@aglyn/plugins-crm 1.0.0-beta.221 → 1.0.0-beta.223

package/src/lib/components/crm-record-picker.d.ts

@@ -23,6 +23,21 @@ export interface CrmRecordPickerProps {
     value: string | null;
     onChange: (id: string | null) => void;
     disabled?: boolean;
+    /** The field's label; the record kind's name by default. */
+    label?: string;
+    /** A record the picker never offers — the record being edited, say. */
+    excludeId?: string;
+    /**
+     * The current value's name, when the caller already resolved it — shown
+     * instead of the id while the window does not hold the record.
+     */
+    valueLabel?: string;
+    /**
+     * Open the listener only once the menu is first opened, for a picker that
+     * sits on a page most readers never change it on.
+     */
+    lazy?: boolean;
+    helperText?: string;
 }
 /**
  * Link a task to a contact, company or deal by name (AGL-2599).

package/src/lib/components/crm-record-picker.js

@@ -19,7 +19,7 @@ import { jsx as _jsx } from "react/jsx-runtime";
 import { useFirestore, useFirestoreCollection } from "@aglyn/tenant-feature-instance";
 import { Autocomplete, TextField } from "@mui/material";
 import { collection, limit, orderBy, query } from "firebase/firestore";
-import { useMemo } from "react";
+import { useMemo, useState } from "react";
 import { CRM_RECORD_COLLECTIONS, crmRecordName } from "../hooks/use-crm-record-names.js";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
 import { contactPrimaryGroup } from "../model/contact-record.js";
@@ -47,23 +47,27 @@ const PICKER_LABELS = {
  * window. The listener opens with the drawer and closes with it.
  */ export function CrmRecordPicker(props) {
     const { kind, scope, readTokens, groupId, org, value, onChange, disabled } = props;
+    const { label, excludeId, valueLabel, lazy = false, helperText } = props;
     const firestore = useFirestore();
-    const { data, status } = useFirestoreCollection(()=>scope ? query(collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]), ...crmVisibleToClause(readTokens), orderBy('updatedAt', 'desc'), limit(CRM_RECORD_PICKER_LIMIT)) : null, [
+    const [opened, setOpened] = useState(!lazy);
+    const { data, status } = useFirestoreCollection(()=>scope && opened ? query(collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]), ...crmVisibleToClause(readTokens), orderBy('updatedAt', 'desc'), limit(CRM_RECORD_PICKER_LIMIT)) : null, [
         firestore,
         scope,
         readTokens,
-        kind
+        kind,
+        opened
     ], {
         idField: '$id'
     });
-    const options = useMemo(()=>(data != null ? data : []).map((row)=>({
+    const options = useMemo(()=>(data != null ? data : []).filter((row)=>row.$id !== excludeId).map((row)=>({
                 id: row.$id,
                 label: crmRecordName(kind, row, groupId != null ? groupId : contactPrimaryGroup(row, org).groupId) || row.$id
             })).sort((a, b)=>a.label.localeCompare(b.label)), [
         data,
         kind,
         groupId,
-        org
+        org,
+        excludeId
     ]);
     /*
    * The linked record may sit outside the window — an old contact a record
@@ -74,11 +78,12 @@ const PICKER_LABELS = {
         if (!value) return null;
         return (_options_find = options.find((option)=>option.id === value)) != null ? _options_find : {
             id: value,
-            label: value
+            label: valueLabel || value
         };
     }, [
         options,
-        value
+        value,
+        valueLabel
     ]);
     return /*#__PURE__*/ _jsx(Autocomplete, {
         options: options,
@@ -87,14 +92,15 @@ const PICKER_LABELS = {
             var _ref;
             return onChange((_ref = next == null ? void 0 : next.id) != null ? _ref : null);
         },
+        onOpen: ()=>setOpened(true),
         getOptionLabel: (option)=>option.label,
