npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.230 → 1.0.0-beta.232 - Mend

@aglyn/plugins-crm 1.0.0-beta.230 → 1.0.0-beta.232

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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 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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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 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 ${value.label}` },\n }}\n >\n <MenuItem value=\"\">{'None'}</MenuItem>\n {groups.map((group) => (\n <MenuItem key={group.id} value={group.id}>\n {group.label}\n </MenuItem>\n ))}\n </TextField>\n </TableCell>\n ) : null}\n {meanings.length ? (\n // What the value means to the CRM: fixed for a standard value, and\n // chosen when an added one is made.\n <TableCell>\n <Typography variant=\"body2\" color={value.meaning ? 'text.primary' : 'text.secondary'}>\n {value.meaning ? picklistMeaningLabel(definition, value.meaning) : '—'}\n </Typography>\n </TableCell>\n ) : null}\n <TableCell>\n <Stack useFlexGap direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', alignItems: 'center' }}>\n {value.active ? null : (\n <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Inactive\" />\n )}\n {picklist.defaultValueId === value.id ? (\n <Chip size=\"small\" variant=\"outlined\" color=\"primary\" label=\"Default\" />\n ) : null}\n {value.active && picklist.defaultValueId !== value.id ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Active'}\n </Typography>\n ) : null}\n </Stack>\n </TableCell>\n <TableCell align=\"right\" sx={{ width: 56 }}>\n <RowActionsMenu label={value.label} items={rowActions(value)} />\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </ScrollTable>\n )}\n {ready && !stored ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'These are the standard values. Your first change here makes the list your ' +\n 'organization’s own.'}\n </Typography>\n ) : null}\n\n <Dialog open={nameDialog !== null} onClose={() => setNameDialog(null)} fullWidth maxWidth=\"xs\">\n <DialogTitle>\n {nameDialog?.mode === 'rename' ? `Rename “${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 ? 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') +\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 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package/src/lib/components/recipes-card.js CHANGED Viewed

@@ -213,6 +213,7 @@ InstalledOn.displayName = 'InstalledOn';
         spacing: 2,
         sx: {
             width: 380,
+            maxWidth: '100vw',
             p: 3
         },
         children: [

package/src/lib/components/recipes-card.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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 type AglynOrgBilling,\n checkEntitlement,\n planLabelGrantingFeature,\n pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n ceilingedWindow,\n collectionCeiling,\n useFirestore,\n useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n Drawer,\n MenuItem,\n Stack,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n TextField,\n Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n CrmRecipeInstallResult,\n CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport {\n CRM_ACTION_RECIPES,\n type CrmActionRecipe,\n type CrmActionRecipeId,\n} from '../model/crm-recipes'\nimport { useCrmApi } from './use-crm-api'\n\n/* How many of a site's forms the picker offers before it says it stopped. /\nconst FORM_OPTION_CEILING = 100\n\n/\n The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n /\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string \| null {\n const subdomain = mount.siteSubdomain(hostId)\n return subdomain\n ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n : null\n}\n\n/\n Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n /\ntype SiteStanding = 'installed' \| 'maybe' \| 'clear' \| 'unread'\n\nfunction standingOf(\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null,\n hostId: string,\n recipeId: CrmActionRecipeId,\n): SiteStanding {\n const site = status?.get(hostId)\n if (!site) return 'unread'\n if (site.installed.includes(recipeId)) return 'installed'\n return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/\n The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n /\nfunction useRecipeStatus(mount: CrmOrgMount \| null) {\n const api = useCrmApi(null)\n const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> \| null>(null)\n const [error, setError] = useState<string \| null>(null)\n const refresh = useCallback(async () => {\n try {\n const { response, payload } = await api('recipe-status', {})\n if (!response.ok) {\n setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n return\n }\n const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n setSites(new Map(answered.map((site) => [site.hostId, site])))\n setError(null)\n } catch (caught) {\n console.error(caught)\n setError('Which sites carry a recipe could not be read.')\n }\n }, [api])\n const hostsReady = Boolean(mount?.hostsReady)\n useEffect(() => {\n if (hostsReady) void refresh()\n }, [hostsReady, refresh])\n return { sites, error, refresh }\n}\n\n/* A site's name, linked into its Actions page when the link is known. /\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n const { mount, hostId } = props\n const href = siteActionsHref(mount, hostId)\n const name = mount.siteName(hostId)\n return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/* One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. /\nfunction InstalledOn(props: {\n mount: CrmOrgMount\n recipe: CrmActionRecipe\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null\n}) {\n const { mount, recipe, status } = props\n if (!status) {\n return (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Reading…'}\n </Typography>\n )\n }\n const installed = mount.hosts.filter(\n (host) => standingOf(status, host.id, recipe.id) === 'installed',\n )\n const maybe = mount.hosts.filter(\n (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n )\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\">\n {installed.length === 0\n ? 'Not installed on any site yet.'