@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.222

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

@@ -16,11 +16,12 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_STATUSES, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, CONTACT_LIFECYCLE_STAGES, CRM_LEAD_SOURCE_PICKLIST, CRM_LEAD_STATUSES, STANDARD_CRM_LEAD_STATUS_PICKLIST, crmLeadStatusLabelFor, crmMemberPickerLabel, crmPicklistDefinition, crmPicklistOptions, groupPicklistOptions } from "@aglyn/aglyn";
 import { hostIdsFromScope, ORG_SCOPE_TOKEN } from "@aglyn/aglyn/app-utils/scope-tokens";
-import { Button, Checkbox, Drawer, FormControl, FormControlLabel, FormGroup, FormHelperText, FormLabel, MenuItem, Radio, RadioGroup, Stack, Switch, TextField, Typography } from "@mui/material";
-import { useEffect, useState } from "react";
+import { Button, Checkbox, Drawer, FormControl, FormControlLabel, FormGroup, FormHelperText, FormLabel, ListSubheader, MenuItem, Radio, RadioGroup, Stack, Switch, TextField, Typography } from "@mui/material";
+import { useEffect, useMemo, useState } from "react";
 import { CRM_SHARING_CRITERIA_FOR, CRM_SHARING_OBJECT_LABELS, CRM_SHARING_OBJECTS } from "../model/crm-sharing.js";
+import { LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_DIRECTIONS, STANDARD_LEAD_SOURCES } from "../model/lead-source-direction.js";
 const splitList = (text)=>[
         ...new Set(text.split(',').map((entry)=>entry.trim()).filter(Boolean))
     ].slice(0, 20);
@@ -29,12 +30,15 @@ const splitList = (text)=>[
  * sites that captured them, optional criteria), SHARED WITH (sites, or all
  * sites), and ACCESS (read-only unless edit is chosen).
  */ export function SharingRuleDrawer(props) {
+    var _props_leadSourceList;
     const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props;
+    const leadSourceList = (_props_leadSourceList = props.leadSourceList) != null ? _props_leadSourceList : STANDARD_LEAD_SOURCES;
     const [name, setName] = useState('');
     const [object, setObject] = useState('leads');
     const [enabled, setEnabled] = useState(true);
     const [sourceHostIds, setSourceHostIds] = useState([]);
-    const [leadSources, setLeadSources] = useState('');
+    const [leadSources, setLeadSources] = useState([]);
+    const [leadSourceGroups, setLeadSourceGroups] = useState([]);
     const [tags, setTags] = useState('');
     const [stages, setStages] = useState([]);
     const [ownerUids, setOwnerUids] = useState([]);
@@ -43,38 +47,80 @@ const splitList = (text)=>[
     const [targets, setTargets] = useState([]);
     const [access, setAccess] = useState('read');
     useEffect(()=>{
-        var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _ref7, _ref8, _ref9;
+        var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _ref6, _ref7, _ref8, _ref9, _ref10;
         if (!open) return;
         setName((_ref = rule == null ? void 0 : rule.name) != null ? _ref : '');
         setObject((_ref1 = rule == null ? void 0 : rule.object) != null ? _ref1 : 'leads');
         setEnabled((_ref2 = rule == null ? void 0 : rule.enabled) != null ? _ref2 : true);
         setSourceHostIds((_ref3 = rule == null ? void 0 : rule.sourceHostIds) != null ? _ref3 : []);
-        setLeadSources(((_ref4 = rule == null ? void 0 : rule.criteria.leadSources) != null ? _ref4 : []).join(', '));
-        setTags(((_ref5 = rule == null ? void 0 : rule.criteria.tags) != null ? _ref5 : []).join(', '));
-        setStages((_ref6 = rule == null ? void 0 : rule.criteria.stages) != null ? _ref6 : []);
-        setOwnerUids((_ref7 = rule == null ? void 0 : rule.criteria.ownerUids) != null ? _ref7 : []);
-        setCampaignIds((_ref8 = rule == null ? void 0 : rule.criteria.campaignIds) != null ? _ref8 : []);
+        setLeadSources((_ref4 = rule == null ? void 0 : rule.criteria.leadSources) != null ? _ref4 : []);
+        setLeadSourceGroups((_ref5 = rule == null ? void 0 : rule.criteria.leadSourceGroups) != null ? _ref5 : []);
+        setTags(((_ref6 = rule == null ? void 0 : rule.criteria.tags) != null ? _ref6 : []).join(', '));
+        setStages((_ref7 = rule == null ? void 0 : rule.criteria.stages) != null ? _ref7 : []);
+        setOwnerUids((_ref8 = rule == null ? void 0 : rule.criteria.ownerUids) != null ? _ref8 : []);
+        setCampaignIds((_ref9 = rule == null ? void 0 : rule.criteria.campaignIds) != null ? _ref9 : []);
         setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true);
         setTargets(rule ? hostIdsFromScope(rule.targets) : []);
-        setAccess((_ref9 = rule == null ? void 0 : rule.access) != null ? _ref9 : 'read');
+        setAccess((_ref10 = rule == null ? void 0 : rule.access) != null ? _ref10 : 'read');
     }, [
         open,
         rule
     ]);
     const offers = CRM_SHARING_CRITERIA_FOR[object];
-    const stageOptions = object === 'leads' ? CRM_LEAD_STATUSES.map((value)=>({
+    const stageOptions = object === 'leads' ? CRM_LEAD_STATUSES.map((value)=>{
+        var _props_leadStatusList;
+        return {
             value,
-            label: CRM_LEAD_STATUS_LABELS[value]
-        })) : object === 'contacts' ? CONTACT_LIFECYCLE_STAGES.map((value)=>({
+            label: crmLeadStatusLabelFor((_props_leadStatusList = props.leadStatusList) != null ? _props_leadStatusList : STANDARD_CRM_LEAD_STATUS_PICKLIST, value)
+        };
+    }) : object === 'contacts' ? CONTACT_LIFECYCLE_STAGES.map((value)=>({
             value,
             label: CONTACT_LIFECYCLE_STAGE_LABELS[value]
         })) : [];
     const canSubmit = !busy && name.trim().length > 0 && (allSites || targets.length > 0);
+    /*
+   * The org's lead source values under their groups (AGL-3511), and every
+   * value the rule already names that the list no longer offers, so an
+   * edit shows what the rule matches until somebody changes it.
