@aglyn/plugins-crm 1.0.0-beta.229 → 1.0.0-beta.231

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.229",
+  "version": "1.0.0-beta.231",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.229",
-    "@aglyn/shared-data-enums": "1.0.0-beta.229",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.229",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.229",
-    "@aglyn/shared-ui-next": "1.0.0-beta.229",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.229",
-    "@aglyn/shared-util-email": "1.0.0-beta.229",
-    "@aglyn/shared-util-http": "1.0.0-beta.229",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.229",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.229",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.229",
-    "@aglyn/tenant-runtime": "1.0.0-beta.229",
+    "@aglyn/aglyn": "1.0.0-beta.231",
+    "@aglyn/shared-data-enums": "1.0.0-beta.231",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.231",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.231",
+    "@aglyn/shared-ui-next": "1.0.0-beta.231",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.231",
+    "@aglyn/shared-util-email": "1.0.0-beta.231",
+    "@aglyn/shared-util-http": "1.0.0-beta.231",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.231",
+    "@aglyn/shared-util-tools": "1.0.0-beta.231",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.231",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.231",
+    "@aglyn/tenant-runtime": "1.0.0-beta.231",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/crm-next-activity-column.d.ts

@@ -1,4 +1,3 @@
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
 import type { GridColDef } from '@mui/x-data-grid';
 /**
  * The "Next activity" column the contacts, companies and deals lists share
@@ -15,15 +14,4 @@ import type { GridColDef } from '@mui/x-data-grid';
  * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.
  */
 export declare function nextActivityColumn(nowMs: number): GridColDef;
-/**
- * "No next activity" as a filter of the grid's own panel (AGL-3313): the
- * Next activity column offers "is empty", which stores the clause
- * `isNoNextActivityClause` names, so a view saved with the old toggle on
- * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==
- * null` (AGL-3321): every contact, company and deal is created carrying
- * `null`, and the task writers put `null` back when nothing is left
- * scheduled.
- */
-export declare const CRM_NEXT_ACTIVITY_FILTER_FIELD: ListFilterField;
-/** What the clause reads as on a chip. */
-export declare const CRM_NEXT_ACTIVITY_FILTER_HEADER = "Next activity";
+export { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, } from '../model/crm-next-activity';

package/src/lib/components/crm-next-activity-column.js

@@ -69,24 +69,6 @@ import { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from "../model/crm-next-act
         }
     };
 }
-/**
- * "No next activity" as a filter of the grid's own panel (AGL-3313): the
- * Next activity column offers "is empty", which stores the clause
- * `isNoNextActivityClause` names, so a view saved with the old toggle on
- * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==
- * null` (AGL-3321): every contact, company and deal is created carrying
- * `null`, and the task writers put `null` back when nothing is left
- * scheduled.
- */ export const CRM_NEXT_ACTIVITY_FILTER_FIELD = {
-    column: CRM_NEXT_ACTIVITY_FIELD,
-    kind: 'date',
-    path: CRM_NEXT_ACTIVITY_FIELD,
-    presence: 'nullable',
-    storedAs: 'millis',
-    operators: [
-        'isEmpty'
-    ]
-};
-/** What the clause reads as on a chip. */ export const CRM_NEXT_ACTIVITY_FILTER_HEADER = 'Next activity';
+export { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER } from "../model/crm-next-activity.js";
 
