@aglyn/plugins-crm 1.0.0-beta.224 → 1.0.0-beta.226

package/src/lib/components/picklist-values-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/picklist-values-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  isStandardPicklistValueId,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiDragVertical,\n  mdiEyeOffOutline,\n  mdiEyeOutline,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { doc, serverTimestamp, setDoc } from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport {\n  addPicklistValue,\n  crmPicklistValuesRouteUrl,\n  movePicklistValue,\n  picklistAddableMeanings,\n  picklistMeaningLabel,\n  picklistReplacements,\n  type PicklistValuesAction,\n  type PicklistValuesRequest,\n  type PicklistValuesResponse,\n  setPicklistDefault,\n  setPicklistValueActive,\n  setPicklistValueGroup,\n  sortPicklistValues,\n} from '../model/picklist-values'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport interface PicklistValuesCardProps {\n  /** Which of the CRM's standard picklists this card manages. */\n  picklistId: CrmPicklistId\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /** The org whose list this is; `null` while it settles. */\n  orgId: string | null\n  /** The site a newly written list records as its definer — the Fields page's own. */\n  createHostId: string | null\n}\n\n/** Each object's noun, singular and plural, for the card's sentences. */\nconst OBJECT_NOUNS: Record<CrmPicklistObject, [string, string]> = {\n  contact: ['contact', 'contacts'],\n  company: ['company', 'companies'],\n  deal: ['deal', 'deals'],\n  lead: ['lead', 'leads'],\n  task: ['task', 'tasks'],\n}\n\n/** \"a\", \"a and b\", \"a, b and c\". */\nfunction sentenceList(words: readonly string[]): string {\n  return words.length < 2\n    ? (words[0] ?? '')\n    : `${words.slice(0, -1).join(', ')} and ${words[words.length - 1]}`\n}\n\n/** The objects whose records hold the field's label, in the definition's order. */\nfunction targetObjects(definition: CrmPicklistDefinition): CrmPicklistObject[] {\n  return [...new Set(definition.targets.map((target) => target.object))]\n}\n\n/** The add and rename dialog's state: which value, if any, is being renamed. */\ntype NameDialog = { mode: 'add' } | { mode: 'rename'; value: CrmPicklistValue } | null\n\n/**\n * ONE STANDARD PICKLIST'S VALUES (AGL-3298, AGL-3510) — Salesforce's\n * picklist value set for a standard field, managed on the Fields tab of the\n * object the field belongs to.\n *\n * Standard values are marked, and cannot be deleted — every org has them —\n * but rename, reorder, regroup, deactivate and default are theirs as much\n * as an added value's. Every move that touches only the LIST — add,\n * reorder by drag or arrows, sort A–Z, activate, deactivate, group,\n * default — is one client write of the whole document, guarded against a\n * cached read like every seeded save on the Fields page. The two that\n * change RECORDS — rename, and delete with a replacement — go to\n * `crm/picklist-values`, which rewrites the list and every record the\n * definition's targets name together; see that route.\n *\n * An org that has never edited the list reads the standard values, and the\n * first move here writes them down as the org's own.\n */\nexport function PicklistValuesCard(props: PicklistValuesCardProps) {\n  const { picklistId, hostId, orgId, createHostId } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { definition, picklist, stored, ready, fromCache } = useCrmPicklist(picklistId, orgId)\n  const [busy, setBusy] = useState(false)\n  const [nameDialog, setNameDialog] = useState<NameDialog>(null)\n  const [draftName, setDraftName] = useState('')\n  const [draftGroup, setDraftGroup] = useState('')\n  const [draftMeaning, setDraftMeaning] = useState('')\n  const [nameError, setNameError] = useState('')\n  const [deleting, setDeleting] = useState<CrmPicklistValue | null>(null)\n  const [replaceWith, setReplaceWith] = useState('')\n  const [dragFrom, setDragFrom] = useState<number | null>(null)\n\n  const groups = definition.groups ?? []\n  const meanings = definition.meanings ?? []\n  // An added value may not take a meaning only the platform sets (AGL-3512).\n  const addableMeanings = picklistAddableMeanings(definition)\n  const [noun, nouns] = OBJECT_NOUNS[definition.object]\n  const holders = targetObjects(definition).map((object) => OBJECT_NOUNS[object])\n  // A list of suggestions only — a task's subjects (AGL-3517) — that no record holds.\n  const suggestions = holders.length === 0\n  const field = definition.label.toLowerCase()\n  const failed = `The ${definition.plural} could not be saved.`\n  const isStandard = (value: CrmPicklistValue) => isStandardPicklistValueId(definition, value.id)\n\n  /** Write the whole list — the list-only moves above. */\n  const save = useCallback(\n    async (next: CrmPicklist, done: string) => {\n      if (!orgId || busy) return\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed({ subject: `${field} list`, fromCache }, () =>\n          setDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, picklistId),\n            {\n              values: next.values,\n              defaultValueId: next.defaultValueId,\n              updatedAt: serverTimestamp(),\n              // The org-wide stamp the rules require of a new CRM document,\n              // the same one a field definition carries.\n              ...(stored\n                ? {}\n                : {\n                    hostId: createHostId,\n                    createdAt: serverTimestamp(),\n                    ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                  }),\n            },\n            { merge: true },\n          ),\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    [orgId, busy, field, fromCache, firestore, picklistId, stored, createHostId, enqueueSnackbar, failed],\n  )\n\n  /** A rename or a delete — the moves that change records too. */\n  const post = useCallback(\n    async (request: PicklistValuesAction): Promise<PicklistValuesResponse | null> => {\n      const scope = crmTaskCallScope(hostId, orgId)\n      if (!scope || busy) return null\n      setBusy(true)\n      try {\n        const response = await authorizedFetch(user, crmPicklistValuesRouteUrl(), {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({ ...request, picklistId, ...scope } satisfies PicklistValuesRequest),\n        })\n        const payload = (await response.json().catch(() => ({}))) as { error?: string }\n        if (!response.ok) {\n          enqueueSnackbar(payload.error || failed, { variant: 'warning', persist: false })\n          return null\n        }\n        return payload as PicklistValuesResponse\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return null\n      } finally {\n        setBusy(false)\n      }\n    },\n    [hostId, orgId, busy, user, picklistId, enqueueSnackbar, failed],\n  )\n\n  /** \" — 2 leads and 1 contact updated\", or nothing when no record held the value. */\n  const moved = (result: PicklistValuesResponse) => {\n    const counts = targetObjects(definition).map((object) => {\n      const count = result.updated?.[object] ?? 0\n      const [one, many] = OBJECT_NOUNS[object]\n      return { count, text: `${count.toLocaleString()} ${count === 1 ? one : many}` }\n    })\n    return counts.some((entry) => entry.count)\n      ? ` — ${sentenceList(counts.map((entry) => entry.text))} updated`\n      : ''\n  }\n\n  const openAdd = () => {\n    setDraftName('')\n    setDraftGroup('')\n    setDraftMeaning('')\n    setNameError('')\n    setNameDialog({ mode: 'add' })\n  }\n  const openRename = (value: CrmPicklistValue) => {\n    setDraftName(value.label)\n    setNameError('')\n    setNameDialog({ mode: 'rename', value })\n  }\n\n  const submitName = async () => {\n    if (!nameDialog) return\n    if (nameDialog.mode === 'add') {\n      const move = addPicklistValue(definition, picklist, draftName, {\n        group: draftGroup || null,\n        meaning: draftMeaning || null,\n      })\n      if (move.ok === false) return void setNameError(move.error)\n      setNameDialog(null)\n      await save(move.picklist, `“${draftName.trim()}” added`)\n      return\n    }\n    const result = await post({ action: 'rename', valueId: nameDialog.value.id, label: draftName })\n    if (!result) return\n    setNameDialog(null)\n    enqueueSnackbar(`Renamed${moved(result)}`, { variant: 'success', persist: false })\n  }\n\n  const openDelete = (value: CrmPicklistValue) => {\n    setReplaceWith('')\n    setDeleting(value)\n  }\n  const submitDelete = async () => {\n    if (!deleting) return\n    const result = await post({\n      action: 'delete',\n      valueId: deleting.id,\n      replaceWith: replaceWith || null,\n    })\n    if (!result) return\n    setDeleting(null)\n    enqueueSnackbar(`“${deleting.label}” deleted${moved(result)}`, {\n      variant: 'success',\n      persist: false,\n    })\n  }\n\n  const move = (from: number, to: number) =>\n    void save(movePicklistValue(picklist, from, to), 'Order saved')\n\n  const rowActions = (value: CrmPicklistValue): RowActionsMenuItem[] => {\n    const isDefault = picklist.defaultValueId === value.id\n    const items: RowActionsMenuItem[] = [\n      {\n        key: 'rename',\n        label: 'Rename',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        disabled: busy,\n        onClick: () => openRename(value),\n      },\n      {\n        key: 'default',\n        label: isDefault ? 