         isOptionEqualToValue: (option, current)=>option.id === current.id,
-        loading: status === 'loading',
+        loading: opened && status === 'loading',
         disabled: disabled,
         size: "small",
         renderInput: (params)=>/*#__PURE__*/ _jsx(TextField, _extends({}, params, {
-                label: PICKER_LABELS[kind],
-                helperText: options.length >= CRM_RECORD_PICKER_LIMIT ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.` : undefined
+                label: label != null ? label : PICKER_LABELS[kind],
+                helperText: options.length >= CRM_RECORD_PICKER_LIMIT ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.` : helperText
             }))
     });
 }

package/src/lib/components/crm-record-picker.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-picker.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  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Autocomplete, TextField } from '@mui/material'\nimport { collection, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport {\n  CRM_RECORD_COLLECTIONS,\n  type CrmRecordKind,\n  crmRecordName,\n} from '../hooks/use-crm-record-names'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\n/**\n * How many records a picker offers. The window is the hundred most recently\n * touched, which is the hundred a person is most likely to be making a task\n * about; the field says so, and the record pages' own \"New task\" buttons\n * arrive with the record already linked, which is how a task about an older\n * one gets made.\n */\nexport const CRM_RECORD_PICKER_LIMIT = 100\n\nconst PICKER_LABELS: Record<CrmRecordKind, string> = {\n  contact: 'Contact',\n  company: 'Company',\n  deal: 'Deal',\n}\n\nexport interface CrmRecordPickerProps {\n  kind: CrmRecordKind\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n  /**\n   * The viewing group, for a contact's facet name — or `null` at the\n   * organization level, where each contact is named through its own\n   * primary holder (`contactPrimaryGroup`), resolved from {@link org}.\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org?: Record<string, unknown> | null\n  value: string | null\n  onChange: (id: string | null) => void\n  disabled?: boolean\n}\n\n/**\n * Link a task to a contact, company or deal by name (AGL-2599).\n *\n * One query shape for all three kinds — the most recently updated hundred\n * visible to this site, filtered as the person types — because that is the\n * one shape every CRM collection has an index for (`visibleTo, updatedAt`).\n * A prefix search on the stored name would need `(visibleTo, nameLower)`,\n * which companies have and contacts do not, and a picker that searched two\n * kinds properly and one kind not at all would be worse to explain than a\n * window. 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[])\n        .map((row) => ({\n          id: row.$id,\n          label:\n            crmRecordName(\n              kind,\n              row,\n              groupId ?? contactPrimaryGroup(row, org).groupId,\n            ) || row.$id,\n        }))\n        .sort((a, b) => a.label.localeCompare(b.label)),\n    [data, kind, groupId, org],\n  )\n  /*\n   * The linked record may sit outside the window — an old contact a record\n   * page's button linked — so the value is a placeholder carrying its id\n   * until (unless) the window turns out to hold it.\n   */\n  const selected = useMemo(() => {\n    if (!value) return null\n    return options.find((option) => option.id === value) ?? { id: value, label: value }\n  }, [options, value])\n\n  return (\n    <Autocomplete\n      options={options}\n      value={selected}\n      onChange={(_event, next) => onChange(next?.id ?? null)}\n      getOptionLabel={(option) => option.label}\n      isOptionEqualToValue={(option, current) => option.id === current.id}\n      loading={status === 'loading'}\n      disabled={disabled}\n      size=\"small\"\n      renderInput={(params) => (\n        <TextField\n          {...params}\n          label={PICKER_LABELS[kind]}\n          helperText={\n            options.length >= CRM_RECORD_PICKER_LIMIT\n              ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.