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

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

@@ -16,7 +16,9 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CONTACT_FIELD_TYPE_LABELS, CONTACT_FIELD_TYPES, CONTACT_FIELDS_MAX_PER_ORG, createResourceUid, CRM_COLLECTIONS, crmFieldListFields, CRM_FIELD_OBJECT_LABELS, CRM_FIELD_OBJECTS, isCrmFieldObject, newResourceScopeFields, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_FIELDS_RESOURCE } from "../transfer/fields.js";
+import { CONTACT_FIELD_TYPE_LABELS, CONTACT_FIELD_TYPES, CONTACT_FIELDS_MAX_PER_ORG, createResourceUid, CRM_COLLECTIONS, crmFieldListFields, CRM_PICKLIST_OBJECT_LABELS, CRM_PICKLIST_OBJECTS, crmPicklistDefinitionsFor, isCrmPicklistObject, newResourceScopeFields, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
 import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
 import ListQueryNotices, { listQueryRefusals } from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
@@ -38,7 +40,7 @@ import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitio
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { CRM_FIELD_LIST_QUERY, crmFieldListBase } from "../constants/field-list-query.js";
 import ContactFieldDrawer from "./contact-field-drawer.js";
-import { LeadSourceValuesCard } from "./lead-source-values-card.js";
+import { PicklistValuesCard } from "./picklist-values-card.js";
 import { recomputeAllCrmNextActivity } from "../model/next-activity-api.js";
 import { crmTaskCallScope } from "../model/task-routes.js";
 /** What each tab says the fields are for, above its list. */ const OBJECT_INTRO = {
@@ -47,6 +49,10 @@ import { crmTaskCallScope } from "../model/task-routes.js";
     deal: 'The custom fields on a deal. They show on every deal’s page and ' + 'its edit form, and as columns on the deals table.',
     lead: 'The custom fields on a lead. They show on every lead’s page and the ' + 'New lead drawer, and as columns on the leads list. They stay on the ' + 'lead when it converts — a contact’s fields are its own.'
 };
+/**
+ * The Tasks tab's intro (AGL-3517): a task has standard picklists and no
+ * custom fields, so the tab is its picklist cards alone.
+ */ const TASKS_INTRO = 'A task’s standard picklists — its Status, Priority and Type, and the ' + 'subjects its title suggests. Status, Priority and Type each mean one of ' + 'the CRM’s own values, which reminders, due dates and automations read; ' + 'the labels are your organization’s. Tasks have no custom fields.';
 /** The noun each tab's empty state and captions use. */ const OBJECT_NOUN = {
     contact: 'contact',
     company: 'company',
@@ -422,8 +428,11 @@ FieldsTable.displayName = 'FieldsTable';
    * definition list to it, a new field is stamped with it, and the drawer
    * refuses a key only against the keys THIS object already uses — a
    * company and a contact may both define `region`.
-   */ const [object, setObject] = useState('contact');
-    const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object);
+   */ const [tab, setTab] = useState('contact');
+    // The Tasks tab has no custom fields (AGL-3517): no read, no New field.
+    const tasksTab = tab === 'task';
+    const object = tab === 'task' ? 'contact' : tab;
+    const { definitions, ready, fromCache } = useContactFieldDefinitions(tasksTab ? null : orgId, object);
     const noun = OBJECT_NOUN[object];
     /*
    * MAINTENANCE: recompute every record's next activity (AGL-2661). The
@@ -778,13 +787,17 @@ FieldsTable.displayName = 'FieldsTable';
                     alignItems: 'center'
                 },
                 children: [
+                    /*#__PURE__*/ _jsx(CrmExportButton, {
+                        resource: CRM_FIELDS_RESOURCE,
+                        hostId: hostId != null ? hostId : null
+                    }),
                     /*#__PURE__*/ _jsx(Button, {
                         size: "small",
                         onClick: ()=>void recomputeNextActivity(),
                         disabled: recomputing,
                         children: recomputing ? 'Recomputing…' : 'Recompute next activity'
                     }),
-                    /*#__PURE__*/ _jsx(Button, {
+                    tasksTab ? null : /*#__PURE__*/ _jsx(Button, {
                         variant: "contained",
                         onClick: openCreate,
                         children: 'New field'
@@ -797,22 +810,22 @@ FieldsTable.displayName = 'FieldsTable';
                 spacing: 2,
                 children: [
                     /*#__PURE__*/ _jsx(Tabs, {
-                        value: object,
+                        value: tab,
                         onChange: (_event, next)=>{
-                            if (isCrmFieldObject(next)) setObject(next);
+                            if (isCrmPicklistObject(next)) setTab(next);
                         },
                         "aria-label": "Fields by record",
-                        children: CRM_FIELD_OBJECTS.map((entry)=>/*#__PURE__*/ _jsx(Tab, {
+                        children: CRM_PICKLIST_OBJECTS.map((entry)=>/*#__PURE__*/ _jsx(Tab, {
                                 value: entry,
-                                label: CRM_FIELD_OBJECT_LABELS[entry]
+                                label: CRM_PICKLIST_OBJECT_LABELS[entry]
                             }, entry))
                     }),
                     /*#__PURE__*/ _jsx(Typography, {
                         variant: "body2",
                         color: "text.secondary",
-                        children: `${OBJECT_INTRO[object]} Fields are shared across every site in this ` + 'organization, like the records themselves.'
+                        children: `${tasksTab ? TASKS_INTRO : OBJECT_INTRO[object]} Fields are shared across every site in this ` + 'organization, like the records themselves.'
                     }),
-                    scopeReady && !scope ? /*#__PURE__*/ _jsx(Typography, {
+                    tasksTab ? null : scopeReady && !scope ? /*#__PURE__*/ _jsx(Typography, {
                         variant: "body2",
                         color: "text.secondary",
                         children: `This site has no organization, so it has no ${noun} fields.`
@@ -835,16 +848,17 @@ FieldsTable.displayName = 'FieldsTable';
                         onMove: onMove,
                         rowActions: rowActions
                     }, object),
-                    definitions.length ? /*#__PURE__*/ _jsx(Typography, {
+                    definitions.length && !tasksTab ? /*#__PURE__*/ _jsx(Typography, {
                         variant: "caption",
                         color: "text.secondary",
                         children: `How many ${noun}s carry a value under each field is not ` + `counted — that would read every ${noun} in the organization ` + 'each time this page opened.'