'Clear default' : 'Make default',\n        icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n        disabled: busy || (!isDefault && !value.active),\n        disabledReason: !value.active ? 'An inactive value cannot be the default' : undefined,\n        onClick: () =>\n          void save(\n            setPicklistDefault(picklist, isDefault ? null : value.id),\n            isDefault ? 'Default cleared' : `New ${nouns} start as “${value.label}”`,\n          ),\n      },\n      {\n        key: 'active',\n        label: value.active ? 'Deactivate' : 'Activate',\n        icon: (\n          <MdiIcon path={value.active ? mdiEyeOffOutline.path : mdiEyeOutline.path} size={0.8} />\n        ),\n        disabled: busy,\n        onClick: () =>\n          void save(\n            setPicklistValueActive(picklist, value.id, !value.active),\n            value.active ? `“${value.label}” deactivated` : `“${value.label}” activated`,\n          ),\n      },\n    ]\n    // A standard value is every organization's: it is deactivated, never deleted.\n    if (!isStandard(value)) {\n      items.push({\n        key: 'delete',\n        label: 'Delete…',\n        icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: busy,\n        onClick: () => openDelete(value),\n      })\n    }\n    return items\n  }\n\n  const replacements = deleting ? picklistReplacements(definition, picklist, deleting.id) : []\n  const columns = 4 + (groups.length ? 1 : 0) + (meanings.length ? 1 : 0)\n  const heldBy = sentenceList(holders.map(([, many]) => many)).replace(/^./, (letter) =>\n    letter.toUpperCase(),\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction={{ xs: 'column', sm: 'row' }}\n        spacing={1}\n        sx={{ justifyContent: 'space-between', alignItems: { sm: 'center' } }}\n      >\n        <Stack spacing={0.25}>\n          <Typography variant=\"subtitle1\">{`${definition.label} values`}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {(suggestions\n              ? `The suggestions every ${noun}’s ${definition.label} offers, in this order. ` +\n                'Any text may still be typed, and renaming or deleting a suggestion ' +\n                `changes no ${noun}. `\n              : `The choices in every ${noun}’s ${definition.label} select, in this order. ` +\n                (definition.restricted\n                  ? 'An import or an API write naming anything else is refused. '\n                  : '') +\n                'A deactivated value stays on the records that hold it. ') +\n              'Standard values come with every organization and cannot be deleted; ' +\n              'add your own beside them.'}\n          </Typography>\n        </Stack>\n        {orgId ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexShrink: 0 }}>\n            <Button\n              size=\"small\"\n              disabled={busy || picklist.values.length < 2}\n              onClick={() => void save(sortPicklistValues(picklist), 'Sorted A–Z')}\n            >\n              {'Sort A–Z'}\n            </Button>\n            <Button size=\"small\" variant=\"outlined\" disabled={busy} onClick={openAdd}>\n              {'Add value'}\n            </Button>\n          </Stack>\n        ) : null}\n      </Stack>\n      {!ready ? null : (\n        <ScrollTable size=\"small\" aria-label={`${definition.label} values`}>\n          <TableHead>\n            <TableRow>\n              <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n              <TableCell>{'Value'}</TableCell>\n              {groups.length ? <TableCell>{'Group'}</TableCell> : null}\n              {meanings.length ? <TableCell>{'Means'}</TableCell> : null}\n              <TableCell>{'Status'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {picklist.values.length === 0 ? (\n              <TableRow>\n                <TableCell colSpan={columns}>\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {`No values yet. Add one, and every ${noun} can be given it.`}\n                  </Typography>\n                </TableCell>\n              </TableRow>\n            ) : null}\n            {picklist.values.map((value, index) => (\n              <TableRow\n                key={value.id}\n                hover\n                // Native drag and drop for a pointer; the arrows beside the\n                // handle are the same move for a keyboard or a touch screen.\n                draggable={!busy}\n                onDragStart={(event) => {\n                  setDragFrom(index)\n                  event.dataTransfer.effectAllowed = 'move'\n                }}\n                onDragOver={(event) => {\n                  if (dragFrom === null) return\n                  event.preventDefault()\n                  event.dataTransfer.dropEffect = 'move'\n                }}\n                onDrop={(event) => {\n                  event.preventDefault()\n                  if (dragFrom !== null && dragFrom !== index) move(dragFrom, index)\n                  setDragFrom(null)\n                }}\n                onDragEnd={() => setDragFrom(null)}\n                sx={{\n                  ...(value.active ? {} : { opacity: 0.6 }),\n                  ...(dragFrom === index ? { outline: 1, outlineColor: 'primary.main' } : {}),\n                }}\n              >\n                <TableCell>\n                  <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                    <MdiIcon\n                      path={mdiDragVertical.path}\n                      size={0.8}\n                      style={{ cursor: busy ? 'default' : 'grab' }}\n                      aria-hidden\n                    />\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === 0 || busy}\n                      onClick={() => move(index, index - 1)}\n                    >\n                      <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} up`}</SrOnly>\n                    </IconButton>\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === picklist.values.length - 1 || busy}\n                      onClick={() => move(index, index + 1)}\n                    >\n                      <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} down`}</SrOnly>\n                    </IconButton>\n                  </Stack>\n                </TableCell>\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                    <Typography variant=\"body2\">{value.label}</Typography>\n                    {isStandard(value) ? (\n                      <Chip size=\"small\" variant=\"outlined\" label=\"Standard\" />\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                {groups.length ? (\n                  <TableCell sx={{ minWidth: 150 }}>\n                    <TextField\n                      select\n                      size=\"small\"\n                      variant=\"standard\"\n                      value={value.group ?? ''}\n                      disabled={busy || !orgId}\n                      onChange={(event) => {\n                        const group = String(event.target.value) || null\n                        const name = groups.find((entry) => entry.id === group)?.label\n                        void save(\n                          setPicklistValueGroup(definition, picklist, value.id, group),\n                          name ? `“${value.label}” is ${name}` : `“${value.label}” has no group`,\n                        )\n                      }}\n                      fullWidth\n                      slotProps={{\n                        select: { displayEmpty: true, 'aria-label': `Group of ${value.label}` },\n                      }}\n                    >\n                      <MenuItem value=\"\">{'None'}</MenuItem>\n                      {groups.map((group) => (\n                        <MenuItem key={group.id} value={group.id}>\n                          {group.label}\n                        </MenuItem>\n                      ))}\n                    </TextField>\n                  </TableCell>\n                ) : null}\n                {meanings.length ? (\n                  // What the value means to the CRM: fixed for a standard value, and\n                  // chosen when an added one is made.\n                  <TableCell>\n                    <Typography variant=\"body2\" color={value.meaning ? 'text.primary' : 'text.secondary'}>\n                      {value.meaning ? picklistMeaningLabel(definition, value.meaning) : '—'}\n                    </Typography>\n                  </TableCell>\n                ) : null}\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', alignItems: 'center' }}>\n                    {value.active ? null : (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Inactive\" />\n                    )}\n                    {picklist.defaultValueId === value.id ? (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"primary\" label=\"Default\" />\n                    ) : null}\n                    {value.active && picklist.defaultValueId !