 //# sourceMappingURL=crm-next-activity-column.js.map

package/src/lib/components/crm-next-activity-column.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.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 { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting is off for the reason\n * the custom columns' is — the value is on the row, and a sort over the\n * loaded window would look like a sort over the collection. Filtering is\n * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\n/**\n * \"No next activity\" as a filter of the grid's own panel (AGL-3313): the\n * Next activity column offers \"is empty\", which stores the clause\n * `isNoNextActivityClause` names, so a view saved with the old toggle on\n * reopens filtered the same way. Asked of the query as `nextTaskAtMs ==\n * null` (AGL-3321): every contact, company and deal is created carrying\n * `null`, and the task writers put `null` back when nothing is left\n * scheduled.\n */\nexport const CRM_NEXT_ACTIVITY_FILTER_FIELD: ListFilterField = {\n  column: CRM_NEXT_ACTIVITY_FIELD,\n  kind: 'date',\n  path: CRM_NEXT_ACTIVITY_FIELD,\n  presence: 'nullable',\n  storedAs: 'millis',\n  operators: ['isEmpty'],\n}\n\n/** What the clause reads as on a chip. */\nexport const CRM_NEXT_ACTIVITY_FILTER_HEADER = 'Next activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","column","kind","path","presence","storedAs","operators","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAGA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA;;;;;;;;CAQC,GACD,OAAO,MAAMQ,iCAAkD;IAC7DC,QAAQ1B;IACR2B,MAAM;IACNC,MAAM5B;IACN6B,UAAU;IACVC,UAAU;IACVC,WAAW;QAAC;KAAU;AACxB,EAAC;AAED,wCAAwC,GACxC,OAAO,MAAMC,kCAAkC,gBAAe"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-next-activity-column.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 { Tooltip, Typography } from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { TaskDueText } from './task-cells'\nimport { CRM_NEXT_ACTIVITY_FIELD, readNextTaskAtMs } from '../model/crm-next-activity'\n\n/**\n * The \"Next activity\" column the contacts, companies and deals lists share\n * (AGL-2661): when the record's earliest open task is due, off the\n * `nextTaskAtMs` every server-side task writer keeps on the row.\n *\n * Drawn the way the tasks list draws a due date — overdue in the warning\n * color, today emphasized — because it IS that date, seen from the record.\n * A dash for a record with nothing scheduled, and the same dash for one\n * written before the field existed: the reader's question is \"is anything\n * planned\", and to both the answer is no. Sorting is off for the reason\n * the custom columns' is — the value is on the row, and a sort over the\n * loaded window would look like a sort over the collection. Filtering is\n * the list's to switch on, through `CRM_NEXT_ACTIVITY_FILTER_FIELD`.\n */\nexport function nextActivityColumn(nowMs: number): GridColDef {\n  return {\n    field: CRM_NEXT_ACTIVITY_FIELD,\n    headerName: 'Next activity',\n    flex: 0.8,\n    minWidth: 140,\n    type: 'date',\n    sortable: false,\n    filterable: false,\n    valueGetter: (_value: unknown, row: { nextTaskAtMs?: unknown }) => {\n      const at = readNextTaskAtMs(row)\n      return at === null ? null : new Date(at)\n    },\n    renderCell: ({ row }: { row: { nextTaskAtMs?: unknown } }) => {\n      const at = readNextTaskAtMs(row)\n      if (at === null) {\n        return (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'—'}\n          </Typography>\n        )\n      }\n      return (\n        <Tooltip title={new Date(at).toLocaleString()}>\n          <span>\n            <TaskDueText task={{ status: 'open', dueAtMs: at }} nowMs={nowMs} variant=\"caption\" />\n          </span>\n        </Tooltip>\n      )\n    },\n  }\n}\n\nexport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n} from '../model/crm-next-activity'\n"],"names":["Tooltip","Typography","TaskDueText","CRM_NEXT_ACTIVITY_FIELD","readNextTaskAtMs","nextActivityColumn","nowMs","field","headerName","flex","minWidth","type","sortable","filterable","valueGetter","_value","row","at","Date","renderCell","variant","color","title","toLocaleString","span","task","status","dueAtMs","CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_NEXT_ACTIVITY_FILTER_HEADER"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,OAAO,EAAEC,UAAU,QAAQ,gBAAe;AAEnD,SAASC,WAAW,QAAQ,kBAAc;AAC1C,SAASC,uBAAuB,EAAEC,gBAAgB,QAAQ,gCAA4B;AAEtF;;;;;;;;;;;;;CAaC,GACD,OAAO,SAASC,mBAAmBC,KAAa;IAC9C,OAAO;QACLC,OAAOJ;QACPK,YAAY;QACZC,MAAM;QACNC,UAAU;QACVC,MAAM;QACNC,UAAU;QACVC,YAAY;QACZC,aAAa,CAACC,QAAiBC;YAC7B,MAAMC,KAAKb,iBAAiBY;YAC5B,OAAOC,OAAO,OAAO,OAAO,IAAIC,KAAKD;QACvC;QACAE,YAAY,CAAC,EAAEH,GAAG,EAAuC;YACvD,MAAMC,KAAKb,iBAAiBY;YAC5B,IAAIC,OAAO,MAAM;gBACf,qBACE,KAAChB;oBAAWmB,SAAQ;oBAAUC,OAAM;8BACjC;;YAGP;YACA,qBACE,KAACrB;gBAAQsB,OAAO,IAAIJ,KAAKD,IAAIM,cAAc;0BACzC,cAAA,KAACC;8BACC,cAAA,KAACtB;wBAAYuB,MAAM;4BAAEC,QAAQ;4BAAQC,SAASV;wBAAG;wBAAGX,OAAOA;wBAAOc,SAAQ;;;;QAIlF;IACF;AACF;AAEA,SACEQ,8BAA8B,EAC9BC,+BAA+B,QAC1B,gCAA4B"}

