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

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  canManageOrg,\n  type ConsolePluginPageProps,\n  CRM_ASSIGNMENT_RULES_MAX,\n  CRM_ASSIGNMENT_RULES_PATH,\n  CRM_AUTO_CREATE_COMPANIES_PATH,\n  CRM_ROUND_ROBIN_POOL_MAX,\n  CRM_ROUND_ROBIN_POOL_PATH,\n  type CrmAssignmentRule,\n  crmHostDefaultOwnerSegments,\n  describeAssignmentRule,\n  orgAutoCreatesCompanies,\n  type OrgRole,\n  pluginDocsHelp,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu 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 {\n  useFirestore,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  Switch,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\nimport SharingRulesCard from './sharing-rules-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/**\n * Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n *\n * The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n */\nexport function useCanManageCrmSettings(orgId: string | undefined): {\n  canManage: boolean\n  ready: boolean\n} {\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? ''\n  const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n    () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n    [firestore, orgId, uid],\n  )\n  return {\n    canManage: canManageOrg(member?.role ?? null),\n    ready: Boolean(orgId && uid) && status !== 'loading',\n  }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n *\n * ## What the switch decides, and what it does not\n *\n * A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n *\n * ## Written where it is read\n *\n * One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n */\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored = orgAutoCreatesCompanies(org as Record<string, unknown> | undefined)\n  const [checked, setChecked] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  // The stored value wins whenever it changes: the click is optimistic, and\n  // the org document is what the capture door will actually read.\n  useEffect(() => setChecked(stored), [stored])\n\n  const handleChange = async (next: boolean) => {\n    // The switch is disabled for a member who may not move it; the guard\n    // stands anyway, because a disabled control still delivers a change\n    // event in some environments and the rules would refuse the write.\n    if (!orgId || !canManage) return\n    setChecked(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n      })\n      enqueueSnackbar(\n        next\n          ? 'Companies will be created from work email domains'\n          : 'Companies will no longer be created from email domains',\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setChecked(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <FormControlLabel\n          control={\n            <Switch\n              size=\"small\"\n              checked={checked}\n              disabled={!ready || !canManage || busy}\n              onChange={(event) => void handleChange(event.target.checked)}\n            />\n          }\n          label=\"Create companies from work email domains\"\n        />\n        <FormHelperText>\n          {'A contact captured with a work email address is linked to the ' +\n            'company whose domain matches it. When this is on and no such ' +\n            'company exists yet, one is created from the domain — acme.com ' +\n            'becomes Acme — and the contact is linked to it. Public mailbox ' +\n            'domains such as gmail.com never create a company.'}\n        </FormHelperText>\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change this.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/** The caption every card shows a member who may read but not change it. */\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n  return props.ready && !props.canManage ? (\n    <Typography variant=\"caption\" color=\"text.secondary\">\n      {'Only a workspace owner or admin can change this.'}\n    </Typography>\n  ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/** The `value` of the default-owner picker's \"nobody\" entry. */\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n *\n * Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n */\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  const sites = useMemo<ReadonlyArray<{ id: string; name: string | null }>>(\n    () =>\n      hostId\n        ? [{ id: hostId, name: null }]\n        : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n    [hostId, mount?.hosts],\n  )\n  const ready = scopeReady && roleReady && (Boolean(hostId) || Boolean(mount?.hostsReady))\n  return (\n    <CardDisplay\n      header={'Default owner'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        {sites.map((site) => (\n          <DefaultOwnerPicker\n            key={site.id}\n            orgId={orgId}\n            siteId={site.id}\n            siteName={site.name}\n            org={org}\n            roster={roster}\n            canManage={canManage}\n            ready={ready}\n          />\n        ))}\n        {!hostId && ready && sites.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nobody to route to.'}\n          </Typography>\n        ) : null}\n        <FormHelperText>\n          {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n            'an order — that no assignment rule claims is handed to that ' +\n            \"site's default owner, and they are notified. A contact added by \" +\n            'hand or imported with an owner keeps the owner you chose.'