== value.id ? (\n                      <Typography variant=\"body2\" color=\"text.secondary\">\n                        {'Active'}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 56 }}>\n                  <RowActionsMenu label={value.label} items={rowActions(value)} />\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n      )}\n      {ready && !stored ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'These are the standard values. Your first change here makes the list your ' +\n            'organization’s own.'}\n        </Typography>\n      ) : null}\n\n      <Dialog open={nameDialog !== null} onClose={() => setNameDialog(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>\n          {nameDialog?.mode === 'rename' ? `Rename “${nameDialog.value.label}”` : `Add a ${field}`}\n        </DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            {nameDialog?.mode === 'rename' && !suggestions ? (\n              <DialogContentText variant=\"body2\">\n                {`Every ${sentenceList(holders.map(([one]) => one))} holding this value ` +\n                  'is updated to the new name.'}\n              </DialogContentText>\n            ) : null}\n            <TextField\n              size=\"small\"\n              label=\"Value\"\n              value={draftName}\n              onChange={(event) => {\n                setDraftName(event.target.value)\n                setNameError('')\n              }}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') void submitName()\n              }}\n              error={Boolean(nameError)}\n              helperText={nameError || ' '}\n              slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n              autoFocus\n              fullWidth\n            />\n            {nameDialog?.mode === 'add' && groups.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Group\"\n                value={draftGroup}\n                onChange={(event) => setDraftGroup(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                <MenuItem value=\"\">{'None'}</MenuItem>\n                {groups.map((group) => (\n                  <MenuItem key={group.id} value={group.id}>\n                    {group.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            {nameDialog?.mode === 'add' && meanings.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setDeleting(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            color=\"error\"\n            disabled={busy || (meanings.length > 0 && !replaceWith)}\n            onClick={() => void submitDelete()}\n          >\n            {'Delete value'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </Stack>\n  )\n}\nPicklistValuesCard.displayName = 'PicklistValuesCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/picklist-values-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  isStandardPicklistValueId,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiDragVertical,\n  mdiEyeOffOutline,\n  mdiEyeOutline,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { doc, serverTimestamp, setDoc } from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport {\n  addPicklistValue,\n  crmPicklistValuesRouteUrl,\n  movePicklistValue,\n  picklistAddableMeanings,\n  picklistKeepsGroups,\n  picklistMeaningLabel,\n  picklistReplacements,\n  type PicklistValuesAction,\n  type PicklistValuesRequest,\n  type PicklistValuesResponse,\n  setPicklistDefault,\n  setPicklistValueActive,\n  setPicklistValueGroup,\n  sortPicklistValues,\n} from '../model/picklist-values'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport interface PicklistValuesCardProps {\n  /** Which of the CRM's standard picklists this card manages. */\n  picklistId: CrmPicklistId\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /** The org whose list this is; `null` while it settles. */\n  orgId: string | null\n  /** The site a newly written list records as its definer — the Fields page's own. */\n  createHostId: string | null\n}\n\n/** Each object's noun, singular and plural, for the card's sentences. */\nconst OBJECT_NOUNS: Record<CrmPicklistObject, [string, string]> = {\n  contact: ['contact', 'contacts'],\n  company: ['company', 'companies'],\n  deal: ['deal', 'deals'],\n  lead: ['lead', 'leads'],\n  task: ['task', 'tasks'],\n}\n\n/** \"a\", \"a and b\", \"a, b and c\". */\nfunction sentenceList(words: readonly string[]): string {\n  return words.length < 2\n    ? (words[0] ?? '')\n    : `${words.slice(0, -1).join(', ')} and ${words[words.length - 1]}`\n}\n\n/** The objects whose records hold the field's label, in the definition's order. */\nfunction targetObjects(definition: CrmPicklistDefinition): CrmPicklistObject[] {\n  return [...new Set(definition.targets.map((target) => target.object))]\n}\n\n/** The add and rename dialog's state: which value, if any, is being renamed. */\ntype NameDialog = { mode: 'add' } | { mode: 'rename'; value: CrmPicklistValue } | null\n\n/**\n * ONE STANDARD PICKLIST'S VALUES (AGL-3298, AGL-3510) — Salesforce's\n * picklist value set for a standard field, managed on the Fields tab of the\n * object the field belongs to.\n *\n * Standard values are marked, and cannot be deleted — every org has them —\n * but rename, reorder, regroup, deactivate and default are theirs as much\n * as an added value's. Every move that touches only the LIST — add,\n * reorder by drag or arrows, sort A–Z, activate, deactivate, group,\n * default — is one client write of the whole document, guarded against a\n * cached read like every seeded save on the Fields page. The ones that\n * change RECORDS — rename, and delete with a replacement, and on a list\n * whose records keep the value's group (Lead source's direction, AGL-3577)\n * group and add — go to `crm/picklist-values`, which rewrites the list and\n * every record the definition's targets name together; see that route.\n *\n * An org that has never edited the list reads the standard values, and the\n * first move here writes them down as the org's own.\n */\nexport function PicklistValuesCard(props: PicklistValuesCardProps) {\n  const { picklistId, hostId, orgId, createHostId } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { definition, picklist, stored, ready, fromCache } = useCrmPicklist(picklistId, orgId)\n  const [busy, setBusy] = useState(false)\n  const [nameDialog, setNameDialog] = useState<NameDialog>(null)\n  const [draftName, setDraftName] = useState('')\n  const [draftGroup, setDraftGroup] = useState('')\n  const [draftMeaning, setDraftMeaning] = useState('')\n  const [nameError, setNameError] = useState('')\n  const [deleting, setDeleting] = useState<CrmPicklistValue | null>(null)\n  const [replaceWith, setReplaceWith] = useState('')\n  const [dragFrom, setDragFrom] = useState<number | null>(null)\n\n  const groups = definition.groups ?? []\n  // Whether records keep a value's group, so a regroup and an add change them too.\n  const keepsGroups = picklistKeepsGroups(definition)\n  const meanings = definition.meanings ?? []\n  // An added value may not take a meaning only the platform sets (AGL-3512).\n  const addableMeanings = picklistAddableMeanings(definition)\n  const [noun, nouns] = OBJECT_NOUNS[definition.object]\n  const holders = targetObjects(definition).map((object) => OBJECT_NOUNS[object])\n  // A list of suggestions only — a task's subjects (AGL-3517) — that no record holds.\n  const suggestions = holders.length === 0\n  const field = definition.label.toLowerCase()\n  const failed = `The ${definition.plural} could not be saved.`\n  const isStandard = (value: CrmPicklistValue) => isStandardPicklistValueId(definition, value.id)\n\n  /** Write the whole list — the list-only moves above. */\n  const save = useCallback(\n    async (next: CrmPicklist, done: string) => {\n      if (!orgId || busy) return\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed({ subject: `${field} list`, fromCache }, () =>\n          setDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, picklistId),\n            {\n              values: next.values,\n              defaultValueId: next.defaultValueId,\n              updatedAt: serverTimestamp(),\n              // The org-wide stamp the rules require of a new CRM document,\n              // the same one a field definition carries.\n              ...