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

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

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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-cells.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiAccountOutline,\n  mdiCheckboxMarkedCircleOutline,\n  mdiDomain,\n  mdiEmailOutline,\n  mdiHandshakeOutline,\n  mdiPhoneOutline,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { CrmRecordKind } from '../hooks/use-crm-record-names'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_PRIORITY_LABELS,\n  describeTaskDue,\n  TASK_DUE_COLORS,\n  taskRecordLink,\n} from '../model/task-views'\n\n/**\n * The cells a task is drawn with, shared by the tasks section, the record\n * cards and the dashboard widget (AGL-2599) so a call reads as a call on\n * every surface and an overdue date is the same red everywhere.\n */\n\nexport const TASK_KIND_ICONS: Record<CrmTaskKind, string> = {\n  call: mdiPhoneOutline.path,\n  email: mdiEmailOutline.path,\n  meeting: mdiAccountGroupOutline.path,\n  todo: mdiCheckboxMarkedCircleOutline.path,\n}\n\nexport const RECORD_KIND_ICONS: Record<CrmRecordKind, string> = {\n  contact: mdiAccountOutline.path,\n  company: mdiDomain.path,\n  deal: mdiHandshakeOutline.path,\n}\n\nexport function TaskKindCell(props: { kind: CrmTaskKind; iconOnly?: boolean }) {\n  const { kind, iconOnly } = props\n  const label = CRM_TASK_KIND_LABELS[kind] ?? kind\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={0.75}\n      sx={{ alignItems: 'center', color: 'text.secondary' }}\n      title={iconOnly ? label : undefined}\n    >\n      <MdiIcon path={TASK_KIND_ICONS[kind] ?? TASK_KIND_ICONS.todo} fontSize=\"small\" />\n      {iconOnly ? null : <Typography variant=\"body2\">{label}</Typography>}\n    </Stack>\n  )\n}\nTaskKindCell.displayName = 'TaskKindCell'\n\n/**\n * Priority as a chip. Only `high` is colored: a column where every row\n * carries a colored chip is a column nobody scans, and \"normal\" is the\n * absence of a flag rather than a flag of its own.\n */\nexport function TaskPriorityChip(props: { priority: CrmTaskPriority }) {\n  const { priority } = props\n  return (\n    <Chip\n      size=\"small\"\n      label={CRM_TASK_PRIORITY_LABELS[priority] ?? priority}\n      color={priority === 'high' ? 'error' : 'default'}\n      variant={priority === 'normal' ? 'filled' : 'outlined'}\n    />\n  )\n}\nTaskPriorityChip.displayName = 'TaskPriorityChip'\n\n/** The due date, painted by where it stands against the reader's clock. */\nexport function TaskDueText(props: {\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>\n  nowMs: number\n  variant?: 'body2' | 'caption'\n}) {\n  const { task, nowMs, variant = 'body2' } = props\n  const { state, label } = describeTaskDue(task, nowMs)\n  return (\n    <Typography\n      variant={variant}\n      sx={{\n        color: TASK_DUE_COLORS[state],\n        fontWeight: state === 'overdue' || state === 'today' ? 'fontWeightMedium' : undefined,\n        textDecoration: state === 'done' ? 'line-through' : undefined,\n      }}\n      data-due-state={state}\n    >\n      {label}\n    </Typography>\n  )\n}\nTaskDueText.displayName = 'TaskDueText'\n\n/**\n * The record a task is for, as a link into the hub, with its name when the\n * cache has resolved one and its id until then. An unlinked task shows a\n * dash rather than nothing, so an empty cell reads as \"none\" and not as\n * \"still loading\".\n */\nexport function TaskRecordLink(props: {\n  task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>\n  routes: CrmRoutes\n  nameOf: (kind: CrmRecordKind, id: string) => string | undefined\n}) {\n  const { task, routes, nameOf } = props\n  const link = taskRecordLink(task, routes)\n  if (!link) {\n    return (\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {'—'}\n      </Typography>\n    )\n  }\n  return (\n    <Stack direction=\"row\" spacing={0.75} sx={{ alignItems: 'center', minWidth: 0 }}>\n      <MdiIcon\n        path={RECORD_KIND_ICONS[link.kind]}\n        fontSize=\"small\"\n        sx={{ color: 'text.secondary' }}\n      />\n      <Typography variant=\"body2\" noWrap sx={{ minWidth: 0 }}>\n        <AppLink\n          href={link.href}\n          onClick={(event: { stopPropagation: () => void }) =>\n            event.stopPropagation()\n          }\n        >\n          {nameOf(link.kind, link.id) || link.id}\n        </AppLink>\n      </Typography>\n    </Stack>\n  )\n}\nTaskRecordLink.displayName = 'TaskRecordLink'\n"],"names":["mdiAccountGroupOutline","mdiAccountOutline","mdiCheckboxMarkedCircleOutline","mdiDomain","mdiEmailOutline","mdiHandshakeOutline","mdiPhoneOutline","AppLink","MdiIcon","Chip","Stack","Typography","CRM_TASK_KIND_LABELS","CRM_TASK_PRIORITY_LABELS","describeTaskDue","TASK_DUE_COLORS","taskRecordLink","TASK_KIND_ICONS","call","path","email","meeting","todo","RECORD_KIND_ICONS","contact","company","deal","TaskKindCell","props","kind","iconOnly","label","direction","spacing","sx","alignItems","color","title","undefined","fontSize","variant","displayName","TaskPriorityChip","priority","size","TaskDueText","task","nowMs","state","fontWeight","textDecoration","data-due-state","TaskRecordLink","routes","nameOf","link","minWidth","noWrap","href","onClick","event","stopPropagation","id"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SACEA,sBAAsB,EACtBC,iBAAiB,EACjBC,8BAA8B,EAC9BC,SAAS,EACTC,eAAe,EACfC,mBAAmB,EACnBC,eAAe,QACV,yBAAwB;AAC/B,SAASC,OAAO,EAAEC,OAAO,QAAQ,uBAAsB;AACvD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAGvD,SACEC,oBAAoB,EACpBC,wBAAwB,EACxBC,eAAe,EACfC,eAAe,EACfC,cAAc,QACT,yBAAqB;AAE5B;;;;CAIC,GAED,OAAO,MAAMC,kBAA+C;IAC1DC,MAAMZ,gBAAgBa,IAAI;IAC1BC,OAAOhB,gBAAgBe,IAAI;IAC3BE,SAASrB,uBAAuBmB,IAAI;IACpCG,MAAMpB,+BAA+BiB,IAAI;AAC3C,EAAC;AAED,OAAO,MAAMI,oBAAmD;IAC9DC,SAASvB,kBAAkBkB,IAAI;IAC/BM,SAAStB,UAAUgB,IAAI;IACvBO,MAAMrB,oBAAoBc,IAAI;AAChC,EAAC;AAED,OAAO,SAASQ,aAAaC,KAAgD;QAE7DhB,4BAQKK;IATnB,MAAM,EAAEY,IAAI,EAAEC,QAAQ,EAAE,GAAGF;IAC3B,MAAMG,SAAQnB,6BAAAA,oBAAoB,CAACiB,KAAK,YAA1BjB,6BAA8BiB;IAC5C,qBACE,MAACnB;QACCsB,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;YAAUC,OAAO;QAAiB;QACpDC,OAAOP,WAAWC,QAAQO;;0BAE1B,KAAC9B;gBAAQW,IAAI,GAAEF,wBAAAA,eAAe,CAACY,KAAK,YAArBZ,wBAAyBA,gBAAgBK,IAAI;gBAAEiB,UAAS;;YACtET,WAAW,qBAAO,KAACnB;gBAAW6B,SAAQ;0BAAST;;;;AAGtD;AACAJ,aAAac,WAAW,GAAG;AAE3B;;;;CAIC,GACD,OAAO,SAASC,iBAAiBd,KAAoC;QAKxDf;IAJX,MAAM,EAAE8B,QAAQ,EAAE,GAAGf;IACrB,qBACE,KAACnB;QACCmC,MAAK;QACLb,KAAK,GAAElB,qCAAAA,wBAAwB,CAAC8B,SAAS,YAAlC9B,qCAAsC8B;QAC7CP,OAAOO,aAAa,SAAS,UAAU;QACvCH,SAASG,aAAa,WAAW,WAAW;;AAGlD;AACAD,iBAAiBD,WAAW,GAAG;AAE/B,yEAAyE,GACzE,OAAO,SAASI,YAAYjB,KAI3B;IACC,MAAM,EAAEkB,IAAI,EAAEC,KAAK,EAAEP,UAAU,OAAO,EAAE,GAAGZ;IAC3C,MAAM,EAAEoB,KAAK,EAAEjB,KAAK,EAAE,GAAGjB,gBAAgBgC,MAAMC;IAC/C,qBACE,KAACpC;QACC6B,SAASA;QACTN,IAAI;YACFE,OAAOrB,eAAe,CAACiC,MAAM;YAC7BC,YAAYD,UAAU,aAAaA,UAAU,UAAU,qBAAqBV;YAC5EY,gBAAgBF,UAAU,SAAS,iBAAiBV;QACtD;QACAa,kBAAgBH;kBAEfjB;;AAGP;AACAc,YAAYJ,WAAW,GAAG;AAE1B;;;;;CAKC,GACD,OAAO,SAASW,eAAexB,KAI9B;IACC,MAAM,EAAEkB,IAAI,EAAEO,MAAM,EAAEC,MAAM,EAAE,GAAG1B;IACjC,MAAM2B,OAAOvC,eAAe8B,MAAMO;IAClC,IAAI,CAACE,MAAM;QACT,qBACE,KAAC5C;YAAW6B,SAAQ;YAAQJ,OAAM;sBAC/B;;IAGP;IACA,qBACE,MAAC1B;QAAMsB,WAAU;QAAMC,SAAS;QAAMC,IAAI;YAAEC,YAAY;YAAUqB,UAAU;QAAE;;0BAC5E,KAAChD;gBACCW,MAAMI,iBAAiB,CAACgC,KAAK1B,IAAI,CAAC;gBAClCU,UAAS;gBACTL,IAAI;oBAAEE,OAAO;gBAAiB;;0BAEhC,KAACzB;gBAAW6B,SAAQ;gBAAQiB,MAAM;gBAACvB,IAAI;oBAAEsB,UAAU;gBAAE;0BACnD,cAAA,KAACjD;oBACCmD,MAAMH,KAAKG,IAAI;oBACfC,SAAS,CAACC,QACRA,MAAMC,eAAe;8BAGtBP,OAAOC,KAAK1B,IAAI,EAAE0B,KAAKO,EAAE,KAAKP,KAAKO,EAAE;;;;;AAKhD;AACAV,eAAeX,WAAW,GAAG"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-cells.