`\n              : undefined\n          }\n        />\n      )}\n    />\n  )\n}\nCrmRecordPicker.displayName = 'CrmRecordPicker'\n\nexport default CrmRecordPicker\n"],"names":["useFirestore","useFirestoreCollection","Autocomplete","TextField","collection","limit","orderBy","query","useMemo","CRM_RECORD_COLLECTIONS","crmRecordName","crmVisibleToClause","contactPrimaryGroup","CRM_RECORD_PICKER_LIMIT","PICKER_LABELS","contact","company","deal","CrmRecordPicker","props","kind","scope","readTokens","groupId","org","value","onChange","disabled","firestore","data","status","idField","options","map","row","id","$id","label","sort","a","b","localeCompare","selected","find","option","_event","next","getOptionLabel","isOptionEqualToValue","current","loading","size","renderInput","params","helperText","length","undefined","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SAASC,YAAY,EAAEC,SAAS,QAAQ,gBAAe;AACvD,SAASC,UAAU,EAAEC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AACtE,SAASC,OAAO,QAAQ,QAAO;AAC/B,SACEC,sBAAsB,EAEtBC,aAAa,QACR,mCAA+B;AACtC,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D;;;;;;CAMC,GACD,OAAO,MAAMC,0BAA0B,IAAG;AAE1C,MAAMC,gBAA+C;IACnDC,SAAS;IACTC,SAAS;IACTC,MAAM;AACR;AAoBA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,EAAEC,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,QAAQ,EAAE,GAAGR;IAC7E,MAAMS,YAAY5B;IAClB,MAAM,EAAE6B,IAAI,EAAEC,MAAM,EAAE,GAAG7B,uBACvB,IACEoB,QACId,MACEH,WAAWwB,WAAWP,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEZ,sBAAsB,CAACW,KAAK,MACnET,mBAAmBW,aACtBhB,QAAQ,aAAa,SACrBD,MAAMQ,4BAER,MACN;QAACe;QAAWP;QAAOC;QAAYF;KAAK,EACpC;QAAEW,SAAS;IAAM;IAEnB,MAAMC,UAAUxB,QACd,IACE,CAACqB,eAAAA,OAAQ,EAAE,EACRI,GAAG,CAAC,CAACC,MAAS,CAAA;gBACbC,IAAID,IAAIE,GAAG;gBACXC,OACE3B,cACEU,MACAc,KACAX,kBAAAA,UAAWX,oBAAoBsB,KAAKV,KAAKD,OAAO,KAC7CW,IAAIE,GAAG;YAChB,CAAA,GACCE,IAAI,CAAC,CAACC,GAAGC,IAAMD,EAAEF,KAAK,CAACI,aAAa,CAACD,EAAEH,KAAK,IACjD;QAACR;QAAMT;QAAMG;QAASC;KAAI;IAE5B;;;;GAIC,GACD,MAAMkB,WAAWlC,QAAQ;YAEhBwB;QADP,IAAI,CAACP,OAAO,OAAO;QACnB,QAAOO,gBAAAA,QAAQW,IAAI,CAAC,CAACC,SAAWA,OAAOT,EAAE,KAAKV,kBAAvCO,gBAAiD;YAAEG,IAAIV;YAAOY,OAAOZ;QAAM;IACpF,GAAG;QAACO;QAASP;KAAM;IAEnB,qBACE,KAACvB;QACC8B,SAASA;QACTP,OAAOiB;QACPhB,UAAU,CAACmB,QAAQC;;mBAASpB,iBAASoB,wBAAAA,KAAMX,EAAE,mBAAI;;QACjDY,gBAAgB,CAACH,SAAWA,OAAOP,KAAK;QACxCW,sBAAsB,CAACJ,QAAQK,UAAYL,OAAOT,EAAE,KAAKc,QAAQd,EAAE;QACnEe,SAASpB,WAAW;QACpBH,UAAUA;QACVwB,MAAK;QACLC,aAAa,CAACC,uBACZ,KAAClD,wBACKkD;gBACJhB,OAAOvB,aAAa,CAACM,KAAK;gBAC1BkC,YACEtB,QAAQuB,MAAM,IAAI1C,0BACd,CAAC,IAAI,EAAEA,wBAAwB,wCAAwC,CAAC,GACxE2C;;;AAMhB;AACAtC,gBAAgBuC,WAAW,GAAG;AAE9B,eAAevC,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-record-picker.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  useFirestore,\n  useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport { Autocomplete, TextField } from '@mui/material'\nimport { collection, limit, orderBy, query } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport {\n  CRM_RECORD_COLLECTIONS,\n  type CrmRecordKind,\n  crmRecordName,\n} from '../hooks/use-crm-record-names'\nimport { crmVisibleToClause } from '../hooks/use-crm-scope'\nimport { contactPrimaryGroup } from '../model/contact-record'\n\n/**\n * How many records a picker offers. The window is the hundred most recently\n * touched, which is the hundred a person is most likely to be making a task\n * about; the field says so, and the record pages' own \"New task\" buttons\n * arrive with the record already linked, which is how a task about an older\n * one gets made.