                     }) : null,
-                    object === 'lead' && scope ? /*#__PURE__*/ _jsx(LeadSourceValuesCard, {
-                        hostId: hostId,
-                        orgId: orgId,
-                        createHostId: createHostId
-                    }) : null
+                    scope ? crmPicklistDefinitionsFor(tab).map((definition)=>/*#__PURE__*/ _jsx(PicklistValuesCard, {
+                            picklistId: definition.id,
+                            hostId: hostId,
+                            orgId: orgId,
+                            createHostId: createHostId
+                        }, definition.id)) : null
                 ]
             }),
             /*#__PURE__*/ _jsx(ContactFieldDrawer, {

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  crmFieldListFields,\n  CRM_FIELD_OBJECT_LABELS,\n  CRM_FIELD_OBJECTS,\n  type CrmFieldObject,\n  isCrmFieldObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport {\n  ListRowActions,\n  ListTable,\n  listActionsColumn,\n} from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { planListQuery } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport { nameSearchNormalizers } from '@aglyn/aglyn/app-utils/name-search'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { listQueryConstraints } from '@aglyn/tenant-feature-instance/hooks/use-list-query'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  Tabs,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef, GridSortModel } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  query,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_FIELD_LIST_QUERY, crmFieldListBase } from '../constants/field-list-query'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { LeadSourceValuesCard } from './lead-source-values-card'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/** One definition as the list table draws it. */\ninterface FieldRow {\n  $id: string\n  label: string\n  key: string\n  type: string\n  /** `true` or `false`, the value the Required filter picks. */\n  required: 'true' | 'false'\n  /** Where the stored order puts it, from zero. */\n  position: number\n  definition: ContactFieldDefinitionDoc\n}\n\n/** What the grid's Filters panel offers: the type and whether it is required, on the query. */\nconst FIELD_FILTER_FIELDS = CRM_FIELD_LIST_QUERY.fields\nconst FIELD_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  type: 'Type',\n  required: 'Required',\n}\nconst FIELD_FILTER_OPTIONS: Readonly<Record<string, readonly ListFilterOption[]>> = {\n  type: CONTACT_FIELD_TYPES.map((type) => ({\n    value: type,\n    label: CONTACT_FIELD_TYPE_LABELS[type],\n  })),\n  required: [\n    { value: 'true', label: 'Required' },\n    { value: 'false', label: 'Optional' },\n  ],\n}\n\n/** Why the arrows are off while the list is not in its stored order. */\nexport const FIELD_REORDER_LOCKED_REASON = 'Clear sorting and filters to reorder'\n\nconst typeLabel = (type: unknown) =>\n  CONTACT_FIELD_TYPE_LABELS[type as keyof typeof CONTACT_FIELD_TYPE_LABELS] ?? String(type ?? '')\n\ninterface FieldsTableProps {\n  /** The organization whose definitions these are; `null` reads nothing. */\n  orgId: string | null\n  /** The tab: which record the definitions describe. */\n  object: CrmFieldObject\n  /** One tab's definitions, in the stored order. */\n  definitions: readonly ContactFieldDefinitionDoc[]\n  /** A field being written; every arrow waits for it. */\n  busyId: string\n  onMove: (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => void\n  rowActions: (definition: ContactFieldDefinitionDoc) => RowActionsMenuItem[]\n}\n\n/**\n * One tab's field definitions in the console's list table (AGL-3335): the\n * toolbar's columns, filters, export and search, sorting by Field, Key and\n * Type, and the shared footer.\n *\n * ## Order is data, not a sort\n *\n * The stored `order` is where each field appears on every record and form,\n * so the arrows that move it are kept, and are live only while the table\n * shows that order: no sort, no filter and no search. Under any of them the\n * row above a field on screen is not the field above it in the stored\n * order, and a move would land somewhere the reader cannot see; the arrows\n * say so rather than disappear.\n *\n * The panel and the search are asked of Firestore (AGL-3321): a clause or\n * a search word reads the tab's definitions that match it\n * (`CRM_FIELD_LIST_QUERY`), and never narrows the rows already on screen.\n * That answer is every match, at most `CONTACT_FIELDS_MAX_PER_ORG`, so the\n * grid sorts and pages it whole; a read that reaches the ceiling says so.\n */\nfunction FieldsTable(props: FieldsTableProps) {\n  const { orgId, object, definitions, busyId, onMove, rowActions } = props\n  const firestore = useFirestore()\n  const gridFilter = useListGridFilter({ selectFields: ['type', 'required'] })\n  const [sortModel, setSortModel] = useState<GridSortModel>([])\n  const searching = gridFilter.searchWords.some((word) => word.trim() !== '')\n  const reorderLocked =\n    sortModel.length > 0 || gridFilter.clauses.length > 0 || searching\n\n  const narrowed = gridFilter.clauses.length > 0 || searching\n  const plan = useMemo(\n    () =>\n      planListQuery(\n        CRM_FIELD_LIST_QUERY,\n        {\n          clauses: gridFilter.clauses,\n          search: gridFilter.searchWords,\n          base: crmFieldListBase(object),\n        },\n        nameSearchNormalizers,\n      ),\n    // The words are a new array each render; their text is their identity.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [object, gridFilter.clauses, gridFilter.searchWords.join(' ')],\n  )\n  const planKey = JSON.stringify({ filters: plan.filters, orderBy: plan.orderBy })\n  /*\n   * Read only while something narrows the tab. Unnarrowed, the table is the\n   * shared definitions read every CRM surface already holds, in its stored\n   * order — the same fields, with no second read.\n   */\n  const matched = useFirestoreCollection<ContactFieldDefinitionDoc>(\n    () =>\n      narrowed && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.contactFields),\n            ...listQueryConstraints(plan),\n            limit(CONTACT_FIELDS_MAX_PER_ORG + 1),\n          )\n        : null,\n    [firestore, orgId, narrowed, planKey],\n    { idField: '$id' },\n  )\n  const answer = useMemo(\n    () => ceilingedWindow(matched.data, CONTACT_FIELDS_MAX_PER_ORG),\n    [matched.data],\n  )\n  const positions = useMemo(\n    () => new Map(definitions.map((definition, position) => [definition.$id, position])),\n    [definitions],\n  )\n  const rows = useMemo<FieldRow[]>(() => {\n    const shown = narrowed\n      ? [...answer.rows].sort(\n          (a, b) =>\n            (positions.get(a.$id) ?? Number.MAX_SAFE_INTEGER) -\n            (positions.get(b.$id) ?? Number.MAX_SAFE_INTEGER),\n        )\n      : definitions\n    return shown.map((definition) => ({\n      $id: definition.$id,\n      label: definition.label,\n      key: definition.key,\n      type: definition.type,\n      required: definition.required ? 'true' : 'false',\n      position: positions.get(definition.$id) ?? 