(stored\n                ? {}\n                : {\n                    hostId: createHostId,\n                    createdAt: serverTimestamp(),\n                    ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                  }),\n            },\n            { merge: true },\n          ),\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n      } finally {\n        setBusy(false)\n      }\n    },\n    [orgId, busy, field, fromCache, firestore, picklistId, stored, createHostId, enqueueSnackbar, failed],\n  )\n\n  /** A rename or a delete — the moves that change records too. */\n  const post = useCallback(\n    async (request: PicklistValuesAction): Promise<PicklistValuesResponse | null> => {\n      const scope = crmTaskCallScope(hostId, orgId)\n      if (!scope || busy) return null\n      setBusy(true)\n      try {\n        const response = await authorizedFetch(user, crmPicklistValuesRouteUrl(), {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({ ...request, picklistId, ...scope } satisfies PicklistValuesRequest),\n        })\n        const payload = (await response.json().catch(() => ({}))) as { error?: string }\n        if (!response.ok) {\n          enqueueSnackbar(payload.error || failed, { variant: 'warning', persist: false })\n          return null\n        }\n        return payload as PicklistValuesResponse\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return null\n      } finally {\n        setBusy(false)\n      }\n    },\n    [hostId, orgId, busy, user, picklistId, enqueueSnackbar, failed],\n  )\n\n  /** \" — 2 leads and 1 contact updated\", or nothing when no record held the value. */\n  const moved = (result: PicklistValuesResponse) => {\n    const counts = targetObjects(definition).map((object) => {\n      const count = result.updated?.[object] ?? 0\n      const [one, many] = OBJECT_NOUNS[object]\n      return { count, text: `${count.toLocaleString()} ${count === 1 ? one : many}` }\n    })\n    return counts.some((entry) => entry.count)\n      ? ` — ${sentenceList(counts.map((entry) => entry.text))} updated`\n      : ''\n  }\n\n  const openAdd = () => {\n    setDraftName('')\n    setDraftGroup('')\n    setDraftMeaning('')\n    setNameError('')\n    setNameDialog({ mode: 'add' })\n  }\n  const openRename = (value: CrmPicklistValue) => {\n    setDraftName(value.label)\n    setNameError('')\n    setNameDialog({ mode: 'rename', value })\n  }\n\n  const submitName = async () => {\n    if (!nameDialog) return\n    if (nameDialog.mode === 'add') {\n      const move = addPicklistValue(definition, picklist, draftName, {\n        group: draftGroup || null,\n        meaning: draftMeaning || null,\n      })\n      if (move.ok === false) return void setNameError(move.error)\n      if (keepsGroups) {\n        // Records may already hold the label, and keep its group (AGL-3577).\n        const result = await post({\n          action: 'add',\n          label: draftName,\n          group: draftGroup || null,\n          meaning: draftMeaning || null,\n        })\n        if (!result) return\n        setNameDialog(null)\n        enqueueSnackbar(`“${draftName.trim()}” added${moved(result)}`, {\n          variant: 'success',\n          persist: false,\n        })\n        return\n      }\n      setNameDialog(null)\n      await save(move.picklist, `“${draftName.trim()}” added`)\n      return\n    }\n    const result = await post({ action: 'rename', valueId: nameDialog.value.id, label: draftName })\n    if (!result) return\n    setNameDialog(null)\n    enqueueSnackbar(`Renamed${moved(result)}`, { variant: 'success', persist: false })\n  }\n\n  const openDelete = (value: CrmPicklistValue) => {\n    setReplaceWith('')\n    setDeleting(value)\n  }\n  const submitDelete = async () => {\n    if (!deleting) return\n    const result = await post({\n      action: 'delete',\n      valueId: deleting.id,\n      replaceWith: replaceWith || null,\n    })\n    if (!result) return\n    setDeleting(null)\n    enqueueSnackbar(`“${deleting.label}” deleted${moved(result)}`, {\n      variant: 'success',\n      persist: false,\n    })\n  }\n\n  const move = (from: number, to: number) =>\n    void save(movePicklistValue(picklist, from, to), 'Order saved')\n\n  const rowActions = (value: CrmPicklistValue): RowActionsMenuItem[] => {\n    const isDefault = picklist.defaultValueId === value.id\n    const items: RowActionsMenuItem[] = [\n      {\n        key: 'rename',\n        label: 'Rename',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        disabled: busy,\n        onClick: () => openRename(value),\n      },\n      {\n        key: 'default',\n        label: isDefault ? 'Clear default' : 'Make default',\n        icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n        disabled: busy || (!isDefault && !value.active),\n        disabledReason: !value.active ? 'An inactive value cannot be the default' : undefined,\n        onClick: () =>\n          void save(\n            setPicklistDefault(picklist, isDefault ? null : value.id),\n            isDefault ? 'Default cleared' : `New ${nouns} start as “${value.label}”`,\n          ),\n      },\n      {\n        key: 'active',\n        label: value.active ? 'Deactivate' : 'Activate',\n        icon: (\n          <MdiIcon path={value.active ? mdiEyeOffOutline.path : mdiEyeOutline.path} size={0.8} />\n        ),\n        disabled: busy,\n        onClick: () =>\n          void save(\n            setPicklistValueActive(picklist, value.id, !value.active),\n            value.active ? `“${value.label}” deactivated` : `“${value.label}” activated`,\n          ),\n      },\n    ]\n    // A standard value is every organization's: it is deactivated, never deleted.\n    if (!isStandard(value)) {\n      items.push({\n        key: 'delete',\n        label: 'Delete…',\n        icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: busy,\n        onClick: () => openDelete(value),\n      })\n    }\n    return items\n  }\n\n  const replacements = deleting ? picklistReplacements(definition, picklist, deleting.id) : []\n  const columns = 4 + (groups.length ? 1 : 0) + (meanings.length ? 1 : 0)\n  const heldBy = sentenceList(holders.map(([, many]) => many)).replace(/^./, (letter) =>\n    letter.toUpperCase(),\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction={{ xs: 'column', sm: 'row' }}\n        spacing={1}\n        sx={{ justifyContent: 'space-between', alignItems: { sm: 'center' } }}\n      >\n        <Stack spacing={0.25}>\n          <Typography variant=\"subtitle1\">{`${definition.label} values`}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {(suggestions\n              ? `The suggestions every ${noun}’s ${definition.label} offers, in this order. ` +\n                'Any text may still be typed, and renaming or deleting a suggestion ' +\n                `changes no ${noun}. `\n              : `The choices in every ${noun}’s ${definition.label} select, in this order. ` +\n                (definition.restricted\n                  ? 'An import or an API write naming anything else is refused. '\n                  : '') +\n                'A deactivated value stays on the records that hold it. ') +\n              'Standard values come with every organization and cannot be deleted; ' +\n              'add your own beside them.'}\n          </Typography>\n        </Stack>\n        {orgId ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexShrink: 0 }}>\n            <Button\n              size=\"small\"\n              disabled={busy || picklist.values.length < 2}\n              onClick={() => void save(sortPicklistValues(picklist), 'Sorted A–Z')}\n            >\n              {'Sort A–Z'}\n            </Button>\n            <Button size=\"small\" variant=\"outlined\" disabled={busy} onClick={openAdd}>\n              {'Add value'}\n            </Button>\n          </Stack>\n        ) : null}\n      </Stack>\n      {!ready ? null : (\n        <ScrollTable size=\"small\" aria-label={`${definition.label} values`}>\n          <TableHead>\n            <TableRow>\n              <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n              <TableCell>{'Value'}</TableCell>\n              {groups.length ? <TableCell>{'Group'}</TableCell> : null}\n              {meanings.length ? <TableCell>{'Means'}</TableCell> : null}\n              <TableCell>{'Status'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {picklist.values.length === 0 ? (\n              <TableRow>\n                <TableCell colSpan={columns}>\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {`No values yet. Add one, and every ${noun} can be given it.`}\n                  </Typography>\n                </TableCell>\n              </TableRow>\n            ) : null}\n            {picklist.values.map((value, index) => (\n              <TableRow\n                key={value.id}\n                hover\n                // Native drag and drop for a pointer; the arrows beside the\n                // handle are the same move for a keyboard or a touch screen.\n                draggable={!busy}\n                onDragStart={(event) => {\n                  setDragFrom(index)\n                  event.dataTransfer.effectAllowed = 'move'\n                }}\n                onDragOver={(event) => {\n                  if (dragFrom === null) return\n                  event.preventDefault()\n                  event.dataTransfer.dropEffect = 'move'\n                }}\n                onDrop={(event) => {\n                  event.preventDefault()\n                  if (dragFrom !== null && dragFrom !== index) move(dragFrom, index)\n                  setDragFrom(null)\n                }}\n                onDragEnd={() => setDragFrom(null)}\n                sx={{\n                  ...(value.active ? {} : { opacity: 0.6 }),\n                  ...