\n */\nexport const CRM_RECORD_PICKER_LIMIT = 100\n\nconst PICKER_LABELS: Record<CrmRecordKind, string> = {\n  contact: 'Contact',\n  company: 'Company',\n  deal: 'Deal',\n}\n\nexport interface CrmRecordPickerProps {\n  kind: CrmRecordKind\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause (AGL-2630). */\n  readTokens: readonly string[] | null\n  /**\n   * The viewing group, for a contact's facet name — or `null` at the\n   * organization level, where each contact is named through its own\n   * primary holder (`contactPrimaryGroup`), resolved from {@link org}.\n   */\n  groupId: string | null\n  /** The org document, for the per-contact holder when {@link groupId} is null. */\n  org?: Record<string, unknown> | null\n  value: string | null\n  onChange: (id: string | null) => void\n  disabled?: boolean\n  /** The field's label; the record kind's name by default. */\n  label?: string\n  /** A record the picker never offers — the record being edited, say. */\n  excludeId?: string\n  /**\n   * The current value's name, when the caller already resolved it — shown\n   * instead of the id while the window does not hold the record.\n   */\n  valueLabel?: string\n  /**\n   * Open the listener only once the menu is first opened, for a picker that\n   * sits on a page most readers never change it on.\n   */\n  lazy?: boolean\n  helperText?: string\n}\n\n/**\n * Link a task to a contact, company or deal by name (AGL-2599).\n *\n * One query shape for all three kinds — the most recently updated hundred\n * visible to this site, filtered as the person types — because that is the\n * one shape every CRM collection has an index for (`visibleTo, updatedAt`).\n * A prefix search on the stored name would need `(visibleTo, nameLower)`,\n * which companies have and contacts do not, and a picker that searched two\n * kinds properly and one kind not at all would be worse to explain than a\n * window. The listener opens with the drawer and closes with it.\n */\nexport function CrmRecordPicker(props: CrmRecordPickerProps) {\n  const { kind, scope, readTokens, groupId, org, value, onChange, disabled } = props\n  const { label, excludeId, valueLabel, lazy = false, helperText } = props\n  const firestore = useFirestore()\n  const [opened, setOpened] = useState(!lazy)\n  const { data, status } = useFirestoreCollection<Record<string, unknown> & { $id: string }>(\n    () =>\n      scope && opened\n        ? query(\n            collection(firestore, scope[0], scope[1], CRM_RECORD_COLLECTIONS[kind]),\n            ...crmVisibleToClause(readTokens),\n            orderBy('updatedAt', 'desc'),\n            limit(CRM_RECORD_PICKER_LIMIT),\n          )\n        : null,\n    [firestore, scope, readTokens, kind, opened],\n    { idField: '$id' },\n  )\n  const options = useMemo(\n    () =>\n      (data ?? [])\n        .filter((row) => row.$id !== excludeId)\n        .map((row) => ({\n          id: row.$id,\n          label:\n            crmRecordName(\n              kind,\n              row,\n              groupId ?? contactPrimaryGroup(row, org).groupId,\n            ) || row.$id,\n        }))\n        .sort((a, b) => a.label.localeCompare(b.label)),\n    [data, kind, groupId, org, excludeId],\n  )\n  /*\n   * The linked record may sit outside the window — an old contact a record\n   * page's button linked — so the value is a placeholder carrying its id\n   * until (unless) the window turns out to hold it.