0,\n      definition,\n    }))\n  }, [narrowed, answer.rows, definitions, positions])\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: FIELD_FILTER_FIELDS,\n        headers: FIELD_FILTER_HEADERS,\n        options: FIELD_FILTER_OPTIONS,\n      }),\n    [plan.refused],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () =>\n      listFilterGridColumns(\n        [\n          {\n            field: 'position',\n            headerName: 'Order',\n            width: 132,\n            sortable: false,\n            filterable: false,\n            hideable: false,\n            disableColumnMenu: true,\n            renderCell: ({ row }: { row: FieldRow }) => {\n              const arrows = (\n                <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                  <Typography\n                    variant=\"body2\"\n                    color=\"text.secondary\"\n                    sx={{ minWidth: 24, textAlign: 'right', mr: 0.5 }}\n                  >\n                    {row.position + 1}\n                  </Typography>\n                  <IconButton\n                    size=\"small\"\n                    disabled={reorderLocked || row.position === 0 || Boolean(busyId)}\n                    onClick={() => onMove(row.definition, -1)}\n                  >\n                    <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} up`}</SrOnly>\n                  </IconButton>\n                  <IconButton\n                    size=\"small\"\n                    disabled={\n                      reorderLocked || row.position === definitions.length - 1 || Boolean(busyId)\n                    }\n                    onClick={() => onMove(row.definition, 1)}\n                  >\n                    <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} down`}</SrOnly>\n                  </IconButton>\n                </Stack>\n              )\n              return reorderLocked ? (\n                <Tooltip title={FIELD_REORDER_LOCKED_REASON}>\n                  {/* A disabled button emits no events; the span carries the tooltip. */}\n                  <span>{arrows}</span>\n                </Tooltip>\n              ) : (\n                arrows\n              )\n            },\n          },\n          {\n            field: 'label',\n            headerName: 'Field',\n            flex: 1,\n            minWidth: 180,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n              >\n                <Typography variant=\"body2\">{row.label}</Typography>\n                {row.definition.retiredAt ? (\n                  <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                ) : null}\n              </Stack>\n            ),\n          },\n          {\n            field: 'key',\n            headerName: 'Key',\n            flex: 1,\n            minWidth: 160,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography\n                variant=\"body2\"\n                color=\"text.secondary\"\n                sx={{ fontFamily: 'monospace' }}\n              >\n                {row.key}\n              </Typography>\n            ),\n          },\n          {\n            field: 'type',\n            headerName: 'Type',\n            width: 170,\n            // By what the type reads as, not by its stored key.\n            sortComparator: (a: unknown, b: unknown) =>\n              typeLabel(a).localeCompare(typeLabel(b)),\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\">\n                {typeLabel(row.type)}\n                {row.definition.type === 'select' && row.definition.options?.length\n                  ? ` · ${row.definition.options.length} choices`\n                  : ''}\n              </Typography>\n            ),\n          },\n          {\n            field: 'required',\n            headerName: 'Required',\n            width: 120,\n            sortable: false,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {row.required === 'true' ? 'Yes' : '—'}\n              </Typography>\n            ),\n          },\n          listActionsColumn(\n            (row: FieldRow) => (\n              <ListRowActions label={row.label} items={rowActions(row.definition)} />\n            ),\n            { width: 72 },\n          ),\n        ],\n        FIELD_FILTER_FIELDS,\n        FIELD_FILTER_OPTIONS,\n        FIELD_FILTER_HEADERS,\n      ),\n    [reorderLocked, busyId, onMove, rowActions, definitions.length],\n  )\n\n  return (\n    <Stack spacing={1}>\n      <ListFilterChips\n        fields={FIELD_FILTER_FIELDS}\n        headers={FIELD_FILTER_HEADERS}\n        clauses={gridFilter.clauses}\n        onChange={gridFilter.setClauses}\n        options={FIELD_FILTER_OPTIONS}\n        marksServed={false}\n      />\n      <ListQueryNotices refused={refused} notices={plan.notices} />\n      {narrowed && answer.truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`Showing the first ${CONTACT_FIELDS_MAX_PER_ORG} matching fields.`}\n        </Typography>\n      ) : null}\n      <ListTable\n        aria-label=\"Fields\"\n        rows={rows}\n        loading={narrowed && matched.status === 'loading'}\n        columns={columns}\n        sortModel={sortModel}\n        onSortModelChange={setSortModel}\n        // Firestore narrowed the rows above; the grid only draws them.\n        filterMode=\"server\"\n        filterModel={gridFilter.filterModel}\n        onFilterModelChange={gridFilter.onFilterModelChange}\n        quickFilter\n        noRowsLabel=\"No fields match these filters\"\n        getRowClassName={({ row }: { row: FieldRow }) =>\n          row.definition.retiredAt ? 'field-retired' : ''\n        }\n        sx={{ '& .field-retired': { opacity: 0.6 } }}\n      />\n    </Stack>\n  )\n}\nFieldsTable.displayName = 'FieldsTable'\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *    The list table sorts, filters and searches a tab too (AGL-3335), and\n *    the arrows wait while it does — see `FieldsTable`.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [object, setObject] = useState<CrmFieldObject>('contact')\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(orgId, object)\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              // The Fields table's query fields (AGL-3335), from the new name —\n              // and a definition written before them gains them here.\n              ...crmFieldListFields({ ...editing, label: draft.label, required: draft.required }),\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on —\n            // with the Fields table's query fields (AGL-3335).\n            ...crmFieldListFields({ key: draft.key, label: draft.label, required: draft.required, object }),\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /*\n   * Stable across renders, as the table's columns are built from them: a\n   * fresh function each render would rebuild every column on every render.\n   */\n  const rowActions = useCallback(\n    (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n      {\n        key: 'edit',\n        label: 'Edit field',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        onClick: () => openEdit(definition),\n      },\n      {\n        key: 'retire',\n        label: definition.retiredAt ? 'Restore' : 'Retire',\n        icon: (\n          <MdiIcon\n            path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n            size={0.8}\n          />\n        ),\n        destructive: !definition.retiredAt,\n        disabled: Boolean(busyId),\n        disabledReason: busyId ? 'Another field is being saved' : undefined,\n        onClick: () => void toggleRetired(definition),\n      },\n      ...(definition.retiredAt\n        ? [\n            {\n              key: 'delete',\n              label: 'Delete',\n              icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n              destructive: true,\n              disabled: Boolean(busyId),\n              disabledReason: busyId ? 