(dragFrom === index ? { outline: 1, outlineColor: 'primary.main' } : {}),\n                }}\n              >\n                <TableCell>\n                  <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                    <MdiIcon\n                      path={mdiDragVertical.path}\n                      size={0.8}\n                      style={{ cursor: busy ? 'default' : 'grab' }}\n                      aria-hidden\n                    />\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === 0 || busy}\n                      onClick={() => move(index, index - 1)}\n                    >\n                      <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} up`}</SrOnly>\n                    </IconButton>\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === picklist.values.length - 1 || busy}\n                      onClick={() => move(index, index + 1)}\n                    >\n                      <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} down`}</SrOnly>\n                    </IconButton>\n                  </Stack>\n                </TableCell>\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                    <Typography variant=\"body2\">{value.label}</Typography>\n                    {isStandard(value) ? (\n                      <Chip size=\"small\" variant=\"outlined\" label=\"Standard\" />\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                {groups.length ? (\n                  <TableCell sx={{ minWidth: 150 }}>\n                    <TextField\n                      select\n                      size=\"small\"\n                      variant=\"standard\"\n                      value={value.group ?? ''}\n                      disabled={busy || !orgId}\n                      onChange={(event) => {\n                        const group = String(event.target.value) || null\n                        const name = groups.find((entry) => entry.id === group)?.label\n                        const done = name ? `“${value.label}” is ${name}` : `“${value.label}” has no group`\n                        if (!keepsGroups) {\n                          void save(setPicklistValueGroup(definition, picklist, value.id, group), done)\n                          return\n                        }\n                        // Its records keep the group too (AGL-3577): the route moves both.\n                        void post({ action: 'group', valueId: value.id, group }).then((result) => {\n                          if (result) {\n                            enqueueSnackbar(`${done}${moved(result)}`, { variant: 'success', persist: false })\n                          }\n                        })\n                      }}\n                      fullWidth\n                      slotProps={{\n                        select: { displayEmpty: true, 'aria-label': `Group of ${value.label}` },\n                      }}\n                    >\n                      <MenuItem value=\"\">{'None'}</MenuItem>\n                      {groups.map((group) => (\n                        <MenuItem key={group.id} value={group.id}>\n                          {group.label}\n                        </MenuItem>\n                      ))}\n                    </TextField>\n                  </TableCell>\n                ) : null}\n                {meanings.length ? (\n                  // What the value means to the CRM: fixed for a standard value, and\n                  // chosen when an added one is made.\n                  <TableCell>\n                    <Typography variant=\"body2\" color={value.meaning ? 'text.primary' : 'text.secondary'}>\n                      {value.meaning ? picklistMeaningLabel(definition, value.meaning) : '—'}\n                    </Typography>\n                  </TableCell>\n                ) : null}\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', alignItems: 'center' }}>\n                    {value.active ? null : (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Inactive\" />\n                    )}\n                    {picklist.defaultValueId === value.id ? (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"primary\" label=\"Default\" />\n                    ) : null}\n                    {value.active && picklist.defaultValueId !== value.id ? (\n                      <Typography variant=\"body2\" color=\"text.secondary\">\n                        {'Active'}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 56 }}>\n                  <RowActionsMenu label={value.label} items={rowActions(value)} />\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n      )}\n      {ready && !stored ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'These are the standard values. Your first change here makes the list your ' +\n            'organization’s own.'}\n        </Typography>\n      ) : null}\n\n      <Dialog open={nameDialog !== null} onClose={() => setNameDialog(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>\n          {nameDialog?.mode === 'rename' ? `Rename “${nameDialog.value.label}”` : `Add a ${field}`}\n        </DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            {nameDialog?.mode === 'rename' && !suggestions ? (\n              <DialogContentText variant=\"body2\">\n                {`Every ${sentenceList(holders.map(([one]) => one))} holding this value ` +\n                  'is updated to the new name.'}\n              </DialogContentText>\n            ) : null}\n            <TextField\n              size=\"small\"\n              label=\"Value\"\n              value={draftName}\n              onChange={(event) => {\n                setDraftName(event.target.value)\n                setNameError('')\n              }}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') void submitName()\n              }}\n              error={Boolean(nameError)}\n              helperText={nameError || ' '}\n              slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n              autoFocus\n              fullWidth\n            />\n            {nameDialog?.mode === 'add' && groups.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Group\"\n                value={draftGroup}\n                onChange={(event) => setDraftGroup(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                <MenuItem value=\"\">{'None'}</MenuItem>\n                {groups.map((group) => (\n                  <MenuItem key={group.id} value={group.id}>\n                    {group.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            {nameDialog?.mode === 'add' && meanings.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setDeleting(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            color=\"error\"\n            disabled={busy || (meanings.length > 0 && !replaceWith)}\n            onClick={() => void submitDelete()}\n          >\n            {'Delete value'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </Stack>\n  )\n}\nPicklistValuesCard.displayName = 'PicklistValuesCard'\n\nexport default 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package/src/lib/model/crm-list-query.d.ts

@@ -14,7 +14,7 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type CrmListCollection } from '@aglyn/aglyn';
+import { type CrmListCollection, type CrmListFieldsContext } from '@aglyn/aglyn';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import type { ListFilterOption } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
 import type { ListQueryDeclaration, ListQueryFilter, ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan';
@@ -84,9 +84,10 @@ export declare function crmSelectField(column: string, path?: string): ListFilte
  * sentinel in the patch reads as the field removed — through
  * `crmListFields`, narrowed to `fields`. A client never writes a field the
  * rules keep for the server (a lead's `emailStatus`), which is why the
- * caller names the ones it may.
+ * caller names the ones it may. A lead's direction is read off the org's
+ * lead source list, which the caller passes in `context` once it has it.
  */
-export declare function crmClientListFields(collection: CrmListCollection, record: Readonly<Record<string, unknown>>, patch: Readonly<Record<string, unknown>>, fields: readonly string[]): Record<string, unknown>;
+export declare function crmClientListFields(collection: CrmListCollection, record: Readonly<Record<string, unknown>>, patch: Readonly<Record<string, unknown>>, fields: readonly string[], context?: CrmListFieldsContext): Record<string, unknown>;
 /** The search fields every CRM record carries — what a client edit of searched text rewrites. */
 export declare const CRM_CLIENT_SEARCH_FIELDS: readonly ["searchTokens", "scopedSearchTokens"];
 /**

package/src/lib/model/crm-list-query.js

@@ -159,15 +159,16 @@ const sameClause = (a, b)=>a.field === b.field && a.op === b.op && a.value === b
  * sentinel in the patch reads as the field removed — through
  * `crmListFields`, narrowed to `fields`. A client never writes a field the
  * rules keep for the server (a lead's `emailStatus`), which is why the
- * caller names the ones it may.
- */ export function crmClientListFields(collection, record, patch, fields) {
+ * caller names the ones it may. A lead's direction is read off the org's
+ * lead source list, which the caller passes in `context` once it has it.