package/src/lib/components/lead-status-options.d.ts

@@ -1,17 +1,5 @@
-import { type CrmLeadFields, type CrmLeadStatus, type CrmPicklist } from '@aglyn/aglyn';
-/**
- * The meanings a person sets by hand from a lead's status select: every one
- * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
- */
-export declare const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[];
-/** One choice of a lead status select: the org's label, and the meaning it sets. */
-export interface LeadStatusChoice {
-    label: string;
-    status: CrmLeadStatus;
-    inactive: boolean;
-}
-/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */
-export declare function leadStatusChoices(picklist: CrmPicklist, lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>): LeadStatusChoice[];
+import type { LeadStatusChoice } from '../model/lead-status-choices';
+export { LEAD_STATUS_HAND_SET, type LeadStatusChoice, leadStatusChoices, } from '../model/lead-status-choices';
 /**
  * The select's items, by label (AGL-3512). An Unqualified value ends in "…"
  * because it opens the dialog that asks why; the lead's own value, when the

package/src/lib/components/lead-status-options.js

@@ -15,20 +15,8 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx } from "react/jsx-runtime";
-import { crmLeadStatusOptions } from "@aglyn/aglyn";
 import { ListItemText, MenuItem } from "@mui/material";
-/**
- * The meanings a person sets by hand from a lead's status select: every one
- * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).
- */ export const LEAD_STATUS_HAND_SET = [
-    'new',
-    'nurturing',
-    'working',
-    'unqualified'
-];
-/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */ export function leadStatusChoices(picklist, lead) {
-    return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead);
-}
+export { LEAD_STATUS_HAND_SET, leadStatusChoices } from "../model/lead-status-choices.js";
 /**
  * The select's items, by label (AGL-3512). An Unqualified value ends in "…"
  * because it opens the dialog that asks why; the lead's own value, when the