}\n        </FormHelperText>\n        {roster.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/** One site's slot in the org-wide default-owner map, as a picker. */\nfunction DefaultOwnerPicker(props: {\n  orgId: string | undefined\n  siteId: string\n  /** How the site reads; `null` under the site itself, where \"this site\" will do. */\n  siteName: string | null\n  org?: Partial<AglynOrgBilling> | null\n  roster: ReturnType<typeof useOrgMemberDirectory>\n  canManage: boolean\n  ready: boolean\n}) {\n  const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const siteLabel = siteName ?? 'this site'\n\n  const stored =\n    readCrmAssignmentSettings(org as Record<string, unknown> | undefined)\n      .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n  const [value, setValue] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: string) => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(\n        doc(firestore, 'orgs', orgId),\n        new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n        next || deleteField(),\n      )\n      enqueueSnackbar(\n        next\n          ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n          : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The default owner could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  // A stored owner the roster no longer lists is still shown, by uid, so\n  // the picker never silently reads \"Nobody\" for a setting that is there.\n  const options = useMemo(\n    () =>\n      stored && !roster.members.some((member) => member.uid === stored)\n        ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n        : roster.members,\n    [roster.members, stored],\n  )\n  return (\n    <TextField\n      select\n      size=\"small\"\n      label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n      value={value}\n      onChange={(event) => void handleChange(event.target.value)}\n      disabled={!ready || !canManage || busy || roster.loading}\n      // \"Nobody\" is the empty value, which a select would otherwise\n      // render as a blank rather than as the choice it is. The label is\n      // shrunk with it: a field that always draws a value has no empty\n      // state for the label to sit in, and left to itself it decides from\n      // the value alone and paints the label over the choice.\n      slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n      sx={{ maxWidth: 360 }}\n    >\n      <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n      {options.map((member) => (\n        <MenuItem key={member.uid} value={member.uid}>\n          {crmMemberPickerLabel(member)}\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/**\n * \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n *\n * ## The whole list is the unit of write\n *\n * The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n *\n * ## First match wins, so order is the meaning\n *\n * A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n */\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const settings = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const { rules } = settings\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n\n  const writeRules = useCallback(\n    async (next: CrmAssignmentRule[], said: string) => {\n      if (!orgId || !canManage) return\n      setBusy(true)\n      try {\n        await updateDoc(doc(firestore, 'orgs', orgId), {\n          [CRM_ASSIGNMENT_RULES_PATH]: next,\n        })\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The rules could not be saved', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        throw error\n      } finally {\n        setBusy(false)\n      }\n    },\n    [firestore, orgId, canManage, enqueueSnackbar],\n  )\n\n  const move = (index: number, by: -1 | 1) => {\n    const target = index + by\n    if (target < 0 || target >= rules.length) return\n    const next = [...rules]\n    ;[next[index], next[target]] = [next[target], next[index]]\n    void writeRules(next, 'Rule moved').catch(() => undefined)\n  }\n  const remove = (rule: CrmAssignmentRule) => {\n    void writeRules(\n      rules.filter((entry) => entry.id !== rule.id),\n      'Rule deleted',\n    ).catch(() => undefined)\n  }\n  const handleAdd = async (rule: CrmAssignmentRule) => {\n    await writeRules([...rules, rule], 'Rule added')\n    setDrawerOpen(false)\n  }\n\n  const ready = scopeReady && roleReady\n  const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n  const canEdit = ready && canManage && !busy\n  const ordinal = (index: number) => {\n    const n = index + 1\n    const suffix =\n      n % 100 >= 11 && n % 100 <= 13\n        ? 'th'\n        : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n    return `${n}${suffix}`\n  }\n  return (\n    <CardDisplay\n      header={'Assignment rules'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || atCap}\n            onClick={() => setDrawerOpen(true)}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Tried in order for every new contact captured on any site in the ' +\n            'workspace; the first rule whose every condition holds assigns the ' +\n            'owner. A contact no rule claims goes to the capturing site’s ' +\n            'default owner, or stays unassigned.'}\n        </Typography>\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No rules yet. Add one to route new contacts by where they came from.