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport type { CrmTask, CrmTaskKind, CrmTaskPriority } from '@aglyn/aglyn'\nimport {\n  mdiAccountGroupOutline,\n  mdiAccountOutline,\n  mdiCheckboxMarkedCircleOutline,\n  mdiDomain,\n  mdiEmailOutline,\n  mdiHandshakeOutline,\n  mdiPhoneOutline,\n} from '@aglyn/shared-data-mdi'\nimport { AppLink, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport type { CrmRoutes } from '../model/crm-routes'\nimport type { CrmRecordKind } from '../hooks/use-crm-record-names'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_PRIORITY_LABELS,\n  describeTaskDue,\n  TASK_DUE_COLORS,\n  taskRecordLink,\n} from '../model/task-views'\n\n/**\n * The cells a task is drawn with, shared by the tasks section, the record\n * cards and the dashboard widget (AGL-2599) so a call reads as a call on\n * every surface and an overdue date is the same red everywhere.\n */\n\nexport const TASK_KIND_ICONS: Record<CrmTaskKind, string> = {\n  call: mdiPhoneOutline.path,\n  email: mdiEmailOutline.path,\n  meeting: mdiAccountGroupOutline.path,\n  todo: mdiCheckboxMarkedCircleOutline.path,\n}\n\nexport const RECORD_KIND_ICONS: Record<CrmRecordKind, string> = {\n  contact: mdiAccountOutline.path,\n  company: mdiDomain.path,\n  deal: mdiHandshakeOutline.path,\n}\n\n/**\n * The task's type: the icon of its meaning and the org's label for it\n * (AGL-3517) — `label`, from `crmTaskPicklistLabels`, or the built-in name\n * of the kind where a surface has no list to hand.\n */\nexport function TaskKindCell(props: { kind: CrmTaskKind; label?: string; iconOnly?: boolean }) {\n  const { kind, iconOnly } = props\n  const label = props.label || (CRM_TASK_KIND_LABELS[kind] ?? kind)\n  return (\n    <Stack\n      direction=\"row\"\n      spacing={0.75}\n      sx={{ alignItems: 'center', color: 'text.secondary' }}\n      title={iconOnly ? label : undefined}\n    >\n      <MdiIcon path={TASK_KIND_ICONS[kind] ?? TASK_KIND_ICONS.todo} fontSize=\"small\" />\n      {iconOnly ? null : <Typography variant=\"body2\">{label}</Typography>}\n    </Stack>\n  )\n}\nTaskKindCell.displayName = 'TaskKindCell'\n\n/**\n * Priority as a chip. Only `high` is colored: a column where every row\n * carries a colored chip is a column nobody scans, and \"normal\" is the\n * absence of a flag rather than a flag of its own. The color follows the\n * MEANING; the text is the org's label for it when one is passed (AGL-3517).\n */\nexport function TaskPriorityChip(props: { priority: CrmTaskPriority; label?: string }) {\n  const { priority } = props\n  return (\n    <Chip\n      size=\"small\"\n      label={props.label || (CRM_TASK_PRIORITY_LABELS[priority] ?? priority)}\n      color={priority === 'high' ? 'error' : 'default'}\n      variant={priority === 'normal' ? 'filled' : 'outlined'}\n    />\n  )\n}\nTaskPriorityChip.displayName = 'TaskPriorityChip'\n\n/** The due date, painted by where it stands against the reader's clock. */\nexport function TaskDueText(props: {\n  task: Pick<CrmTask, 'status' | 'dueAtMs'>\n  nowMs: number\n  variant?: 'body2' | 'caption'\n}) {\n  const { task, nowMs, variant = 'body2' } = props\n  const { state, label } = describeTaskDue(task, nowMs)\n  return (\n    <Typography\n      variant={variant}\n      sx={{\n        color: TASK_DUE_COLORS[state],\n        fontWeight: state === 'overdue' || state === 'today' ? 'fontWeightMedium' : undefined,\n        textDecoration: state === 'done' ? 'line-through' : undefined,\n      }}\n      data-due-state={state}\n    >\n      {label}\n    </Typography>\n  )\n}\nTaskDueText.displayName = 'TaskDueText'\n\n/**\n * The record a task is for, as a link into the hub, with its name when the\n * cache has resolved one and its id until then. An unlinked task shows a\n * dash rather than nothing, so an empty cell reads as \"none\" and not as\n * \"still loading\".\n */\nexport function TaskRecordLink(props: {\n  task: Pick<CrmTask, 'contactId' | 'companyId' | 'dealId'>\n  routes: CrmRoutes\n  nameOf: (kind: CrmRecordKind, id: string) => string | undefined\n}) {\n  const { task, routes, nameOf } = props\n  const link = taskRecordLink(task, routes)\n  if (!link) {\n    return (\n      <Typography variant=\"body2\" color=\"text.secondary\">\n        {'—'}\n      </Typography>\n    )\n  }\n  return (\n    <Stack direction=\"row\" spacing={0.75} sx={{ alignItems: 'center', minWidth: 0 }}>\n      <MdiIcon\n        path={RECORD_KIND_ICONS[link.kind]}\n        fontSize=\"small\"\n        sx={{ color: 'text.secondary' }}\n      />\n      <Typography variant=\"body2\" noWrap sx={{ minWidth: 0 }}>\n        <AppLink\n          href={link.href}\n          onClick={(event: { stopPropagation: () => void }) =>\n            event.stopPropagation()\n          }\n        >\n          {nameOf(link.kind, link.id) || link.id}\n        </AppLink>\n      </Typography>\n    </Stack>\n  )\n}\nTaskRecordLink.displayName = 