\n   */\n  const selected = useMemo(() => {\n    if (!value) return null\n    return (\n      options.find((option) => option.id === value) ?? { id: value, label: valueLabel || value }\n    )\n  }, [options, value, valueLabel])\n\n  return (\n    <Autocomplete\n      options={options}\n      value={selected}\n      onChange={(_event, next) => onChange(next?.id ?? null)}\n      onOpen={() => setOpened(true)}\n      getOptionLabel={(option) => option.label}\n      isOptionEqualToValue={(option, current) => option.id === current.id}\n      loading={opened && status === 'loading'}\n      disabled={disabled}\n      size=\"small\"\n      renderInput={(params) => (\n        <TextField\n          {...params}\n          label={label ?? PICKER_LABELS[kind]}\n          helperText={\n            options.length >= CRM_RECORD_PICKER_LIMIT\n              ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.`\n              : helperText\n          }\n        />\n      )}\n    />\n  )\n}\nCrmRecordPicker.displayName = 'CrmRecordPicker'\n\nexport default CrmRecordPicker\n"],"names":["useFirestore","useFirestoreCollection","Autocomplete","TextField","collection","limit","orderBy","query","useMemo","useState","CRM_RECORD_COLLECTIONS","crmRecordName","crmVisibleToClause","contactPrimaryGroup","CRM_RECORD_PICKER_LIMIT","PICKER_LABELS","contact","company","deal","CrmRecordPicker","props","kind","scope","readTokens","groupId","org","value","onChange","disabled","label","excludeId","valueLabel","lazy","helperText","firestore","opened","setOpened","data","status","idField","options","filter","row","$id","map","id","sort","a","b","localeCompare","selected","find","option","_event","next","onOpen","getOptionLabel","isOptionEqualToValue","current","loading","size","renderInput","params","length","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,YAAY,EACZC,sBAAsB,QACjB,iCAAgC;AACvC,SAASC,YAAY,EAAEC,SAAS,QAAQ,gBAAe;AACvD,SAASC,UAAU,EAAEC,KAAK,EAAEC,OAAO,EAAEC,KAAK,QAAQ,qBAAoB;AACtE,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACzC,SACEC,sBAAsB,EAEtBC,aAAa,QACR,mCAA+B;AACtC,SAASC,kBAAkB,QAAQ,4BAAwB;AAC3D,SAASC,mBAAmB,QAAQ,6BAAyB;AAE7D;;;;;;CAMC,GACD,OAAO,MAAMC,0BAA0B,IAAG;AAE1C,MAAMC,gBAA+C;IACnDC,SAAS;IACTC,SAAS;IACTC,MAAM;AACR;AAmCA;;;;;;;;;;CAUC,GACD,OAAO,SAASC,gBAAgBC,KAA2B;IACzD,MAAM,EAAEC,IAAI,EAAEC,KAAK,EAAEC,UAAU,EAAEC,OAAO,EAAEC,GAAG,EAAEC,KAAK,EAAEC,QAAQ,EAAEC,QAAQ,EAAE,GAAGR;IAC7E,MAAM,EAAES,KAAK,EAAEC,SAAS,EAAEC,UAAU,EAAEC,OAAO,KAAK,EAAEC,UAAU,EAAE,GAAGb;IACnE,MAAMc,YAAYlC;IAClB,MAAM,CAACmC,QAAQC,UAAU,GAAG3B,SAAS,CAACuB;IACtC,MAAM,EAAEK,IAAI,EAAEC,MAAM,EAAE,GAAGrC,uBACvB,IACEqB,SAASa,SACL5B,MACEH,WAAW8B,WAAWZ,KAAK,CAAC,EAAE,EAAEA,KAAK,CAAC,EAAE,EAAEZ,sBAAsB,CAACW,KAAK,MACnET,mBAAmBW,aACtBjB,QAAQ,aAAa,SACrBD,MAAMS,4BAER,MACN;QAACoB;QAAWZ;QAAOC;QAAYF;QAAMc;KAAO,EAC5C;QAAEI,SAAS;IAAM;IAEnB,MAAMC,UAAUhC,QACd,IACE,CAAC6B,eAAAA,OAAQ,EAAE,EACRI,MAAM,CAAC,CAACC,MAAQA,IAAIC,GAAG,KAAKb,WAC5Bc,GAAG,CAAC,CAACF,MAAS,CAAA;gBACbG,IAAIH,IAAIC,GAAG;gBACXd,OACElB,cACEU,MACAqB,KACAlB,kBAAAA,UAAWX,oBAAoB6B,KAAKjB,KAAKD,OAAO,KAC7CkB,IAAIC,GAAG;YAChB,CAAA,GACCG,IAAI,CAAC,CAACC,GAAGC,IAAMD,EAAElB,KAAK,CAACoB,aAAa,CAACD,EAAEnB,KAAK,IACjD;QAACQ;QAAMhB;QAAMG;QAASC;QAAKK;KAAU;IAEvC;;;;GAIC,GACD,MAAMoB,WAAW1C,QAAQ;YAGrBgC;QAFF,IAAI,CAACd,OAAO,OAAO;QACnB,QACEc,gBAAAA,QAAQW,IAAI,CAAC,CAACC,SAAWA,OAAOP,EAAE,KAAKnB,kBAAvCc,gBAAiD;YAAEK,IAAInB;YAAOG,OAAOE,cAAcL;QAAM;IAE7F,GAAG;QAACc;QAASd;QAAOK;KAAW;IAE/B,qBACE,KAAC7B;QACCsC,SAASA;QACTd,OAAOwB;QACPvB,UAAU,CAAC0B,QAAQC;;mBAAS3B,iBAAS2B,wBAAAA,KAAMT,EAAE,mBAAI;;QACjDU,QAAQ,IAAMnB,UAAU;QACxBoB,gBAAgB,CAACJ,SAAWA,OAAOvB,KAAK;QACxC4B,sBAAsB,CAACL,QAAQM,UAAYN,OAAOP,EAAE,KAAKa,QAAQb,EAAE;QACnEc,SAASxB,UAAUG,WAAW;QAC9BV,UAAUA;QACVgC,MAAK;QACLC,aAAa,CAACC,uBACZ,KAAC3D,wBACK2D;gBACJjC,KAAK,EAAEA,gBAAAA,QAASd,aAAa,CAACM,KAAK;gBACnCY,YACEO,QAAQuB,MAAM,IAAIjD,0BACd,CAAC,IAAI,EAAEA,wBAAwB,wCAAwC,CAAC,GACxEmB;;;AAMhB;AACAd,gBAAgB6C,WAAW,GAAG;AAE9B,eAAe7C,gBAAe"}

package/src/lib/components/crm-transfer-buttons.d.ts

@@ -0,0 +1,54 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+/** A list's served query as an export's filter: its predicates and its order, dates kept as dates. */
+export declare function crmExportFilterOf(plan: Pick<ListQueryPlan, 'filters' | 'orderBy'>): Record<string, unknown>;
