-bulk-bar.js";
 /** What an empty view is headed, by view — "nothing overdue" is good news. */ /*
@@ -70,7 +70,7 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
 ];
 const TASK_FILTER_HEADERS = {
     view: 'Show',
-    kind: 'Kind',
+    kind: 'Type',
     priority: 'Priority',
     assigneeUid: 'Assignee'
 };
@@ -116,9 +116,9 @@ const EMPTY_LABEL = {
  *
  * The rows are selectable, and a selection raises `TasksBulkBar` over the
  * list — Complete and Assign through their routes, the due date and the
- * delete as batched writes (AGL-2621). Export CSV beside the view control
- * writes the view through `tasksCsv()`, naming the assignee and the linked
- * records; the bar writes the same file over the selection.
+ * delete as batched writes (AGL-2621). Import and Export open the console's
+ * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's
+ * own query, and the bar opens it on the selection.
  */ export function TasksSection(props) {
     var _ref;
     const { hostId, org, basePath = '' } = props;
@@ -194,25 +194,31 @@ const EMPTY_LABEL = {
     });
     const { tasks, status, fromCache, scope, orgId, readTokens } = list;
     const directory = useOrgMemberDirectory(orgId);
-    const filterOptions = useMemo(()=>({
+    const picklists = useCrmTaskPicklists(orgId);
+    /*
+   * Type and Priority filter on the MEANING the query holds (AGL-3517), so
+   * each option is a meaning, named by the org's label for it.
+   */ const filterOptions = useMemo(()=>({
             view: CRM_TASK_VIEWS.map((option)=>({
                     value: option.id,
                     label: option.label
                 })),
             kind: CRM_TASK_KINDS.map((kind)=>({
                     value: kind,
-                    label: CRM_TASK_KIND_LABELS[kind]
+                    label: crmPicklistShownLabel(picklists.type, kind, null)
                 })),
             priority: CRM_TASK_PRIORITIES.map((priority)=>({
                     value: priority,
-                    label: CRM_TASK_PRIORITY_LABELS[priority]
+                    label: crmPicklistShownLabel(picklists.priority, priority, null)
                 })),
             assigneeUid: directory.members.map((member)=>({
                     value: member.uid,
                     label: member.label
                 }))
         }), [
-        directory.members
+        directory.members,
+        picklists.type,
+        picklists.priority
     ]);
     // What the query could not hold, said above the list rather than matched in memory.
     const refused = useMemo(()=>listQueryRefusals(list.plan.refused, {
@@ -264,21 +270,12 @@ const EMPTY_LABEL = {
         list.plan,
         list.page
     ]);
-    const csvOptions = useMemo(()=>({
-            assigneeEmail: (uid)=>{
-                const member = findOrgMember(directory.members, uid);
-                return (member == null ? void 0 : member.email) || (member == null ? void 0 : member.label) || uid;
-            },
-            recordName: nameOf
+    // The view and its filters, for the export to read the same tasks the list does (AGL-3528).
+    const exportFilter = useMemo(()=>({
+            label: 'what the list shows',
+            plan: list.plan
         }), [
-        directory.members,
-        nameOf
-    ]);
-    const handleExport = useCallback(()=>{
-        downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions));
-    }, [
-        tasks,
-        csvOptions
+        list.plan
     ]);
     /*
    * List or month (AGL-2662). A layout choice over the SAME rows and the
@@ -314,12 +311,11 @@ const EMPTY_LABEL = {
         setBusyId(task.$id);
         try {
             if (task.status === 'done') {
-                await updateDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id), {
-                    status: 'open',
+                await updateDoc(doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id), _extends({}, crmTaskStatusWrite(picklists.status, false), {
                     completedAtMs: null,
                     completedByUid: deleteField(),
                     updatedAt: serverTimestamp()
-                });
+                }));
                 enqueueSnackbar('Task reopened', {
                     variant: 'success'
                 });
@@ -354,7 +350,8 @@ const EMPTY_LABEL = {
         user,
         hostId,
         orgId,
-        enqueueSnackbar
+        enqueueSnackbar,
+        picklists.status
     ]);
     const columns = useMemo(()=>[
             {
@@ -411,11 +408,12 @@ const EMPTY_LABEL = {
             },
             {
                 field: 'kind',
-                headerName: 'Kind',
+                headerName: 'Type',
                 width: 120,
                 sortable: false,
                 renderCell: ({ row })=>/*#__PURE__*/ _jsx(TaskKindCell, {
-                        kind: row.kind
+                        kind: row.kind,
+                        label: crmTaskPicklistLabels(row, picklists).type
                     })
             },
             {
@@ -424,7 +422,22 @@ const EMPTY_LABEL = {
                 width: 110,
                 sortable: false,
                 renderCell: ({ row })=>/*#__PURE__*/ _jsx(TaskPriorityChip, {
-                        priority: row.priority
+                        priority: row.priority,
+                        label: crmTaskPicklistLabels(row, picklists).priority
+                    })
+            },
+            {
+                // The org's status label (AGL-3517); the checkbox is the open/done half.