'Another field is being saved' : undefined,\n              onClick: () => void handleDelete(definition),\n            } satisfies RowActionsMenuItem,\n          ]\n        : []),\n    ],\n    [openEdit, toggleRetired, handleDelete, busyId],\n  )\n  const onMove = useCallback(\n    (definition: ContactFieldDefinitionDoc, direction: -1 | 1) =>\n      void move(definition, direction),\n    [move],\n  )\n\n  return (\n    <CardDisplay\n      header={'Fields'}\n      help={pluginDocsHelp('contactFields', { anchor: '#define-a-field' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: scope ? (\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Button size=\"small\" onClick={() => void recomputeNextActivity()} disabled={recomputing}>\n              {recomputing ? 'Recomputing…' : 'Recompute next activity'}\n            </Button>\n            <Button variant=\"contained\" onClick={openCreate}>\n              {'New field'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n    >\n      <Stack spacing={2}>\n        <Tabs\n          value={object}\n          onChange={(_event, next) => {\n            if (isCrmFieldObject(next)) setObject(next)\n          }}\n          aria-label=\"Fields by record\"\n        >\n          {CRM_FIELD_OBJECTS.map((entry) => (\n            <Tab key={entry} value={entry} label={CRM_FIELD_OBJECT_LABELS[entry]} />\n          ))}\n        </Tabs>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {`${OBJECT_INTRO[object]} Fields are shared across every site in this ` +\n            'organization, like the records themselves.'}\n        </Typography>\n        {scopeReady && !scope ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {`This site has no organization, so it has no ${noun} fields.`}\n          </Typography>\n        ) : !ready ? null : definitions.length === 0 ? (\n          <EmptyStateComponent\n            label={`No custom ${noun} fields yet`}\n            description={`A field you define here is kept on every ${noun} and shows on its page.`}\n            action={\n              scope ? (\n                <Button variant=\"contained\" onClick={openCreate}>\n                  {'New field'}\n                </Button>\n              ) : undefined\n            }\n          />\n        ) : (\n          /*\n            Keyed by the tab, so a sort, a filter or a search made on one\n            record's fields does not follow the reader onto another's.\n          */\n          <FieldsTable\n            key={object}\n            orgId={orgId}\n            object={object}\n            definitions={definitions}\n            busyId={busyId}\n            onMove={onMove}\n            rowActions={rowActions}\n          />\n        )}\n        {definitions.length ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`How many ${noun}s carry a value under each field is not ` +\n              `counted — that would read every ${noun} in the organization ` +\n              'each time this page opened.'}\n          </Typography>\n        ) : null}\n        {/*\n          Lead source (AGL-3298) — a standard lead field whose CHOICES are the\n          org's, Salesforce's Lead Source picklist — kept on the Leads tab\n          beside the custom lead fields.\n        */}\n        {object === 'lead' && scope ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/fields-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CrmExportButton } from './crm-transfer-buttons'\nimport { CRM_FIELDS_RESOURCE } from '../transfer/fields'\nimport {\n  CONTACT_FIELD_TYPE_LABELS,\n  CONTACT_FIELD_TYPES,\n  CONTACT_FIELDS_MAX_PER_ORG,\n  type ConsolePluginPageProps,\n  createResourceUid,\n  CRM_COLLECTIONS,\n  crmFieldListFields,\n  type CrmFieldObject,\n  CRM_PICKLIST_OBJECT_LABELS,\n  CRM_PICKLIST_OBJECTS,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  crmPicklistDefinitionsFor,\n  isCrmPicklistObject,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport {\n  ListRowActions,\n  ListTable,\n  listActionsColumn,\n} from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  mdiArchiveArrowUpOutline,\n  mdiArchiveOutline,\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiPencilOutline,\n} from '@aglyn/shared-data-mdi'\nimport {\n  CardDisplay,\n  MdiIcon,\n  SrOnly,\n  useConfirmationContext,\n} from '@aglyn/shared-ui-jsx'\nimport type { RowActionsMenuItem } from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport {\n  type ListFilterOption,\n  listFilterGridColumns,\n} from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { planListQuery } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport { nameSearchNormalizers } from '@aglyn/aglyn/app-utils/name-search'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { ceilingedWindow } from '@aglyn/tenant-feature-instance/hooks/host-collection-queries'\nimport { listQueryConstraints } from '@aglyn/tenant-feature-instance/hooks/use-list-query'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  IconButton,\n  Stack,\n  Tab,\n  Tabs,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef, GridSortModel } from '@mui/x-data-grid'\nimport {\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  query,\n  setDoc,\n  updateDoc,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  type ContactFieldDefinitionDoc,\n  useContactFieldDefinitions,\n} from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { CRM_FIELD_LIST_QUERY, crmFieldListBase } from '../constants/field-list-query'\nimport ContactFieldDrawer, { type ContactFieldDraft } from './contact-field-drawer'\nimport { PicklistValuesCard } from './picklist-values-card'\nimport { recomputeAllCrmNextActivity } from '../model/next-activity-api'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport type ContactsFieldsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/** What each tab says the fields are for, above its list. */\nconst OBJECT_INTRO: Record<CrmFieldObject, string> = {\n  contact:\n    'The custom fields on a contact — text, number, date, choice, ' +\n    'checkbox or link. They show on every contact, as columns on the ' +\n    'list, and a form field can save into one.',\n  company:\n    'The custom fields on a company. They show on every company’s page ' +\n    'and its edit form, as columns on the companies list, and a CSV ' +\n    'import can fill them.',\n  deal:\n    'The custom fields on a deal. They show on every deal’s page and ' +\n    'its edit form, and as columns on the deals table.',\n  lead:\n    'The custom fields on a lead. They show on every lead’s page and the ' +\n    'New lead drawer, and as columns on the leads list. They stay on the ' +\n    'lead when it converts — a contact’s fields are its own.',\n}\n\n/**\n * The Tasks tab's intro (AGL-3517): a task has standard picklists and no\n * custom fields, so the tab is its picklist cards alone.\n */\nconst TASKS_INTRO =\n  'A task’s standard picklists — its Status, Priority and Type, and the ' +\n  'subjects its title suggests. Status, Priority and Type each mean one of ' +\n  'the CRM’s own values, which reminders, due dates and automations read; ' +\n  'the labels are your organization’s. Tasks have no custom fields.'