+   */ const leadSourceItems = useMemo(()=>{
+        var _ref;
+        var _crmPicklistDefinition;
+        const options = crmPicklistOptions(leadSourceList);
+        for (const label of leadSources){
+            if (!options.some((option)=>option.label.toLowerCase() === label.toLowerCase())) {
+                options.push({
+                    label,
+                    inactive: false,
+                    unlisted: true
+                });
+            }
+        }
+        const groups = (_ref = (_crmPicklistDefinition = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)) == null ? void 0 : _crmPicklistDefinition.groups) != null ? _ref : [];
+        return groupPicklistOptions(options, groups).flatMap((section)=>{
+            var _ref, _ref1;
+            var _section_group, _section_group1;
+            return [
+                /*#__PURE__*/ _jsx(ListSubheader, {
+                    children: (_ref = (_section_group = section.group) == null ? void 0 : _section_group.label) != null ? _ref : 'No group'
+                }, `group:${(_ref1 = (_section_group1 = section.group) == null ? void 0 : _section_group1.id) != null ? _ref1 : ''}`),
+                ...section.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                        value: option.label,
+                        children: option.unlisted ? `${option.label} (not in the list)` : option.label
+                    }, option.label))
+            ];
+        });
+    }, [
+        leadSourceList,
+        leadSources
+    ]);
     const submit = ()=>{
         if (!canSubmit) return;
         const criteria = {};
-        if (offers.includes('leadSources') && splitList(leadSources).length) {
-            criteria.leadSources = splitList(leadSources);
+        if (offers.includes('leadSources') && leadSources.length) {
+            criteria.leadSources = leadSources.slice(0, 20);
+        }
+        if (offers.includes('leadSourceGroups') && leadSourceGroups.length) {
+            criteria.leadSourceGroups = leadSourceGroups;
         }
         if (offers.includes('tags') && splitList(tags).length) {
             criteria.tags = splitList(tags).map((tag)=>tag.toLowerCase());
@@ -180,12 +226,55 @@ const splitList = (text)=>[
                         }, site.id))
                 }),
                 offers.includes('leadSources') ? /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
                     size: "small",
                     label: "Lead source",
                     value: leadSources,
-                    onChange: (event)=>setLeadSources(event.target.value),
-                    helperText: "Any of these, separated by commas. Blank for any source.",
-                    fullWidth: true
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setLeadSources(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.join(', ') : 'Any'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    fullWidth: true,
+                    children: leadSourceItems
+                }) : null,
+                offers.includes('leadSourceGroups') ? /*#__PURE__*/ _jsx(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "Lead source direction",
+                    value: leadSourceGroups,
+                    onChange: (event)=>{
+                        const value = event.target.value;
+                        setLeadSourceGroups(Array.isArray(value) ? value : String(value).split(','));
+                    },
+                    slotProps: {
+                        select: {
+                            multiple: true,
+                            displayEmpty: true,
+                            renderValue: (value)=>value.length ? value.map((id)=>{
+                                    var _LEAD_SOURCE_DIRECTION_LABELS_id;
+                                    return (_LEAD_SOURCE_DIRECTION_LABELS_id = LEAD_SOURCE_DIRECTION_LABELS[id]) != null ? _LEAD_SOURCE_DIRECTION_LABELS_id : id;
+                                }).join(', ') : 'Any'
+                        },
+                        inputLabel: {
+                            shrink: true
+                        }
+                    },
+                    helperText: "Matched through each lead source's group on the Fields page, as it stands when the rule runs.",
+                    fullWidth: true,
+                    children: LEAD_SOURCE_DIRECTIONS.map((direction)=>/*#__PURE__*/ _jsx(MenuItem, {
+                            value: direction,
+                            children: LEAD_SOURCE_DIRECTION_LABELS[direction]
+                        }, direction))
                 }) : null,
                 offers.includes('tags') ? /*#__PURE__*/ _jsx(TextField, {
                     size: "small",

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_LEAD_STATUS_LABELS,\n  CRM_LEAD_STATUSES,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { hostIdsFromScope, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  Button,\n  Checkbox,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  FormLabel,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_CRITERIA_FOR,\n  CRM_SHARING_OBJECT_LABELS,\n  CRM_SHARING_OBJECTS,\n  type CrmShareAccess,\n  type CrmSharingCriteria,\n  type CrmSharingObject,\n  type CrmSharingRule,\n  type CrmSharingSite,\n} from '../model/crm-sharing'\n\n/** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */\nexport interface SharingRuleDraft {\n  id?: string\n  name: string\n  object: CrmSharingObject\n  enabled: boolean\n  sourceHostIds: string[]\n  criteria: CrmSharingCriteria\n  targets: 'all' | string[]\n  access: CrmShareAccess\n}\n\nexport interface SharingRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The rule being edited, or `null` for a new one. */\n  rule: CrmSharingRule | null\n  sites: readonly CrmSharingSite[]\n  members: readonly OrgMemberOption[]\n  campaigns: readonly { value: string; label: string }[]\n  busy: boolean\n  onSubmit: (draft: SharingRuleDraft) => void\n}\n\nconst splitList = (text: string) =>\n  [...new Set(text.split(',').map((entry) => entry.trim()).filter(Boolean))].slice(0, 20)\n\n/**\n * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the\n * sites that captured them, optional criteria), SHARED WITH (sites, or all\n * sites), and ACCESS (read-only unless edit is chosen).\n */\nexport function SharingRuleDrawer(props: SharingRuleDrawerProps) {\n  const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props\n  const [name, setName] = useState('')\n  const [object, setObject] = useState<CrmSharingObject>('leads')\n  const [enabled, setEnabled] = useState(true)\n  const [sourceHostIds, setSourceHostIds] = useState<string[]>([])\n  const [leadSources, setLeadSources] = useState('')\n  const [tags, setTags] = useState('')\n  const [stages, setStages] = useState<string[]>([])\n  const [ownerUids, setOwnerUids] = useState<string[]>([])\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [allSites, setAllSites] = useState(true)\n  const [targets, setTargets] = useState<string[]>([])\n  const [access, setAccess] = useState<CrmShareAccess>('read')\n\n  useEffect(() => {\n    if (!open) return\n    setName(rule?.name ?? '')\n    setObject(rule?.object ?? 'leads')\n    setEnabled(rule?.enabled ?? true)\n    setSourceHostIds(rule?.sourceHostIds ?? [])\n    setLeadSources((rule?.criteria.leadSources ?? []).join(', '))\n    setTags((rule?.criteria.tags ?? []).join(', '))\n    setStages(rule?.criteria.stages ?? [])\n    setOwnerUids(rule?.criteria.ownerUids ?? [])\n    setCampaignIds(rule?.criteria.campaignIds ?? [])\n    setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true)\n    setTargets(rule ? hostIdsFromScope(rule.targets) : [])\n    setAccess(rule?.access ?? 'read')\n  }, [open, rule])\n\n  const offers = CRM_SHARING_CRITERIA_FOR[object]\n  const stageOptions: { value: string; label: string }[] =\n    object === 'leads'\n      ? CRM_LEAD_STATUSES.map((value) => ({ value, label: CRM_LEAD_STATUS_LABELS[value] }))\n      : object === 'contacts'\n        ? CONTACT_LIFECYCLE_STAGES.map((value) => ({\n            value,\n            label: CONTACT_LIFECYCLE_STAGE_LABELS[value],\n          }))\n        : []\n  const canSubmit =\n    !busy && name.trim().length > 0 && (allSites || targets.length > 0)\n\n  const submit = () => {\n    if (!canSubmit) return\n    const criteria: CrmSharingCriteria = {}\n    if (offers.includes('leadSources') && splitList(leadSources).length) {\n      criteria.leadSources = splitList(leadSources)\n    }\n    if (offers.includes('tags') && splitList(tags).length) {\n      criteria.tags = splitList(tags).map((tag) => tag.toLowerCase())\n    }\n    if (stageOptions.length && stages.length) criteria.stages = stages\n    if (offers.includes('ownerUids') && ownerUids.length) criteria.ownerUids = ownerUids\n    if (offers.includes('campaignIds') && campaignIds.length) criteria.campaignIds = campaignIds\n    onSubmit({\n      ...(rule ? { id: rule.id } : {}),\n      name: name.trim(),\n      object,\n      enabled,\n      sourceHostIds,\n      criteria,\n      targets: allSites ? 'all' : targets,\n      access,\n    })\n  }\n\n  const siteName = (id: string) => sites.find((site) => site.id === id)?.name ?? id\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={busy ? undefined : onClose}>\n      <Stack spacing={2} sx={{ width: 400, maxWidth: '100vw', p: 3 }}>\n        <Typography variant=\"h6\">{rule ? 'Edit sharing rule' : 'New sharing rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Shares every record the rule matches — the ones you already have, and every one ' +\n            'captured or changed from now on. Sharing lets a site see and work a record; it ' +\n            'never shares the person’s consent.'}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Name\"\n          value={name}\n          onChange={(event) => setName(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: 120 } }}\n          required\n          fullWidth\n        />\n        <FormLabel>{'Which records'}</FormLabel>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Records\"\n          value={object}\n          onChange={(event) => {\n            setObject(event.target.value as CrmSharingObject)\n            setStages([])\n          }}\n          disabled={Boolean(rule)}\n          helperText={rule ? 'A rule keeps the kind of record it was made for.' : undefined}\n          fullWidth\n        >\n          {CRM_SHARING_OBJECTS.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CRM_SHARING_OBJECT_LABELS[option].many}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Captured on\"\n          value={sourceHostIds}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setSourceHostIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length ? (value as string[]).map(siteName).join(', ') : 'Any site',\n            },\n            inputLabel: { shrink: true },\n          }}\n          helperText=\"The sites the record was captured or created on.