+                field: 'statusLabel',
+                headerName: 'Status',
+                width: 150,
+                sortable: false,
+                valueGetter: (_value, row)=>crmTaskPicklistLabels(row, picklists).status,
+                renderCell: ({ row })=>/*#__PURE__*/ _jsx(Typography, {
+                        variant: "body2",
+                        color: row.status === 'done' ? 'text.secondary' : undefined,
+                        noWrap: true,
+                        children: crmTaskPicklistLabels(row, picklists).status
                     })
             },
             {
@@ -492,7 +505,8 @@ const EMPTY_LABEL = {
         directory,
         routes,
         nameOf,
-        scope
+        scope,
+        picklists
     ]);
     /* The column and sort models are the view's (AGL-2617). */ const filterColumns = useMemo(()=>listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS), [
         columns,
@@ -513,14 +527,15 @@ const EMPTY_LABEL = {
                     // The record actions, top right and never clipped (AGL-3311).
                     action: /*#__PURE__*/ _jsxs(CrmListActions, {
                         children: [
-                            /*#__PURE__*/ _jsx(TaskImportButton, {
+                            /*#__PURE__*/ _jsx(CrmImportButton, {
+                                resource: CRM_TASKS_RESOURCE,
+                                noun: "tasks",
                                 hostId: hostId
                             }),
-                            /*#__PURE__*/ _jsx(Button, {
-                                size: "small",
-                                onClick: handleExport,
-                                disabled: !tasks.length,
-                                children: 'Export CSV'
+                            /*#__PURE__*/ _jsx(CrmExportButton, {
+                                resource: CRM_TASKS_RESOURCE,
+                                hostId: hostId,
+                                filter: exportFilter
                             }),
                             /*#__PURE__*/ _jsx(Button, {
                                 size: "small",
@@ -586,6 +601,7 @@ const EMPTY_LABEL = {
                         }) : /*#__PURE__*/ _jsx(_Fragment, {
                             children: layout === 'calendar' ? /*#__PURE__*/ _jsx(TasksCalendar, {
                                 tasks: tasks,
+                                picklists: picklists,
                                 truncated: list.hasMore,
                                 onOpen: (task)=>setDrawer({
                                         open: true,
@@ -599,8 +615,7 @@ const EMPTY_LABEL = {
                                         rows: tasks,
                                         selected: selectedIds,
                                         onSelectedChange: setSelectedIds,
-                                        directory: directory,
-                                        csv: csvOptions
+                                        directory: directory
                                     }),
                                     /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
                                         value: grid.columnOrder,

package/src/lib/components/tasks-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.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 ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  type CrmViewFilterClause,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Kind',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({ value: kind, label: CRM_TASK_KIND_LABELS[kind] })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: CRM_TASK_PRIORITY_LABELS[priority],\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <TaskImportButton hostId={hostId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.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 ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  crmPicklistShownLabel,\n  crmTaskPicklistLabels,\n  crmTaskStatusWrite,\n  type CrmViewFilterClause,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { useCrmTaskPicklists } from '../hooks/use-crm-task-picklists'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport {\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { CrmExportButton, CrmImportButton } from './crm-transfer-buttons'\nimport { CRM_TASKS_RESOURCE } from '../transfer/fields'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Type',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Import and Export open the console's\n * wizard and dialog on `crm.tasks` (AGL-3528); the export reads the view's\n * own query, and the bar opens it on the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const picklists = useCrmTaskPicklists(orgId)\n  /*\n   * Type and Priority filter on the MEANING the query holds (AGL-3517), so\n   * each option is a meaning, named by the org's label for it.