\n : installed.map((host, index) => (\n <Fragment key={host.id}>\n {index > 0 ? ', ' : null}\n <SiteLink mount={mount} hostId={host.id} />\n </Fragment>\n ))}\n </Typography>\n {maybe.length > 0 ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n 'actions there were saved before recipes were tracked.'}\n </Typography>\n ) : null}\n </Stack>\n )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n recipe: CrmActionRecipe\n mount: CrmOrgMount\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null\n onClose: () => void\n onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/\n The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n \n The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n /\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n const { recipe, mount, status, onClose, onInstalled } = props\n const firestore = useFirestore()\n const api = useCrmApi(null)\n const needsForm = recipe.picks?.kind === 'form'\n const [hostId, setHostId] = useState(() => {\n const pick = mount.createHostId\n return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n })\n const [formId, setFormId] = useState('')\n const [busy, setBusy] = useState(false)\n const [error, setError] = useState<string \| null>(null)\n\n const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n () =>\n needsForm && hostId\n ? collectionCeiling(\n collection(firestore, 'hosts', hostId, 'forms'),\n FORM_OPTION_CEILING,\n )\n : null,\n [firestore, needsForm, hostId],\n { idField: '$id' },\n )\n const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n formRead,\n FORM_OPTION_CEILING,\n )\n const formOptions = useMemo(\n () =>\n (formDocs ?? [])\n .filter((form: any) => !form.archivedAt)\n .map((form: any) => ({\n id: form.$id as string,\n name: (String(form.displayName ?? '').trim() \|\| form.$id) as string,\n }))\n .sort((a: { name: string }, b: { name: string }) =>\n a.name.localeCompare(b.name),\n ),\n [formDocs],\n )\n const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n const canInstall =\n Boolean(hostId) && (!needsForm \|\| Boolean(formId)) && !busy && !formsLoading\n\n const handleInstall = async () => {\n if (!canInstall) return\n setBusy(true)\n setError(null)\n try {\n const { response, payload } = await api('recipe-install', {\n hostId,\n recipeId: recipe.id,\n ...(formId ? { formId } : {}),\n })\n if (!response.ok) {\n setError(payload?.error ?? 'The recipe could not be installed.')\n return\n }\n onInstalled(payload as CrmRecipeInstallResult, hostId)\n } catch (caught) {\n console.error(caught)\n setError('The recipe could not be installed.')\n } finally {\n setBusy(false)\n }\n }\n\n const siteSuffix = (id: string) => {\n const standing = standingOf(status, id, recipe.id)\n if (standing === 'installed') return ' — installed'\n if (standing === 'maybe') return ' — may already have it'\n return ''\n }\n\n return (\n <Stack spacing={2} sx={{ width: 380, p: 3 }}>\n <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {recipe.description}\n </Typography>\n <TextField\n select\n size=\"small\"\n label=\"Site\"\n value={hostId}\n onChange={(event) => {\n setHostId(event.target.value)\n setFormId('')\n setError(null)\n }}\n disabled={busy}\n helperText={\n mount.hosts.length === 0\n ? 'This organization has no sites yet.'\n : 'The action is written into this site’s Automation → Actions.'\n }\n fullWidth\n >\n {mount.hosts.map((host) => (\n <MenuItem\n key={host.id}\n value={host.id}\n disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n >\n {`${host.name}${siteSuffix(host.id)}`}\n </MenuItem>\n ))}\n </TextField>\n {needsForm ? (\n <TextField\n select\n size=\"small\"\n label=\"Form\"\n value={formId}\n onChange={(event) => setFormId(event.target.value)}\n disabled={!hostId \|\| busy \|\| formsLoading}\n helperText={\n !hostId\n ? 'Pick the site first; the recipe is keyed on one of its forms.'\n : formsLoading\n ? 'Loading the site’s forms…'\n : formOptions.length === 0\n ? 'This site has no live forms.'\n : formsTruncated\n ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n : 'Contacts this form makes are tagged with its name.'\n }\n fullWidth\n >\n {formOptions.map((form) => (\n <MenuItem key={form.id} value={form.id}>\n {form.name}\n </MenuItem>\n ))}\n </TextField>\n ) : null}\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'The action is created enabled, exactly as the recipe defines it. ' +\n 'Change anything afterwards from the site’s Automation → Actions page.'}\n </Typography>\n {error ? (\n <Typography variant=\"body2\" color=\"error\">\n {error}\n </Typography>\n ) : null}\n <Stack direction=\"row\" spacing={1}>\n <Button\n variant=\"contained\"\n color=\"primary\"\n disabled={!canInstall}\n onClick={() => void handleInstall()}\n >\n {busy ? 'Installing…' : 'Install'}\n </Button>\n <Button onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n </Stack>\n </Stack>\n )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n \n ## Why this card exists at the org level and nowhere else\n \n Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n \n ## \"Installed on\" reads the stamp, and says when it cannot\n \n The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n \n ## Creation opens a drawer\n \n Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n const { org } = props\n const mount = useCrmOrgMount()\n const { enqueueSnackbar } = useSnackbar()\n const status = useRecipeStatus(mount)\n const refreshStatus = status.refresh\n const [installing, setInstalling] = useState<CrmActionRecipe \| null>(null)\n const [lastInstall, setLastInstall] = useState<{\n hostId: string\n name: string\n } \| null>(null)\n\n const entitled = checkEntitlement(org, 'actions')\n const canInstall = Boolean(mount?.hostsReady) && entitled\n\n const handleInstalled = useCallback(\n (result: CrmRecipeInstallResult, hostId: string) => {\n setInstalling(null)\n setLastInstall({ hostId, name: result.name })\n enqueueSnackbar(\n `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n { variant: 'success', persist: false },\n )\n void refreshStatus()\n },\n [enqueueSnackbar, mount, refreshStatus],\n )\n\n // Mounted by the section only beneath the org hub's provider; the hooks\n // above run either way, so the render order never depends on the mount.