+export interface CrmImportButtonProps {
+    /** The resource key the CRM declared (`crm.contacts`). */
+    resource: string;
+    /** What one batch is called in a sentence ("contacts"). */
+    noun: string;
+    /** The site the list is read under, or `null` at the organization level. */
+    hostId: string | null;
+    /** What the `importMapping` zone's widgets know the file as (`contacts`). */
+    mappingZone?: string;
+    label?: string;
+}
+/** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */
+export declare function CrmImportButton(props: CrmImportButtonProps): import("react").JSX.Element;
+export declare namespace CrmImportButton {
+    var displayName: string;
+}
+export interface CrmExportButtonProps {
+    resource: string;
+    /** The site the list is read under, or `null` at the organization level. */
+    hostId: string | null;
+    /** The rows the reader ticked; the dialog offers exporting just these. */
+    selection?: readonly string[];
+    /** The list's filter, when one is applied: a name for it and its served query. */
+    filter?: {
+        label: string;
+        plan: Pick<ListQueryPlan, 'filters' | 'orderBy'>;
+    } | null;
+    label?: string;
+    disabled?: boolean;
+}
+/** Opens the export dialog on a CRM resource: the selection, the list's filter, or every record. */
+export declare function CrmExportButton(props: CrmExportButtonProps): import("react").JSX.Element;
+export declare namespace CrmExportButton {
+    var displayName: string;
+}

package/src/lib/components/crm-transfer-buttons.js

@@ -0,0 +1,167 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+/*==========================================
+ * IMPORT AND EXPORT, FROM ANY CRM LIST (AGL-3527).
+ *
+ * The CRM never draws the wizard or the dialog itself: the console does,
+ * and hands the plugin a launcher (`useTransferLauncher`). These buttons are
+ * all a list needs — Import opens the wizard on the list's resource, Export
+ * the field-picking dialog on its selection, its filter or everything.
+ * Outside the console shell there is no launcher, and no button.
+ *
+ * At the organization level an import is filed under a site, as every CRM
+ * create is (AGL-2630): with one site it is that one, with several the
+ * button asks first, remembering the pick for the session like every other
+ * create.
+ *=========================================*/ import { TransferResumeImport } from "@aglyn/aglyn/app-utils/transfer-resume-import";
+import { useTransferLauncher } from "@aglyn/aglyn/app-utils/transfer-launcher-context";
+import { Button, Dialog, DialogActions, DialogContent, DialogTitle, Typography } from "@mui/material";
+import { useState } from "react";
+import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
+import { CrmSitePicker } from "./crm-site-picker.js";
+/** A list's served query as an export's filter: its predicates and its order, dates kept as dates. */ export function crmExportFilterOf(plan) {
+    const value = (raw)=>raw instanceof Date ? {
+            $date: raw.toISOString()
+        } : Array.isArray(raw) ? raw.map(value) : raw;
+    return {
+        filters: plan.filters.map((filter)=>({
+                path: filter.path,
+                op: filter.op,
+                value: value(filter.value)
+            })),
+        orderBy: {
+            path: plan.orderBy.path,
+            direction: plan.orderBy.direction
+        }
+    };
+}
+/** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */ export function CrmImportButton(props) {
+    var _ref;
+    const { resource, noun, hostId, mappingZone, label = 'Import' } = props;
+    const transfer = useTransferLauncher();
+    const mount = useCrmOrgMount();
+    const [asking, setAsking] = useState(false);
+    // Importing needs "Manage data" (AGL-3546); a reader sees no Import.