+ */ export function crmClientListFields(collection, record, patch, fields, context = {}) {
     const merged = _extends({}, record);
     for (const [key, value] of Object.entries(patch)){
         // A dotted path is a map entry (`custom.tier`), never a searched field.
         if (key.includes('.')) continue;
         merged[key] = value === null || isSentinel(value) ? undefined : value;
     }
-    const computed = crmListFields(collection, merged);
+    const computed = crmListFields(collection, merged, context);
     return Object.fromEntries(fields.filter((field)=>field in computed).map((field)=>[
             field,
             computed[field]

package/src/lib/model/crm-list-query.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-list-query.ts"],"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\nimport {\n  CRM_SCOPED_SEARCH_TOKENS_FIELD,\n  CRM_SEARCH_TOKENS_FIELD,\n  type CrmListCollection,\n  crmListFields,\n} from '@aglyn/aglyn'\nimport { scopedSearch } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListFilterOption } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { listQueryRefusals } from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQueryPlan,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\n\n/*\n * THE CRM LISTS ON THEIR QUERIES (AGL-3321).\n *\n * Every CRM list — Leads, Contacts, Companies, Deals, Tasks — declares its\n * filterable fields, its one order and its search as a\n * `ListQueryDeclaration`, and `planListQuery` puts every clause and the\n * search word on ONE Firestore query paged by `useListQuery`. What a query\n * cannot hold is refused by name (`ListQueryNotices`), never matched over\n * the rows a page happened to load.\n *\n * This module is what the five share: the search every CRM record carries\n * (`searchTokens`, and `scopedSearchTokens` under a site — see\n * `crmListFields` in `@aglyn/aglyn`), the scope clause as the plan's base,\n * a stored clause translated to the one its query asks, and the refusals\n * read back through the clause the reader set.\n */\n\n/** Every CRM list's quick search: the tokens every writer stamps. */\nexport const CRM_LIST_SEARCH: NonNullable<ListQueryDeclaration['search']> = {\n  tokensPath: CRM_SEARCH_TOKENS_FIELD,\n  scoped: scopedSearch(CRM_SCOPED_SEARCH_TOKENS_FIELD),\n}\n\n/**\n * The scope clause as the plan's base: `visibleTo array-contains-any` over\n * the reader's tokens under a site, nothing at the organization level\n * (`null` tokens), where an org-wide member's listeners carry none.\n */\nexport function crmListBase(visibleTo: readonly string[] | null): ListQueryFilter[] {\n  return visibleTo ? [{ path: 'visibleTo', op: 'array-contains-any', value: [...visibleTo] }] : []\n}\n\n/** The base's shape, for `listQueryIndexes`: the scope clause is an array clause. */\nexport const CRM_LIST_BASE_INDEX = [{ path: 'visibleTo', array: true }] as const\n\n/**\n * The declaration a reader may run.\n *\n * Under a site the search folds into the scope clause (`search.scoped`),\n * and a query without `visibleTo` is one the rules can prove only for an\n * ORG-WIDE member — `canReadScoped()` short-circuits on it, and for anybody\n * else inspects `visibleTo`, which the folded query no longer constrains.\n * A member whose reach is some sites keeps the scope clause, and the plan\n * refuses their search by name rather than sending a query the rules deny.\n */\nexport function crmListDeclarationFor(\n  declaration: ListQueryDeclaration,\n  foldsScope: boolean,\n): ListQueryDeclaration {\n  if (foldsScope || !declaration.search?.scoped) return declaration\n  return { ...declaration, search: { tokensPath: declaration.search.tokensPath } }\n}\n\n/*------------------------------------------\n * WHAT A LIST STORES, AND WHAT IT ASKS.\n *\n * A saved view stores clauses in the grid's grammar — \"Status is Open\",\n * \"Owner is Dana\", \"Lead source is none\" — and some of them name no stored\n * field one query can ask as it is: Open is two statuses, an owner under a\n * site is that holder's facet key, a lead source is compared by its key. A\n * list translates each stored clause into the clause its query asks, plans\n * those, and reads the plan's refusals back through the stored clause, so\n * the notice names what the reader set (\"Status is Open is not applied\")\n * and never the field it was translated to.\n *-----------------------------------------*/\n\n/** How one stored clause is asked: a query clause, or why it cannot be. */\nexport type CrmClauseAsked = ListFilterRequest | { refused: string }\n\nexport interface CrmAskedClauses {\n  /** What the plan is asked, in the order the reader set them. */\n  clauses: ListFilterRequest[]\n  /** The stored clause each asked one stands for, index for index. */\n  origins: ListFilterRequest[]\n  /** Stored clauses refused before the plan saw them, with why. */\n  refused: Array<{ clause: ListFilterRequest; reason: string }>\n}\n\n/** Every stored clause through `ask`, keeping where each came from. */\nexport function crmAskClauses(\n  stored: readonly ListFilterRequest[],\n  ask: (clause: ListFilterRequest) => CrmClauseAsked,\n): CrmAskedClauses {\n  const clauses: ListFilterRequest[] = []\n  const origins: ListFilterRequest[] = []\n  const refused: CrmAskedClauses['refused'] = []\n  for (const clause of stored) {\n    const asked = ask(clause)\n    if ('refused' in asked) {\n      refused.push({ clause, reason: asked.refused })\n    } else {\n      clauses.push(asked)\n      origins.push(clause)\n    }\n  }\n  return { clauses, origins, refused }\n}\n\nconst sameClause = (a: ListFilterRequest, b: ListFilterRequest): boolean =>\n  a.field === b.field && a.op === b.op && a.value === b.value\n\n/**\n * The plan's refusals and the translation's, each named by the clause the\n * reader SET, as `ListQueryNotices` takes them — through the platform's one\n * wording (`listQueryRefusals`), so a notice and its chip read alike.\n */\nexport function crmQueryRefusals(\n  plan: Pick<ListQueryPlan, 'refused'>,\n  asked: CrmAskedClauses,\n  context: {\n    fields: readonly ListFilterField[]\n    headers?: Readonly<Record<string, string>>\n    options?: Readonly<Record<string, readonly ListFilterOption[]>>\n  },\n): Array<{ label: string; reason: string }> {\n  const planned = plan.refused.map((entry) => {\n    if (entry.clause === 'search') return entry\n    const clause = entry.clause\n    const at = asked.clauses.findIndex((candidate) => sameClause(candidate, clause))\n    return { clause: at >= 0 ? asked.origins[at] : clause, reason: entry.reason }\n  })\n  return listQueryRefusals([...asked.refused, ...planned], context)\n}\n\n/** The comma-separated values of an `isAnyOf`, or the one value of anything else. */\nexport function crmClauseValues(clause: Pick<ListFilterRequest, 'op' | 'value'>): string[] {\n  const raw = clause.op === 'isAnyOf' ? clause.value.split(',') : [clause.value]\n  return [...new Set(raw.map((value) => value.trim()).filter(Boolean))]\n}\n\n/** One value as `equals`, several as `isAnyOf` — the shape the plan takes a list in. */\nexport function crmAnyOf(field: string, values: readonly string[]): CrmClauseAsked {\n  const unique = [...new Set(values)]\n  if (!unique.length) return { refused: 'no value yet' }\n  return unique.length === 1\n    ? { field, op: 'equals', value: unique[0] }\n    : { field, op: 'isAnyOf', value: unique.join(',') }\n}\n\n/** A `select` field: equality and \"any of\" over stored values, nothing else. */\nexport function crmSelectField(column: string, path: string = column): ListFilterField {\n  return { column, kind: 'exact', path, operators: ['equals', 'isAnyOf'] }\n}\n\n/**\n * The list fields a CLIENT edit writes beside its patch (AGL-3321): the\n * record as the listener holds it with the patch laid over — a `null` or a\n * sentinel in the patch reads as the field removed — through\n * `crmListFields`, narrowed to `fields`. A client never writes a field the\n * rules keep for the server (a lead's `emailStatus`), which is why the\n * caller names the ones it may.