\n if (!mount) return null\n\n const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n return (\n <CardDisplay\n header={'Recipes'}\n help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n >\n <Stack spacing={2}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Ready-made automations for the CRM. Install one on a site and the ' +\n 'action is written into that site’s Automation → Actions as the ' +\n 'recipe defines it, where it can be edited like any other action.'}\n </Typography>\n {lastInstall ? (\n <Alert\n severity=\"success\"\n onClose={() => setLastInstall(null)}\n action={\n lastInstallHref ? (\n // A link dressed as a button: the anchor carries its own\n // href, so it keeps the link role a navigation door has.\n <Button\n component={AppLink as any}\n {...({\n componentVariant: 'naked',\n nativeButton: false,\n } as any)}\n href={lastInstallHref}\n size=\"small\"\n color=\"inherit\"\n >\n {'Open Automation → Actions'}\n </Button>\n ) : undefined\n }\n >\n {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n </Alert>\n ) : null}\n {status.error ? (\n <Typography variant=\"caption\" color=\"error\">\n {status.error}\n </Typography>\n ) : null}\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n <TableCell>{'Recipe'}</TableCell>\n <TableCell>{'Installed on'}</TableCell>\n <TableCell align=\"right\" />\n </TableRow>\n </TableHead>\n <TableBody>\n {CRM_ACTION_RECIPES.map((recipe) => (\n <TableRow key={recipe.id} hover>\n <TableCell sx={{ maxWidth: 360 }}>\n <Typography variant=\"body2\">{recipe.title}</Typography>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {recipe.description}\n </Typography>\n </TableCell>\n <TableCell>\n <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n </TableCell>\n <TableCell align=\"right\" sx={{ width: 120 }}>\n <Button\n size=\"small\"\n variant=\"outlined\"\n disabled={!canInstall}\n onClick={() => setInstalling(recipe)}\n >\n {'Install'}\n <SrOnly>{` ${recipe.title}`}</SrOnly>\n </Button>\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </ScrollTable>\n {!entitled ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n 'plan — see Billing to upgrade.'}\n </Typography>\n ) : null}\n {mount.hostsReady && mount.hosts.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n </Typography>\n ) : null}\n </Stack>\n <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n {installing ? 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/recipes-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 type AglynOrgBilling,\n checkEntitlement,\n planLabelGrantingFeature,\n pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { pluginRecordListHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink, CardDisplay, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n ceilingedWindow,\n collectionCeiling,\n useFirestore,\n useFirestoreCollection,\n} from '@aglyn/tenant-feature-instance'\nimport {\n Alert,\n Button,\n Drawer,\n MenuItem,\n Stack,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n TextField,\n Typography,\n} from '@mui/material'\nimport { collection } from 'firebase/firestore'\nimport { Fragment, useCallback, useEffect, useMemo, useState } from 'react'\nimport type {\n CrmRecipeInstallResult,\n CrmRecipeSiteStatus,\n} from '../constants/api-routes'\nimport { type CrmOrgMount, useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport {\n CRM_ACTION_RECIPES,\n type CrmActionRecipe,\n type CrmActionRecipeId,\n} from '../model/crm-recipes'\nimport { useCrmApi } from './use-crm-api'\n\n/* How many of a site's forms the picker offers before it says it stopped. /\nconst FORM_OPTION_CEILING = 100\n\n/\n The site's list of actions — where an installed action lives and is\n * edited — at the address the plugin that keeps actions publishes, or `null`\n * for a site whose subdomain the mount could not answer or a workspace where\n * no plugin keeps actions, which is named and not linked.\n /\nfunction siteActionsHref(mount: CrmOrgMount, hostId: string): string \| null {\n const subdomain = mount.siteSubdomain(hostId)\n return subdomain\n ? pluginRecordListHref('action', { orgSlug: mount.orgSlug, host: subdomain })\n : null\n}\n\n/\n Where a site stands with one recipe, read off the stamps the status route\n * answered. `maybe` is the third answer and the honest one: the site\n * carries actions saved before the stamp existed, any of which could have\n * started from the recipe, so the card neither lists the site as carrying\n * it nor offers the install as if to a blank site. `unread` is the answer\n * before the route has answered, or for a site it did not name.\n /\ntype SiteStanding = 'installed' \| 'maybe' \| 'clear' \| 'unread'\n\nfunction standingOf(\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null,\n hostId: string,\n recipeId: CrmActionRecipeId,\n): SiteStanding {\n const site = status?.get(hostId)\n if (!site) return 'unread'\n if (site.installed.includes(recipeId)) return 'installed'\n return site.unstamped > 0 ? 'maybe' : 'clear'\n}\n\n/\n The stamps of every site of the org, read once the site list is known\n * and again after each install, so the card reports what the documents\n * say rather than what it last did.\n /\nfunction useRecipeStatus(mount: CrmOrgMount \| null) {\n const api = useCrmApi(null)\n const [sites, setSites] = useState<Map<string, CrmRecipeSiteStatus> \| null>(null)\n const [error, setError] = useState<string \| null>(null)\n const refresh = useCallback(async () => {\n try {\n const { response, payload } = await api('recipe-status', {})\n if (!response.ok) {\n setError(payload?.error ?? 'Which sites carry a recipe could not be read.')\n return\n }\n const answered = (payload.sites ?? []) as CrmRecipeSiteStatus[]\n setSites(new Map(answered.map((site) => [site.hostId, site])))\n setError(null)\n } catch (caught) {\n console.error(caught)\n setError('Which sites carry a recipe could not be read.')