+    if (!(transfer == null ? void 0 : transfer.can('import', {
+        resource,
+        scope: 'org',
+        hostId
+    }))) return null;
+    const open = (site)=>transfer.openImport(_extends({
+            resource,
+            scope: 'org',
+            hostId: site
+        }, mappingZone ? {
+            mappingZone
+        } : {}));
+    const site = (_ref = hostId != null ? hostId : mount == null ? void 0 : mount.createHostId) != null ? _ref : null;
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsx(TransferResumeImport, {
+                target: {
+                    resource,
+                    scope: 'org',
+                    hostId
+                }
+            }),
+            /*#__PURE__*/ _jsx(Button, {
+                size: "small",
+                onClick: ()=>{
+                    if (site && (hostId || (mount == null ? void 0 : mount.hostsReady) && mount.hosts.length === 1)) open(site);
+                    else setAsking(true);
+                },
+                children: label
+            }),
+            /*#__PURE__*/ _jsxs(Dialog, {
+                open: asking,
+                onClose: ()=>setAsking(false),
+                "aria-labelledby": `${resource}-import-site`,
+                children: [
+                    /*#__PURE__*/ _jsx(DialogTitle, {
+                        id: `${resource}-import-site`,
+                        children: `Import ${noun}`
+                    }),
+                    /*#__PURE__*/ _jsxs(DialogContent, {
+                        children: [
+                            /*#__PURE__*/ _jsx(Typography, {
+                                variant: "body2",
+                                color: "text.secondary",
+                                sx: {
+                                    mb: 2
+                                },
+                                children: `Every new record is filed under a site — it decides which of your sites may see the ${noun}.`
+                            }),
+                            /*#__PURE__*/ _jsx(CrmSitePicker, {
+                                hostId: null,
+                                helperText: `The site these ${noun} are imported into.`
+                            })
+                        ]
+                    }),
+                    /*#__PURE__*/ _jsxs(DialogActions, {
+                        children: [
+                            /*#__PURE__*/ _jsx(Button, {
+                                onClick: ()=>setAsking(false),
+                                children: 'Cancel'
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                variant: "contained",
+                                disabled: !(mount == null ? void 0 : mount.createHostId),
+                                onClick: ()=>{
+                                    setAsking(false);
+                                    if (mount == null ? void 0 : mount.createHostId) open(mount.createHostId);
+                                },
+                                children: 'Continue'
+                            })
+                        ]
+                    })
+                ]
+            })
+        ]
+    });
+}
+CrmImportButton.displayName = 'CrmImportButton';
+/** Opens the export dialog on a CRM resource: the selection, the list's filter, or every record. */ export function CrmExportButton(props) {
+    const { resource, hostId, selection, filter, label = 'Export…', disabled } = props;
+    const transfer = useTransferLauncher();
+    if (!(transfer == null ? void 0 : transfer.can('export', {
+        resource,
+        scope: 'org',
+        hostId
+    }))) return null;
+    return /*#__PURE__*/ _jsx(Button, {
+        size: "small",
+        disabled: disabled,
+        onClick: ()=>transfer.openExport(_extends({
+                resource,
+                scope: 'org',
+                hostId
+            }, (selection == null ? void 0 : selection.length) ? {
+                selection
+            } : {}, filter ? {
+                filter: {
+                    label: filter.label,
+                    value: crmExportFilterOf(filter.plan)
+                }
+            } : {})),
+        children: label
+    });
+}
+CrmExportButton.displayName = 'CrmExportButton';
+
+//# sourceMappingURL=crm-transfer-buttons.js.map

package/src/lib/components/crm-transfer-buttons.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-transfer-buttons.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n'use client'\n\n/*==========================================\n * IMPORT AND EXPORT, FROM ANY CRM LIST (AGL-3527).\n *\n * The CRM never draws the wizard or the dialog itself: the console does,\n * and hands the plugin a launcher (`useTransferLauncher`). These buttons are\n * all a list needs — Import opens the wizard on the list's resource, Export\n * the field-picking dialog on its selection, its filter or everything.\n * Outside the console shell there is no launcher, and no button.\n *\n * At the organization level an import is filed under a site, as every CRM\n * create is (AGL-2630): with one site it is that one, with several the\n * button asks first, remembering the pick for the session like every other\n * create.