\n */\nexport function crmClientListFields(\n  collection: CrmListCollection,\n  record: Readonly<Record<string, unknown>>,\n  patch: Readonly<Record<string, unknown>>,\n  fields: readonly string[],\n): Record<string, unknown> {\n  const merged: Record<string, unknown> = { ...record }\n  for (const [key, value] of Object.entries(patch)) {\n    // A dotted path is a map entry (`custom.tier`), never a searched field.\n    if (key.includes('.')) continue\n    merged[key] = value === null || isSentinel(value) ? undefined : value\n  }\n  const computed = crmListFields(collection, merged)\n  return Object.fromEntries(fields.filter((field) => field in computed).map((field) => [field, computed[field]]))\n}\n\n/** A web-SDK `FieldValue` — `deleteField()`, the one a client edit of these fields sends. */\nconst isSentinel = (value: unknown): boolean =>\n  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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/model/crm-list-query.ts"],"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\nimport {\n  CRM_SCOPED_SEARCH_TOKENS_FIELD,\n  CRM_SEARCH_TOKENS_FIELD,\n  type CrmListCollection,\n  type CrmListFieldsContext,\n  crmListFields,\n} from '@aglyn/aglyn'\nimport { scopedSearch } from '@aglyn/aglyn/app-utils/name-search'\nimport type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type { ListFilterOption } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { listQueryRefusals } from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport type {\n  ListQueryDeclaration,\n  ListQueryFilter,\n  ListQueryPlan,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\n\n/*\n * THE CRM LISTS ON THEIR QUERIES (AGL-3321).\n *\n * Every CRM list — Leads, Contacts, Companies, Deals, Tasks — declares its\n * filterable fields, its one order and its search as a\n * `ListQueryDeclaration`, and `planListQuery` puts every clause and the\n * search word on ONE Firestore query paged by `useListQuery`. What a query\n * cannot hold is refused by name (`ListQueryNotices`), never matched over\n * the rows a page happened to load.\n *\n * This module is what the five share: the search every CRM record carries\n * (`searchTokens`, and `scopedSearchTokens` under a site — see\n * `crmListFields` in `@aglyn/aglyn`), the scope clause as the plan's base,\n * a stored clause translated to the one its query asks, and the refusals\n * read back through the clause the reader set.\n */\n\n/** Every CRM list's quick search: the tokens every writer stamps. */\nexport const CRM_LIST_SEARCH: NonNullable<ListQueryDeclaration['search']> = {\n  tokensPath: CRM_SEARCH_TOKENS_FIELD,\n  scoped: scopedSearch(CRM_SCOPED_SEARCH_TOKENS_FIELD),\n}\n\n/**\n * The scope clause as the plan's base: `visibleTo array-contains-any` over\n * the reader's tokens under a site, nothing at the organization level\n * (`null` tokens), where an org-wide member's listeners carry none.\n */\nexport function crmListBase(visibleTo: readonly string[] | null): ListQueryFilter[] {\n  return visibleTo ? [{ path: 'visibleTo', op: 'array-contains-any', value: [...visibleTo] }] : []\n}\n\n/** The base's shape, for `listQueryIndexes`: the scope clause is an array clause. */\nexport const CRM_LIST_BASE_INDEX = [{ path: 'visibleTo', array: true }] as const\n\n/**\n * The declaration a reader may run.\n *\n * Under a site the search folds into the scope clause (`search.scoped`),\n * and a query without `visibleTo` is one the rules can prove only for an\n * ORG-WIDE member — `canReadScoped()` short-circuits on it, and for anybody\n * else inspects `visibleTo`, which the folded query no longer constrains.\n * A member whose reach is some sites keeps the scope clause, and the plan\n * refuses their search by name rather than sending a query the rules deny.\n */\nexport function crmListDeclarationFor(\n  declaration: ListQueryDeclaration,\n  foldsScope: boolean,\n): ListQueryDeclaration {\n  if (foldsScope || !declaration.search?.scoped) return declaration\n  return { ...declaration, search: { tokensPath: declaration.search.tokensPath } }\n}\n\n/*------------------------------------------\n * WHAT A LIST STORES, AND WHAT IT ASKS.\n *\n * A saved view stores clauses in the grid's grammar — \"Status is Open\",\n * \"Owner is Dana\", \"Lead source is none\" — and some of them name no stored\n * field one query can ask as it is: Open is two statuses, an owner under a\n * site is that holder's facet key, a lead source is compared by its key. A\n * list translates each stored clause into the clause its query asks, plans\n * those, and reads the plan's refusals back through the stored clause, so\n * the notice names what the reader set (\"Status is Open is not applied\")\n * and never the field it was translated to.\n *-----------------------------------------*/\n\n/** How one stored clause is asked: a query clause, or why it cannot be. */\nexport type CrmClauseAsked = ListFilterRequest | { refused: string }\n\nexport interface CrmAskedClauses {\n  /** What the plan is asked, in the order the reader set them. */\n  clauses: ListFilterRequest[]\n  /** The stored clause each asked one stands for, index for index. */\n  origins: ListFilterRequest[]\n  /** Stored clauses refused before the plan saw them, with why. */\n  refused: Array<{ clause: ListFilterRequest; reason: string }>\n}\n\n/** Every stored clause through `ask`, keeping where each came from. */\nexport function crmAskClauses(\n  stored: readonly ListFilterRequest[],\n  ask: (clause: ListFilterRequest) => CrmClauseAsked,\n): CrmAskedClauses {\n  const clauses: ListFilterRequest[] = []\n  const origins: ListFilterRequest[] = []\n  const refused: CrmAskedClauses['refused'] = []\n  for (const clause of stored) {\n    const asked = ask(clause)\n    if ('refused' in asked) {\n      refused.push({ clause, reason: asked.refused })\n    } else {\n      clauses.push(asked)\n      origins.push(clause)\n    }\n  }\n  return { clauses, origins, refused }\n}\n\nconst sameClause = (a: ListFilterRequest, b: ListFilterRequest): boolean =>\n  a.field === b.field && a.op === b.op && a.value === b.value\n\n/**\n * The plan's refusals and the translation's, each named by the clause the\n * reader SET, as `ListQueryNotices` takes them — through the platform's one\n * wording (`listQueryRefusals`), so a notice and its chip read alike.\n */\nexport function crmQueryRefusals(\n  plan: Pick<ListQueryPlan, 'refused'>,\n  asked: CrmAskedClauses,\n  context: {\n    fields: readonly ListFilterField[]\n    headers?: Readonly<Record<string, string>>\n    options?: Readonly<Record<string, readonly ListFilterOption[]>>\n  },\n): Array<{ label: string; reason: string }> {\n  const planned = plan.refused.map((entry) => {\n    if (entry.clause === 'search') return entry\n    const clause = entry.clause\n    const at = asked.clauses.findIndex((candidate) => sameClause(candidate, clause))\n    return { clause: at >= 0 ? asked.origins[at] : clause, reason: entry.reason }\n  })\n  return listQueryRefusals([...asked.refused, ...planned], context)\n}\n\n/** The comma-separated values of an `isAnyOf`, or the one value of anything else. */\nexport function crmClauseValues(clause: Pick<ListFilterRequest, 'op' | 'value'>): string[] {\n  const raw = clause.op === 'isAnyOf' ? clause.value.split(',') : [clause.value]\n  return [...new Set(raw.map((value) => value.trim()).filter(Boolean))]\n}\n\n/** One value as `equals`, several as `isAnyOf` — the shape the plan takes a list in. */\nexport function crmAnyOf(field: string, values: readonly string[]): CrmClauseAsked {\n  const unique = [...new Set(values)]\n  if (!unique.length) return { refused: 'no value yet' }\n  return unique.length === 1\n    ? { field, op: 'equals', value: unique[0] }\n    : { field, op: 'isAnyOf', value: unique.join(',') }\n}\n\n/** A `select` field: equality and \"any of\" over stored values, nothing else. */\nexport function crmSelectField(column: string, path: string = column): ListFilterField {\n  return { column, kind: 'exact', path, operators: ['equals', 'isAnyOf'] }\n}\n\n/**\n * The list fields a CLIENT edit writes beside its patch (AGL-3321): the\n * record as the listener holds it with the patch laid over — a `null` or a\n * sentinel in the patch reads as the field removed — through\n * `crmListFields`, narrowed to `fields`. A client never writes a field the\n * rules keep for the server (a lead's `emailStatus`), which is why the\n * caller names the ones it may. A lead's direction is read off the org's\n * lead source list, which the caller passes in `context` once it has it.