package/src/lib/components/lead-status-options.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-status-options.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  type CrmLeadFields,\n  type CrmLeadStatus,\n  type CrmPicklist,\n  crmLeadStatusOptions,\n} from '@aglyn/aglyn'\nimport { ListItemText, MenuItem } from '@mui/material'\n\n/**\n * The meanings a person sets by hand from a lead's status select: every one\n * but Qualified, which only a conversion sets (AGL-2608, AGL-3512).\n */\nexport const LEAD_STATUS_HAND_SET: readonly CrmLeadStatus[] = [\n  'new',\n  'nurturing',\n  'working',\n  'unqualified',\n]\n\n/** One choice of a lead status select: the org's label, and the meaning it sets. */\nexport interface LeadStatusChoice {\n  label: string\n  status: CrmLeadStatus\n  inactive: boolean\n}\n\n/** What a lead status select offers a lead: the org's active values of the hand-set meanings, and its own. */\nexport function leadStatusChoices(\n  picklist: CrmPicklist,\n  lead: Pick<CrmLeadFields, 'status' | 'statusLabel'>,\n): LeadStatusChoice[] {\n  return crmLeadStatusOptions(picklist, LEAD_STATUS_HAND_SET, lead)\n}\n\n/**\n * The select's items, by label (AGL-3512). An Unqualified value ends in \"…\"\n * because it opens the dialog that asks why; the lead's own value, when the\n * list no longer offers it, is shown and not offered.\n */\nexport function leadStatusMenuItems(choices: readonly LeadStatusChoice[]) {\n  return choices.map((choice) => (\n    <MenuItem key={choice.label} value={choice.label} disabled={choice.inactive}>\n      <ListItemText\n        primary={choice.status === 'unqualified' ? `${choice.label}…` : choice.label}\n        slotProps={choice.inactive ? { primary: { color: 'text.secondary' } } : undefined}\n      />\n    </MenuItem>\n  ))\n}\n"],"names":["crmLeadStatusOptions","ListItemText","MenuItem","LEAD_STATUS_HAND_SET","leadStatusChoices","picklist","lead","leadStatusMenuItems","choices","map","choice","value","label","disabled","inactive","primary","status","slotProps","color","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAIEA,oBAAoB,QACf,eAAc;AACrB,SAASC,YAAY,EAAEC,QAAQ,QAAQ,gBAAe;AAEtD;;;CAGC,GACD,OAAO,MAAMC,uBAAiD;IAC5D;IACA;IACA;IACA;CACD,CAAA;AASD,4GAA4G,GAC5G,OAAO,SAASC,kBACdC,QAAqB,EACrBC,IAAmD;IAEnD,OAAON,qBAAqBK,UAAUF,sBAAsBG;AAC9D;AAEA;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,OAAoC;IACtE,OAAOA,QAAQC,GAAG,CAAC,CAACC,uBAClB,KAACR;YAA4BS,OAAOD,OAAOE,KAAK;YAAEC,UAAUH,OAAOI,QAAQ;sBACzE,cAAA,KAACb;gBACCc,SAASL,OAAOM,MAAM,KAAK,gBAAgB,GAAGN,OAAOE,KAAK,CAAC,CAAC,CAAC,GAAGF,OAAOE,KAAK;gBAC5EK,WAAWP,OAAOI,QAAQ,GAAG;oBAAEC,SAAS;wBAAEG,OAAO;oBAAiB;gBAAE,IAAIC;;WAH7DT,OAAOE,KAAK;AAO/B"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-status-options.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 { ListItemText, MenuItem } from '@mui/material'\nimport type { LeadStatusChoice } from '../model/lead-status-choices'\n\nexport {\n  LEAD_STATUS_HAND_SET,\n  type LeadStatusChoice,\n  leadStatusChoices,\n} from '../model/lead-status-choices'\n\n/**\n * The select's items, by label (AGL-3512). An Unqualified value ends in \"…\"\n * because it opens the dialog that asks why; the lead's own value, when the\n * list no longer offers it, is shown and not offered.\n */\nexport function leadStatusMenuItems(choices: readonly LeadStatusChoice[]) {\n  return choices.map((choice) => (\n    <MenuItem key={choice.label} value={choice.label} disabled={choice.inactive}>\n      <ListItemText\n        primary={choice.status === 'unqualified' ? `${choice.label}…` : choice.label}\n        slotProps={choice.inactive ? { primary: { color: 'text.secondary' } } : undefined}\n      />\n    </MenuItem>\n  ))\n}\n"],"names":["ListItemText","MenuItem","LEAD_STATUS_HAND_SET","leadStatusChoices","leadStatusMenuItems","choices","map","choice","value","label","disabled","inactive","primary","status","slotProps","color","undefined"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,YAAY,EAAEC,QAAQ,QAAQ,gBAAe;AAGtD,SACEC,oBAAoB,EAEpBC,iBAAiB,QACZ,kCAA8B;AAErC;;;;CAIC,GACD,OAAO,SAASC,oBAAoBC,OAAoC;IACtE,OAAOA,QAAQC,GAAG,CAAC,CAACC,uBAClB,KAACN;YAA4BO,OAAOD,OAAOE,KAAK;YAAEC,UAAUH,OAAOI,QAAQ;sBACzE,cAAA,KAACX;gBACCY,SAASL,OAAOM,MAAM,KAAK,gBAAgB,GAAGN,OAAOE,KAAK,CAAC,CAAC,CAAC,GAAGF,OAAOE,KAAK;gBAC5EK,WAAWP,OAAOI,QAAQ,GAAG;oBAAEC,SAAS;wBAAEG,OAAO;oBAAiB;gBAAE,IAAIC;;WAH7DT,OAAOE,KAAK;AAO/B"}

package/src/lib/components/lead-unqualify-dialog.d.ts

@@ -1,5 +1,4 @@
-/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */
-export declare const UNQUALIFY_REASON_MAX = 500;
+export { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices';
 export interface LeadUnqualifyDialogProps {
     open: boolean;
     onClose: () => void;