\"\n          fullWidth\n        >\n          {sites.map((site) => (\n            <MenuItem key={site.id} value={site.id}>\n              {site.name}\n            </MenuItem>\n          ))}\n        </TextField>\n        {offers.includes('leadSources') ? (\n          <TextField\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSources}\n            onChange={(event) => setLeadSources(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any source.\"\n            fullWidth\n          />\n        ) : null}\n        {offers.includes('tags') ? (\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any tags.\"\n            fullWidth\n          />\n        ) : null}\n        {stageOptions.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label={object === 'leads' ? 'Status' : 'Lifecycle stage'}\n            value={stages}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setStages(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => stageOptions.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {stageOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {offers.includes('campaignIds') && campaigns.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Campaign\"\n            value={campaignIds}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setCampaignIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => campaigns.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {campaigns.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        <TextField\n          select\n          size=\"small\"\n          label=\"Owner\"\n          value={ownerUids}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setOwnerUids(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length\n                  ? (value as string[])\n                      .map((uid) => {\n                        const member = members.find((entry) => entry.uid === uid)\n                        return member ? crmMemberPickerLabel(member) : uid\n                      })\n                      .join(', ')\n                  : 'Anyone',\n            },\n            inputLabel: { shrink: true },\n          }}\n          fullWidth\n        >\n          {members.map((member) => (\n            <MenuItem key={member.uid} value={member.uid}>\n              {crmMemberPickerLabel(member)}\n            </MenuItem>\n          ))}\n        </TextField>\n        <FormControl>\n          <FormLabel>{'Shared with'}</FormLabel>\n          <FormGroup>\n            <FormControlLabel\n              control={\n                <Checkbox checked={allSites} onChange={(event) => setAllSites(event.target.checked)} />\n              }\n              label=\"All sites, including sites added later\"\n            />\n            {sites.map((site) => (\n              <FormControlLabel\n                key={site.id}\n                control={\n                  <Checkbox\n                    checked={allSites || targets.includes(site.id)}\n                    disabled={allSites}\n                    onChange={(event) =>\n                      setTargets((current) =>\n                        event.target.checked\n                          ? [...current, site.id]\n                          : current.filter((id) => id !== site.id),\n                      )\n                    }\n                  />\n                }\n                label={site.name}\n              />\n            ))}\n          </FormGroup>\n        </FormControl>\n        <FormControl>\n          <FormLabel>{'Access'}</FormLabel>\n          <RadioGroup\n            value={access}\n            onChange={(event) => setAccess(event.target.value === 'edit' ? 'edit' : 'read')}\n          >\n            <FormControlLabel value=\"read\" control={<Radio size=\"small\" />} label=\"Read-only\" />\n            <FormControlLabel value=\"edit\" control={<Radio size=\"small\" />} label=\"Read and edit\" />\n          </RadioGroup>\n        </FormControl>\n        <FormControlLabel\n          control={<Switch checked={enabled} onChange={(event) => setEnabled(event.target.checked)} />}\n          label=\"On\"\n        />\n        {!enabled ? (\n          <FormHelperText>{'Off keeps the rule and takes away what it shared.'}</FormHelperText>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button variant=\"contained\" disabled={!canSubmit} onClick={submit}>\n            {rule ? 'Save rule' : 'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nSharingRuleDrawer.displayName = 'SharingRuleDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rule-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CRM_LEAD_SOURCE_PICKLIST,\n  CRM_LEAD_STATUSES,\n  type CrmPicklist,\n  STANDARD_CRM_LEAD_STATUS_PICKLIST,\n  crmLeadStatusLabelFor,\n  crmMemberPickerLabel,\n  crmPicklistDefinition,\n  crmPicklistOptions,\n  groupPicklistOptions,\n} from '@aglyn/aglyn'\nimport { hostIdsFromScope, ORG_SCOPE_TOKEN } from '@aglyn/aglyn/app-utils/scope-tokens'\nimport {\n  Button,\n  Checkbox,\n  Drawer,\n  FormControl,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  FormLabel,\n  ListSubheader,\n  MenuItem,\n  Radio,\n  RadioGroup,\n  Stack,\n  Switch,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { type ReactNode, useEffect, useMemo, useState } from 'react'\nimport type { OrgMemberOption } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_CRITERIA_FOR,\n  CRM_SHARING_OBJECT_LABELS,\n  CRM_SHARING_OBJECTS,\n  type CrmShareAccess,\n  type CrmSharingCriteria,\n  type CrmSharingObject,\n  type CrmSharingRule,\n  type CrmSharingSite,\n} from '../model/crm-sharing'\nimport {\n  LEAD_SOURCE_DIRECTION_LABELS,\n  LEAD_SOURCE_DIRECTIONS,\n  STANDARD_LEAD_SOURCES,\n} from '../model/lead-source-direction'\n\n/** What the drawer hands back: the rule as `crm/sharing` `rule-save` reads it. */\nexport interface SharingRuleDraft {\n  id?: string\n  name: string\n  object: CrmSharingObject\n  enabled: boolean\n  sourceHostIds: string[]\n  criteria: CrmSharingCriteria\n  targets: 'all' | string[]\n  access: CrmShareAccess\n}\n\nexport interface SharingRuleDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The rule being edited, or `null` for a new one. */\n  rule: CrmSharingRule | null\n  sites: readonly CrmSharingSite[]\n  members: readonly OrgMemberOption[]\n  campaigns: readonly { value: string; label: string }[]\n  /** The org's Lead source list, which the Lead source criterion picks from. */\n  leadSourceList?: CrmPicklist\n  /** The org's Lead status list, whose labels name the statuses a rule matches (AGL-3512). */\n  leadStatusList?: CrmPicklist\n  busy: boolean\n  onSubmit: (draft: SharingRuleDraft) => void\n}\n\nconst splitList = (text: string) =>\n  [...new Set(text.split(',').map((entry) => entry.trim()).filter(Boolean))].slice(0, 20)\n\n/**\n * A sharing rule, three parts (AGL-3336): WHICH RECORDS (an object, the\n * sites that captured them, optional criteria), SHARED WITH (sites, or all\n * sites), and ACCESS (read-only unless edit is chosen).\n */\nexport function SharingRuleDrawer(props: SharingRuleDrawerProps) {\n  const { open, onClose, rule, sites, members, campaigns, busy, onSubmit } = props\n  const leadSourceList = props.leadSourceList ?? STANDARD_LEAD_SOURCES\n  const [name, setName] = useState('')\n  const [object, setObject] = useState<CrmSharingObject>('leads')\n  const [enabled, setEnabled] = useState(true)\n  const [sourceHostIds, setSourceHostIds] = useState<string[]>([])\n  const [leadSources, setLeadSources] = useState<string[]>([])\n  const [leadSourceGroups, setLeadSourceGroups] = useState<string[]>([])\n  const [tags, setTags] = useState('')\n  const [stages, setStages] = useState<string[]>([])\n  const [ownerUids, setOwnerUids] = useState<string[]>([])\n  const [campaignIds, setCampaignIds] = useState<string[]>([])\n  const [allSites, setAllSites] = useState(true)\n  const [targets, setTargets] = useState<string[]>([])\n  const [access, setAccess] = useState<CrmShareAccess>('read')\n\n  useEffect(() => {\n    if (!open) return\n    setName(rule?.name ?? '')\n    setObject(rule?.object ?? 'leads')\n    setEnabled(rule?.enabled ?? true)\n    setSourceHostIds(rule?.sourceHostIds ?? [])\n    setLeadSources(rule?.criteria.leadSources ?? [])\n    setLeadSourceGroups(rule?.criteria.leadSourceGroups ?? [])\n    setTags((rule?.criteria.tags ?? []).join(', '))\n    setStages(rule?.criteria.stages ?? [])\n    setOwnerUids(rule?.criteria.ownerUids ?? [])\n    setCampaignIds(rule?.criteria.campaignIds ?? [])\n    setAllSites(rule ? rule.targets.includes(ORG_SCOPE_TOKEN) : true)\n    setTargets(rule ? hostIdsFromScope(rule.targets) : [])\n    setAccess(rule?.access ?? 'read')\n  }, [open, rule])\n\n  const offers = CRM_SHARING_CRITERIA_FOR[object]\n  const stageOptions: { value: string; label: string }[] =\n    object === 'leads'\n      ? // A rule matches the MEANING, named as the org names it.\n        CRM_LEAD_STATUSES.map((value) => ({\n          value,\n          label: crmLeadStatusLabelFor(props.leadStatusList ?? STANDARD_CRM_LEAD_STATUS_PICKLIST, value),\n        }))\n      : object === 'contacts'\n        ? CONTACT_LIFECYCLE_STAGES.map((value) => ({\n            value,\n            label: CONTACT_LIFECYCLE_STAGE_LABELS[value],\n          }))\n        : []\n  const canSubmit =\n    !busy && name.trim().length > 0 && (allSites || targets.length > 0)\n  /*\n   * The org's lead source values under their groups (AGL-3511), and every\n   * value the rule already names that the list no longer offers, so an\n   * edit shows what the rule matches until somebody changes it.\n   */\n  const leadSourceItems = useMemo<ReactNode[]>(() => {\n    const options = crmPicklistOptions(leadSourceList)\n    for (const label of leadSources) {\n      if (!options.some((option) => option.label.toLowerCase() === label.toLowerCase())) {\n        options.push({ label, inactive: false, unlisted: true })\n      }\n    }\n    const groups = crmPicklistDefinition(CRM_LEAD_SOURCE_PICKLIST)?.groups ?? []\n    return groupPicklistOptions(options, groups).flatMap((section) => [\n      <ListSubheader key={`group:${section.group?.id ?? ''}`}>\n        {section.group?.label ?? 'No group'}\n      </ListSubheader>,\n      ...section.options.map((option) => (\n        <MenuItem key={option.label} value={option.label}>\n          {option.unlisted ? `${option.label} (not in the list)` : option.label}\n        </MenuItem>\n      )),\n    ])\n  }, [leadSourceList, leadSources])\n\n  const submit = () => {\n    if (!canSubmit) return\n    const criteria: CrmSharingCriteria = {}\n    if (offers.includes('leadSources') && leadSources.length) {\n      criteria.leadSources = leadSources.slice(0, 20)\n    }\n    if (offers.includes('leadSourceGroups') && leadSourceGroups.length) {\n      criteria.leadSourceGroups = leadSourceGroups\n    }\n    if (offers.includes('tags') && splitList(tags).length) {\n      criteria.tags = splitList(tags).map((tag) => tag.toLowerCase())\n    }\n    if (stageOptions.length && stages.length) criteria.stages = stages\n    if (offers.includes('ownerUids') && ownerUids.length) criteria.ownerUids = ownerUids\n    if (offers.includes('campaignIds') && campaignIds.length) criteria.campaignIds = campaignIds\n    onSubmit({\n      ...