\n }\n }, [api])\n const hostsReady = Boolean(mount?.hostsReady)\n useEffect(() => {\n if (hostsReady) void refresh()\n }, [hostsReady, refresh])\n return { sites, error, refresh }\n}\n\n/* A site's name, linked into its Actions page when the link is known. /\nfunction SiteLink(props: { mount: CrmOrgMount; hostId: string }) {\n const { mount, hostId } = props\n const href = siteActionsHref(mount, hostId)\n const name = mount.siteName(hostId)\n return href ? <AppLink href={href}>{name}</AppLink> : <>{name}</>\n}\nSiteLink.displayName = 'SiteLink'\n\n/* One recipe's \"Installed on\" cell: the sites that carry it, and the ones that may. /\nfunction InstalledOn(props: {\n mount: CrmOrgMount\n recipe: CrmActionRecipe\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null\n}) {\n const { mount, recipe, status } = props\n if (!status) {\n return (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Reading…'}\n </Typography>\n )\n }\n const installed = mount.hosts.filter(\n (host) => standingOf(status, host.id, recipe.id) === 'installed',\n )\n const maybe = mount.hosts.filter(\n (host) => standingOf(status, host.id, recipe.id) === 'maybe',\n )\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\">\n {installed.length === 0\n ? 'Not installed on any site yet.'\n : installed.map((host, index) => (\n <Fragment key={host.id}>\n {index > 0 ? ', ' : null}\n <SiteLink mount={mount} hostId={host.id} />\n </Fragment>\n ))}\n </Typography>\n {maybe.length > 0 ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`May already have it: ${maybe.map((host) => host.name).join(', ')} — ` +\n 'actions there were saved before recipes were tracked.'}\n </Typography>\n ) : null}\n </Stack>\n )\n}\nInstalledOn.displayName = 'InstalledOn'\n\ninterface RecipeInstallFormProps {\n recipe: CrmActionRecipe\n mount: CrmOrgMount\n status: ReadonlyMap<string, CrmRecipeSiteStatus> \| null\n onClose: () => void\n onInstalled: (result: CrmRecipeInstallResult, hostId: string) => void\n}\n\n/\n The install drawer's body: pick the site, pick the form a recipe that\n * needs one is keyed on, confirm. Mounted fresh on every opening — the\n * Drawer unmounts it when closed — so the picks start over each time from\n * the session's site, when that site does not already carry the recipe.\n \n The forms are read from the picked site only once a site is picked and\n * only for a recipe that needs one, so a reader installing the other three\n * pays no read. Live forms only: an archived form collects nothing, and a\n * recipe keyed on it would never fire.\n /\nfunction RecipeInstallForm(props: RecipeInstallFormProps) {\n const { recipe, mount, status, onClose, onInstalled } = props\n const firestore = useFirestore()\n const api = useCrmApi(null)\n const needsForm = recipe.picks?.kind === 'form'\n const [hostId, setHostId] = useState(() => {\n const pick = mount.createHostId\n return pick && standingOf(status, pick, recipe.id) !== 'installed' ? pick : ''\n })\n const [formId, setFormId] = useState('')\n const [busy, setBusy] = useState(false)\n const [error, setError] = useState<string \| null>(null)\n\n const { data: formRead, status: formsStatus } = useFirestoreCollection<any>(\n () =>\n needsForm && hostId\n ? collectionCeiling(\n collection(firestore, 'hosts', hostId, 'forms'),\n FORM_OPTION_CEILING,\n )\n : null,\n [firestore, needsForm, hostId],\n { idField: '$id' },\n )\n const { rows: formDocs, truncated: formsTruncated } = ceilingedWindow<any>(\n formRead,\n FORM_OPTION_CEILING,\n )\n const formOptions = useMemo(\n () =>\n (formDocs ?? [])\n .filter((form: any) => !form.archivedAt)\n .map((form: any) => ({\n id: form.$id as string,\n name: (String(form.displayName ?? '').trim() \|\| form.$id) as string,\n }))\n .sort((a: { name: string }, b: { name: string }) =>\n a.name.localeCompare(b.name),\n ),\n [formDocs],\n )\n const formsLoading = needsForm && Boolean(hostId) && formsStatus === 'loading'\n\n const canInstall =\n Boolean(hostId) && (!needsForm \|\| Boolean(formId)) && !busy && !formsLoading\n\n const handleInstall = async () => {\n if (!canInstall) return\n setBusy(true)\n setError(null)\n try {\n const { response, payload } = await api('recipe-install', {\n hostId,\n recipeId: recipe.id,\n ...(formId ? { formId } : {}),\n })\n if (!response.ok) {\n setError(payload?.error ?? 'The recipe could not be installed.')\n return\n }\n onInstalled(payload as CrmRecipeInstallResult, hostId)\n } catch (caught) {\n console.error(caught)\n setError('The recipe could not be installed.')\n } finally {\n setBusy(false)\n }\n }\n\n const siteSuffix = (id: string) => {\n const standing = standingOf(status, id, recipe.id)\n if (standing === 'installed') return ' — installed'\n if (standing === 'maybe') return ' — may already have it'\n return ''\n }\n\n return (\n <Stack spacing={2} sx={{ width: 380, maxWidth: '100vw', p: 3 }}>\n <Typography variant=\"h6\">{`Install “${recipe.title}”`}</Typography>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {recipe.description}\n </Typography>\n <TextField\n select\n size=\"small\"\n label=\"Site\"\n value={hostId}\n onChange={(event) => {\n setHostId(event.target.value)\n setFormId('')\n setError(null)\n }}\n disabled={busy}\n helperText={\n mount.hosts.length === 0\n ? 'This organization has no sites yet.'\n : 'The action is written into this site’s Automation → Actions.'\n }\n fullWidth\n >\n {mount.hosts.map((host) => (\n <MenuItem\n key={host.id}\n value={host.id}\n disabled={standingOf(status, host.id, recipe.id) === 'installed'}\n >\n {`${host.name}${siteSuffix(host.id)}`}\n </MenuItem>\n ))}\n </TextField>\n {needsForm ? (\n <TextField\n select\n size=\"small\"\n label=\"Form\"\n value={formId}\n onChange={(event) => setFormId(event.target.value)}\n disabled={!hostId \|\| busy \|\| formsLoading}\n helperText={\n !hostId\n ? 'Pick the site first; the recipe is keyed on one of its forms.'\n : formsLoading\n ? 'Loading the site’s forms…'\n : formOptions.length === 0\n ? 'This site has no live forms.'\n : formsTruncated\n ? `Showing the first ${FORM_OPTION_CEILING} forms.`\n : 'Contacts this form makes are tagged with its name.'\n }\n fullWidth\n >\n {formOptions.map((form) => (\n <MenuItem key={form.id} value={form.id}>\n {form.name}\n </MenuItem>\n ))}\n </TextField>\n ) : null}\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'The action is created enabled, exactly as the recipe defines it. ' +\n 'Change anything afterwards from the site’s Automation → Actions page.'