'TaskRecordLink'\n"],"names":["mdiAccountGroupOutline","mdiAccountOutline","mdiCheckboxMarkedCircleOutline","mdiDomain","mdiEmailOutline","mdiHandshakeOutline","mdiPhoneOutline","AppLink","MdiIcon","Chip","Stack","Typography","CRM_TASK_KIND_LABELS","CRM_TASK_PRIORITY_LABELS","describeTaskDue","TASK_DUE_COLORS","taskRecordLink","TASK_KIND_ICONS","call","path","email","meeting","todo","RECORD_KIND_ICONS","contact","company","deal","TaskKindCell","props","kind","iconOnly","label","direction","spacing","sx","alignItems","color","title","undefined","fontSize","variant","displayName","TaskPriorityChip","priority","size","TaskDueText","task","nowMs","state","fontWeight","textDecoration","data-due-state","TaskRecordLink","routes","nameOf","link","minWidth","noWrap","href","onClick","event","stopPropagation","id"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SACEA,sBAAsB,EACtBC,iBAAiB,EACjBC,8BAA8B,EAC9BC,SAAS,EACTC,eAAe,EACfC,mBAAmB,EACnBC,eAAe,QACV,yBAAwB;AAC/B,SAASC,OAAO,EAAEC,OAAO,QAAQ,uBAAsB;AACvD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AAGvD,SACEC,oBAAoB,EACpBC,wBAAwB,EACxBC,eAAe,EACfC,eAAe,EACfC,cAAc,QACT,yBAAqB;AAE5B;;;;CAIC,GAED,OAAO,MAAMC,kBAA+C;IAC1DC,MAAMZ,gBAAgBa,IAAI;IAC1BC,OAAOhB,gBAAgBe,IAAI;IAC3BE,SAASrB,uBAAuBmB,IAAI;IACpCG,MAAMpB,+BAA+BiB,IAAI;AAC3C,EAAC;AAED,OAAO,MAAMI,oBAAmD;IAC9DC,SAASvB,kBAAkBkB,IAAI;IAC/BM,SAAStB,UAAUgB,IAAI;IACvBO,MAAMrB,oBAAoBc,IAAI;AAChC,EAAC;AAED;;;;CAIC,GACD,OAAO,SAASQ,aAAaC,KAAgE;QAE7DhB,4BAQXK;IATnB,MAAM,EAAEY,IAAI,EAAEC,QAAQ,EAAE,GAAGF;IAC3B,MAAMG,QAAQH,MAAMG,KAAK,MAAKnB,6BAAAA,oBAAoB,CAACiB,KAAK,YAA1BjB,6BAA8BiB;IAC5D,qBACE,MAACnB;QACCsB,WAAU;QACVC,SAAS;QACTC,IAAI;YAAEC,YAAY;YAAUC,OAAO;QAAiB;QACpDC,OAAOP,WAAWC,QAAQO;;0BAE1B,KAAC9B;gBAAQW,IAAI,GAAEF,wBAAAA,eAAe,CAACY,KAAK,YAArBZ,wBAAyBA,gBAAgBK,IAAI;gBAAEiB,UAAS;;YACtET,WAAW,qBAAO,KAACnB;gBAAW6B,SAAQ;0BAAST;;;;AAGtD;AACAJ,aAAac,WAAW,GAAG;AAE3B;;;;;CAKC,GACD,OAAO,SAASC,iBAAiBd,KAAoD;QAKxDf;IAJ3B,MAAM,EAAE8B,QAAQ,EAAE,GAAGf;IACrB,qBACE,KAACnB;QACCmC,MAAK;QACLb,OAAOH,MAAMG,KAAK,MAAKlB,qCAAAA,wBAAwB,CAAC8B,SAAS,YAAlC9B,qCAAsC8B;QAC7DP,OAAOO,aAAa,SAAS,UAAU;QACvCH,SAASG,aAAa,WAAW,WAAW;;AAGlD;AACAD,iBAAiBD,WAAW,GAAG;AAE/B,yEAAyE,GACzE,OAAO,SAASI,YAAYjB,KAI3B;IACC,MAAM,EAAEkB,IAAI,EAAEC,KAAK,EAAEP,UAAU,OAAO,EAAE,GAAGZ;IAC3C,MAAM,EAAEoB,KAAK,EAAEjB,KAAK,EAAE,GAAGjB,gBAAgBgC,MAAMC;IAC/C,qBACE,KAACpC;QACC6B,SAASA;QACTN,IAAI;YACFE,OAAOrB,eAAe,CAACiC,MAAM;YAC7BC,YAAYD,UAAU,aAAaA,UAAU,UAAU,qBAAqBV;YAC5EY,gBAAgBF,UAAU,SAAS,iBAAiBV;QACtD;QACAa,kBAAgBH;kBAEfjB;;AAGP;AACAc,YAAYJ,WAAW,GAAG;AAE1B;;;;;CAKC,GACD,OAAO,SAASW,eAAexB,KAI9B;IACC,MAAM,EAAEkB,IAAI,EAAEO,MAAM,EAAEC,MAAM,EAAE,GAAG1B;IACjC,MAAM2B,OAAOvC,eAAe8B,MAAMO;IAClC,IAAI,CAACE,MAAM;QACT,qBACE,KAAC5C;YAAW6B,SAAQ;YAAQJ,OAAM;sBAC/B;;IAGP;IACA,qBACE,MAAC1B;QAAMsB,WAAU;QAAMC,SAAS;QAAMC,IAAI;YAAEC,YAAY;YAAUqB,UAAU;QAAE;;0BAC5E,KAAChD;gBACCW,MAAMI,iBAAiB,CAACgC,KAAK1B,IAAI,CAAC;gBAClCU,UAAS;gBACTL,IAAI;oBAAEE,OAAO;gBAAiB;;0BAEhC,KAACzB;gBAAW6B,SAAQ;gBAAQiB,MAAM;gBAACvB,IAAI;oBAAEsB,UAAU;gBAAE;0BACnD,cAAA,KAACjD;oBACCmD,MAAMH,KAAKG,IAAI;oBACfC,SAAS,CAACC,QACRA,MAAMC,eAAe;8BAGtBP,OAAOC,KAAK1B,IAAI,EAAE0B,KAAKO,EAAE,KAAKP,KAAKO,EAAE;;;;;AAKhD;AACAV,eAAeX,WAAW,GAAG"}

package/src/lib/components/task-edit-drawer.js

@@ -16,18 +16,20 @@
  */ 'use client';
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { CRM_COLLECTIONS, findOrgMember, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, crmPicklistActiveValues, crmPicklistDefaultLabel, crmPicklistOptions, crmPicklistShownLabel, crmPicklistValueByLabel, findOrgMember, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { useConfirmationContext } from "@aglyn/shared-ui-jsx";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
-import { Button, Drawer, MenuItem, Stack, TextField, Typography } from "@mui/material";
+import { Autocomplete, Button, Drawer, MenuItem, Stack, TextField, Typography } from "@mui/material";
 import { deleteDoc, doc } from "firebase/firestore";
 import { useState } from "react";
 import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
 import { refreshCrmNextActivity } from "../model/next-activity-api.js";
 import { saveCrmTask } from "../model/task-api.js";
 import { CRM_TASK_NOTES_MAX, CRM_TASK_TITLE_MAX, crmTaskFieldsOf } from "../model/task-routes.js";
-import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, dueAtToLocalInput, localInputToDueAt } from "../model/task-views.js";
+import { dueAtToLocalInput, localInputToDueAt } from "../model/task-views.js";
+import { useCrmPicklist } from "../hooks/use-crm-picklist.js";
+import { useCrmTaskPicklists } from "../hooks/use-crm-task-picklists.js";
 import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { isOrgTask } from "../model/task-scope.js";
@@ -56,8 +58,43 @@ import TaskSnoozeMenu from "./task-snooze-menu.js";
     });
 }
 TaskEditDrawer.displayName = 'TaskEditDrawer';
+/**
+ * One of a task's semantic picklists as a select (AGL-3517): the org's
+ * active values in its order — narrowed by `include` when only some may be
+ * picked — and the task's own label when the list would not offer it, so
+ * the field shows what is stored. No "None": a task always has a status, a
+ * priority and a type.
+ */ function TaskPicklistField(props) {
+    const { label, picklist, value, stored, include, onChange, disabled, helperText } = props;
+    const options = crmPicklistOptions(picklist, stored || value).filter((option)=>{
+        var _crmPicklistValueByLabel;
+        return option.label === value || option.label === stored || !include || include((_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, option.label)) == null ? void 0 : _crmPicklistValueByLabel.meaning);
+    });
+    return /*#__PURE__*/ _jsx(TextField, {
+        select: true,
+        label: label,
+        value: options.some((option)=>option.label === value) ? value : '',
+        onChange: (event)=>{
+            var _ref;
+            var _crmPicklistValueByLabel;
+            const next = String(event.target.value);
+            onChange(next, (_ref = (_crmPicklistValueByLabel = crmPicklistValueByLabel(picklist, next)) == null ? void 0 : _crmPicklistValueByLabel.meaning) != null ? _ref : null);
+        },
+        size: "small",
+        disabled: disabled,
+        helperText: helperText,
+        sx: {
+            flex: 1
+        },
+        children: options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                value: option.label,
+                disabled: (option.inactive || option.unlisted) && option.label !== (stored || value),
+                children: option.inactive ? `${option.label} (inactive)` : option.unlisted ? `${option.label} (not in the list)` : option.label
+            }, option.label))
+    });
+}
 function TaskForm(props) {
-    var _ref, _task_hostId, _ref1, _ref2, _directory_error;
+    var _ref, _task_hostId, _ref1, _ref2, _ref3, _ref4, _ref5, _directory_error;
     const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } = props;
     const firestore = useFirestore();
     const { data: user } = useUser();
@@ -110,6 +147,22 @@ function TaskForm(props) {
     });
     const assignee = findOrgMember(directory.members, fields.assigneeUid);
     const [busy, setBusy] = useState(false);
+    /*
+   * TYPE, PRIORITY AND STATUS (AGL-3517) are the org's picklists, each value
+   * meaning one of the task's `kind`, `priority` or `status`. What a field
+   * shows is the task's own label, else — on a new task whose button named
+   * no meaning — the list's default, else the first active value of the
+   * meaning it holds. The save sends the label shown, and the route stores
+   * the meaning its value carries beside it.