(rule ? { id: rule.id } : {}),\n      name: name.trim(),\n      object,\n      enabled,\n      sourceHostIds,\n      criteria,\n      targets: allSites ? 'all' : targets,\n      access,\n    })\n  }\n\n  const siteName = (id: string) => sites.find((site) => site.id === id)?.name ?? id\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={busy ? undefined : onClose}>\n      <Stack spacing={2} sx={{ width: 400, maxWidth: '100vw', p: 3 }}>\n        <Typography variant=\"h6\">{rule ? 'Edit sharing rule' : 'New sharing rule'}</Typography>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Shares every record the rule matches — the ones you already have, and every one ' +\n            'captured or changed from now on. Sharing lets a site see and work a record; it ' +\n            'never shares the person’s consent.'}\n        </Typography>\n        <TextField\n          size=\"small\"\n          label=\"Name\"\n          value={name}\n          onChange={(event) => setName(event.target.value)}\n          slotProps={{ htmlInput: { maxLength: 120 } }}\n          required\n          fullWidth\n        />\n        <FormLabel>{'Which records'}</FormLabel>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Records\"\n          value={object}\n          onChange={(event) => {\n            setObject(event.target.value as CrmSharingObject)\n            setStages([])\n          }}\n          disabled={Boolean(rule)}\n          helperText={rule ? 'A rule keeps the kind of record it was made for.' : undefined}\n          fullWidth\n        >\n          {CRM_SHARING_OBJECTS.map((option) => (\n            <MenuItem key={option} value={option}>\n              {CRM_SHARING_OBJECT_LABELS[option].many}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          size=\"small\"\n          label=\"Captured on\"\n          value={sourceHostIds}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setSourceHostIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length ? (value as string[]).map(siteName).join(', ') : 'Any site',\n            },\n            inputLabel: { shrink: true },\n          }}\n          helperText=\"The sites the record was captured or created on.\"\n          fullWidth\n        >\n          {sites.map((site) => (\n            <MenuItem key={site.id} value={site.id}>\n              {site.name}\n            </MenuItem>\n          ))}\n        </TextField>\n        {offers.includes('leadSources') ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lead source\"\n            value={leadSources}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setLeadSources(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length ? (value as string[]).join(', ') : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {leadSourceItems}\n          </TextField>\n        ) : null}\n        {offers.includes('leadSourceGroups') ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lead source direction\"\n            value={leadSourceGroups}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setLeadSourceGroups(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map(\n                          (id) =>\n                            LEAD_SOURCE_DIRECTION_LABELS[id as keyof typeof LEAD_SOURCE_DIRECTION_LABELS] ?? id,\n                        )\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            helperText=\"Matched through each lead source's group on the Fields page, as it stands when the rule runs.\"\n            fullWidth\n          >\n            {LEAD_SOURCE_DIRECTIONS.map((direction) => (\n              <MenuItem key={direction} value={direction}>\n                {LEAD_SOURCE_DIRECTION_LABELS[direction]}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {offers.includes('tags') ? (\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            helperText=\"Any of these, separated by commas. Blank for any tags.\"\n            fullWidth\n          />\n        ) : null}\n        {stageOptions.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label={object === 'leads' ? 'Status' : 'Lifecycle stage'}\n            value={stages}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setStages(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => stageOptions.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {stageOptions.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        {offers.includes('campaignIds') && campaigns.length ? (\n          <TextField\n            select\n            size=\"small\"\n            label=\"Campaign\"\n            value={campaignIds}\n            onChange={(event) => {\n              const value = event.target.value as unknown\n              setCampaignIds(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n            }}\n            slotProps={{\n              select: {\n                multiple: true,\n                displayEmpty: true,\n                renderValue: (value) =>\n                  (value as string[]).length\n                    ? (value as string[])\n                        .map((id) => campaigns.find((option) => option.value === id)?.label ?? id)\n                        .join(', ')\n                    : 'Any',\n              },\n              inputLabel: { shrink: true },\n            }}\n            fullWidth\n          >\n            {campaigns.map((option) => (\n              <MenuItem key={option.value} value={option.value}>\n                {option.label}\n              </MenuItem>\n            ))}\n          </TextField>\n        ) : null}\n        <TextField\n          select\n          size=\"small\"\n          label=\"Owner\"\n          value={ownerUids}\n          onChange={(event) => {\n            const value = event.target.value as unknown\n            setOwnerUids(Array.isArray(value) ? (value as string[]) : String(value).split(','))\n          }}\n          slotProps={{\n            select: {\n              multiple: true,\n              displayEmpty: true,\n              renderValue: (value) =>\n                (value as string[]).length\n                  ? (value as string[])\n                      .map((uid) => {\n                        const member = members.find((entry) => entry.uid === uid)\n                        return member ? crmMemberPickerLabel(member) : uid\n                      })\n                      .join(', ')\n                  : 'Anyone',\n            },\n            inputLabel: { shrink: true },\n          }}\n          fullWidth\n        >\n          {members.map((member) => (\n            <MenuItem key={member.uid} value={member.uid}>\n              {crmMemberPickerLabel(member)}\n            </MenuItem>\n          ))}\n        </TextField>\n        <FormControl>\n          <FormLabel>{'Shared with'}</FormLabel>\n          <FormGroup>\n            <FormControlLabel\n              control={\n                <Checkbox checked={allSites} onChange={(event) => setAllSites(event.target.checked)} />\n              }\n              label=\"All sites, including sites added later\"\n            />\n            {sites.map((site) => (\n              <FormControlLabel\n                key={site.id}\n                control={\n                  <Checkbox\n                    checked={allSites || targets.includes(site.id)}\n                    disabled={allSites}\n                    onChange={(event) =>\n                      setTargets((current) =>\n                        event.target.checked\n                          ? [...current, site.id]\n                          : current.filter((id) => id !== site.id),\n                      )\n                    }\n                  />\n                }\n                label={site.name}\n              />\n            ))}\n          </FormGroup>\n        </FormControl>\n        <FormControl>\n          <FormLabel>{'Access'}</FormLabel>\n          <RadioGroup\n            value={access}\n            onChange={(event) => setAccess(event.target.value === 'edit' ? 'edit' : 'read')}\n          >\n            <FormControlLabel value=\"read\" control={<Radio size=\"small\" />} label=\"Read-only\" />\n            <FormControlLabel value=\"edit\" control={<Radio size=\"small\" />} label=\"Read and edit\" />\n          </RadioGroup>\n        </FormControl>\n        <FormControlLabel\n          control={<Switch checked={enabled} onChange={(event) => setEnabled(event.target.checked)} />}\n          label=\"On\"\n        />\n        {!enabled ? (\n          <FormHelperText>{'Off keeps the rule and takes away what it shared.'}</FormHelperText>\n        ) : null}\n        <Stack direction=\"row\" spacing={1}>\n          <Button variant=\"contained\" disabled={!canSubmit} onClick={submit}>\n            {rule ? 'Save rule' : 'Add rule'}\n          </Button>\n          <Button onClick={onClose} disabled={busy}>\n            {'Cancel'}\n          </Button>\n        </Stack>\n      </Stack>\n    </Drawer>\n  )\n}\nSharingRuleDrawer.displayName = 'SharingRuleDrawer'\n\nexport default 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package/src/lib/components/sharing-rules-card.js

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CONTACT_LIFECYCLE_STAGE_LABELS, CRM_LEAD_STATUS_LABELS, pluginDocsHelp } from "@aglyn/aglyn";
+import { CONTACT_LIFECYCLE_STAGE_LABELS, crmLeadStatusLabelFor, isCrmLeadStatus, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiPencilOutline, mdiRefresh } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
@@ -26,6 +26,8 @@ import { Button, LinearProgress, Stack, TableBody, TableCell, TableHead, TableRo
 import { useCallback, useState } from "react";
 import { useCrmCampaigns } from "../hooks/use-crm-campaigns.js";
 import { useCrmSharingRules, useCrmSharingSites } from "../hooks/use-crm-sharing.js";
+import { useLeadSourcePicklist } from "../hooks/use-lead-source-picklist.js";
+import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
 import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
 import { CRM_SHARING_RULES_MAX, describeShareTargets, describeSharingRuleScope } from "../model/crm-sharing.js";
 import { callCrmSharing } from "../model/crm-sharing-api.js";
@@ -69,6 +71,10 @@ import { SharingRuleDrawer } from "./sharing-rule-drawer.js";
     }, {
         enabled: canManage
     });
+    // The values the Lead source criterion picks from, under their groups (AGL-3511).