}\n </Typography>\n {error ? (\n <Typography variant=\"body2\" color=\"error\">\n {error}\n </Typography>\n ) : null}\n <Stack direction=\"row\" spacing={1}>\n <Button\n variant=\"contained\"\n color=\"primary\"\n disabled={!canInstall}\n onClick={() => void handleInstall()}\n >\n {busy ? 'Installing…' : 'Install'}\n </Button>\n <Button onClick={onClose} disabled={busy}>\n {'Cancel'}\n </Button>\n </Stack>\n </Stack>\n )\n}\nRecipeInstallForm.displayName = 'RecipeInstallForm'\n\nexport interface RecipesCardProps {\n org?: Partial<AglynOrgBilling> \| null\n}\n\n/\n \"Recipes\" — the CRM's ready-made automations, installed on a site from\n * the organization (AGL-2639).\n \n ## Why this card exists at the org level and nowhere else\n \n Automation is a site feature: a site's Actions page has a Recipes menu\n * that opens the editor prefilled, and the person saves what they see.\n * The org hub mounts over every site with no editor of its own, so it had\n * no recipes at all, and an org running five sites installed \"Welcome a\n * new lead\" five times by hand. This card is the org's door: every recipe,\n * the sites that already carry it, and Install, which writes the action\n * into the site the reader picks through the server — the server stamps\n * the recipe, refuses a site outside the org, and refuses a second copy.\n * Under a site the section does not mount it; the site's own menu is the\n * right door there.\n \n ## \"Installed on\" reads the stamp, and says when it cannot\n \n The status route answers, per site, the recipes a live action is stamped\n * with and how many live actions carry no stamp. A site with any of the\n * latter is named as one that MAY already have the recipe rather than\n * listed as clear: those actions were saved before the stamp existed and\n * the card cannot tell a hand-built welcome from an installed one.\n \n ## Creation opens a drawer\n \n Install is a button per row; the picks — the site, and for Tag by form\n * one of that site's forms — live in a drawer, never above the list.\n */\nexport function RecipesCard(props: RecipesCardProps) {\n const { org } = props\n const mount = useCrmOrgMount()\n const { enqueueSnackbar } = useSnackbar()\n const status = useRecipeStatus(mount)\n const refreshStatus = status.refresh\n const [installing, setInstalling] = useState<CrmActionRecipe \| null>(null)\n const [lastInstall, setLastInstall] = useState<{\n hostId: string\n name: string\n } \| null>(null)\n\n const entitled = checkEntitlement(org, 'actions')\n const canInstall = Boolean(mount?.hostsReady) && entitled\n\n const handleInstalled = useCallback(\n (result: CrmRecipeInstallResult, hostId: string) => {\n setInstalling(null)\n setLastInstall({ hostId, name: result.name })\n enqueueSnackbar(\n `Installed “${result.name}” on ${mount?.siteName(hostId) ?? hostId}`,\n { variant: 'success', persist: false },\n )\n void refreshStatus()\n },\n [enqueueSnackbar, mount, refreshStatus],\n )\n\n // Mounted by the section only beneath the org hub's provider; the hooks\n // above run either way, so the render order never depends on the mount.\n if (!mount) return null\n\n const lastInstallHref = lastInstall ? siteActionsHref(mount, lastInstall.hostId) : null\n return (\n <CardDisplay\n header={'Recipes'}\n help={pluginDocsHelp('crmSettings', { anchor: '#recipes' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n >\n <Stack spacing={2}>\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'Ready-made automations for the CRM. Install one on a site and the ' +\n 'action is written into that site’s Automation → Actions as the ' +\n 'recipe defines it, where it can be edited like any other action.'}\n </Typography>\n {lastInstall ? (\n <Alert\n severity=\"success\"\n onClose={() => setLastInstall(null)}\n action={\n lastInstallHref ? (\n // A link dressed as a button: the anchor carries its own\n // href, so it keeps the link role a navigation door has.\n <Button\n component={AppLink as any}\n {...({\n componentVariant: 'naked',\n nativeButton: false,\n } as any)}\n href={lastInstallHref}\n size=\"small\"\n color=\"inherit\"\n >\n {'Open Automation → Actions'}\n </Button>\n ) : undefined\n }\n >\n {`Installed “${lastInstall.name}” on ${mount.siteName(lastInstall.hostId)}.`}\n </Alert>\n ) : null}\n {status.error ? (\n <Typography variant=\"caption\" color=\"error\">\n {status.error}\n </Typography>\n ) : null}\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n <TableCell>{'Recipe'}</TableCell>\n <TableCell>{'Installed on'}</TableCell>\n <TableCell align=\"right\" />\n </TableRow>\n </TableHead>\n <TableBody>\n {CRM_ACTION_RECIPES.map((recipe) => (\n <TableRow key={recipe.id} hover>\n <TableCell sx={{ maxWidth: 360 }}>\n <Typography variant=\"body2\">{recipe.title}</Typography>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {recipe.description}\n </Typography>\n </TableCell>\n <TableCell>\n <InstalledOn mount={mount} recipe={recipe} status={status.sites} />\n </TableCell>\n <TableCell align=\"right\" sx={{ width: 120 }}>\n <Button\n size=\"small\"\n variant=\"outlined\"\n disabled={!canInstall}\n onClick={() => setInstalling(recipe)}\n >\n {'Install'}\n <SrOnly>{` ${recipe.title}`}</SrOnly>\n </Button>\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </ScrollTable>\n {!entitled ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`The actions builder requires the ${planLabelGrantingFeature('actions') ?? 'Pro'} ` +\n 'plan — see Billing to upgrade.'}\n </Typography>\n ) : null}\n {mount.hostsReady && mount.hosts.length === 0 ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'This organization has no sites yet, so there is nowhere to install a recipe.'}\n </Typography>\n ) : null}\n </Stack>\n <Drawer anchor=\"right\" open={Boolean(installing)} onClose={() => setInstalling(null)}>\n {installing ? 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package/src/lib/components/reports/activity-card.js CHANGED Viewed

@@ -190,6 +190,7 @@ const TASK_DONE_CEILING = 1000;