+   */ const picklists = useCrmTaskPicklists(orgId);
+    const subjects = useCrmPicklist('taskSubject', orgId);
+    const isNew = !task;
+    const shown = (picklist, label, meaning, prefilled)=>label || (isNew && !prefilled ? crmPicklistDefaultLabel(picklist) : null) || crmPicklistShownLabel(picklist, meaning, null);
+    const typeLabel = shown(picklists.type, fields.typeLabel, fields.kind, Boolean(prefill == null ? void 0 : prefill.kind));
+    const priorityLabel = shown(picklists.priority, fields.priorityLabel, fields.priority, Boolean(prefill == null ? void 0 : prefill.priority));
+    const status = (task == null ? void 0 : task.status) === 'done' ? 'done' : 'open';
+    const statusLabel = shown(picklists.status, fields.statusLabel, status, false);
+    const subjectOptions = crmPicklistActiveValues(subjects.picklist).map((value)=>value.label);
     const [error, setError] = useState(null);
     const set = (key, value)=>setFields((prev)=>_extends({}, prev, {
                 [key]: value
@@ -147,7 +200,10 @@ function TaskForm(props) {
                     taskId: task.$id
                 } : {}, {
                     task: _extends({}, fields, {
-                        title: fields.title.trim()
+                        title: fields.title.trim(),
+                        typeLabel,
+                        priorityLabel,
+                        statusLabel
                     })
                 }));
                 enqueueSnackbar(task ? 'Task saved' : result.notified ? 'Task created and the assignee notified' : 'Task created', {
@@ -190,7 +246,8 @@ function TaskForm(props) {
             confirmationButtonProps: {
                 color: 'error'
             }
-        });
+        })// `confirm` resolves with no value and REJECTS on cancel (AGL-3509).
+        .then(()=>true).catch(()=>false);
         if (!confirmed) return;
         setBusy(true);
         try {
@@ -243,53 +300,64 @@ function TaskForm(props) {
                 color: "text.secondary",
                 children: isOrgTask(task) ? 'Filed with the organization — no site.' : `Filed from ${mount.siteName(task.hostId)}.`
             }) : null,
-            /*#__PURE__*/ _jsx(TextField, {
-                label: "Title",
-                value: fields.title,
-                onChange: (event)=>set('title', event.target.value),
+            /*#__PURE__*/ _jsx(Autocomplete, {
+                freeSolo: true,
                 size: "small",
-                autoFocus: true,
-                required: true,
-                slotProps: {
-                    htmlInput: {
-                        maxLength: CRM_TASK_TITLE_MAX
-                    }
-                }
+                options: subjectOptions,
+                inputValue: fields.title,
+                onInputChange: (_event, value)=>set('title', value),
+                renderInput: (params)=>/*#__PURE__*/ _jsx(TextField, _extends({}, params, {
+                        label: "Subject",
+                        size: "small",
+                        autoFocus: true,
+                        required: true,
+                        slotProps: _extends({}, params.slotProps, {
+                            htmlInput: _extends({}, params.slotProps.htmlInput, {
+                                maxLength: CRM_TASK_TITLE_MAX
+                            })
+                        })
+                    }))
             }),
             /*#__PURE__*/ _jsxs(Stack, {
                 direction: "row",
                 spacing: 1,
                 children: [
-                    /*#__PURE__*/ _jsx(TextField, {
-                        select: true,
-                        label: "Kind",
-                        value: fields.kind,
-                        onChange: (event)=>set('kind', event.target.value),
-                        size: "small",
-                        sx: {
-                            flex: 1
-                        },
-                        children: CRM_TASK_KINDS.map((kind)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                value: kind,
-                                children: CRM_TASK_KIND_LABELS[kind]
-                            }, kind))
+                    /*#__PURE__*/ _jsx(TaskPicklistField, {
+                        label: "Type",
+                        picklist: picklists.type,
+                        value: typeLabel,
+                        stored: (_ref1 = task == null ? void 0 : task.typeLabel) != null ? _ref1 : undefined,
+                        onChange: (label, meaning)=>setFields((prev)=>_extends({}, prev, {
+                                    typeLabel: label
+                                }, meaning ? {
+                                    kind: meaning
+                                } : {})),
+                        disabled: busy
                     }),
-                    /*#__PURE__*/ _jsx(TextField, {
-                        select: true,
+                    /*#__PURE__*/ _jsx(TaskPicklistField, {
                         label: "Priority",
-                        value: fields.priority,
-                        onChange: (event)=>set('priority', event.target.value),
-                        size: "small",
-                        sx: {
-                            flex: 1
-                        },
-                        children: CRM_TASK_PRIORITIES.map((priority)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                value: priority,
-                                children: CRM_TASK_PRIORITY_LABELS[priority]
-                            }, priority))
+                        picklist: picklists.priority,
+                        value: priorityLabel,
+                        stored: (_ref2 = task == null ? void 0 : task.priorityLabel) != null ? _ref2 : undefined,
+                        onChange: (label, meaning)=>setFields((prev)=>_extends({}, prev, {
+                                    priorityLabel: label
+                                }, meaning ? {
+                                    priority: meaning
+                                } : {})),
+                        disabled: busy
                     })
                 ]
             }),
+            /*#__PURE__*/ _jsx(TaskPicklistField, {
+                label: "Status",
+                picklist: picklists.status,
+                value: statusLabel,
+                stored: (_ref3 = task == null ? void 0 : task.statusLabel) != null ? _ref3 : undefined,
+                include: (meaning)=>meaning === status,
+                onChange: (label)=>set('statusLabel', label),
+                disabled: busy,
+                helperText: status === 'done' ? 'Untick the task in the list to reopen it.' : 'Tick the task in the list to complete it.'
+            }),
             /*#__PURE__*/ _jsxs(Stack, {
                 direction: "row",
                 spacing: 1,
@@ -369,7 +437,7 @@ function TaskForm(props) {
                 // a save writes their uid. One the roster does not hold is kept as
                 // its own option: a controlled select whose value is absent from
                 // its options renders empty, which reads as unassigned.