\n\n/** The noun each tab's empty state and captions use. */\nconst OBJECT_NOUN: Record<CrmFieldObject, string> = {\n  contact: 'contact',\n  company: 'company',\n  deal: 'deal',\n  lead: 'lead',\n}\n\n/** One definition as the list table draws it. */\ninterface FieldRow {\n  $id: string\n  label: string\n  key: string\n  type: string\n  /** `true` or `false`, the value the Required filter picks. */\n  required: 'true' | 'false'\n  /** Where the stored order puts it, from zero. */\n  position: number\n  definition: ContactFieldDefinitionDoc\n}\n\n/** What the grid's Filters panel offers: the type and whether it is required, on the query. */\nconst FIELD_FILTER_FIELDS = CRM_FIELD_LIST_QUERY.fields\nconst FIELD_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  type: 'Type',\n  required: 'Required',\n}\nconst FIELD_FILTER_OPTIONS: Readonly<Record<string, readonly ListFilterOption[]>> = {\n  type: CONTACT_FIELD_TYPES.map((type) => ({\n    value: type,\n    label: CONTACT_FIELD_TYPE_LABELS[type],\n  })),\n  required: [\n    { value: 'true', label: 'Required' },\n    { value: 'false', label: 'Optional' },\n  ],\n}\n\n/** Why the arrows are off while the list is not in its stored order. */\nexport const FIELD_REORDER_LOCKED_REASON = 'Clear sorting and filters to reorder'\n\nconst typeLabel = (type: unknown) =>\n  CONTACT_FIELD_TYPE_LABELS[type as keyof typeof CONTACT_FIELD_TYPE_LABELS] ?? String(type ?? '')\n\ninterface FieldsTableProps {\n  /** The organization whose definitions these are; `null` reads nothing. */\n  orgId: string | null\n  /** The tab: which record the definitions describe. */\n  object: CrmFieldObject\n  /** One tab's definitions, in the stored order. */\n  definitions: readonly ContactFieldDefinitionDoc[]\n  /** A field being written; every arrow waits for it. */\n  busyId: string\n  onMove: (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => void\n  rowActions: (definition: ContactFieldDefinitionDoc) => RowActionsMenuItem[]\n}\n\n/**\n * One tab's field definitions in the console's list table (AGL-3335): the\n * toolbar's columns, filters, export and search, sorting by Field, Key and\n * Type, and the shared footer.\n *\n * ## Order is data, not a sort\n *\n * The stored `order` is where each field appears on every record and form,\n * so the arrows that move it are kept, and are live only while the table\n * shows that order: no sort, no filter and no search. Under any of them the\n * row above a field on screen is not the field above it in the stored\n * order, and a move would land somewhere the reader cannot see; the arrows\n * say so rather than disappear.\n *\n * The panel and the search are asked of Firestore (AGL-3321): a clause or\n * a search word reads the tab's definitions that match it\n * (`CRM_FIELD_LIST_QUERY`), and never narrows the rows already on screen.\n * That answer is every match, at most `CONTACT_FIELDS_MAX_PER_ORG`, so the\n * grid sorts and pages it whole; a read that reaches the ceiling says so.\n */\nfunction FieldsTable(props: FieldsTableProps) {\n  const { orgId, object, definitions, busyId, onMove, rowActions } = props\n  const firestore = useFirestore()\n  const gridFilter = useListGridFilter({ selectFields: ['type', 'required'] })\n  const [sortModel, setSortModel] = useState<GridSortModel>([])\n  const searching = gridFilter.searchWords.some((word) => word.trim() !== '')\n  const reorderLocked =\n    sortModel.length > 0 || gridFilter.clauses.length > 0 || searching\n\n  const narrowed = gridFilter.clauses.length > 0 || searching\n  const plan = useMemo(\n    () =>\n      planListQuery(\n        CRM_FIELD_LIST_QUERY,\n        {\n          clauses: gridFilter.clauses,\n          search: gridFilter.searchWords,\n          base: crmFieldListBase(object),\n        },\n        nameSearchNormalizers,\n      ),\n    // The words are a new array each render; their text is their identity.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [object, gridFilter.clauses, gridFilter.searchWords.join(' ')],\n  )\n  const planKey = JSON.stringify({ filters: plan.filters, orderBy: plan.orderBy })\n  /*\n   * Read only while something narrows the tab. Unnarrowed, the table is the\n   * shared definitions read every CRM surface already holds, in its stored\n   * order — the same fields, with no second read.\n   */\n  const matched = useFirestoreCollection<ContactFieldDefinitionDoc>(\n    () =>\n      narrowed && orgId\n        ? query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.contactFields),\n            ...listQueryConstraints(plan),\n            limit(CONTACT_FIELDS_MAX_PER_ORG + 1),\n          )\n        : null,\n    [firestore, orgId, narrowed, planKey],\n    { idField: '$id' },\n  )\n  const answer = useMemo(\n    () => ceilingedWindow(matched.data, CONTACT_FIELDS_MAX_PER_ORG),\n    [matched.data],\n  )\n  const positions = useMemo(\n    () => new Map(definitions.map((definition, position) => [definition.$id, position])),\n    [definitions],\n  )\n  const rows = useMemo<FieldRow[]>(() => {\n    const shown = narrowed\n      ? [...answer.rows].sort(\n          (a, b) =>\n            (positions.get(a.$id) ?? Number.MAX_SAFE_INTEGER) -\n            (positions.get(b.$id) ?? Number.MAX_SAFE_INTEGER),\n        )\n      : definitions\n    return shown.map((definition) => ({\n      $id: definition.$id,\n      label: definition.label,\n      key: definition.key,\n      type: definition.type,\n      required: definition.required ? 'true' : 'false',\n      position: positions.get(definition.$id) ?? 0,\n      definition,\n    }))\n  }, [narrowed, answer.rows, definitions, positions])\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(plan.refused, {\n        fields: FIELD_FILTER_FIELDS,\n        headers: FIELD_FILTER_HEADERS,\n        options: FIELD_FILTER_OPTIONS,\n      }),\n    [plan.refused],\n  )\n\n  const columns = useMemo<GridColDef[]>(\n    () =>\n      listFilterGridColumns(\n        [\n          {\n            field: 'position',\n            headerName: 'Order',\n            width: 132,\n            sortable: false,\n            filterable: false,\n            hideable: false,\n            disableColumnMenu: true,\n            renderCell: ({ row }: { row: FieldRow }) => {\n              const arrows = (\n                <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                  <Typography\n                    variant=\"body2\"\n                    color=\"text.secondary\"\n                    sx={{ minWidth: 24, textAlign: 'right', mr: 0.5 }}\n                  >\n                    {row.position + 1}\n                  </Typography>\n                  <IconButton\n                    size=\"small\"\n                    disabled={reorderLocked || row.position === 0 || Boolean(busyId)}\n                    onClick={() => onMove(row.definition, -1)}\n                  >\n                    <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} up`}</SrOnly>\n                  </IconButton>\n                  <IconButton\n                    size=\"small\"\n                    disabled={\n                      reorderLocked || row.position === definitions.length - 1 || Boolean(busyId)\n                    }\n                    onClick={() => onMove(row.definition, 1)}\n                  >\n                    <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                    <SrOnly>{`Move ${row.label} down`}</SrOnly>\n                  </IconButton>\n                </Stack>\n              )\n              return reorderLocked ? (\n                <Tooltip title={FIELD_REORDER_LOCKED_REASON}>\n                  {/* A disabled button emits no events; the span carries the tooltip. */}\n                  <span>{arrows}</span>\n                </Tooltip>\n              ) : (\n                arrows\n              )\n            },\n          },\n          {\n            field: 'label',\n            headerName: 'Field',\n            flex: 1,\n            minWidth: 180,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Stack\n                direction=\"row\"\n                spacing={1}\n                sx={{ flexWrap: 'wrap', alignItems: 'center' }}\n              >\n                <Typography variant=\"body2\">{row.label}</Typography>\n                {row.definition.retiredAt ? (\n                  <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Retired\" />\n                ) : null}\n              </Stack>\n            ),\n          },\n          {\n            field: 'key',\n            headerName: 'Key',\n            flex: 1,\n            minWidth: 160,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography\n                variant=\"body2\"\n                color=\"text.secondary\"\n                sx={{ fontFamily: 'monospace' }}\n              >\n                {row.key}\n              </Typography>\n            ),\n          },\n          {\n            field: 'type',\n            headerName: 'Type',\n            width: 170,\n            // By what the type reads as, not by its stored key.