\n */\nexport function crmClientListFields(\n  collection: CrmListCollection,\n  record: Readonly<Record<string, unknown>>,\n  patch: Readonly<Record<string, unknown>>,\n  fields: readonly string[],\n  context: CrmListFieldsContext = {},\n): Record<string, unknown> {\n  const merged: Record<string, unknown> = { ...record }\n  for (const [key, value] of Object.entries(patch)) {\n    // A dotted path is a map entry (`custom.tier`), never a searched field.\n    if (key.includes('.')) continue\n    merged[key] = value === null || isSentinel(value) ? undefined : value\n  }\n  const computed = crmListFields(collection, merged, context)\n  return Object.fromEntries(fields.filter((field) => field in computed).map((field) => [field, computed[field]]))\n}\n\n/** A web-SDK `FieldValue` — `deleteField()`, the one a client edit of these fields sends. */\nconst isSentinel = (value: unknown): boolean =>\n  typeof value === 'object' &&\n  value !== null &&\n  !Array.isArray(value) &&\n  !(value instanceof Date) &&\n  typeof (value as { isEqual?: unknown }).isEqual === 'function'\n\n/** The search fields every CRM record carries — what a client edit of searched text rewrites. */\nexport const CRM_CLIENT_SEARCH_FIELDS = ['searchTokens', 'scopedSearchTokens'] as const\n\n\n/**\n * The list fields a deal's contact roles are found by (AGL-3521) — what a\n * client write of `contactRoles` or `contactId` rewrites beside them.\n */\nexport const CRM_DEAL_CONTACT_ROLE_LIST_FIELDS = [\n  'contactRoleContactIds',\n  'scopedContactRoleContactIds',\n  'contactRoleKeys',\n] as 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package/src/lib/model/lead-filters.d.ts

@@ -18,7 +18,7 @@ import { type EmailStateStatus, type CrmLeadStatus, type CrmPicklist } from '@ag
 import type { CrmViewFilterClause } from '@aglyn/aglyn';
 import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
 import { type ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
-import { type ListQueryDeclaration, type ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 import { type CrmClauseAsked } from './crm-list-query';
 /**
  * What the Leads section's `Show` control offers (AGL-2608): the two
@@ -77,7 +77,7 @@ export declare const LEAD_EMAIL_FILTER_OPTIONS: {
 }[];
 /** The choices for Lead source direction: each group of the Lead source picklist. */
 export declare const LEAD_SOURCE_DIRECTION_FILTER_OPTIONS: {
-    value: import("./lead-source-direction").LeadSourceDirection;
+    value: "inbound" | "outbound";
     label: string;
 }[];
 /**
@@ -134,11 +134,6 @@ export interface LeadQueryReader {
     scopeTokens: readonly string[] | null;
     /** Whether the reader may run a query without the scope clause (`useCrmFoldsScope`). */
     foldsScope: boolean;
-    /**
-     * The org's Lead source list, which a direction is expanded through;
-     * the standard values alone while it has not been read.
-     */
-    leadSources?: CrmPicklist;
 }
 /**
  * One grid clause as the clause the Leads query asks — see the block above.

package/src/lib/model/lead-filters.js

@@ -14,12 +14,11 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey, crmPicklistKey } from "@aglyn/aglyn";
+ */ import { EMAIL_STATE_LABELS, EMAIL_STATE_STATUSES, CRM_LEAD_STATUS_LABELS, CRM_LEAD_OPEN_STATUSES, CRM_LEAD_SCOPED_CAMPAIGNS_FIELD, CRM_LEAD_SOURCE_DIRECTION_FIELD, CRM_LEAD_STATUSES, crmLeadSourceKey, crmPicklistKey } from "@aglyn/aglyn";
 import { SCOPED_SEARCH_JOIN } from "@aglyn/aglyn/app-utils/name-search";
 import { listSelectCodec } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
-import { LIST_QUERY_DISJUNCTIONS } from "@aglyn/shared-ui-jsx/const/list-query-plan";
 import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues, crmSelectField } from "./crm-list-query.js";
-import { isLeadSourceDirection, LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_DIRECTIONS, leadSourceLabelsOfDirection, STANDARD_LEAD_SOURCES } from "./lead-source-direction.js";
+import { isLeadSourceDirection, LEAD_SOURCE_DIRECTION_LABELS, LEAD_SOURCE_DIRECTIONS } from "./lead-source-direction.js";
 export const LEAD_FILTERS = [
     'open',
     'new',
@@ -290,12 +289,11 @@ const STATUS_ALL = {
  *                emailed" is every verdict but `ok`
  *   leadSource   `leadSourceKey`, the label as the picklist compares it, or
  *                `null` for none
- *   leadSourceDirection   `leadSourceKey in [...]` over the key of every
- *                value the org's list files under that group, read when
- *                the clause is asked — a direction is never stored on a
- *                lead, so regrouping a value moves its leads with it. One
- *                `in` holds thirty keys, and a group holding more is
- *                refused by name rather than half asked
+ *   leadSourceDirection   `leadSourceDirection` (AGL-3577), the group of
+ *                the lead's value in the org's list, stamped by the writers
+ *                from that list and rewritten on every lead holding a value
+ *                the list regroups — so one equality asks a group however
+ *                many values it holds
  *   ownerUid     as stored
  *   industry, rating   `industryKey`, `ratingKey` (AGL-3513), each label
  *                as the picklist compares it
@@ -340,6 +338,8 @@ const STATUS_ALL = {
             'contains'
         ]
     },
+    // The lead source's group (AGL-3577), as stamped on the lead.
+    crmSelectField(CRM_LEAD_SOURCE_DIRECTION_FIELD),
     // Industry and Rating (AGL-3513), by the key each writer stores.
     crmSelectField('industryKey'),
     crmSelectField('ratingKey'),
@@ -433,30 +433,12 @@ const ORG_READER = {
             }
         case 'leadSourceDirection':
             {
-                var _reader_leadSources;
-                const picklist = (_reader_leadSources = reader.leadSources) != null ? _reader_leadSources : STANDARD_LEAD_SOURCES;
-                const keys = [];
                 for (const value of values){
                     if (!isLeadSourceDirection(value)) return {
                         refused: `${value} is not a lead source direction`
                     };
-                    for (const label of leadSourceLabelsOfDirection(picklist, value)){
-                        const key = crmLeadSourceKey(label);
-                        if (key) keys.push(key);
-                    }
-                }
-                const unique = [
-                    ...new Set(keys)
-                ];
-                if (!unique.length) return {
-                    refused: 'no lead source is in that direction yet'
-                };
-                if (unique.length > LIST_QUERY_DISJUNCTIONS) {
-                    return {
-                        refused: `more than ${LIST_QUERY_DISJUNCTIONS} lead sources are in that direction — filter by Lead source instead`
-                    };
                 }
-                return crmAnyOf('leadSourceKey', unique);
+                return crmAnyOf(CRM_LEAD_SOURCE_DIRECTION_FIELD, values);
             }
         case 'ownerUid':
             return crmAnyOf('ownerUid', values);