-                value: (_ref1 = (_ref2 = assignee == null ? void 0 : assignee.uid) != null ? _ref2 : fields.assigneeUid) != null ? _ref1 : '',
+                value: (_ref4 = (_ref5 = assignee == null ? void 0 : assignee.uid) != null ? _ref5 : fields.assigneeUid) != null ? _ref4 : '',
                 onChange: (event)=>set('assigneeUid', event.target.value || null),
                 size: "small",
                 disabled: directory.loading,

package/src/lib/components/task-edit-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS, findOrgMember, crmMemberPickerLabel } from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { saveCrmTask } from '../model/task-api'\nimport {\n  CRM_TASK_NOTES_MAX,\n  CRM_TASK_TITLE_MAX,\n  type CrmTaskFields,\n  crmTaskFieldsOf,\n} from '../model/task-routes'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  dueAtToLocalInput,\n  localInputToDueAt,\n} from '../model/task-views'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { isOrgTask } from '../model/task-scope'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmSitePicker } from './crm-site-picker'\nimport TaskSnoozeMenu from './task-snooze-menu'\n\nexport interface TaskEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW task asks which site it is filed from —\n   * or whether it is the organization's own, with no site (AGL-2637) —\n   * and an edit keeps the task's own.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  orgId: string | null | undefined\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause. */\n  readTokens: readonly string[] | null\n  /** The task being edited; absent while creating. */\n  task?: CrmTaskRow | null\n  /**\n   * What a \"New task\" button pressed on a record fills in before the person\n   * types: the record's own id, so the link is made for them.\n   */\n  prefill?: Partial<CrmTaskFields>\n  /**\n   * The verdict of the listener the edited row came from. An edit is refused\n   * when the seed is unconfirmed, for the reason the contacts drawer refuses:\n   * every field on this form is written back on save, and a form seeded from\n   * a stale cache writes the stale values over newer ones.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  onSaved?: (taskId: string) => void\n}\n\n/**\n * Create or edit one task (AGL-2599).\n *\n * A drawer on the list, the console's standing shape for creating — the\n * list stays where it was and the form slides over it. The same drawer edits,\n * because a task is small enough that \"the record's own page\" would be this\n * form with more air around it.\n *\n * The form is mounted only while the drawer is open and keyed by the task,\n * so opening a different task or \"New task\" after an edit starts from that\n * task's values and not from whatever was last typed.\n */\nexport function TaskEditDrawer(props: TaskEditDrawerProps) {\n  const { open, onClose, task } = props\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      {open ? <TaskForm key={task?.$id ?? 'new'} {...props} /> : null}\n    </Drawer>\n  )\n}\nTaskEditDrawer.displayName = 'TaskEditDrawer'\n\nfunction TaskForm(props: TaskEditDrawerProps) {\n  const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } =\n    props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const directory = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  // The viewing group under a site, for a linked contact's facet name; null\n  // at the organization level, where the picker names each contact through\n  // its own holder. The site the route files a NEW task from is the mounted\n  // one or the picked one — or none, when the reader files the task with\n  // the organization itself; an edit goes back to the task's own.\n  const { consentGroup, createHostId } = useCrmScope({ hostId, org })\n  const groupId = consentGroup?.groupId ?? null\n  const [noSite, setNoSite] = useState(false)\n  const filedFrom = task ? (task.hostId ?? null) : noSite ? null : createHostId\n  /*\n   * Whether the form knows where the task goes: an edit always does (the\n   * document does), and a create does once a site is picked or the\n   * organization is. `filedFrom` alone cannot say — it is null for both\n   * \"not yet picked\" and \"the organization's own\".\n   */\n  const filed = Boolean(task) || noSite || Boolean(createHostId)\n  /*\n   * Which level the route runs at: the site the drawer is mounted under, or\n   * the organization, with the site a NEW task is filed from named beside\n   * it. An edit names no site — the route reads the task's own.\n   */\n  const routeScope = hostId\n    ? { hostId }\n    : orgId\n      ? { orgId, ...(task || !filedFrom ? {} : { hostId: filedFrom }) }\n      : null\n\n  const [fields, setFields] = useState<CrmTaskFields>(() => {\n    const base = crmTaskFieldsOf(task ?? {})\n    if (task) return base\n    // A new task is the creator's own unless a button said otherwise: it\n    // lands in \"My tasks\", and assigning it elsewhere is a choice made in\n    // the picker rather than a default that notifies a teammate by accident.\n    // Its reminder is left UNSAID (AGL-2659) — the field shows the due time\n    // and the route decides — until the person touches it.\n    return { ...base, remindAtMs: undefined, assigneeUid: user?.uid ?? null, ...prefill }\n  })\n  const assignee = findOrgMember(directory.members, fields.assigneeUid)\n  const [busy, setBusy] = useState(false)\n  const [error, setError] = useState<string | null>(null)\n\n  const set = <K extends keyof CrmTaskFields>(key: K, value: CrmTaskFields[K]) =>\n    setFields((prev) => ({ ...prev, [key]: value }))\n  /*\n   * The due date, and the reminder with it (AGL-2659): a reminder left\n   * unsaid shows the due time and needs no help, and one a person set to\n   * the due time follows it here as the route would follow it — so what\n   * the field shows after the change is what the save will store.\n   */\n  const setDue = (dueAtMs: number | null) =>\n    setFields((prev) => ({\n      ...prev,\n      dueAtMs,\n      ...(typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs\n        ? { remindAtMs: dueAtMs }\n        : {}),\n    }))\n  /** What the reminder field shows: the due time while nothing is said. */\n  const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs\n  const reminderHelp =\n    remindAtMs === null\n      ? 'No reminder.'\n      : remindAtMs === fields.dueAtMs\n        ? 'At the due time — the assignee is reminded in the console and by email.'\n        : 'The assignee is reminded in the console and by email.'\n\n  const save = async () => {\n    if (!fields.title.trim()) {\n      setError('A task needs a title.')\n      return\n    }\n    if (!filed) {\n      setError('Pick the site this task is filed from, or file it with the organization.')\n      return\n    }\n    if (!routeScope) {\n      setError('The organization is still loading. Try again in a moment.')\n      return\n    }\n    setBusy(true)\n    setError(null)\n    try {\n      const write = async () => {\n        const result = await saveCrmTask(user, {\n          ...routeScope,\n          ...(task ? { taskId: task.$id } : {}),\n          task: { ...fields, title: fields.title.trim() },\n        })\n        enqueueSnackbar(\n          task\n            ? 'Task saved'\n            : result.notified\n              ? 'Task created and the assignee notified'\n              : 'Task created',\n          { variant: 'success' },\n        )\n        onSaved?.(result.taskId)\n        onClose()\n      }\n      if (task) {\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'task',\n            fromCache: seed?.fromCache ?? false,\n            unreadable: seed?.unreadable ?? false,\n          },\n          write,\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message ?? 'The task could not be saved.', {\n            variant: 'warning',\n          })\n        }\n      } else {\n        await write()\n      }\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  /*\n   * Deleting is client-direct: it has no side effect outside the document,\n   * and the rules gate it on the same predicate as any other CRM write.\n   */\n  const remove = async () => {\n    if (!task || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this task?',\n      description: `\"${task.title}\" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,\n      confirmationText: 'Delete',\n      confirmationButtonProps: { color: 'error' },\n    })\n    if (!confirmed) return\n    setBusy(true)\n    try {\n      await deleteDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n      )\n      enqueueSnackbar('Task deleted', { variant: 'success' })\n      onClose()\n      // A client-direct write: the records it named are told (AGL-2661).\n      await refreshCrmNextActivity(user, routeScope, [task])\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be deleted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Stack\n      component=\"form\"\n      spacing={2}\n      sx={{ width: { xs: '100vw', sm: 420 }, p: 3 }}\n      onSubmit={(event: { preventDefault: () => void }) => {\n        event.preventDefault()\n        void save()\n      }}\n    >\n      <Typography variant=\"h6\">{task ? 'Edit task' : 'New task'}</Typography>\n      {/* Only a new task at the organization level asks — see `filedFrom`. */}\n      {task ? null : (\n        <CrmSitePicker\n          hostId={hostId}\n          disabled={busy}\n          noSite={{\n            label: 'This organization (no site)',\n            helperText:\n              'A task of the organization itself, listed from the ' +\n              'organization hub and from every site. Completing it runs no ' +\n              \"site's automations.\",\n            picked: noSite,\n            onPick: setNoSite,\n          }}\n        />\n      )}\n      {/* An edit at the organization level says where the task is filed. */}\n      {task && mount ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {isOrgTask(task)\n            ? 'Filed with the organization — no site.'\n            : `Filed from ${mount.siteName(task.hostId as string)}.