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {

package/src/lib/components/reports/activity-card.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-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 as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n Alert,\n Stack,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n Typography,\n} from '@mui/material'\nimport {\n getCountFromServer,\n limit,\n orderBy,\n query,\n where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n type CrmReportScope,\n reportCacheKey,\n scopedCollection,\n visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport {\n activityLeaderboard,\n type ActivityLeaderboardRow,\n deltaPercent,\n} from '../../model/crm-reports'\n\n/*\n How many activities and how many completed tasks the leaderboard is\n * grouped from.\n \n The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n /\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/* The table's columns, which are also the CSV's. /\nconst COLUMNS = [\n 'Teammate',\n ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n 'Activities',\n 'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n report: CrmReportScope\n}\n\n/\n Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n \n ## Two windows, two indexes, one table\n \n Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n \n ## Why that is four indexes and not one\n \n The counts and the windows do not share an index, and neither do the two\n * audiences.\n \n A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n \n Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n \n The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n \n A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n \n ## Names\n \n Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n /\nexport function ActivityCard(props: ActivityCardProps) {\n const { report } = props\n const { scope, tokens, range, period, routes } = report\n const firestore = useFirestore()\n const roster = useOrgMemberOptions(scope[1])\n\n const activitiesBetween = (from: number, to: number) =>\n query(\n scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n ...visibleToClause(tokens),\n where('atMs', '>=', from),\n where('atMs', '<', to),\n )\n const tasksDoneBetween = (from: number, to: number) =>\n query(\n scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n ...visibleToClause(tokens),\n where('status', '==', 'done'),\n where('completedAtMs', '>=', from),\n where('completedAtMs', '<', to),\n )\n const countOf = (target: ReturnType<typeof query>) =>\n getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n const activityCounts = useAggregateRead(\n () =>\n Promise.all([\n countOf(activitiesBetween(range.from, range.to)),\n countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n ]).then(([current, previous]) => ({ current, previous })),\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:counts') },\n )\n const taskCounts = useAggregateRead(\n () =>\n Promise.all([\n countOf(tasksDoneBetween(range.from, range.to)),\n countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n ]).then(([current, previous]) => ({ current, previous })),\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n )\n\n const activityWindow = useWindowRead<ActivityRow>(\n () =>\n query(\n activitiesBetween(range.from, range.to),\n orderBy('atMs', 'desc'),\n limit(ACTIVITY_CEILING + 1),\n ),\n ACTIVITY_CEILING,\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:window') },\n )\n const taskWindow = useWindowRead<TaskRow>(\n () =>\n query(\n tasksDoneBetween(range.from, range.to),\n orderBy('completedAtMs', 'desc'),\n limit(TASK_DONE_CEILING + 1),\n ),\n TASK_DONE_CEILING,\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n )\n\n const rows = useMemo(\n () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n [activityWindow, taskWindow],\n )\n const nameOf = (row: ActivityLeaderboardRow): string => {\n if (!row.uid) return 'No teammate'\n return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n }\n const teammates = rows.filter((row) => row.uid).length\n\n const activitiesRead = activityWindow.status === 'success'\n const tasksRead = taskWindow.status === 'success'\n const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n const caption = [\n activityWindow.truncated\n ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n : null,\n taskWindow.truncated\n ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n : null,\n ]\n .filter(Boolean)\n .join(' and ')\n const activityFigures = activityCounts.value\n const taskFigures = taskCounts.value\n\n return (\n <CardDisplay\n header={'Activity by teammate'}\n help={Aglyn.pluginDocsHelp('crmReports', {\n anchor: '#activity-by-teammate',\n excerpt:\n 'The calls, emails, meetings and notes each teammate logged in ' +\n 'the period, and the tasks they completed, busiest first. ' +\n 'Grouped from the period’s newest thousand of each.',\n })}\n contentGutterX\n contentGutterY\n HeaderProps={{\n action: (\n <ReportExport\n filename={reportFilename('activity', period)}\n columns={COLUMNS}\n rows={() =>\n rows.map((row) => [\n nameOf(row),\n ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n row.activities,\n tasksRead ? row.tasksDone : '',\n ])\n }\n disabled={!activitiesRead \|\| !rows.length}\n />\n ),\n }}\n >\n <Stack spacing={2}>\n <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n <ReportStatTile\n label={'Activities logged'}\n value={activityFigures ? activityFigures.current.toLocaleString() : null}\n deltaPct={\n activityFigures\n ? deltaPercent(activityFigures.current, activityFigures.previous)\n : null\n }\n note={'counted on the server'}\n href={routes.section('contacts')}\n />\n <ReportStatTile\n label={'Tasks completed'}\n value={taskFigures ? taskFigures.current.toLocaleString() : null}\n deltaPct={\n taskFigures\n ? deltaPercent(taskFigures.current, taskFigures.previous)\n : null\n }\n note={'ticked off in the period'}\n href={routes.section('tasks')}\n />\n <ReportStatTile\n label={'Teammates active'}\n value={settled ? teammates.toLocaleString() : null}\n note={'logged or completed something'}\n />\n </Stack>\n {activityCounts.status === 'error' \|\| activityWindow.status === 'error' ? (\n <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n ) : null}\n {taskCounts.status === 'error' \|\| taskWindow.status === 'error' ? (\n <Alert severity=\"warning\">\n {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n </Alert>\n ) : null}\n <Section title={'Who did what'}>\n {rows.length ? (\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n {COLUMNS.map((column, index) => (\n <TableCell key={column} align={index ? 