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

@@ -25,7 +25,8 @@ import { useEffect, useState } from "react";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
 import { useLeadStatusPicklist } from "../hooks/use-lead-status-picklist.js";
-/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */ export const UNQUALIFY_REASON_MAX = 500;
+import { UNQUALIFY_REASON_MAX } from "../model/lead-status-choices.js";
+export { UNQUALIFY_REASON_MAX } from "../model/lead-status-choices.js";
 const REASON_MAX = UNQUALIFY_REASON_MAX;
 /**
  * Close a lead without converting it, with the reason why (AGL-2608).

package/src/lib/components/lead-unqualify-dialog.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 CrmLeadFields, crmLeadStatusLabelFor, crmLeadStatusOptions } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\n\n/** The most a reason may say — shared with the bulk bar's one-reason-for-all (AGL-2662). */\nexport const UNQUALIFY_REASON_MAX = 500\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n  /**\n   * The Unqualified value the lead is closed as, when the reader already\n   * picked one (AGL-3512); the meaning's default label otherwise.\n   */\n  statusLabel?: string | null\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n  // The org's Unqualified values (AGL-3512): a choice only when it keeps several.\n  const statuses = useLeadStatusPicklist(orgId)\n  const closedAs = crmLeadStatusOptions(statuses.picklist, ['unqualified'])\n  const [label, setLabel] = useState('')\n\n  useEffect(() => {\n    if (!open) return\n    setReason('')\n    setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'))\n    // Seeded as the dialog opens; the list arriving later does not reset a pick.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, statusLabel])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'statusLabel' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        // The meaning and the org's label for it, always together (AGL-3512).\n        statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(`Lead marked ${fields.statusLabel}`, { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          {closedAs.length > 1 ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={closedAs.some((option) => option.label === label) ? label : ''}\n              onChange={(event) => setLabel(String(event.target.value))}\n              fullWidth\n            >\n              {closedAs.map((option) => (\n                <MenuItem key={option.label} value={option.label}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            label=\"Reason\"\n            value={reason}\n            onChange={(event) => setReason(event.target.value)}\n            multiline\n            minRows={2}\n            fullWidth\n            autoFocus\n            slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-unqualify-dialog.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 CrmLeadFields, crmLeadStatusLabelFor, crmLeadStatusOptions } from '@aglyn/aglyn'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  MenuItem,\n  Stack,\n  TextField,\n} from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\nimport { useLeadStatusPicklist } from '../hooks/use-lead-status-picklist'\nimport { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices'\n\nexport { UNQUALIFY_REASON_MAX } from '../model/lead-status-choices'\n\nconst REASON_MAX = UNQUALIFY_REASON_MAX\n\nexport interface LeadUnqualifyDialogProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The lead's own site, or `null` at the organization level (AGL-3278).\n   * The write is an org-scoped one-field update; the site is read for the\n   * org root, which the mount answers without one.\n   */\n  hostId: string | null\n  leadId: string\n  /** How the lead reads in the title — its name, else its address. */\n  leadLabel: string\n  /**\n   * The Unqualified value the lead is closed as, when the reader already\n   * picked one (AGL-3512); the meaning's default label otherwise.\n   */\n  statusLabel?: string | null\n}\n\n/**\n * Close a lead without converting it, with the reason why (AGL-2608).