\n            sortComparator: (a: unknown, b: unknown) =>\n              typeLabel(a).localeCompare(typeLabel(b)),\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\">\n                {typeLabel(row.type)}\n                {row.definition.type === 'select' && row.definition.options?.length\n                  ? ` · ${row.definition.options.length} choices`\n                  : ''}\n              </Typography>\n            ),\n          },\n          {\n            field: 'required',\n            headerName: 'Required',\n            width: 120,\n            sortable: false,\n            renderCell: ({ row }: { row: FieldRow }) => (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {row.required === 'true' ? 'Yes' : '—'}\n              </Typography>\n            ),\n          },\n          listActionsColumn(\n            (row: FieldRow) => (\n              <ListRowActions label={row.label} items={rowActions(row.definition)} />\n            ),\n            { width: 72 },\n          ),\n        ],\n        FIELD_FILTER_FIELDS,\n        FIELD_FILTER_OPTIONS,\n        FIELD_FILTER_HEADERS,\n      ),\n    [reorderLocked, busyId, onMove, rowActions, definitions.length],\n  )\n\n  return (\n    <Stack spacing={1}>\n      <ListFilterChips\n        fields={FIELD_FILTER_FIELDS}\n        headers={FIELD_FILTER_HEADERS}\n        clauses={gridFilter.clauses}\n        onChange={gridFilter.setClauses}\n        options={FIELD_FILTER_OPTIONS}\n        marksServed={false}\n      />\n      <ListQueryNotices refused={refused} notices={plan.notices} />\n      {narrowed && answer.truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {`Showing the first ${CONTACT_FIELDS_MAX_PER_ORG} matching fields.`}\n        </Typography>\n      ) : null}\n      <ListTable\n        aria-label=\"Fields\"\n        rows={rows}\n        loading={narrowed && matched.status === 'loading'}\n        columns={columns}\n        sortModel={sortModel}\n        onSortModelChange={setSortModel}\n        // Firestore narrowed the rows above; the grid only draws them.\n        filterMode=\"server\"\n        filterModel={gridFilter.filterModel}\n        onFilterModelChange={gridFilter.onFilterModelChange}\n        quickFilter\n        noRowsLabel=\"No fields match these filters\"\n        getRowClassName={({ row }: { row: FieldRow }) =>\n          row.definition.retiredAt ? 'field-retired' : ''\n        }\n        sx={{ '& .field-retired': { opacity: 0.6 } }}\n      />\n    </Stack>\n  )\n}\nFieldsTable.displayName = 'FieldsTable'\n\n/**\n * `/crm/fields` — the custom fields a holder keeps on a person (AGL-2601),\n * since AGL-2661 on a company and a deal too, and since AGL-3272 on a lead:\n * one tab each, and every CRM record describable in the org's own words.\n *\n * Definitions live in `orgs/{orgId}/contactFields`, one document per field,\n * and the VALUES live under each contact facet's `custom` keyed by the\n * definition's `key`. That split decides everything this section does:\n *\n *  - A field is RETIRED, not deleted, while values may exist under it. A\n *    retired field leaves every form and every column, but an export can\n *    still read what was written, and a restore brings it back intact.\n *    Delete is offered only on a retired field, because retiring is the step\n *    where the author had to look at what they were losing.\n *  - The KEY never changes. It is the map key every value sits under; a\n *    rename is a new field and a retire.\n *  - Order is a stored `order` on each document, moved with the arrows here,\n *    and every reader sorts by it — the profile card, the columns, an export.\n *    The list table sorts, filters and searches a tab too (AGL-3335), and\n *    the arrows wait while it does — see `FieldsTable`.\n *\n * ## What is NOT on this page\n *\n * How many contacts carry a value under each field. That count is a read of\n * every contact document in the org — the expensive-read shape this codebase\n * has a standing rule against — and it would be paid on every visit to a\n * settings page. The list says so rather than showing a number it cannot\n * afford to keep true.\n *\n * Definitions are ORG-WIDE (`visibleTo: ['org']`): a field is a fact about\n * how this business describes people, and every site in the org files\n * people into the same address book. `hostId` records which site defined it.\n */\nexport function ContactsFieldsSection(props: ContactsFieldsSectionProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  // The org root from the one scope hook (AGL-2614), which also answers at\n  // the organization level (AGL-2630). A definition is org-wide either way;\n  // the defining site it records is the mounted one, or the picked one, or\n  // none for a field defined over the whole org before any pick.\n  const { scope, ready: scopeReady, createHostId } = useCrmScope({ hostId, org })\n  const orgId = scope?.[1] ?? null\n  /*\n   * ONE TAB PER OBJECT (AGL-2661). The list, the drawer and every write\n   * below are about the tab's object: the hook narrows the org's one\n   * definition list to it, a new field is stamped with it, and the drawer\n   * refuses a key only against the keys THIS object already uses — a\n   * company and a contact may both define `region`.\n   */\n  const [tab, setTab] = useState<CrmPicklistObject>('contact')\n  // The Tasks tab has no custom fields (AGL-3517): no read, no New field.\n  const tasksTab = tab === 'task'\n  const object: CrmFieldObject = tab === 'task' ? 'contact' : tab\n  const { definitions, ready, fromCache } = useContactFieldDefinitions(\n    tasksTab ? null : orgId,\n    object,\n  )\n  const noun = OBJECT_NOUN[object]\n\n  /*\n   * MAINTENANCE: recompute every record's next activity (AGL-2661). The\n   * figure is kept by every task write, so this is for the records written\n   * before it existed and for whatever a write that could not reach the\n   * route left behind. A console action rather than a script, because the\n   * person who notices a stale column is the person who should be able to\n   * fix it.\n   */\n  const { data: user } = useUser()\n  const [recomputing, setRecomputing] = useState(false)\n  const recomputeNextActivity = useCallback(async () => {\n    const callScope = crmTaskCallScope(hostId, orgId)\n    if (!callScope || recomputing) return\n    const confirmed = await confirm({\n      title: 'Recompute next activity?',\n      description:\n        'Every contact, company and deal in this organization gets its ' +\n        '\"Next activity\" recomputed from its open tasks. Safe to run any time; ' +\n        'it only rewrites a figure the task list already implies.',\n      confirmationText: 'Recompute',\n    })\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setRecomputing(true)\n    try {\n      const result = await recomputeAllCrmNextActivity(user, callScope)\n      enqueueSnackbar(\n        `Next activity recomputed: ${result.records.toLocaleString()} record${result.records === 1 ? '' : 's'} ` +\n          `from ${(result.tasks ?? 