\n *=========================================*/\n\nimport { TransferResumeImport } from '@aglyn/aglyn/app-utils/transfer-resume-import'\nimport { useTransferLauncher } from '@aglyn/aglyn/app-utils/transfer-launcher-context'\nimport type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Typography,\n} from '@mui/material'\nimport { useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** A list's served query as an export's filter: its predicates and its order, dates kept as dates. */\nexport function crmExportFilterOf(plan: Pick<ListQueryPlan, 'filters' | 'orderBy'>): Record<string, unknown> {\n  const value = (raw: unknown): unknown =>\n    raw instanceof Date ? { $date: raw.toISOString() } : Array.isArray(raw) ? raw.map(value) : raw\n  return {\n    filters: plan.filters.map((filter) => ({ path: filter.path, op: filter.op, value: value(filter.value) })),\n    orderBy: { path: plan.orderBy.path, direction: plan.orderBy.direction },\n  }\n}\n\nexport interface CrmImportButtonProps {\n  /** The resource key the CRM declared (`crm.contacts`). */\n  resource: string\n  /** What one batch is called in a sentence (\"contacts\"). */\n  noun: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** What the `importMapping` zone's widgets know the file as (`contacts`). */\n  mappingZone?: string\n  label?: string\n}\n\n/** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */\nexport function CrmImportButton(props: CrmImportButtonProps) {\n  const { resource, noun, hostId, mappingZone, label = 'Import' } = props\n  const transfer = useTransferLauncher()\n  const mount = useCrmOrgMount()\n  const [asking, setAsking] = useState(false)\n  // Importing needs \"Manage data\" (AGL-3546); a reader sees no Import.\n  if (!transfer?.can('import', { resource, scope: 'org', hostId })) return null\n\n  const open = (site: string) =>\n    transfer.openImport({ resource, scope: 'org', hostId: site, ...(mappingZone ? { mappingZone } : {}) })\n\n  const site = hostId ?? mount?.createHostId ?? null\n  return (\n    <>\n      {/* An import left unfinished, reopened where it stopped (AGL-3549). */}\n      <TransferResumeImport target={{ resource, scope: 'org', hostId }} />\n      <Button\n        size=\"small\"\n        onClick={() => {\n          if (site && (hostId || (mount?.hostsReady && mount.hosts.length === 1))) open(site)\n          else setAsking(true)\n        }}\n      >\n        {label}\n      </Button>\n      <Dialog open={asking} onClose={() => setAsking(false)} aria-labelledby={`${resource}-import-site`}>\n        <DialogTitle id={`${resource}-import-site`}>{`Import ${noun}`}</DialogTitle>\n        <DialogContent>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ mb: 2 }}>\n            {`Every new record is filed under a site — it decides which of your sites may see the ${noun}.`}\n          </Typography>\n          <CrmSitePicker hostId={null} helperText={`The site these ${noun} are imported into.`} />\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setAsking(false)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!mount?.createHostId}\n            onClick={() => {\n              setAsking(false)\n              if (mount?.createHostId) open(mount.createHostId)\n            }}\n          >\n            {'Continue'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </>\n  )\n}\nCrmImportButton.displayName = 'CrmImportButton'\n\nexport interface CrmExportButtonProps {\n  resource: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The rows the reader ticked; the dialog offers exporting just these. */\n  selection?: readonly string[]\n  /** The list's filter, when one is applied: a name for it and its served query. */\n  filter?: { label: string; plan: Pick<ListQueryPlan, 'filters' | 'orderBy'> } | null\n  label?: string\n  disabled?: boolean\n}\n\n/** Opens the export dialog on a CRM resource: the selection, the list's filter, or every record. */\nexport function CrmExportButton(props: CrmExportButtonProps) {\n  const { resource, hostId, selection, filter, label = 'Export…', disabled } = props\n  const transfer = useTransferLauncher()\n  if (!transfer?.can('export', { resource, scope: 'org', hostId })) return null\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      onClick={() =>\n        transfer.openExport({\n          resource,\n          scope: 'org',\n          hostId,\n          ...(selection?.length ? 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package/src/lib/components/deal-contact-roles-card.d.ts

@@ -0,0 +1,46 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type CrmOrgDoc } from '../hooks/use-crm-scope';
+import type { CrmRoutes } from '../model/crm-routes';
+import type { DealDoc } from '../model/deal-board-model';
+export interface DealContactRolesCardProps {
+    deal: DealDoc;
+    /** The site the page is read under, or `null` at the organization level. */
+    hostId: string | null;
+    org: CrmOrgDoc;
+    routes: CrmRoutes;
+    /** The listener's verdict on the deal, for the stale-seed guard. */
+    fromCache: boolean;
+    unreadable: boolean;
+}
+/**
+ * Salesforce's Opportunity Contact Roles on a deal's page (AGL-3521): the
+ * people on the deal, the part each plays, and which one is Primary.
+ *
+ * Every edit is one client-direct write of the whole list beside the
+ * `contactId` its Primary names — the field every reader that came before
+ * roles still reads — and the list fields a contact's page finds the deal
+ * by. A role is one of the org's `opportunityContactRole` values, kept on
+ * the Deals tab of Fields; a contact keeps the role it holds even once that
+ * value is deactivated. Adding opens a dialog rather than a row of fields
+ * above the list.
+ */
+export declare function DealContactRolesCard(props: DealContactRolesCardProps): import("react").JSX.Element;
+export declare namespace DealContactRolesCard {
+    var displayName: string;
+}
+export default DealContactRolesCard;