'right' : 'left'}>\n {column}\n </TableCell>\n ))}\n </TableRow>\n </TableHead>\n <TableBody>\n {rows.map((row) => (\n <TableRow key={row.uid \|\| '$nobody'}>\n <TableCell>{nameOf(row)}</TableCell>\n {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n <TableCell key={kind} align=\"right\">\n {row.kinds[kind].toLocaleString()}\n </TableCell>\n ))}\n <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n <TableCell align=\"right\">\n {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </ScrollTable>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n </Typography>\n )}\n {rows.some((row) => !row.uid) ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n </Typography>\n ) : null}\n {/ What the table, and so the export, is grouped from when that is not everything. */}\n {caption ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`${caption}; the tiles are counted on the server.`}\n </Typography>\n ) : null}\n </Section>\n </Stack>\n </CardDisplay>\n )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/activity-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 as Aglyn from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n Alert,\n Stack,\n TableBody,\n TableCell,\n TableHead,\n TableRow,\n Typography,\n} from '@mui/material'\nimport {\n getCountFromServer,\n limit,\n orderBy,\n query,\n where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { useOrgMemberOptions } from '../../hooks/use-org-member-options'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n type CrmReportScope,\n reportCacheKey,\n scopedCollection,\n visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\nimport {\n activityLeaderboard,\n type ActivityLeaderboardRow,\n deltaPercent,\n} from '../../model/crm-reports'\n\n/*\n How many activities and how many completed tasks the leaderboard is\n * grouped from.\n \n The tiles are server counts and never meet these bounds; the table needs\n * each activity's kind and author and each task's completer, so it reads\n * the period's newest thousand of each and says when there were more —\n * the contacts list's bound, and the one every window on this page shares.\n /\nconst ACTIVITY_CEILING = 1000\nconst TASK_DONE_CEILING = 1000\n\ntype ActivityRow = Aglyn.CrmActivityRow\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/* The table's columns, which are also the CSV's. /\nconst COLUMNS = [\n 'Teammate',\n ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => Aglyn.CRM_ACTIVITY_KIND_LABELS[kind]),\n 'Activities',\n 'Tasks done',\n] as const\n\nexport interface ActivityCardProps {\n report: CrmReportScope\n}\n\n/\n Activity by teammate (AGL-2624): the calls, emails, meetings and notes\n * each member logged in the period, and the tasks they ticked off,\n * busiest first.\n \n ## Two windows, two indexes, one table\n \n Activities are counted within the period on `atMs`; completed tasks are\n * counted the same way on `completedAtMs`, under `status == 'done'`. Each\n * count is also drawn as a window, newest first, for the leaderboard.\n \n ## Why that is four indexes and not one\n \n The counts and the windows do not share an index, and neither do the two\n * audiences.\n \n A COUNT here names no `orderBy`. Firestore then orders implicitly by the\n * range field, ASCENDING, so a count wants `completedAtMs` ascending — while\n * the window beside it asks for `desc` explicitly and wants the descending\n * one. A composite index serves one direction or its exact reverse, never\n * both, so declaring only the direction the window reads leaves the count\n * with nothing: `FAILED_PRECONDITION`, one column of dashes, and a card that\n * otherwise looks fine.\n \n Then the visibility clause doubles it. `visibleToClause` contributes\n * nothing when the reader's tokens are null, which is every organization-level\n * read, so the shape arriving at Firestore has no leading array field — a\n * different index, not a prefix of the one with it. `(visibleTo, status,\n * completedAtMs)` serves a site and `(status, completedAtMs)` the org above\n * it; one without the other is a card that works for exactly one audience.\n \n The two reads are independent so that a missing task index degrades ONE\n * column to a dash and a notice rather than the whole card: the activities\n * were read, and the leaderboard draws them.\n \n A task ordered by `completedAtMs` is a task the complete route stamped;\n * a task marked done some other way, without the stamp, is not in the\n * window and the caption says what the column is grouped from.\n \n ## Names\n \n Every activity carries the name it was signed with, for the reason\n * `CrmActivity.byName` gives — a scoped reader cannot resolve a colleague's\n * uid. The roster is read too, through the members route any member may\n * ask, and wins when it knows the uid, so a renamed teammate reads by\n * their current name; the signed name covers a uid the roster no longer\n * has, and the uid itself covers the rest.