\n   */\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({\n        value: kind,\n        label: crmPicklistShownLabel(picklists.type, kind, null),\n      })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: crmPicklistShownLabel(picklists.priority, priority, null),\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members, picklists.type, picklists.priority],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  // The view and its filters, for the export to read the same tasks the list does (AGL-3528).\n  const exportFilter = useMemo(() => ({ label: 'what the list shows', plan: list.plan }), [list.plan])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              // Open again, with the label a new task starts with (AGL-3517).\n              ...crmTaskStatusWrite(picklists.status, false),\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar, picklists.status],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Type',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskKindCell kind={row.kind} label={crmTaskPicklistLabels(row, picklists).type} />\n        ),\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip\n            priority={row.priority}\n            label={crmTaskPicklistLabels(row, picklists).priority}\n          />\n        ),\n      },\n      {\n        // The org's status label (AGL-3517); the checkbox is the open/done half.\n        field: 'statusLabel',\n        headerName: 'Status',\n        width: 150,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          crmTaskPicklistLabels(row, picklists).status,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography\n            variant=\"body2\"\n            color={row.status === 'done' ? 'text.secondary' : undefined}\n            noWrap\n          >\n            {crmTaskPicklistLabels(row, picklists).status}\n          </Typography>\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope, picklists],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <CrmImportButton resource={CRM_TASKS_RESOURCE} noun=\"tasks\" hostId={hostId} />\n              <CrmExportButton resource={CRM_TASKS_RESOURCE} hostId={hostId} filter={exportFilter} />\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  picklists={picklists}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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package/src/lib/constants/api-routes.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { CrmActionRecipeId } from '@aglyn/aglyn';
+import type { CrmActionRecipeId } from '../model/crm-recipes';
 /**
  * The CRM plugin's console API routes, as the dispatcher keys them.
  *
@@ -88,13 +88,6 @@ export declare const CRM_API_ROUTES: {
      * `server/inbound-route.ts`.
      */
     readonly inbound: "crm/inbound";
-    /**
-     * `GET` — one of the organization's CRM collections, or a site's leads,
-     * as a CSV streamed over every row (AGL-2662); the contacts and leads
-     * files are every workspace's (a portability route), see
-     * `server/export-route.ts`.
-     */
-    readonly export: "crm/export";
 };
 /**
  * One site's answer to `crm/recipe-status` (AGL-2639).
@@ -115,7 +108,7 @@ export interface CrmRecipeInstallRequest {
     hostId: string;
     orgId?: string;
     recipeId: CrmActionRecipeId;
-    /** The site's form a recipe that `needs: 'form'` is keyed on. */
+    /** The site's form a recipe that picks one (`picks: 'form'`) is keyed on. */
     formId?: string;
 }
 /** What a successful `crm/recipe-install` answers with. */

package/src/lib/constants/api-routes.js

@@ -72,13 +72,7 @@
    * `POST` — the mail provider's signed notice of a message received at a
    * capture address (AGL-2657); a machine's route, see
    * `server/inbound-route.ts`.
-   */ inbound: 'crm/inbound',
-    /**
-   * `GET` — one of the organization's CRM collections, or a site's leads,
-   * as a CSV streamed over every row (AGL-2662); the contacts and leads
-   * files are every workspace's (a portability route), see
-   * `server/export-route.ts`.
-   */ export: 'crm/export'
+   */ inbound: 'crm/inbound'
 };
 /**
  * What an organization-level activity line may point at: the CRM's record