0).toLocaleString()} open task${result.tasks === 1 ? '' : 's'}` +\n          (result.truncated\n            ? ' — the first batch of open tasks only; nothing stale was cleared'\n            : ''),\n        { variant: 'success' },\n      )\n    } catch (cause) {\n      enqueueSnackbar(\n        cause instanceof Error ? cause.message : 'The next activity could not be recomputed.',\n        { variant: 'warning' },\n      )\n    } finally {\n      setRecomputing(false)\n    }\n  }, [hostId, orgId, recomputing, confirm, user, enqueueSnackbar])\n\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [editing, setEditing] = useState<ContactFieldDefinitionDoc | null>(null)\n  const [busyId, setBusyId] = useState('')\n\n  const fieldRef = useCallback(\n    (id: string) => {\n      if (!scope) throw new Error('a contact field needs an organization')\n      return doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields, id)\n    },\n    [firestore, scope],\n  )\n\n  const openCreate = useCallback(() => {\n    setEditing(null)\n    setDrawerOpen(true)\n  }, [])\n  const openEdit = useCallback((definition: ContactFieldDefinitionDoc) => {\n    setEditing(definition)\n    setDrawerOpen(true)\n  }, [])\n\n  /**\n   * Create, or save the editable half of an existing field.\n   *\n   * On create the document carries everything a reader expects: the key,\n   * an `order` past every existing one so it lands last, an explicit\n   * `retiredAt: null` so a `where('retiredAt', '==', null)` can find it, the\n   * defining site, and the org-wide scope stamp the rules require. On edit\n   * only the label, the choices and the required flag move — the key and\n   * the type are the drawer's disabled inputs, and this writer does not\n   * take them either.\n   */\n  const handleSubmit = useCallback(\n    async (draft: ContactFieldDraft) => {\n      if (!scope) return\n      const now = new Date()\n      if (editing) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field', fromCache },\n          async () => {\n            await updateDoc(fieldRef(editing.$id), {\n              label: draft.label,\n              ...(editing.type === 'select' ? { options: draft.options } : {}),\n              // The Fields table's query fields (AGL-3335), from the new name —\n              // and a definition written before them gains them here.\n              ...crmFieldListFields({ ...editing, label: draft.label, required: draft.required }),\n              updatedAt: now,\n            })\n          },\n        )\n        if (!verdict.ok) {\n          return void enqueueSnackbar(verdict.message, {\n            variant: 'warning',\n            persist: false,\n          })\n        }\n        enqueueSnackbar('Field saved', { variant: 'success', persist: false })\n      } else {\n        const order =\n          definitions.reduce(\n            (highest, definition) => Math.max(highest, Number(definition.order) || 0),\n            -1,\n          ) + 1\n        await setDoc(\n          doc(\n            collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.contactFields),\n            createResourceUid(),\n          ),\n          {\n            key: draft.key,\n            label: draft.label,\n            type: draft.type,\n            ...(draft.type === 'select' ? { options: draft.options } : {}),\n            required: draft.required,\n            order,\n            retiredAt: null,\n            // Which record the field describes — the tab it was made on —\n            // with the Fields table's query fields (AGL-3335).\n            ...crmFieldListFields({ key: draft.key, label: draft.label, required: draft.required, object }),\n            hostId: createHostId,\n            ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n            createdAt: now,\n            updatedAt: now,\n          },\n        )\n        enqueueSnackbar(`Field \"${draft.label}\" added`, {\n          variant: 'success',\n          persist: false,\n        })\n      }\n      setDrawerOpen(false)\n      setEditing(null)\n    },\n    [scope, editing, fromCache, fieldRef, enqueueSnackbar, definitions, firestore, createHostId, object],\n  )\n\n  /**\n   * Move a field one place up or down.\n   *\n   * Writes `order` as the POSITION for every row whose stored order is not\n   * already its position, in one batch. Swapping two numbers would be enough\n   * on a list whose orders are already distinct, and wrong on one where they\n   * are not — every field created before this section existed carries the\n   * same `order`, and a swap of two equal numbers moves nothing. Renumbering\n   * what is out of place makes the first move on such a list also the one\n   * that normalizes it, at the cost of a batch that is at most the list.\n   */\n  const move = useCallback(\n    async (definition: ContactFieldDefinitionDoc, direction: -1 | 1) => {\n      if (!scope || busyId) return\n      const index = definitions.findIndex((entry) => entry.$id === definition.$id)\n      const target = index + direction\n      if (index < 0 || target < 0 || target >= definitions.length) return\n      const next = [...definitions]\n      next[index] = definitions[target]\n      next[target] = definitions[index]\n      setBusyId(definition.$id)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'field order', fromCache },\n          async () => {\n            const batch = writeBatch(firestore)\n            const now = new Date()\n            next.forEach((entry, position) => {\n              if (entry.order === position) return\n              batch.update(fieldRef(entry.$id), { order: position, updatedAt: now })\n            })\n            await batch.commit()\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n        }\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, definitions, fromCache, firestore, fieldRef, enqueueSnackbar],\n  )\n\n  /**\n   * Retire a field, or bring one back.\n   *\n   * Retiring is asked about because it takes a control off every contact\n   * form and a column off the list; restoring is not, because it puts a\n   * choice back and is undone by retiring again. Neither touches a value.\n   */\n  const toggleRetired = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId) return\n      if (!definition.retiredAt) {\n        const accepted = await confirm({\n          title: `Retire “${definition.label}”?`,\n          description:\n            `It leaves every ${noun} form, column and form-field mapping. ` +\n            'Values already saved under it are kept and still export, and ' +\n            'you can restore the field at any time.',\n          confirmationText: 'Retire',\n        })\n          // `confirm` resolves with no value and REJECTS on cancel, so gating\n          // on the resolved value alone would always fall through.\n          .then(() => true)\n          .catch(() => false)\n        if (!accepted) return\n      }\n      setBusyId(definition.$id)\n      try {\n        await updateDoc(fieldRef(definition.$id), {\n          retiredAt: definition.retiredAt ? null : Date.now(),\n          updatedAt: new Date(),\n        })\n        enqueueSnackbar(definition.retiredAt ? 'Field restored' : 'Field retired', {\n          variant: 'success',\n          persist: false,\n        })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /**\n   * Delete a RETIRED field's definition.