\n *\n * The reason is REQUIRED. An unqualified lead with no reason is a row that\n * says only \"somebody gave up\", and the one thing a report on lost leads\n * wants to count is why. A client-direct write: `hosts/{hostId}/leads` is\n * not in the catch-all's update exclusions, so a site admin, editor or\n * author may update it, and nothing here needs the server.\n */\nexport function LeadUnqualifyDialog(props: LeadUnqualifyDialogProps) {\n  const { open, onClose, hostId, leadId, leadLabel, statusLabel } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const [reason, setReason] = useState('')\n  const [busy, setBusy] = useState(false)\n  // The org's Unqualified values (AGL-3512): a choice only when it keeps several.\n  const statuses = useLeadStatusPicklist(orgId)\n  const closedAs = crmLeadStatusOptions(statuses.picklist, ['unqualified'])\n  const [label, setLabel] = useState('')\n\n  useEffect(() => {\n    if (!open) return\n    setReason('')\n    setLabel(statusLabel || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'))\n    // Seeded as the dialog opens; the list arriving later does not reset a pick.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [open, statusLabel])\n\n  const submit = async () => {\n    const trimmed = reason.trim()\n    if (!trimmed) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setBusy(true)\n    try {\n      const fields: Required<Pick<CrmLeadFields, 'status' | 'statusLabel' | 'unqualifiedReason'>> = {\n        status: 'unqualified',\n        // The meaning and the org's label for it, always together (AGL-3512).\n        statusLabel: label || crmLeadStatusLabelFor(statuses.picklist, 'unqualified'),\n        unqualifiedReason: trimmed.slice(0, REASON_MAX),\n      }\n      await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n        ...fields,\n        updatedAt: serverTimestamp(),\n      })\n      // A rule may share by status (AGL-3336).\n      followUpSharing('leads', [leadId])\n      enqueueSnackbar(`Lead marked ${fields.statusLabel}`, { variant: 'success', persist: false })\n      onClose()\n    } catch (error) {\n      enqueueSnackbar(\n        error instanceof Error ? error.message : 'The lead could not be updated.',\n        { variant: 'error' },\n      )\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  return (\n    <Dialog open={open} onClose={onClose} maxWidth=\"xs\" fullWidth>\n      <DialogTitle>{`Unqualify ${leadLabel}?`}</DialogTitle>\n      <DialogContent>\n        <DialogContentText sx={{ mb: 2 }}>\n          {'The lead stays on file and drops out of the open list. Say why, ' +\n            'so the reason can be counted later.'}\n        </DialogContentText>\n        <Stack spacing={2}>\n          {closedAs.length > 1 ? (\n            <TextField\n              select\n              size=\"small\"\n              label=\"Status\"\n              value={closedAs.some((option) => option.label === label) ? label : ''}\n              onChange={(event) => setLabel(String(event.target.value))}\n              fullWidth\n            >\n              {closedAs.map((option) => (\n                <MenuItem key={option.label} value={option.label}>\n                  {option.label}\n                </MenuItem>\n              ))}\n            </TextField>\n          ) : null}\n          <TextField\n            label=\"Reason\"\n            value={reason}\n            onChange={(event) => setReason(event.target.value)}\n            multiline\n            minRows={2}\n            fullWidth\n            autoFocus\n            slotProps={{ htmlInput: { maxLength: REASON_MAX } }}\n          />\n        </Stack>\n      </DialogContent>\n      <DialogActions>\n        <Button onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n        <Button\n          variant=\"contained\"\n          color=\"warning\"\n          onClick={() => void submit()}\n          disabled={busy || !reason.trim()}\n        >\n          {'Unqualify'}\n        </Button>\n      </DialogActions>\n    </Dialog>\n  )\n}\nLeadUnqualifyDialog.displayName = 'LeadUnqualifyDialog'\n\nexport default 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package/src/lib/components/settings-section.d.ts