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n                <TableCell>{'When'}</TableCell>\n                <TableCell>{'Assign to'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule, index) => {\n                const described = describeAssignmentRule(rule, roster.nameOf)\n                return (\n                  <TableRow key={rule.id} hover>\n                    <TableCell>\n                      <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                        <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n                          {ordinal(index)}\n                        </Typography>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === 0}\n                          onClick={() => move(index, -1)}\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n                        </IconButton>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === rules.length - 1}\n                          onClick={() => move(index, 1)}\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n                        </IconButton>\n                      </Stack>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.when}</Typography>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.assign}</Typography>\n                    </TableCell>\n                    <TableCell align=\"right\" sx={{ width: 56 }}>\n                      <RowActionsMenu\n                        label={`Rule ${index + 1}`}\n                        items={[\n                          {\n                            key: 'delete',\n                            label: 'Delete rule',\n                            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                            destructive: true,\n                            disabled: !canEdit,\n                            onClick: () => remove(rule),\n                          },\n                        ]}\n                      />\n                    </TableCell>\n                  </TableRow>\n                )\n              })}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {atCap ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n      <AssignmentRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        members={roster.members}\n        membersLoading={roster.loading}\n        poolSize={settings.pool.memberUids.length}\n        existingIds={rules.map((rule) => rule.id)}\n        onSubmit={handleAdd}\n      />\n    </CardDisplay>\n  )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/**\n * \"Round robin\" — the members handed records in turn (AGL-2618).\n *\n * The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n */\nexport function RoundRobinCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const { pool } = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const [busy, setBusy] = useState(false)\n\n  const toggle = async (uid: string, inPool: boolean) => {\n    if (!orgId || !canManage) return\n    const next = inPool\n      ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n      : pool.memberUids.filter((entry) => entry !== uid)\n    if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_ROUND_ROBIN_POOL_PATH]: next,\n      })\n      enqueueSnackbar(\n        inPool\n          ? `${roster.nameOf(uid)} joined the rotation`\n          : `${roster.nameOf(uid)} left the rotation`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('The pool could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  const canEdit = ready && canManage && !busy && !roster.loading\n  const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n  const nextUp = order[0]\n  // The rotation names people the way the checkboxes above do — with the\n  // address, since two members can share a display name.\n  const rotationName = (uid: string): string => {\n    const member = roster.members.find((row) => row.uid === uid)\n    return member ? crmMemberPickerLabel(member) : roster.nameOf(uid)\n  }\n  return (\n    <CardDisplay\n      header={'Round robin'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The members a round-robin rule, or an automation set to round ' +\n            'robin, hands records to in turn. Each new record goes to the ' +\n            'member after the last one who got a record, wrapping round.'}\n        </Typography>\n        {roster.loading ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Loading the team…'}\n          </Typography>\n        ) : roster.error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : (\n          <FormGroup>\n            {roster.members.map((member) => (\n              <FormControlLabel\n                key={member.uid}\n                control={\n                  <Checkbox\n                    size=\"small\"\n                    checked={pool.memberUids.includes(member.uid)}\n                    disabled={!canEdit}\n                    onChange={(event) => void toggle(member.uid, event.target.checked)}\n                  />\n                }\n                label={crmMemberPickerLabel(member)}\n              />\n            ))}\n          </FormGroup>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {pool.memberUids.length === 0\n            ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n            : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`}\n        </Typography>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/**\n * `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n *\n * A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n *\n * The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  canManageOrg,\n  type ConsolePluginPageProps,\n  CRM_ASSIGNMENT_RULES_MAX,\n  