\n   *\n   * The values under its key are not touched — they sit on contact documents\n   * this page does not read — so what is destroyed is the ability to show\n   * them anywhere. The dialog says exactly that, and the key stays taken for\n   * as long as the list can see it, which after this write it cannot; a new\n   * field with the same key would read the orphaned values back as its own.\n   */\n  const handleDelete = useCallback(\n    async (definition: ContactFieldDefinitionDoc) => {\n      if (!scope || busyId || !definition.retiredAt) return\n      const accepted = await confirm({\n        title: `Delete “${definition.label}”?`,\n        description:\n          'The definition is removed for good. Values saved under its key ' +\n          `(${definition.key}) stay on the ${noun}s that carry them but ` +\n          'nothing will show them again — and a new field created with the ' +\n          'same key would read them as its own.',\n        confirmationText: 'Delete field',\n        confirmationButtonProps: { color: 'error' },\n      })\n        .then(() => true)\n        .catch(() => false)\n      if (!accepted) return\n      setBusyId(definition.$id)\n      try {\n        await deleteDoc(fieldRef(definition.$id))\n        enqueueSnackbar('Field deleted', { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusyId('')\n      }\n    },\n    [scope, busyId, confirm, fieldRef, enqueueSnackbar, noun],\n  )\n\n  /*\n   * Stable across renders, as the table's columns are built from them: a\n   * fresh function each render would rebuild every column on every render.\n   */\n  const rowActions = useCallback(\n    (definition: ContactFieldDefinitionDoc): RowActionsMenuItem[] => [\n      {\n        key: 'edit',\n        label: 'Edit field',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        onClick: () => openEdit(definition),\n      },\n      {\n        key: 'retire',\n        label: definition.retiredAt ? 'Restore' : 'Retire',\n        icon: (\n          <MdiIcon\n            path={definition.retiredAt ? mdiArchiveArrowUpOutline.path : mdiArchiveOutline.path}\n            size={0.8}\n          />\n        ),\n        destructive: !definition.retiredAt,\n        disabled: Boolean(busyId),\n        disabledReason: busyId ? 'Another field is being saved' : undefined,\n        onClick: () => void toggleRetired(definition),\n      },\n      ...(definition.retiredAt\n        ? [\n            {\n              key: 'delete',\n              label: 'Delete',\n              icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n              destructive: true,\n              disabled: Boolean(busyId),\n              disabledReason: busyId ? 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package/src/lib/components/lead-convert-dialog.d.ts

@@ -31,6 +31,10 @@ export interface LeadConvertDialogProps {
  *
  * Both reads open only while the dialog is — a converter who never opens it
  * pays for neither the company list nor the pipeline.
+ *
+ * The deal step (AGL-3516) names the deal's Type, opening on the org's
+ * default Type, and says that the lead's lead source travels onto the deal,
+ * as Salesforce's conversion carries it to the opportunity.
  */
 export declare function LeadConvertDialog(props: LeadConvertDialogProps): import("react").JSX.Element;
 export declare namespace LeadConvertDialog {

package/src/lib/components/lead-convert-dialog.js

@@ -26,7 +26,9 @@ import { useRouter } from "next/navigation";
 import { useEffect, useId, useMemo, useRef, useState } from "react";
 import { dollarsToCents, suggestCompanyForLead } from "../model/lead-company-suggestion.js";
 import { crmRoutes } from "../model/crm-routes.js";
+import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
 import { LeadOwnerSelect } from "./lead-owner-select.js";
+import { CrmPicklistSelect } from "./picklist-select.js";
 /**
  * How many companies the picker loads. Ordered by name, so a bigger org sees
  * its first two hundred alphabetically and the domain match still finds the
@@ -47,8 +49,12 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
  *
  * Both reads open only while the dialog is — a converter who never opens it
  * pays for neither the company list nor the pipeline.
+ *
+ * The deal step (AGL-3516) names the deal's Type, opening on the org's
+ * default Type, and says that the lead's lead source travels onto the deal,
+ * as Salesforce's conversion carries it to the opportunity.
  */ export function LeadConvertDialog(props) {
-    var _pipelines_find, _lead_email;
+    var _pipelines_find, _lead_email, _Aglyn_crmPicklistDefaultLabel, _lead_leadSource;
     const { open, onClose, hostId, orgId, org, leadId, lead, basePath, roster } = props;
     const firestore = useFirestore();
     const router = useRouter();
@@ -114,6 +120,11 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
     const [dealAmount, setDealAmount] = useState('');
     const [dealCurrency, setDealCurrency] = useState('usd');
     const [dealStageId, setDealStageId] = useState('');
+    // The deal's Type (AGL-3516): the list's default until the converter picks.
+    const typeList = useCrmPicklist('opportunityType', open ? orgId : null);
+    const defaultType = typeList.ready ? (_Aglyn_crmPicklistDefaultLabel = Aglyn.crmPicklistDefaultLabel(typeList.picklist)) != null ? _Aglyn_crmPicklistDefaultLabel : '' : '';
+    const [dealType, setDealType] = useState(null);
+    const leadSource = String((_lead_leadSource = lead.leadSource) != null ? _lead_leadSource : '').trim();
     const [busy, setBusy] = useState(false);
     const [error, setError] = useState(null);
     // The labels' ids, so the two comboboxes are named "Company" and "Stage"
@@ -137,6 +148,7 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
         setDealAmount('');
         setDealCurrency('usd');
         setDealStageId('');
+        setDealType(null);
         setError(null);
         setCompanyMode('none');
         setCompanyId('');
@@ -198,6 +210,8 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
                 currency: dealCurrency.trim().toLowerCase() || 'usd'
             }, dealStageId ? {
                 stageId: dealStageId
+            } : {}, (dealType != null ? dealType : defaultType) ? {
+                type: dealType != null ? dealType : defaultType
             } : {})
         } : {});
         try {
@@ -457,6 +471,14 @@ import { LeadOwnerSelect } from "./lead-owner-select.js";
                                                 })
                                             ]
                                         }),
+                                        /*#__PURE__*/ _jsx(CrmPicklistSelect, {
+                                            picklistId: "opportunityType",
+                                            picklist: typeList.picklist,
+                                            value: dealType != null ? dealType : defaultType,
+                                            onChange: setDealType,
+                                            disabled: busy,
+                                            helperText: leadSource ? `The deal's lead source is the lead's: ${leadSource}.` : 'The lead has no lead source, so the deal has none.'
+                                        }),
                                         !pipeline ? /*#__PURE__*/ _jsx(Typography, {
                                             variant: "caption",
                                             color: "text.secondary",