@@ -48,6 +48,24 @@ export declare function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardPr
 export declare namespace AutoCreateCompaniesCard {
     var displayName: string;
 }
+/**
+ * "Default sharing for new records" (AGL-3662) — what a new contact,
+ * company, deal or task starts shared with, set apart from the org's
+ * defaults for new datasets and media.
+ *
+ * Changes nothing that already exists: narrowing an address book from a
+ * select would hide records from sites already working them, with no
+ * confirmation. Each record's own sharing is where that is decided.
+ *
+ * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
+ * creator stamp from, so the control cannot show one thing while records
+ * get another — including for an org that has never set it, which inherits
+ * the dataset default it shared before the split.
+ */
+export declare function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps): import("react").JSX.Element;
+export declare namespace DefaultRecordSharingCard {
+    var displayName: string;
+}
 export interface AssignmentCardProps {
     /** The site the section is read under, or `null` at the organization level. */
     hostId: string | null;

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

@@ -15,7 +15,7 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs } from "react/jsx-runtime";
-import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder, crmMemberPickerLabel } from "@aglyn/aglyn";
+import { canManageOrg, CRM_ASSIGNMENT_RULES_MAX, CRM_ASSIGNMENT_RULES_PATH, CRM_AUTO_CREATE_COMPANIES_PATH, CRM_DEFAULT_RECORD_SCOPE_PATH, CRM_ROUND_ROBIN_POOL_MAX, CRM_ROUND_ROBIN_POOL_PATH, crmDefaultScopeOf, crmHostDefaultOwnerSegments, describeAssignmentRule, orgAutoCreatesCompanies, pluginDocsHelp, readCrmAssignmentSettings, roundRobinOrder, crmMemberPickerLabel } from "@aglyn/aglyn";
 import { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon, SrOnly } from "@aglyn/shared-ui-jsx";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
@@ -158,6 +158,98 @@ import SharingRulesCard from "./sharing-rules-card.js";
     });
 }
 AutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard';
+/**
+ * "Default sharing for new records" (AGL-3662) — what a new contact,
+ * company, deal or task starts shared with, set apart from the org's
+ * defaults for new datasets and media.
+ *
+ * Changes nothing that already exists: narrowing an address book from a
+ * select would hide records from sites already working them, with no
+ * confirmation. Each record's own sharing is where that is decided.
+ *
+ * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM
+ * creator stamp from, so the control cannot show one thing while records
+ * get another — including for an org that has never set it, which inherits
+ * the dataset default it shared before the split.
+ */ export function DefaultRecordSharingCard(props) {
+    var _crmDefaultScopeOf;
+    const { hostId, org } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const { orgId, ready: scopeReady } = useCrmScope({
+        hostId,
+        org
+    });
+    const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId);
+    const stored = (_crmDefaultScopeOf = crmDefaultScopeOf(org)) != null ? _crmDefaultScopeOf : 'host';
+    const [value, setValue] = useState(stored);
+    const [busy, setBusy] = useState(false);
+    useEffect(()=>setValue(stored), [
+        stored
+    ]);
+    const handleChange = async (next)=>{
+        if (!orgId || !canManage) return;
+        setValue(next);
+        setBusy(true);
+        try {
+            await updateDoc(doc(firestore, 'orgs', orgId), {
+                [CRM_DEFAULT_RECORD_SCOPE_PATH]: next
+            });
+            enqueueSnackbar('Default sharing updated', {
+                variant: 'success',
+                persist: false
+            });
+        } catch (error) {
+            console.error(error);
+            setValue(stored);
+            enqueueSnackbar('The setting could not be saved', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+        } finally{
+            setBusy(false);
+        }
+    };
+    const ready = scopeReady && roleReady;
+    return /*#__PURE__*/ _jsx(CardDisplay, {
+        header: 'Default sharing for new records',
+        help: pluginDocsHelp('crmSettings'),
+        contentGutterX: true,
+        contentGutterY: true,
+        children: /*#__PURE__*/ _jsxs(Stack, {
+            spacing: 1,
+            sx: {
+                maxWidth: 480
+            },
+            children: [
+                /*#__PURE__*/ _jsxs(TextField, {
+                    select: true,
+                    size: "small",
+                    label: "New contacts, companies, deals and tasks are shared with",
+                    value: value,
+                    disabled: !ready || !canManage || busy,
+                    onChange: (event)=>void handleChange(event.target.value),
+                    helperText: 'Only affects records created from now on. Datasets and media ' + 'have defaults of their own, on the organization Data and ' + 'Media pages.',
+                    children: [
+                        /*#__PURE__*/ _jsx(MenuItem, {
+                            value: "org",
+                            children: 'All sites'
+                        }),
+                        /*#__PURE__*/ _jsx(MenuItem, {
+                            value: "host",
+                            children: 'The site they came in on, and its consent group'
+                        })
+                    ]
+                }),
+                /*#__PURE__*/ _jsx(ManagersOnlyNote, {
+                    ready: ready,
+                    canManage: canManage
+                })
+            ]
+        })
+    });
+}
+DefaultRecordSharingCard.displayName = 'DefaultRecordSharingCard';
 /** The caption every card shows a member who may read but not change it. */ function ManagersOnlyNote(props) {
     return props.ready && !props.canManage ? /*#__PURE__*/ _jsx(Typography, {
         variant: "caption",
@@ -749,6 +841,10 @@ RoundRobinCard.displayName = 'RoundRobinCard';
     return /*#__PURE__*/ _jsxs(Stack, {
         spacing: 3,
         children: [
+            /*#__PURE__*/ _jsx(DefaultRecordSharingCard, {
+                hostId: hostId,
+                org: org
+            }),
             /*#__PURE__*/ _jsx(AutoCreateCompaniesCard, {
                 hostId: hostId,
                 org: org