CRM_ASSIGNMENT_RULES_PATH,\n  CRM_AUTO_CREATE_COMPANIES_PATH,\n  CRM_DEFAULT_RECORD_SCOPE_PATH,\n  CRM_ROUND_ROBIN_POOL_MAX,\n  CRM_ROUND_ROBIN_POOL_PATH,\n  type CrmAssignmentRule,\n  crmDefaultScopeOf,\n  crmHostDefaultOwnerSegments,\n  describeAssignmentRule,\n  orgAutoCreatesCompanies,\n  type OrgRole,\n  pluginDocsHelp,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu 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 {\n  useFirestore,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  Switch,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\nimport SharingRulesCard from './sharing-rules-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/**\n * Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n *\n * The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n */\nexport function useCanManageCrmSettings(orgId: string | undefined): {\n  canManage: boolean\n  ready: boolean\n} {\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? ''\n  const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n    () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n    [firestore, orgId, uid],\n  )\n  return {\n    canManage: canManageOrg(member?.role ?? null),\n    ready: Boolean(orgId && uid) && status !== 'loading',\n  }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n *\n * ## What the switch decides, and what it does not\n *\n * A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n *\n * ## Written where it is read\n *\n * One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n */\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored = orgAutoCreatesCompanies(org as Record<string, unknown> | undefined)\n  const [checked, setChecked] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  // The stored value wins whenever it changes: the click is optimistic, and\n  // the org document is what the capture door will actually read.\n  useEffect(() => setChecked(stored), [stored])\n\n  const handleChange = async (next: boolean) => {\n    // The switch is disabled for a member who may not move it; the guard\n    // stands anyway, because a disabled control still delivers a change\n    // event in some environments and the rules would refuse the write.\n    if (!orgId || !canManage) return\n    setChecked(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n      })\n      enqueueSnackbar(\n        next\n          ? 'Companies will be created from work email domains'\n          : 'Companies will no longer be created from email domains',\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setChecked(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <FormControlLabel\n          control={\n            <Switch\n              size=\"small\"\n              checked={checked}\n              disabled={!ready || !canManage || busy}\n              onChange={(event) => void handleChange(event.target.checked)}\n            />\n          }\n          label=\"Create companies from work email domains\"\n        />\n        <FormHelperText>\n          {'A contact captured with a work email address is linked to the ' +\n            'company whose domain matches it. When this is on and no such ' +\n            'company exists yet, one is created from the domain — acme.com ' +\n            'becomes Acme — and the contact is linked to it. Public mailbox ' +\n            'domains such as gmail.com never create a company.'}\n        </FormHelperText>\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change this.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/**\n * \"Default sharing for new records\" (AGL-3662) — what a new contact,\n * company, deal or task starts shared with, set apart from the org's\n * defaults for new datasets and media.\n *\n * Changes nothing that already exists: narrowing an address book from a\n * select would hide records from sites already working them, with no\n * confirmation. Each record's own sharing is where that is decided.\n *\n * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM\n * creator stamp from, so the control cannot show one thing while records\n * get another — including for an org that has never set it, which inherits\n * the dataset default it shared before the split.\n */\nexport function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored =\n    crmDefaultScopeOf(org as Record<string, unknown> | undefined) ?? 'host'\n  const [value, setValue] = useState<'org' | 'host'>(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: 'org' | 'host') => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_DEFAULT_RECORD_SCOPE_PATH]: next,\n      })\n      enqueueSnackbar('Default sharing updated', {\n        variant: 'success',\n        persist: false,\n      })\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Default sharing for new records'}\n      help={pluginDocsHelp('crmSettings')}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1} sx={{ maxWidth: 480 }}>\n        <TextField\n          select\n          size=\"small\"\n          label=\"New contacts, companies, deals and tasks are shared with\"\n          value={value}\n          disabled={!ready || !canManage || busy}\n          onChange={(event) =>\n            void handleChange(event.target.value as 'org' | 'host')\n          }\n          helperText={\n            'Only affects records created from now on. Datasets and media ' +\n            'have defaults of their own, on the organization Data and ' +\n            'Media pages.'