+    const leadSources = useLeadSourcePicklist(canManage ? orgId : null);
+    // The org's names for the lead statuses a rule matches (AGL-3512).
+    const leadStatuses = useLeadStatusPicklist(orgId);
     const [editing, setEditing] = useState(null);
     const [drawerOpen, setDrawerOpen] = useState(false);
     const [busy, setBusy] = useState(false);
@@ -113,8 +119,8 @@ import { SharingRuleDrawer } from "./sharing-rule-drawer.js";
         }, draft.id ? 'Rule saved' : 'Rule added');
     const canEdit = ready && canManage && !busy;
     const stageLabel = (id)=>{
-        var _ref, _CRM_LEAD_STATUS_LABELS_id;
-        return (_ref = (_CRM_LEAD_STATUS_LABELS_id = CRM_LEAD_STATUS_LABELS[id]) != null ? _CRM_LEAD_STATUS_LABELS_id : CONTACT_LIFECYCLE_STAGE_LABELS[id]) != null ? _ref : id;
+        var _ref, _ref1;
+        return (_ref = (_ref1 = isCrmLeadStatus(id) ? crmLeadStatusLabelFor(leadStatuses.picklist, id) : null) != null ? _ref1 : CONTACT_LIFECYCLE_STAGE_LABELS[id]) != null ? _ref : id;
     };
     return /*#__PURE__*/ _jsxs(CardDisplay, {
         header: 'Sharing rules',
@@ -275,6 +281,8 @@ import { SharingRuleDrawer } from "./sharing-rule-drawer.js";
                 sites: sites.sites,
                 members: roster.members,
                 campaigns: campaigns.options,
+                leadSourceList: leadSources.picklist,
+                leadStatusList: leadStatuses.picklist,
                 busy: busy,
                 onSubmit: save
             })

package/src/lib/components/sharing-rules-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rules-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  type ContactLifecycleStage,\n  CRM_LEAD_STATUS_LABELS,\n  type CrmLeadStatus,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline, mdiRefresh } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  LinearProgress,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_RULES_MAX,\n  type CrmSharingAction,\n  type CrmSharingRule,\n  describeShareTargets,\n  describeSharingRuleScope,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { SharingRuleDrawer, type SharingRuleDraft } from './sharing-rule-drawer'\n\nexport interface SharingRulesCardProps {\n  orgId: string | null\n  org: CrmOrgDoc\n  canManage: boolean\n  ready: boolean\n}\n\n/** How far a rule's recompute has got, as the table shows it. */\nfunction runLabel(rule: CrmSharingRule): string {\n  const run = rule.run\n  if (rule.deleting) return 'Removing what it shared…'\n  if (!run) return rule.enabled ? 'On' : 'Off'\n  if (run.status === 'running') {\n    return `${run.mode === 'remove' ? 'Removing' : 'Applying'} — ${run.processed} checked, ${run.changed} changed`\n  }\n  if (run.status === 'failed') return run.error ?? 'Stopped'\n  return `${rule.enabled ? 'On' : 'Off'} — ${run.changed} ${run.changed === 1 ? 'record' : 'records'} changed`\n}\n\n/**\n * SHARING RULES — the organization's automated sharing (AGL-3336).\n *\n * A rule shares every record it matches with other sites: the existing ones\n * through a recompute that runs when the rule is saved, with its progress\n * on the row, and every later capture or change through the record-written\n * seam. The recompute runs in passes; the card keeps asking while the page\n * is open, and a rule whose run stopped offers Resume.\n *\n * Mounted at the organization level only: a rule is a fact about the org,\n * and its targets are the org's sites.\n */\nexport function SharingRulesCard(props: SharingRulesCardProps) {\n  const { orgId, org, canManage, ready } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const rules = useCrmSharingRules(org)\n  const sites = useCrmSharingSites({ hostId: null, orgId, enabled: canManage })\n  const roster = useOrgMemberDirectory(orgId)\n  const campaigns = useCrmCampaigns({ hostId: null, orgId }, { enabled: canManage })\n  const [editing, setEditing] = useState<CrmSharingRule | null>(null)\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const scope = orgId ? { orgId } : null\n\n  /** One action, then `rule-continue` until the rule's run has nothing left. */\n  const run = useCallback(\n    async (action: CrmSharingAction, body: Record<string, unknown>, said: string) => {\n      if (!scope) return\n      setBusy(true)\n      try {\n        let answer = await callCrmSharing(user, scope, action, body)\n        const ruleId = answer.rule?.id ?? String(body['ruleId'] ?? '')\n        while (answer.more && ruleId) {\n          answer = await callCrmSharing(user, scope, 'rule-continue', { ruleId })\n        }\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n        setDrawerOpen(false)\n      } catch (error) {\n        enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    // `scope` is rebuilt from `orgId` every render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [user, orgId, enqueueSnackbar],\n  )\n\n  const save = (draft: SharingRuleDraft) =>\n    void run('rule-save', { rule: draft }, draft.id ? 'Rule saved' : 'Rule added')\n\n  const canEdit = ready && canManage && !busy\n  const stageLabel = (id: string) =>\n    CRM_LEAD_STATUS_LABELS[id as CrmLeadStatus] ??\n    CONTACT_LIFECYCLE_STAGE_LABELS[id as ContactLifecycleStage] ??\n    id\n  return (\n    <CardDisplay\n      header={'Sharing rules'}\n      help={pluginDocsHelp('crmSharing', { anchor: '#sharing-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || rules.length >= CRM_SHARING_RULES_MAX}\n            onClick={() => {\n              setEditing(null)\n              setDrawerOpen(true)\n            }}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Share leads, contacts, companies or deals captured on one site with other sites, ' +\n            'automatically. A rule applies to the records you have now and to every one captured ' +\n            'or changed later. Sharing is visibility only: a site never gains a person’s consent ' +\n            'through it.'}\n        </Typography>\n        {busy ? <LinearProgress /> : null}\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No sharing rules. Every record is visible only to the sites that captured it.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Rule'}</TableCell>\n                <TableCell>{'Which records'}</TableCell>\n                <TableCell>{'Shared with'}</TableCell>\n                <TableCell>{'Status'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule) => (\n                <TableRow key={rule.id} hover>\n                  <TableCell>\n                    <Typography variant=\"body2\">{rule.name}</Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {describeSharingRuleScope(rule, sites.siteName, {\n                        owner: roster.nameOf,\n                        stage: stageLabel,\n                      })}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {`${describeShareTargets(rule.targets, sites.siteName)}, ${\n                        rule.access === 'edit' ? 'read and edit' : 'read-only'\n                      }`}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {runLabel(rule)}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu\n                      label={rule.name}\n                      items={[\n                        {\n                          key: 'edit',\n                          label: 'Edit rule',\n                          icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n                          disabled: !canEdit || rule.deleting === true,\n                          onClick: () => {\n                            setEditing(rule)\n                            setDrawerOpen(true)\n                          },\n                        },\n                        ...(rule.run && rule.run.status !