`}\n        </Typography>\n      ) : null}\n      <TextField\n        label=\"Title\"\n        value={fields.title}\n        onChange={(event) => set('title', event.target.value)}\n        size=\"small\"\n        autoFocus\n        required\n        slotProps={{ htmlInput: { maxLength: CRM_TASK_TITLE_MAX } }}\n      />\n      <Stack direction=\"row\" spacing={1}>\n        <TextField\n          select\n          label=\"Kind\"\n          value={fields.kind}\n          onChange={(event) => set('kind', event.target.value as CrmTaskFields['kind'])}\n          size=\"small\"\n          sx={{ flex: 1 }}\n        >\n          {CRM_TASK_KINDS.map((kind) => (\n            <MenuItem key={kind} value={kind}>\n              {CRM_TASK_KIND_LABELS[kind]}\n            </MenuItem>\n          ))}\n        </TextField>\n        <TextField\n          select\n          label=\"Priority\"\n          value={fields.priority}\n          onChange={(event) =>\n            set('priority', event.target.value as CrmTaskFields['priority'])\n          }\n          size=\"small\"\n          sx={{ flex: 1 }}\n        >\n          {CRM_TASK_PRIORITIES.map((priority) => (\n            <MenuItem key={priority} value={priority}>\n              {CRM_TASK_PRIORITY_LABELS[priority]}\n            </MenuItem>\n          ))}\n        </TextField>\n      </Stack>\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Due\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(fields.dueAtMs)}\n          onChange={(event) => setDue(localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText=\"Leave empty for a task with no due date.\"\n          sx={{ flex: 1 }}\n        />\n        {/*\n          A stored task is snoozed in place — the one write lands and the\n          field follows it, so a later Save carries the same date. A task\n          that does not exist yet has nothing to write, so the same menu\n          fills the field and the save is the write.\n        */}\n        <TaskSnoozeMenu\n          variant=\"button\"\n          dueAtMs={fields.dueAtMs}\n          remindAtMs={remindAtMs}\n          disabled={busy}\n          target={\n            task && scope\n              ? { write: { scope, taskId: task.$id } }\n              : { pick: setDue }\n          }\n          onSnoozed={setDue}\n        />\n      </Stack>\n      {/*\n        The reminder (AGL-2659), beside the due date it follows by default.\n        Its own field rather than a switch, because \"remind me an hour\n        before\" is the second thing a person wants after \"remind me\".\n      */}\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Remind me\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(remindAtMs)}\n          onChange={(event) => set('remindAtMs', localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText={reminderHelp}\n          sx={{ flex: 1 }}\n        />\n        <Button\n          size=\"small\"\n          onClick={() => set('remindAtMs', null)}\n          disabled={busy || remindAtMs === null}\n        >\n          {'No reminder'}\n        </Button>\n      </Stack>\n      <TextField\n        select\n        label=\"Assignee\"\n        // The stored assignee resolved to a member — by uid, or by an\n        // address the roster has — so the picker highlights the person and\n        // a save writes their uid. One the roster does not hold is kept as\n        // its own option: a controlled select whose value is absent from\n        // its options renders empty, which reads as unassigned.\n        value={assignee?.uid ?? fields.assigneeUid ?? ''}\n        onChange={(event) => set('assigneeUid', event.target.value || null)}\n        size=\"small\"\n        disabled={directory.loading}\n        helperText={\n          directory.error ??\n          (fields.assigneeUid && fields.assigneeUid !== user?.uid\n            ? 'They will be notified when you save.'\n            : undefined)\n        }\n      >\n        <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n        {fields.assigneeUid && !assignee ? (\n          <MenuItem value={fields.assigneeUid}>{directory.nameOf(fields.assigneeUid)}</MenuItem>\n        ) : null}\n        {directory.members.map((member) => (\n          <MenuItem key={member.uid} value={member.uid}>\n            {crmMemberPickerLabel(member)}\n            {member.uid === user?.uid ? ' (you)' : ''}\n          </MenuItem>\n        ))}\n      </TextField>\n      <Typography variant=\"overline\" color=\"text.secondary\">\n        {'Linked to'}\n      </Typography>\n      <CrmRecordPicker\n        kind=\"contact\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.contactId}\n        onChange={(id) => set('contactId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"company\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.companyId}\n        onChange={(id) => set('companyId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"deal\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.dealId}\n        onChange={(id) => set('dealId', id)}\n        disabled={busy}\n      />\n      <TextField\n        label=\"Notes\"\n        value={fields.notes}\n        onChange={(event) => set('notes', event.target.value)}\n        size=\"small\"\n        multiline\n        minRows={3}\n        slotProps={{ htmlInput: { maxLength: CRM_TASK_NOTES_MAX } }}\n      />\n      {error ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/task-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  type CrmPicklist,\n  crmPicklistActiveValues,\n  crmPicklistDefaultLabel,\n  crmPicklistOptions,\n  crmPicklistShownLabel,\n  crmPicklistValueByLabel,\n  findOrgMember,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  Drawer,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { saveCrmTask } from '../model/task-api'\nimport {\n  CRM_TASK_NOTES_MAX,\n  CRM_TASK_TITLE_MAX,\n  type CrmTaskFields,\n  crmTaskFieldsOf,\n} from '../model/task-routes'\nimport { dueAtToLocalInput, localInputToDueAt } from '../model/task-views'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmTaskPicklists } from '../hooks/use-crm-task-picklists'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { isOrgTask } from '../model/task-scope'\nimport CrmRecordPicker from './crm-record-picker'\nimport { CrmSitePicker } from './crm-site-picker'\nimport TaskSnoozeMenu from './task-snooze-menu'\n\nexport interface TaskEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW task asks which site it is filed from —\n   * or whether it is the organization's own, with no site (AGL-2637) —\n   * and an edit keeps the task's own.\n   */\n  hostId: string | null\n  org?: Record<string, unknown> | null\n  orgId: string | null | undefined\n  scope: readonly [string, string] | null\n  /** The reader's tokens, or `null` at the organization level — no clause. */\n  readTokens: readonly string[] | null\n  /** The task being edited; absent while creating. */\n  task?: CrmTaskRow | null\n  /**\n   * What a \"New task\" button pressed on a record fills in before the person\n   * types: the record's own id, so the link is made for them.\n   */\n  prefill?: Partial<CrmTaskFields>\n  /**\n   * The verdict of the listener the edited row came from. An edit is refused\n   * when the seed is unconfirmed, for the reason the contacts drawer refuses:\n   * every field on this form is written back on save, and a form seeded from\n   * a stale cache writes the stale values over newer ones.\n   */\n  seed?: { fromCache: boolean; unreadable: boolean }\n  onSaved?: (taskId: string) => void\n}\n\n/**\n * Create or edit one task (AGL-2599).\n *\n * A drawer on the list, the console's standing shape for creating — the\n * list stays where it was and the form slides over it. The same drawer edits,\n * because a task is small enough that \"the record's own page\" would be this\n * form with more air around it.\n *\n * The form is mounted only while the drawer is open and keyed by the task,\n * so opening a different task or \"New task\" after an edit starts from that\n * task's values and not from whatever was last typed.\n */\nexport function TaskEditDrawer(props: TaskEditDrawerProps) {\n  const { open, onClose, task } = props\n  return (\n    <Drawer anchor=\"right\" open={open} onClose={onClose}>\n      {open ? <TaskForm key={task?.$id ?? 'new'} {...props} /> : null}\n    </Drawer>\n  )\n}\nTaskEditDrawer.displayName = 'TaskEditDrawer'\n\n/**\n * One of a task's semantic picklists as a select (AGL-3517): the org's\n * active values in its order — narrowed by `include` when only some may be\n * picked — and the task's own label when the list would not offer it, so\n * the field shows what is stored. No \"None\": a task always has a status, a\n * priority and a type.\n */\nfunction TaskPicklistField(props: {\n  label: string\n  picklist: CrmPicklist\n  value: string\n  stored?: string\n  include?: (meaning: string | null | undefined) => boolean\n  onChange: (label: string, meaning: string | null) => void\n  disabled?: boolean\n  helperText?: string\n}) {\n  const { label, picklist, value, stored, include, onChange, disabled, helperText } = props\n  const options = crmPicklistOptions(picklist, stored || value).filter(\n    (option) =>\n      option.label === value ||\n      option.label === stored ||\n      !include ||\n      include(crmPicklistValueByLabel(picklist, option.label)?.meaning),\n  )\n  return (\n    <TextField\n      select\n      label={label}\n      value={options.some((option) => option.label === value) ? value : ''}\n      onChange={(event) => {\n        const next = String(event.target.value)\n        onChange(next, crmPicklistValueByLabel(picklist, next)?.meaning ?? null)\n      }}\n      size=\"small\"\n      disabled={disabled}\n      helperText={helperText}\n      sx={{ flex: 1 }}\n    >\n      {options.map((option) => (\n        <MenuItem\n          key={option.label}\n          value={option.label}\n          disabled={(option.inactive || option.unlisted) && option.label !