\n          }\n        >\n          <MenuItem value=\"org\">{'All sites'}</MenuItem>\n          <MenuItem value=\"host\">\n            {'The site they came in on, and its consent group'}\n          </MenuItem>\n        </TextField>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultRecordSharingCard.displayName = 'DefaultRecordSharingCard'\n\n/** The caption every card shows a member who may read but not change it. */\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n  return props.ready && !props.canManage ? (\n    <Typography variant=\"caption\" color=\"text.secondary\">\n      {'Only a workspace owner or admin can change this.'}\n    </Typography>\n  ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/** The `value` of the default-owner picker's \"nobody\" entry. */\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n *\n * Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n */\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  const sites = useMemo<ReadonlyArray<{ id: string; name: string | null }>>(\n    () =>\n      hostId\n        ? [{ id: hostId, name: null }]\n        : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n    [hostId, mount?.hosts],\n  )\n  const ready = scopeReady && roleReady && (Boolean(hostId) || Boolean(mount?.hostsReady))\n  return (\n    <CardDisplay\n      header={'Default owner'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        {sites.map((site) => (\n          <DefaultOwnerPicker\n            key={site.id}\n            orgId={orgId}\n            siteId={site.id}\n            siteName={site.name}\n            org={org}\n            roster={roster}\n            canManage={canManage}\n            ready={ready}\n          />\n        ))}\n        {!hostId && ready && sites.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nobody to route to.'}\n          </Typography>\n        ) : null}\n        <FormHelperText>\n          {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n            'an order — that no assignment rule claims is handed to that ' +\n            \"site's default owner, and they are notified. A contact added by \" +\n            'hand or imported with an owner keeps the owner you chose.'}\n        </FormHelperText>\n        {roster.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/** One site's slot in the org-wide default-owner map, as a picker. */\nfunction DefaultOwnerPicker(props: {\n  orgId: string | undefined\n  siteId: string\n  /** How the site reads; `null` under the site itself, where \"this site\" will do. */\n  siteName: string | null\n  org?: Partial<AglynOrgBilling> | null\n  roster: ReturnType<typeof useOrgMemberDirectory>\n  canManage: boolean\n  ready: boolean\n}) {\n  const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const siteLabel = siteName ?? 'this site'\n\n  const stored =\n    readCrmAssignmentSettings(org as Record<string, unknown> | undefined)\n      .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n  const [value, setValue] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: string) => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(\n        doc(firestore, 'orgs', orgId),\n        new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n        next || deleteField(),\n      )\n      enqueueSnackbar(\n        next\n          ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n          : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The default owner could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  // A stored owner the roster no longer lists is still shown, by uid, so\n  // the picker never silently reads \"Nobody\" for a setting that is there.\n  const options = useMemo(\n    () =>\n      stored && !roster.members.some((member) => member.uid === stored)\n        ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n        : roster.members,\n    [roster.members, stored],\n  )\n  return (\n    <TextField\n      select\n      size=\"small\"\n      label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n      value={value}\n      onChange={(event) => void handleChange(event.target.value)}\n      disabled={!ready || !canManage || busy || roster.loading}\n      // \"Nobody\" is the empty value, which a select would otherwise\n      // render as a blank rather than as the choice it is. The label is\n      // shrunk with it: a field that always draws a value has no empty\n      // state for the label to sit in, and left to itself it decides from\n      // the value alone and paints the label over the choice.\n      slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n      sx={{ maxWidth: 360 }}\n    >\n      <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n      {options.map((member) => (\n        <MenuItem key={member.uid} value={member.uid}>\n          {crmMemberPickerLabel(member)}\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/**\n * \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n *\n * ## The whole list is the unit of write\n *\n * The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n *\n * ## First match wins, so order is the meaning\n *\n * A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n */\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const settings = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const { rules } = settings\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n\n  const writeRules = useCallback(\n    async (next: CrmAssignmentRule[], said: string) => {\n      if (!orgId || !canManage) return\n      setBusy(true)\n      try {\n        await updateDoc(doc(firestore, 'orgs', orgId), {\n          [CRM_ASSIGNMENT_RULES_PATH]: next,\n        })\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The rules could not be saved', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        throw error\n      } finally {\n        setBusy(false)\n      }\n    },\n    [firestore, orgId, canManage, enqueueSnackbar],\n  )\n\n  const move = (index: number, by: -1 | 1) => {\n    const target = index + by\n    if (target < 0 || target >= rules.length) return\n    const next = [...rules]\n    ;[next[index], next[target]] = [next[target], next[index]]\n    void writeRules(next, 'Rule moved').catch(() => undefined)\n  }\n  const remove = (rule: CrmAssignmentRule) => {\n    void writeRules(\n      rules.filter((entry) => entry.id !