== 'done'\n                          ? [\n                              {\n                                key: 'resume',\n                                label: 'Resume',\n                                icon: <MdiIcon path={mdiRefresh.path} size={0.8} />,\n                                disabled: !canEdit,\n                                onClick: () =>\n                                  void run('rule-continue', { ruleId: rule.id }, 'Rule applied'),\n                              },\n                            ]\n                          : []),\n                        {\n                          key: 'delete',\n                          label: 'Delete rule',\n                          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                          destructive: true,\n                          disabled: !canEdit,\n                          onClick: () =>\n                            void run('rule-delete', { ruleId: rule.id }, 'Rule deleted'),\n                        },\n                      ]}\n                    />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change sharing rules.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <SharingRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        rule={editing}\n        sites={sites.sites}\n        members={roster.members}\n        campaigns={campaigns.options}\n        busy={busy}\n        onSubmit={save}\n      />\n    </CardDisplay>\n  )\n}\nSharingRulesCard.displayName = 'SharingRulesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/sharing-rules-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  type ContactLifecycleStage,\n  crmLeadStatusLabelFor,\n  isCrmLeadStatus,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline, mdiRefresh } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  LinearProgress,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { useCrmCampaigns } from '../hooks/use-crm-campaigns'\nimport { useCrmSharingRules, useCrmSharingSites } from '../hooks/use-crm-sharing'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport {\n  CRM_SHARING_RULES_MAX,\n  type CrmSharingAction,\n  type CrmSharingRule,\n  describeShareTargets,\n  describeSharingRuleScope,\n} from '../model/crm-sharing'\nimport { callCrmSharing } from '../model/crm-sharing-api'\nimport { SharingRuleDrawer, type SharingRuleDraft } from './sharing-rule-drawer'\n\nexport interface SharingRulesCardProps {\n  orgId: string | null\n  org: CrmOrgDoc\n  canManage: boolean\n  ready: boolean\n}\n\n/** How far a rule's recompute has got, as the table shows it. */\nfunction runLabel(rule: CrmSharingRule): string {\n  const run = rule.run\n  if (rule.deleting) return 'Removing what it shared…'\n  if (!run) return rule.enabled ? 'On' : 'Off'\n  if (run.status === 'running') {\n    return `${run.mode === 'remove' ? 'Removing' : 'Applying'} — ${run.processed} checked, ${run.changed} changed`\n  }\n  if (run.status === 'failed') return run.error ?? 'Stopped'\n  return `${rule.enabled ? 'On' : 'Off'} — ${run.changed} ${run.changed === 1 ? 'record' : 'records'} changed`\n}\n\n/**\n * SHARING RULES — the organization's automated sharing (AGL-3336).\n *\n * A rule shares every record it matches with other sites: the existing ones\n * through a recompute that runs when the rule is saved, with its progress\n * on the row, and every later capture or change through the record-written\n * seam. The recompute runs in passes; the card keeps asking while the page\n * is open, and a rule whose run stopped offers Resume.\n *\n * Mounted at the organization level only: a rule is a fact about the org,\n * and its targets are the org's sites.\n */\nexport function SharingRulesCard(props: SharingRulesCardProps) {\n  const { orgId, org, canManage, ready } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const rules = useCrmSharingRules(org)\n  const sites = useCrmSharingSites({ hostId: null, orgId, enabled: canManage })\n  const roster = useOrgMemberDirectory(orgId)\n  const campaigns = useCrmCampaigns({ hostId: null, orgId }, { enabled: canManage })\n  // The values the Lead source criterion picks from, under their groups (AGL-3511).\n  const leadSources = useLeadSourcePicklist(canManage ? orgId : null)\n  // The org's names for the lead statuses a rule matches (AGL-3512).\n  const leadStatuses = useLeadStatusPicklist(orgId)\n  const [editing, setEditing] = useState<CrmSharingRule | null>(null)\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n  const scope = orgId ? { orgId } : null\n\n  /** One action, then `rule-continue` until the rule's run has nothing left. */\n  const run = useCallback(\n    async (action: CrmSharingAction, body: Record<string, unknown>, said: string) => {\n      if (!scope) return\n      setBusy(true)\n      try {\n        let answer = await callCrmSharing(user, scope, action, body)\n        const ruleId = answer.rule?.id ?? String(body['ruleId'] ?? '')\n        while (answer.more && ruleId) {\n          answer = await callCrmSharing(user, scope, 'rule-continue', { ruleId })\n        }\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n        setDrawerOpen(false)\n      } catch (error) {\n        enqueueSnackbar((error as Error).message, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    // `scope` is rebuilt from `orgId` every render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [user, orgId, enqueueSnackbar],\n  )\n\n  const save = (draft: SharingRuleDraft) =>\n    void run('rule-save', { rule: draft }, draft.id ? 'Rule saved' : 'Rule added')\n\n  const canEdit = ready && canManage && !busy\n  const stageLabel = (id: string) =>\n    (isCrmLeadStatus(id) ? crmLeadStatusLabelFor(leadStatuses.picklist, id) : null) ??\n    CONTACT_LIFECYCLE_STAGE_LABELS[id as ContactLifecycleStage] ??\n    id\n  return (\n    <CardDisplay\n      header={'Sharing rules'}\n      help={pluginDocsHelp('crmSharing', { anchor: '#sharing-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || rules.length >= CRM_SHARING_RULES_MAX}\n            onClick={() => {\n              setEditing(null)\n              setDrawerOpen(true)\n            }}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Share leads, contacts, companies or deals captured on one site with other sites, ' +\n            'automatically. A rule applies to the records you have now and to every one captured ' +\n            'or changed later. Sharing is visibility only: a site never gains a person’s consent ' +\n            'through it.'}\n        </Typography>\n        {busy ? <LinearProgress /> : null}\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No sharing rules. Every record is visible only to the sites that captured it.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Rule'}</TableCell>\n                <TableCell>{'Which records'}</TableCell>\n                <TableCell>{'Shared with'}</TableCell>\n                <TableCell>{'Status'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule) => (\n                <TableRow key={rule.id} hover>\n                  <TableCell>\n                    <Typography variant=\"body2\">{rule.name}</Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {describeSharingRuleScope(rule, sites.siteName, {\n                        owner: roster.nameOf,\n                        stage: stageLabel,\n                      })}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\">\n                      {`${describeShareTargets(rule.targets, sites.siteName)}, ${\n                        rule.access === 'edit' ? 'read and edit' : 'read-only'\n                      }`}\n                    </Typography>\n                  </TableCell>\n                  <TableCell>\n                    <Typography variant=\"body2\" color=\"text.secondary\">\n                      {runLabel(rule)}\n                    </Typography>\n                  </TableCell>\n                  <TableCell align=\"right\" sx={{ width: 56 }}>\n                    <RowActionsMenu\n                      label={rule.name}\n                      items={[\n                        {\n                          key: 'edit',\n                          label: 'Edit rule',\n                          icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n                          disabled: !canEdit || rule.deleting === true,\n                          onClick: () => {\n                            setEditing(rule)\n                            setDrawerOpen(true)\n                          },\n                        },\n                        ...(rule.run && rule.run.status !