== (stored || value)}\n        >\n          {option.inactive\n            ? `${option.label} (inactive)`\n            : option.unlisted\n              ? `${option.label} (not in the list)`\n              : option.label}\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\n\nfunction TaskForm(props: TaskEditDrawerProps) {\n  const { onClose, hostId, org, orgId, scope, readTokens, task, prefill, seed, onSaved } =\n    props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { confirm } = useConfirmationContext()\n  const directory = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  // The viewing group under a site, for a linked contact's facet name; null\n  // at the organization level, where the picker names each contact through\n  // its own holder. The site the route files a NEW task from is the mounted\n  // one or the picked one — or none, when the reader files the task with\n  // the organization itself; an edit goes back to the task's own.\n  const { consentGroup, createHostId } = useCrmScope({ hostId, org })\n  const groupId = consentGroup?.groupId ?? null\n  const [noSite, setNoSite] = useState(false)\n  const filedFrom = task ? (task.hostId ?? null) : noSite ? null : createHostId\n  /*\n   * Whether the form knows where the task goes: an edit always does (the\n   * document does), and a create does once a site is picked or the\n   * organization is. `filedFrom` alone cannot say — it is null for both\n   * \"not yet picked\" and \"the organization's own\".\n   */\n  const filed = Boolean(task) || noSite || Boolean(createHostId)\n  /*\n   * Which level the route runs at: the site the drawer is mounted under, or\n   * the organization, with the site a NEW task is filed from named beside\n   * it. An edit names no site — the route reads the task's own.\n   */\n  const routeScope = hostId\n    ? { hostId }\n    : orgId\n      ? { orgId, ...(task || !filedFrom ? {} : { hostId: filedFrom }) }\n      : null\n\n  const [fields, setFields] = useState<CrmTaskFields>(() => {\n    const base = crmTaskFieldsOf(task ?? {})\n    if (task) return base\n    // A new task is the creator's own unless a button said otherwise: it\n    // lands in \"My tasks\", and assigning it elsewhere is a choice made in\n    // the picker rather than a default that notifies a teammate by accident.\n    // Its reminder is left UNSAID (AGL-2659) — the field shows the due time\n    // and the route decides — until the person touches it.\n    return { ...base, remindAtMs: undefined, assigneeUid: user?.uid ?? null, ...prefill }\n  })\n  const assignee = findOrgMember(directory.members, fields.assigneeUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * TYPE, PRIORITY AND STATUS (AGL-3517) are the org's picklists, each value\n   * meaning one of the task's `kind`, `priority` or `status`. What a field\n   * shows is the task's own label, else — on a new task whose button named\n   * no meaning — the list's default, else the first active value of the\n   * meaning it holds. The save sends the label shown, and the route stores\n   * the meaning its value carries beside it.\n   */\n  const picklists = useCrmTaskPicklists(orgId)\n  const subjects = useCrmPicklist('taskSubject', orgId)\n  const isNew = !task\n  const shown = (\n    picklist: CrmPicklist,\n    label: string | undefined,\n    meaning: string,\n    prefilled: boolean,\n  ) =>\n    label ||\n    (isNew && !prefilled ? crmPicklistDefaultLabel(picklist) : null) ||\n    crmPicklistShownLabel(picklist, meaning, null)\n  const typeLabel = shown(picklists.type, fields.typeLabel, fields.kind, Boolean(prefill?.kind))\n  const priorityLabel = shown(\n    picklists.priority,\n    fields.priorityLabel,\n    fields.priority,\n    Boolean(prefill?.priority),\n  )\n  const status = task?.status === 'done' ? 'done' : 'open'\n  const statusLabel = shown(picklists.status, fields.statusLabel, status, false)\n  const subjectOptions = crmPicklistActiveValues(subjects.picklist).map((value) => value.label)\n  const [error, setError] = useState<string | null>(null)\n\n  const set = <K extends keyof CrmTaskFields>(key: K, value: CrmTaskFields[K]) =>\n    setFields((prev) => ({ ...prev, [key]: value }))\n  /*\n   * The due date, and the reminder with it (AGL-2659): a reminder left\n   * unsaid shows the due time and needs no help, and one a person set to\n   * the due time follows it here as the route would follow it — so what\n   * the field shows after the change is what the save will store.\n   */\n  const setDue = (dueAtMs: number | null) =>\n    setFields((prev) => ({\n      ...prev,\n      dueAtMs,\n      ...(typeof prev.remindAtMs === 'number' && prev.remindAtMs === prev.dueAtMs\n        ? { remindAtMs: dueAtMs }\n        : {}),\n    }))\n  /** What the reminder field shows: the due time while nothing is said. */\n  const remindAtMs = fields.remindAtMs === undefined ? fields.dueAtMs : fields.remindAtMs\n  const reminderHelp =\n    remindAtMs === null\n      ? 'No reminder.'\n      : remindAtMs === fields.dueAtMs\n        ? 'At the due time — the assignee is reminded in the console and by email.'\n        : 'The assignee is reminded in the console and by email.'\n\n  const save = async () => {\n    if (!fields.title.trim()) {\n      setError('A task needs a title.')\n      return\n    }\n    if (!filed) {\n      setError('Pick the site this task is filed from, or file it with the organization.')\n      return\n    }\n    if (!routeScope) {\n      setError('The organization is still loading. Try again in a moment.')\n      return\n    }\n    setBusy(true)\n    setError(null)\n    try {\n      const write = async () => {\n        const result = await saveCrmTask(user, {\n          ...routeScope,\n          ...(task ? { taskId: task.$id } : {}),\n          task: {\n            ...fields,\n            title: fields.title.trim(),\n            typeLabel,\n            priorityLabel,\n            statusLabel,\n          },\n        })\n        enqueueSnackbar(\n          task\n            ? 'Task saved'\n            : result.notified\n              ? 'Task created and the assignee notified'\n              : 'Task created',\n          { variant: 'success' },\n        )\n        onSaved?.(result.taskId)\n        onClose()\n      }\n      if (task) {\n        const verdict = await writeGuardedBySeed(\n          {\n            subject: 'task',\n            fromCache: seed?.fromCache ?? false,\n            unreadable: seed?.unreadable ?? false,\n          },\n          write,\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message ?? 'The task could not be saved.', {\n            variant: 'warning',\n          })\n        }\n      } else {\n        await write()\n      }\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be saved.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  /*\n   * Deleting is client-direct: it has no side effect outside the document,\n   * and the rules gate it on the same predicate as any other CRM write.\n   */\n  const remove = async () => {\n    if (!task || !scope) return\n    const confirmed = await confirm({\n      title: 'Delete this task?',\n      description: `\"${task.title}\" is removed for everyone who can see it. Completed tasks can be kept instead — tick it done.`,\n      confirmationText: 'Delete',\n      confirmationButtonProps: { color: 'error' },\n    })\n      // `confirm` resolves with no value and REJECTS on cancel (AGL-3509).\n      .then(() => true)\n      .catch(() => false)\n    if (!confirmed) return\n    setBusy(true)\n    try {\n      await deleteDoc(\n        doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n      )\n      enqueueSnackbar('Task deleted', { variant: 'success' })\n      onClose()\n      // A client-direct write: the records it named are told (AGL-2661).\n      await refreshCrmNextActivity(user, routeScope, [task])\n    } catch (cause) {\n      setError(cause instanceof Error ? cause.message : 'The task could not be deleted.')\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Stack\n      component=\"form\"\n      spacing={2}\n      sx={{ width: { xs: '100vw', sm: 420 }, p: 3 }}\n      onSubmit={(event: { preventDefault: () => void }) => {\n        event.preventDefault()\n        void save()\n      }}\n    >\n      <Typography variant=\"h6\">{task ? 'Edit task' : 'New task'}</Typography>\n      {/* Only a new task at the organization level asks — see `filedFrom`. */}\n      {task ? null : (\n        <CrmSitePicker\n          hostId={hostId}\n          disabled={busy}\n          noSite={{\n            label: 'This organization (no site)',\n            helperText:\n              'A task of the organization itself, listed from the ' +\n              'organization hub and from every site. Completing it runs no ' +\n              \"site's automations.\",\n            picked: noSite,\n            onPick: setNoSite,\n          }}\n        />\n      )}\n      {/* An edit at the organization level says where the task is filed. */}\n      {task && mount ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {isOrgTask(task)\n            ? 'Filed with the organization — no site.'\n            : `Filed from ${mount.siteName(task.hostId as string)}.`}\n        </Typography>\n      ) : null}\n      {/*\n        The subject (AGL-3517): Salesforce's Subject combobox — the org's\n        suggestions under a field that takes any text, so the title stays\n        the person's own words.\n      */}\n      <Autocomplete\n        freeSolo\n        size=\"small\"\n        options={subjectOptions}\n        inputValue={fields.title}\n        onInputChange={(_event, value) => set('title', value)}\n        renderInput={(params) => (\n          <TextField\n            {...params}\n            label=\"Subject\"\n            size=\"small\"\n            autoFocus\n            required\n            slotProps={{\n              ...params.slotProps,\n              htmlInput: { ...params.slotProps.htmlInput, maxLength: CRM_TASK_TITLE_MAX },\n            }}\n          />\n        )}\n      />\n      <Stack direction=\"row\" spacing={1}>\n        <TaskPicklistField\n          label=\"Type\"\n          picklist={picklists.type}\n          value={typeLabel}\n          stored={task?.typeLabel ?? undefined}\n          onChange={(label, meaning) =>\n            setFields((prev) => ({\n              ...prev,\n              typeLabel: label,\n              ...