\n /\nexport function ActivityCard(props: ActivityCardProps) {\n const { report } = props\n const { scope, tokens, range, period, routes } = report\n const firestore = useFirestore()\n const roster = useOrgMemberOptions(scope[1])\n\n const activitiesBetween = (from: number, to: number) =>\n query(\n scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.activities),\n ...visibleToClause(tokens),\n where('atMs', '>=', from),\n where('atMs', '<', to),\n )\n const tasksDoneBetween = (from: number, to: number) =>\n query(\n scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n ...visibleToClause(tokens),\n where('status', '==', 'done'),\n where('completedAtMs', '>=', from),\n where('completedAtMs', '<', to),\n )\n const countOf = (target: ReturnType<typeof query>) =>\n getCountFromServer(target).then((snapshot) => snapshot.data().count)\n\n const activityCounts = useAggregateRead(\n () =>\n Promise.all([\n countOf(activitiesBetween(range.from, range.to)),\n countOf(activitiesBetween(range.previousFrom, range.previousTo)),\n ]).then(([current, previous]) => ({ current, previous })),\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:counts') },\n )\n const taskCounts = useAggregateRead(\n () =>\n Promise.all([\n countOf(tasksDoneBetween(range.from, range.to)),\n countOf(tasksDoneBetween(range.previousFrom, range.previousTo)),\n ]).then(([current, previous]) => ({ current, previous })),\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:tasks-counts') },\n )\n\n const activityWindow = useWindowRead<ActivityRow>(\n () =>\n query(\n activitiesBetween(range.from, range.to),\n orderBy('atMs', 'desc'),\n limit(ACTIVITY_CEILING + 1),\n ),\n ACTIVITY_CEILING,\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:window') },\n )\n const taskWindow = useWindowRead<TaskRow>(\n () =>\n query(\n tasksDoneBetween(range.from, range.to),\n orderBy('completedAtMs', 'desc'),\n limit(TASK_DONE_CEILING + 1),\n ),\n TASK_DONE_CEILING,\n [firestore, scope, tokens, range],\n { cacheKey: reportCacheKey(report, 'activity:tasks-window') },\n )\n\n const rows = useMemo(\n () => activityLeaderboard(activityWindow.rows, taskWindow.rows),\n [activityWindow, taskWindow],\n )\n const nameOf = (row: ActivityLeaderboardRow): string => {\n if (!row.uid) return 'No teammate'\n return Aglyn.findOrgMember(roster.options, row.uid)?.label ?? row.name ?? row.uid\n }\n const teammates = rows.filter((row) => row.uid).length\n\n const activitiesRead = activityWindow.status === 'success'\n const tasksRead = taskWindow.status === 'success'\n const settled = activityWindow.status !== 'loading' && taskWindow.status !== 'loading'\n const caption = [\n activityWindow.truncated\n ? `Grouped from the ${ACTIVITY_CEILING.toLocaleString()} most recent activities in the period`\n : null,\n taskWindow.truncated\n ? `the ${TASK_DONE_CEILING.toLocaleString()} most recently completed tasks`\n : null,\n ]\n .filter(Boolean)\n .join(' and ')\n const activityFigures = activityCounts.value\n const taskFigures = taskCounts.value\n\n return (\n <CardDisplay\n header={'Activity by teammate'}\n help={Aglyn.pluginDocsHelp('crmReports', {\n anchor: '#activity-by-teammate',\n excerpt:\n 'The calls, emails, meetings and notes each teammate logged in ' +\n 'the period, and the tasks they completed, busiest first. ' +\n 'Grouped from the period’s newest thousand of each.',\n })}\n contentGutterX\n contentGutterY\n HeaderProps={{\n action: (\n <ReportExport\n filename={reportFilename('activity', period)}\n columns={COLUMNS}\n rows={() =>\n rows.map((row) => [\n nameOf(row),\n ...Aglyn.CRM_ACTIVITY_KINDS.map((kind) => row.kinds[kind]),\n row.activities,\n tasksRead ? row.tasksDone : '',\n ])\n }\n disabled={!activitiesRead \|\| !rows.length}\n />\n ),\n }}\n >\n <Stack spacing={2}>\n <Stack useFlexGap direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n <ReportStatTile\n label={'Activities logged'}\n value={activityFigures ? activityFigures.current.toLocaleString() : null}\n deltaPct={\n activityFigures\n ? deltaPercent(activityFigures.current, activityFigures.previous)\n : null\n }\n note={'counted on the server'}\n href={routes.section('contacts')}\n />\n <ReportStatTile\n label={'Tasks completed'}\n value={taskFigures ? taskFigures.current.toLocaleString() : null}\n deltaPct={\n taskFigures\n ? deltaPercent(taskFigures.current, taskFigures.previous)\n : null\n }\n note={'ticked off in the period'}\n href={routes.section('tasks')}\n />\n <ReportStatTile\n label={'Teammates active'}\n value={settled ? teammates.toLocaleString() : null}\n note={'logged or completed something'}\n />\n </Stack>\n {activityCounts.status === 'error' \|\| activityWindow.status === 'error' ? (\n <Alert severity=\"warning\">{'The activities could not be read.'}</Alert>\n ) : null}\n {taskCounts.status === 'error' \|\| taskWindow.status === 'error' ? (\n <Alert severity=\"warning\">\n {'The completed-task counts could not be read; the Tasks done column is left blank.'}\n </Alert>\n ) : null}\n <Section title={'Who did what'}>\n {rows.length ? (\n <ScrollTable size=\"small\">\n <TableHead>\n <TableRow>\n {COLUMNS.map((column, index) => (\n <TableCell key={column} align={index ? 'right' : 'left'}>\n {column}\n </TableCell>\n ))}\n </TableRow>\n </TableHead>\n <TableBody>\n {rows.map((row) => (\n <TableRow key={row.uid \|\| '$nobody'}>\n <TableCell>{nameOf(row)}</TableCell>\n {Aglyn.CRM_ACTIVITY_KINDS.map((kind) => (\n <TableCell key={kind} align=\"right\">\n {row.kinds[kind].toLocaleString()}\n </TableCell>\n ))}\n <TableCell align=\"right\">{row.activities.toLocaleString()}</TableCell>\n <TableCell align=\"right\">\n {tasksRead ? row.tasksDone.toLocaleString() : '—'}\n </TableCell>\n </TableRow>\n ))}\n </TableBody>\n </ScrollTable>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {settled ? 'Nothing logged or completed in this period.' : 'Reading…'}\n </Typography>\n )}\n {rows.some((row) => !row.uid) ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'No teammate — activities an automation logged, and tasks completed with nobody assigned.'}\n </Typography>\n ) : null}\n {/ What the table, and so the export, is grouped from when that is not everything. */}\n {caption ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`${caption}; the tiles are counted on the server.`}\n </Typography>\n ) : null}\n </Section>\n </Stack>\n </CardDisplay>\n )\n}\nActivityCard.displayName = 'ActivityCard'\n\nexport default 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package/src/lib/components/reports/closed-deals-card.js CHANGED Viewed

@@ -125,6 +125,7 @@ import { bucketByWeek, currencyOfDeals } from "../../model/crm-reports.js";
             spacing: 2,
             children: [
                 /*#__PURE__*/ _jsxs(Stack, {
+                    useFlexGap: true,
                     direction: "row",
                     spacing: 3,
                     sx: {