== 'done'\n                          ? [\n                              {\n                                key: 'resume',\n                                label: 'Resume',\n                                icon: <MdiIcon path={mdiRefresh.path} size={0.8} />,\n                                disabled: !canEdit,\n                                onClick: () =>\n                                  void run('rule-continue', { ruleId: rule.id }, 'Rule applied'),\n                              },\n                            ]\n                          : []),\n                        {\n                          key: 'delete',\n                          label: 'Delete rule',\n                          icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                          destructive: true,\n                          disabled: !canEdit,\n                          onClick: () =>\n                            void run('rule-delete', { ruleId: rule.id }, 'Rule deleted'),\n                        },\n                      ]}\n                    />\n                  </TableCell>\n                </TableRow>\n              ))}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change sharing rules.'}\n          </Typography>\n        ) : null}\n      </Stack>\n      <SharingRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        rule={editing}\n        sites={sites.sites}\n        members={roster.members}\n        campaigns={campaigns.options}\n        leadSourceList={leadSources.picklist}\n        leadStatusList={leadStatuses.picklist}\n        busy={busy}\n        onSubmit={save}\n      />\n    </CardDisplay>\n  )\n}\nSharingRulesCard.displayName = 'SharingRulesCard'\n\nexport default SharingRulesCard\n"],"names":["CONTACT_LIFECYCLE_STAGE_LABELS","crmLeadStatusLabelFor","isCrmLeadStatus","pluginDocsHelp","mdiDeleteOutline","mdiPencilOutline","mdiRefresh","CardDisplay","MdiIcon","RowActionsMenu","ScrollTable","useSnackbar","useUser","Button","LinearProgress","Stack","TableBody","TableCell","TableHead","TableRow","Typography","useCallback","useState","useCrmCampaigns","useCrmSharingRules","useCrmSharingSites","useLeadSourcePicklist","useLeadStatusPicklist","useOrgMemberDirectory","CRM_SHARING_RULES_MAX","describeShareTargets","describeSharingRuleScope","callCrmSharing","SharingRuleDrawer","runLabel","rule","run","deleting","enabled","status","mode","processed","changed","error","SharingRulesCard","props","orgId","org","canManage","ready","data","user","enqueueSnackbar","rules","sites","hostId","roster","campaigns","leadSources","leadStatuses","editing","setEditing","drawerOpen","setDrawerOpen","busy","setBusy","scope","action","body","said","answer","ruleId","id","String","more","variant","persist","message","allowDuplicate","save","draft","canEdit","stageLabel","picklist","header","help","anchor","contentGutterX","contentGutterY","contentBordered","HeaderProps","disabled","length","onClick","spacing","color","size","align","map","hover","name","siteName","owner","nameOf","stage","targets","access","sx","width","label","items","key","icon","path","destructive","open","onClose","members","options","leadSourceList","leadStatusList","onSubmit","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,8BAA8B,EAE9BC,qBAAqB,EACrBC,eAAe,EACfC,cAAc,QACT,eAAc;AACrB,SAASC,gBAAgB,EAAEC,gBAAgB,EAAEC,UAAU,QAAQ,yBAAwB;AACvF,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,OAAOC,oBAAoB,6DAA4D;AACvF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAASC,OAAO,QAAQ,iCAAgC;AACxD,SACEC,MAAM,EACNC,cAAc,EACdC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAC7C,SAASC,eAAe,QAAQ,gCAA4B;AAC5D,SAASC,kBAAkB,EAAEC,kBAAkB,QAAQ,8BAA0B;AACjF,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SAASC,qBAAqB,QAAQ,uCAAmC;AAEzE,SAASC,qBAAqB,QAAQ,uCAAmC;AACzE,SACEC,qBAAqB,EAGrBC,oBAAoB,EACpBC,wBAAwB,QACnB,0BAAsB;AAC7B,SAASC,cAAc,QAAQ,8BAA0B;AACzD,SAASC,iBAAiB,QAA+B,2BAAuB;AAShF,+DAA+D,GAC/D,SAASC,SAASC,IAAoB;QAOAC;IANpC,MAAMA,MAAMD,KAAKC,GAAG;IACpB,IAAID,KAAKE,QAAQ,EAAE,OAAO;IAC1B,IAAI,CAACD,KAAK,OAAOD,KAAKG,OAAO,GAAG,OAAO;IACvC,IAAIF,IAAIG,MAAM,KAAK,WAAW;QAC5B,OAAO,GAAGH,IAAII,IAAI,KAAK,WAAW,aAAa,WAAW,GAAG,EAAEJ,IAAIK,SAAS,CAAC,UAAU,EAAEL,IAAIM,OAAO,CAAC,QAAQ,CAAC;IAChH;IACA,IAAIN,IAAIG,MAAM,KAAK,UAAU,QAAOH,aAAAA,IAAIO,KAAK,YAATP,aAAa;IACjD,OAAO,GAAGD,KAAKG,OAAO,GAAG,OAAO,MAAM,GAAG,EAAEF,IAAIM,OAAO,CAAC,CAAC,EAAEN,IAAIM,OAAO,KAAK,IAAI,WAAW,UAAU,QAAQ,CAAC;AAC9G;AAEA;;;;;;;;;;;CAWC,GACD,OAAO,SAASE,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,KAAK,EAAEC,GAAG,EAAEC,SAAS,EAAEC,KAAK,EAAE,GAAGJ;IACzC,MAAM,EAAEK,MAAMC,IAAI,EAAE,GAAGvC;IACvB,MAAM,EAAEwC,eAAe,EAAE,GAAGzC;IAC5B,MAAM0C,QAAQ7B,mBAAmBuB;IACjC,MAAMO,QAAQ7B,mBAAmB;QAAE8B,QAAQ;QAAMT;QAAOR,SAASU;IAAU;IAC3E,MAAMQ,SAAS5B,sBAAsBkB;IACrC,MAAMW,YAAYlC,gBAAgB;QAAEgC,QAAQ;QAAMT;IAAM,GAAG;QAAER,SAASU;IAAU;IAChF,kFAAkF;IAClF,MAAMU,cAAchC,sBAAsBsB,YAAYF,QAAQ;IAC9D,mEAAmE;IACnE,MAAMa,eAAehC,sBAAsBmB;IAC3C,MAAM,CAACc,SAASC,WAAW,GAAGvC,SAAgC;IAC9D,MAAM,CAACwC,YAAYC,cAAc,GAAGzC,SAAS;IAC7C,MAAM,CAAC0C,MAAMC,QAAQ,GAAG3C,SAAS;IACjC,MAAM4C,QAAQpB,QAAQ;QAAEA;IAAM,IAAI;IAElC,4EAA4E,GAC5E,MAAMV,MAAMf,YACV,OAAO8C,QAA0BC,MAA+BC;QAC9D,IAAI,CAACH,OAAO;QACZD,QAAQ;QACR,IAAI;sBAEuCG;gBAA1BE;YADf,IAAIA,SAAS,MAAMtC,eAAemB,MAAMe,OAAOC,QAAQC;YACvD,MAAMG,kBAASD,eAAAA,OAAOnC,IAAI,qBAAXmC,aAAaE,EAAE,mBAAIC,QAAOL,eAAAA,IAAI,CAAC,SAAS,YAAdA,eAAkB;YAC3D,MAAOE,OAAOI,IAAI,IAAIH,OAAQ;gBAC5BD,SAAS,MAAMtC,eAAemB,MAAMe,OAAO,iBAAiB;oBAAEK;gBAAO;YACvE;YACAnB,gBAAgBiB,MAAM;gBAAEM,SAAS;gBAAWC,SAAS;YAAM;YAC3Db,cAAc;QAChB,EAAE,OAAOpB,OAAO;YACdS,gBAAgB,AAACT,MAAgBkC,OAAO,EAAE;gBAAEF,SAAS;gBAASG,gBAAgB;YAAK;QACrF,SAAU;YACRb,QAAQ;QACV;IACF,GACA,gDAAgD;IAChD,uDAAuD;IACvD;QAACd;QAAML;QAAOM;KAAgB;IAGhC,MAAM2B,OAAO,CAACC,QACZ,KAAK5C,IAAI,aAAa;YAAED,MAAM6C;QAAM,GAAGA,MAAMR,EAAE,GAAG,eAAe;IAEnE,MAAMS,UAAUhC,SAASD,aAAa,CAACgB;IACvC,MAAMkB,aAAa,CAACV;YAClB,MAACtE;gBAAD,QAACA,QAAAA,gBAAgBsE,MAAMvE,sBAAsB0D,aAAawB,QAAQ,EAAEX,MAAM,gBAAzEtE,QACDF,8BAA8B,CAACwE,GAA4B,YAD3D,OAEAA;;IACF,qBACE,MAACjE;QACC6E,QAAQ;QACRC,MAAMlF,eAAe,cAAc;YAAEmF,QAAQ;QAAiB;QAC9DC,cAAc;QACdC,cAAc;QACdC,iBAAgB;QAChBC,aAAa;YACXvB,sBACE,KAACtD;gBACC8D,SAAQ;gBACRgB,UAAU,CAACV,WAAW5B,MAAMuC,MAAM,IAAI/D;gBACtCgE,SAAS;oBACPhC,WAAW;oBACXE,cAAc;gBAChB;0BAEC;;QAGP;;0BAEA,MAAChD;gBAAM+E,SAAS;;kCACd,KAAC1E;wBAAWuD,SAAQ;wBAAQoB,OAAM;kCAC/B,sFACC,yFACA,yFACA;;oBAEH/B,qBAAO,KAAClD,sBAAoB;oBAC5BuC,MAAMuC,MAAM,KAAK,kBAChB,KAACxE;wBAAWuD,SAAQ;wBAAQoB,OAAM;kCAC/B;uCAGH,MAACrF;wBAAYsF,MAAK;;0CAChB,KAAC9E;0CACC,cAAA,MAACC;;sDACC,KAACF;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;sDAAW;;sDACZ,KAACA;4CAAUgF,OAAM;;;;;0CAGrB,KAACjF;0CACEqC,MAAM6C,GAAG,CAAC,CAAC/D,qBACV,MAAChB;wCAAuBgF,KAAK;;0DAC3B,KAAClF;0DACC,cAAA,KAACG;oDAAWuD,SAAQ;8DAASxC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package/src/lib/components/task-cells.d.ts

@@ -8,8 +8,14 @@ import type { CrmRecordKind } from '../hooks/use-crm-record-names';
  */
 export declare const TASK_KIND_ICONS: Record<CrmTaskKind, string>;
 export declare const RECORD_KIND_ICONS: Record<CrmRecordKind, string>;
+/**
+ * The task's type: the icon of its meaning and the org's label for it
+ * (AGL-3517) — `label`, from `crmTaskPicklistLabels`, or the built-in name
+ * of the kind where a surface has no list to hand.
+ */
 export declare function TaskKindCell(props: {
     kind: CrmTaskKind;
+    label?: string;
     iconOnly?: boolean;
 }): import("react").JSX.Element;
 export declare namespace TaskKindCell {
@@ -18,10 +24,12 @@ export declare namespace TaskKindCell {
 /**
  * Priority as a chip. Only `high` is colored: a column where every row
  * carries a colored chip is a column nobody scans, and "normal" is the
- * absence of a flag rather than a flag of its own.
+ * absence of a flag rather than a flag of its own. The color follows the
+ * MEANING; the text is the org's label for it when one is passed (AGL-3517).
  */
 export declare function TaskPriorityChip(props: {
     priority: CrmTaskPriority;
+    label?: string;
 }): import("react").JSX.Element;
 export declare namespace TaskPriorityChip {
     var displayName: string;

package/src/lib/components/task-cells.js

@@ -34,10 +34,14 @@ export const RECORD_KIND_ICONS = {
     company: mdiDomain.path,
     deal: mdiHandshakeOutline.path
 };
-export function TaskKindCell(props) {
+/**
+ * The task's type: the icon of its meaning and the org's label for it
+ * (AGL-3517) — `label`, from `crmTaskPicklistLabels`, or the built-in name
+ * of the kind where a surface has no list to hand.