(meaning ? { kind: meaning as CrmTaskFields['kind'] } : {}),\n            }))\n          }\n          disabled={busy}\n        />\n        <TaskPicklistField\n          label=\"Priority\"\n          picklist={picklists.priority}\n          value={priorityLabel}\n          stored={task?.priorityLabel ?? undefined}\n          onChange={(label, meaning) =>\n            setFields((prev) => ({\n              ...prev,\n              priorityLabel: label,\n              ...(meaning ? { priority: meaning as CrmTaskFields['priority'] } : {}),\n            }))\n          }\n          disabled={busy}\n        />\n      </Stack>\n      {/*\n        Only the values of the task's own status: ticking it done in the\n        list is what completes a task, because that is what runs the\n        site's automations.\n      */}\n      <TaskPicklistField\n        label=\"Status\"\n        picklist={picklists.status}\n        value={statusLabel}\n        stored={task?.statusLabel ?? undefined}\n        include={(meaning) => meaning === status}\n        onChange={(label) => set('statusLabel', label)}\n        disabled={busy}\n        helperText={\n          status === 'done'\n            ? 'Untick the task in the list to reopen it.'\n            : 'Tick the task in the list to complete it.'\n        }\n      />\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Due\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(fields.dueAtMs)}\n          onChange={(event) => setDue(localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText=\"Leave empty for a task with no due date.\"\n          sx={{ flex: 1 }}\n        />\n        {/*\n          A stored task is snoozed in place — the one write lands and the\n          field follows it, so a later Save carries the same date. A task\n          that does not exist yet has nothing to write, so the same menu\n          fills the field and the save is the write.\n        */}\n        <TaskSnoozeMenu\n          variant=\"button\"\n          dueAtMs={fields.dueAtMs}\n          remindAtMs={remindAtMs}\n          disabled={busy}\n          target={\n            task && scope\n              ? { write: { scope, taskId: task.$id } }\n              : { pick: setDue }\n          }\n          onSnoozed={setDue}\n        />\n      </Stack>\n      {/*\n        The reminder (AGL-2659), beside the due date it follows by default.\n        Its own field rather than a switch, because \"remind me an hour\n        before\" is the second thing a person wants after \"remind me\".\n      */}\n      <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n        <TextField\n          label=\"Remind me\"\n          type=\"datetime-local\"\n          value={dueAtToLocalInput(remindAtMs)}\n          onChange={(event) => set('remindAtMs', localInputToDueAt(event.target.value))}\n          size=\"small\"\n          slotProps={{ inputLabel: { shrink: true } }}\n          helperText={reminderHelp}\n          sx={{ flex: 1 }}\n        />\n        <Button\n          size=\"small\"\n          onClick={() => set('remindAtMs', null)}\n          disabled={busy || remindAtMs === null}\n        >\n          {'No reminder'}\n        </Button>\n      </Stack>\n      <TextField\n        select\n        label=\"Assignee\"\n        // The stored assignee resolved to a member — by uid, or by an\n        // address the roster has — so the picker highlights the person and\n        // a save writes their uid. One the roster does not hold is kept as\n        // its own option: a controlled select whose value is absent from\n        // its options renders empty, which reads as unassigned.\n        value={assignee?.uid ?? fields.assigneeUid ?? ''}\n        onChange={(event) => set('assigneeUid', event.target.value || null)}\n        size=\"small\"\n        disabled={directory.loading}\n        helperText={\n          directory.error ??\n          (fields.assigneeUid && fields.assigneeUid !== user?.uid\n            ? 'They will be notified when you save.'\n            : undefined)\n        }\n      >\n        <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n        {fields.assigneeUid && !assignee ? (\n          <MenuItem value={fields.assigneeUid}>{directory.nameOf(fields.assigneeUid)}</MenuItem>\n        ) : null}\n        {directory.members.map((member) => (\n          <MenuItem key={member.uid} value={member.uid}>\n            {crmMemberPickerLabel(member)}\n            {member.uid === user?.uid ? ' (you)' : ''}\n          </MenuItem>\n        ))}\n      </TextField>\n      <Typography variant=\"overline\" color=\"text.secondary\">\n        {'Linked to'}\n      </Typography>\n      <CrmRecordPicker\n        kind=\"contact\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.contactId}\n        onChange={(id) => set('contactId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"company\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.companyId}\n        onChange={(id) => set('companyId', id)}\n        disabled={busy}\n      />\n      <CrmRecordPicker\n        kind=\"deal\"\n        scope={scope}\n        readTokens={readTokens}\n        groupId={groupId}\n        org={org}\n        value={fields.dealId}\n        onChange={(id) => set('dealId', id)}\n        disabled={busy}\n      />\n      <TextField\n        label=\"Notes\"\n        value={fields.notes}\n        onChange={(event) => set('notes', event.target.value)}\n        size=\"small\"\n        multiline\n        minRows={3}\n        slotProps={{ htmlInput: { maxLength: CRM_TASK_NOTES_MAX } }}\n      />\n      {error ? (\n        <Typography variant=\"body2\" color=\"error\">\n          {error}\n        </Typography>\n      ) : null}\n      <Stack direction=\"row\" spacing={1} sx={{ justifyContent: 'flex-end' }}>\n        {task ? (\n          <Button\n            color=\"error\"\n            onClick={() => void remove()}\n            disabled={busy}\n            sx={{ mr: 'auto' }}\n          >\n            {'Delete'}\n          </Button>\n        ) : null}\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button type=\"submit\" variant=\"contained\" disabled={busy || !filed}>\n          {task ? 'Save' : 'Create task'}\n        </Button>\n      </Stack>\n    </Stack>\n  )\n}\nTaskForm.displayName = 'TaskForm'\n\nexport default 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package/src/lib/components/tasks-bulk-bar.d.ts

@@ -1,6 +1,5 @@
 import type { CrmTaskRow } from '../hooks/use-crm-tasks';
 import type { OrgMemberDirectory } from '../hooks/use-org-member-directory';
-import { type TaskCsvOptions } from '../model/tasks-csv';
 export interface TasksBulkBarProps {
     /**
      * The site the task routes run as, or `null` at the organization level
@@ -15,8 +14,6 @@ export interface TasksBulkBarProps {
     onSelectedChange: (ids: string[]) => void;
     /** The section's roster — already read for the Assignee column. */
     directory: OrgMemberDirectory;
-    /** How the export names the assignee and the linked records — the list's own. */
-    csv?: TaskCsvOptions;
 }
 export declare function TasksBulkBar(props: TasksBulkBarProps): import("react").JSX.Element;
 export declare namespace TasksBulkBar {

package/src/lib/components/tasks-bulk-bar.js

@@ -40,15 +40,14 @@ import { Button, MenuItem, TextField } from "@mui/material";
 import { doc, serverTimestamp } from "firebase/firestore";
 import { useCallback, useMemo, useState } from "react";
 import { useCrmBulkApply } from "../hooks/use-crm-bulk-apply.js";
-import { downloadTextFile } from "../model/contacts-csv.js";
 import { refreshCrmNextActivity } from "../model/next-activity-api.js";
 import { crmBulkWriters, runCrmBulkBatch, runCrmBulkCalls, runCrmBulkWrites } from "../model/crm-bulk-writes.js";
 import { completeCrmTask, completeCrmTasks, saveCrmTask, saveCrmTasks } from "../model/task-api.js";
 import { crmTaskCallScope, crmTaskFieldsOf } from "../model/task-routes.js";
 import { dueAtToLocalInput, localInputToDueAt } from "../model/task-views.js";
-import { tasksCsv } from "../model/tasks-csv.js";
 import { CrmBulkBarFrame, CrmBulkValueDialog, countNoun } from "./crm-bulk-bar-frame.js";
-import CrmExportAllButton from "./crm-export-all-button.js";
+import { CrmExportButton } from "./crm-transfer-buttons.js";
+import { CRM_TASKS_RESOURCE } from "../transfer/fields.js";
 const NOUN = {
     singular: 'task',
     plural: 'tasks'
@@ -64,8 +63,8 @@ export function TasksBulkBar(props) {
 }
 TasksBulkBar.displayName = 'TasksBulkBar';
 function TasksBulkBarBody(props) {
-    var _ref, _directory_error, _ref1;
-    const { hostId, scope, rows, selected, onSelectedChange, directory, csv } = props;
+    var _ref, _directory_error;
+    const { hostId, scope, rows, selected, onSelectedChange, directory } = props;
     const firestore = useFirestore();
     const { data: user } = useUser();
     const { confirm } = useConfirmationContext();
@@ -209,12 +208,6 @@ function TasksBulkBarBody(props) {
         hostId,
         runPlan
     ]);
-    const handleExport = useCallback(()=>{
-        downloadTextFile('tasks-selected.csv', 'text/csv', tasksCsv(selectedRows, csv));
-    }, [
-        selectedRows,
-        csv
-    ]);
     const handleDelete = useCallback(async ()=>{
         if (!scope || !selectedRows.length) return;
         const count = selectedRows.length;
@@ -320,16 +313,10 @@ function TasksBulkBarBody(props) {
                 },
                 children: 'Set due'
             }),
-            /*#__PURE__*/ _jsx(Button, {
-                size: "small",
-                disabled: busy,
-                onClick: handleExport,
-                children: 'Export CSV'
-            }),
-            /*#__PURE__*/ _jsx(CrmExportAllButton, {
-                resource: "tasks",
-                orgId: (_ref1 = scope == null ? void 0 : scope[1]) != null ? _ref1 : null,
+            /*#__PURE__*/ _jsx(CrmExportButton, {
+                resource: CRM_TASKS_RESOURCE,
                 hostId: hostId,
+                selection: selectedRows.map((row)=>row.$id),
                 disabled: busy
             }),
             /*#__PURE__*/ _jsx(Button, {