+ */ export function TaskKindCell(props) {
     var _CRM_TASK_KIND_LABELS_kind, _TASK_KIND_ICONS_kind;
     const { kind, iconOnly } = props;
-    const label = (_CRM_TASK_KIND_LABELS_kind = CRM_TASK_KIND_LABELS[kind]) != null ? _CRM_TASK_KIND_LABELS_kind : kind;
+    const label = props.label || ((_CRM_TASK_KIND_LABELS_kind = CRM_TASK_KIND_LABELS[kind]) != null ? _CRM_TASK_KIND_LABELS_kind : kind);
     return /*#__PURE__*/ _jsxs(Stack, {
         direction: "row",
         spacing: 0.75,
@@ -62,13 +66,14 @@ TaskKindCell.displayName = 'TaskKindCell';
 /**
  * Priority as a chip. Only `high` is colored: a column where every row
  * carries a colored chip is a column nobody scans, and "normal" is the
- * absence of a flag rather than a flag of its own.
+ * absence of a flag rather than a flag of its own. The color follows the
+ * MEANING; the text is the org's label for it when one is passed (AGL-3517).
  */ export function TaskPriorityChip(props) {
     var _CRM_TASK_PRIORITY_LABELS_priority;
     const { priority } = props;
     return /*#__PURE__*/ _jsx(Chip, {
         size: "small",
-        label: (_CRM_TASK_PRIORITY_LABELS_priority = CRM_TASK_PRIORITY_LABELS[priority]) != null ? _CRM_TASK_PRIORITY_LABELS_priority : priority,
+        label: props.label || ((_CRM_TASK_PRIORITY_LABELS_priority = CRM_TASK_PRIORITY_LABELS[priority]) != null ? _CRM_TASK_PRIORITY_LABELS_priority : priority),
         color: priority === 'high' ? 'error' : 'default',
         variant: priority === 'normal' ? 'filled' : 'outlined'
     });

package/src/lib/components/task-cells.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-cells.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 { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiAccountOutline,\n  mdiCheckboxMarkedCircleOutline,\n  mdiDomain,\n  mdiEmailOutline,\n  mdiHandshakeOutline,\n  mdiPhoneOutline,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { CrmRecordKind } from '../hooks/use-crm-record-names'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_PRIORITY_LABELS,\n  describeTaskDue,\n  TASK_DUE_COLORS,\n  taskRecordLink,\n} from '../model/task-views'\n\n/**\n * The cells a task is drawn with, shared by the tasks section, the record\n * cards and the dashboard widget (AGL-2599) so a call reads as a call on\n * every surface and an overdue date is the same red everywhere.\n */\n\nexport const TASK_KIND_ICONS: Record<CrmTaskKind, string> = {\n  call: mdiPhoneOutline.path,\n  email: mdiEmailOutline.path,\n  meeting: mdiAccountGroupOutline.path,\n  todo: mdiCheckboxMarkedCircleOutline.path,\n}\n\nexport const RECORD_KIND_ICONS: Record<CrmRecordKind, string> = {\n  contact: mdiAccountOutline.path,\n  company: mdiDomain.path,\n  deal: mdiHandshakeOutline.path,\n}\n\nexport function TaskKindCell(props: { kind: CrmTaskKind; iconOnly?: boolean }) {\n  const { kind, iconOnly } = props\n  const label = CRM_TASK_KIND_LABELS[kind] ?? kind\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={0.75}\n      sx={{ alignItems: 'center', color: 'text.secondary' }}\n      title={iconOnly ? label : undefined}\n    >\n      <MdiIcon path={TASK_KIND_ICONS[kind] ?? TASK_KIND_ICONS.todo} fontSize=\"small\" />\n      {iconOnly ? null : <Typography variant=\"body2\">{label}</Typography>}\n    </Stack>\n  )\n}\nTaskKindCell.displayName = 'TaskKindCell'\n\n/**\n * Priority as a chip. Only `high` is colored: a column where every row\n * carries a colored chip is a column nobody scans, and \"normal\" is the\n * absence of a flag rather than a flag of its own.\n */\nexport function TaskPriorityChip(props: { priority: CrmTaskPriority }) {\n  const { priority } = props\n  return (\n    <Chip\n      size=\"small\"\n      label={CRM_TASK_PRIORITY_LABELS[priority] ?? priority}\n      color={priority === 'high' ? 'error' : 'default'}\n      variant={priority === 'normal' ? 'filled' : 'outlined'}\n    />\n  )\n}\nTaskPriorityChip.displayName = 'TaskPriorityChip'\n\n/** The due date, painted by where it stands against the reader's clock. */\nexport function TaskDueText(props: {\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>\n  nowMs: number\n  variant?: 'body2' | 'caption'\n}) {\n  const { task, nowMs, variant = 'body2' } = props\n  const { state, label } = describeTaskDue(task, nowMs)\n  return (\n    <Typography\n      variant={variant}\n      sx={{\n        color: TASK_DUE_COLORS[state],\n        fontWeight: state === 'overdue' || state === 'today' ? 'fontWeightMedium' : undefined,\n        textDecoration: state === 'done' ? 'line-through' : undefined,\n      }}\n      data-due-state={state}\n    >\n      {label}\n    </Typography>\n  )\n}\nTaskDueText.displayName = 'TaskDueText'\n\n/**\n * The record a task is for, as a link into the hub, with its name when the\n * cache has resolved one and its id until then. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-cells.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 { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiAccountOutline,\n  mdiCheckboxMarkedCircleOutline,\n  mdiDomain,\n  mdiEmailOutline,\n  mdiHandshakeOutline,\n  mdiPhoneOutline,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { CrmRecordKind } from '../hooks/use-crm-record-names'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_PRIORITY_LABELS,\n  describeTaskDue,\n  TASK_DUE_COLORS,\n  taskRecordLink,\n} from '../model/task-views'\n\n/**\n * The cells a task is drawn with, shared by the tasks section, the record\n * cards and the dashboard widget (AGL-2599) so a call reads as a call on\n * every surface and an overdue date is the same red everywhere.\n */\n\nexport const TASK_KIND_ICONS: Record<CrmTaskKind, string> = {\n  call: mdiPhoneOutline.path,\n  email: mdiEmailOutline.path,\n  meeting: mdiAccountGroupOutline.path,\n  todo: mdiCheckboxMarkedCircleOutline.path,\n}\n\nexport const RECORD_KIND_ICONS: Record<CrmRecordKind, string> = {\n  contact: mdiAccountOutline.path,\n  company: mdiDomain.path,\n  deal: mdiHandshakeOutline.path,\n}\n\n/**\n * The task's type: the icon of its meaning and the org's label for it\n * (AGL-3517) — `label`, from `crmTaskPicklistLabels`, or the built-in name\n * of the kind where a surface has no list to hand.\n */\nexport function TaskKindCell(props: { kind: CrmTaskKind; label?: string; iconOnly?: boolean }) {\n  const { kind, iconOnly } = props\n  const label = props.label || (CRM_TASK_KIND_LABELS[kind] ?? kind)\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={0.75}\n      sx={{ alignItems: 'center', color: 'text.secondary' }}\n      title={iconOnly ? label : undefined}\n    >\n      <MdiIcon path={TASK_KIND_ICONS[kind] ?? TASK_KIND_ICONS.todo} fontSize=\"small\" />\n      {iconOnly ? null : <Typography variant=\"body2\">{label}</Typography>}\n    </Stack>\n  )\n}\nTaskKindCell.displayName = 'TaskKindCell'\n\n/**\n * Priority as a chip. Only `high` is colored: a column where every row\n * carries a colored chip is a column nobody scans, and \"normal\" is the\n * absence of a flag rather than a flag of its own. The color follows the\n * MEANING; the text is the org's label for it when one is passed (AGL-3517).\n */\nexport function TaskPriorityChip(props: { priority: CrmTaskPriority; label?: string }) {\n  const { priority } = props\n  return (\n    <Chip\n      size=\"small\"\n      label={props.label || (CRM_TASK_PRIORITY_LABELS[priority] ?? priority)}\n      color={priority === 'high' ? 'error' : 'default'}\n      variant={priority === 'normal' ? 'filled' : 'outlined'}\n    />\n  )\n}\nTaskPriorityChip.displayName = 'TaskPriorityChip'\n\n/** The due date, painted by where it stands against the reader's clock. */\nexport function TaskDueText(props: {\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>\n  nowMs: number\n  variant?: 'body2' | 'caption'\n}) {\n  const { task, nowMs, variant = 'body2' } = props\n  const { state, label } = describeTaskDue(task, nowMs)\n  return (\n    <Typography\n      variant={variant}\n      sx={{\n        color: TASK_DUE_COLORS[state],\n        fontWeight: state === 'overdue' || state === 'today' ? 'fontWeightMedium' : undefined,\n        textDecoration: state === 'done' ? 'line-through' : undefined,\n      }}\n      data-due-state={state}\n    >\n      {label}\n    </Typography>\n  )\n}\nTaskDueText.displayName = 'TaskDueText'\n\n/**\n * The record a task is for, as a link into the hub, with its name when the\n * cache has resolved one and its id until then. 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