== rule.id),\n      'Rule deleted',\n    ).catch(() => undefined)\n  }\n  const handleAdd = async (rule: CrmAssignmentRule) => {\n    await writeRules([...rules, rule], 'Rule added')\n    setDrawerOpen(false)\n  }\n\n  const ready = scopeReady && roleReady\n  const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n  const canEdit = ready && canManage && !busy\n  const ordinal = (index: number) => {\n    const n = index + 1\n    const suffix =\n      n % 100 >= 11 && n % 100 <= 13\n        ? 'th'\n        : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n    return `${n}${suffix}`\n  }\n  return (\n    <CardDisplay\n      header={'Assignment rules'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || atCap}\n            onClick={() => setDrawerOpen(true)}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Tried in order for every new contact captured on any site in the ' +\n            'workspace; the first rule whose every condition holds assigns the ' +\n            'owner. A contact no rule claims goes to the capturing site’s ' +\n            'default owner, or stays unassigned.'}\n        </Typography>\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No rules yet. Add one to route new contacts by where they came from.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n                <TableCell>{'When'}</TableCell>\n                <TableCell>{'Assign to'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule, index) => {\n                const described = describeAssignmentRule(rule, roster.nameOf)\n                return (\n                  <TableRow key={rule.id} hover>\n                    <TableCell>\n                      <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                        <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n                          {ordinal(index)}\n                        </Typography>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === 0}\n                          onClick={() => move(index, -1)}\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n                        </IconButton>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === rules.length - 1}\n                          onClick={() => move(index, 1)}\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n                        </IconButton>\n                      </Stack>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.when}</Typography>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.assign}</Typography>\n                    </TableCell>\n                    <TableCell align=\"right\" sx={{ width: 56 }}>\n                      <RowActionsMenu\n                        label={`Rule ${index + 1}`}\n                        items={[\n                          {\n                            key: 'delete',\n                            label: 'Delete rule',\n                            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                            destructive: true,\n                            disabled: !canEdit,\n                            onClick: () => remove(rule),\n                          },\n                        ]}\n                      />\n                    </TableCell>\n                  </TableRow>\n                )\n              })}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {atCap ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n      <AssignmentRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        members={roster.members}\n        membersLoading={roster.loading}\n        poolSize={settings.pool.memberUids.length}\n        existingIds={rules.map((rule) => rule.id)}\n        onSubmit={handleAdd}\n      />\n    </CardDisplay>\n  )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/**\n * \"Round robin\" — the members handed records in turn (AGL-2618).\n *\n * The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n */\nexport function RoundRobinCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const { pool } = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const [busy, setBusy] = useState(false)\n\n  const toggle = async (uid: string, inPool: boolean) => {\n    if (!orgId || !canManage) return\n    const next = inPool\n      ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n      : pool.memberUids.filter((entry) => entry !== uid)\n    if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_ROUND_ROBIN_POOL_PATH]: next,\n      })\n      enqueueSnackbar(\n        inPool\n          ? `${roster.nameOf(uid)} joined the rotation`\n          : `${roster.nameOf(uid)} left the rotation`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('The pool could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  const canEdit = ready && canManage && !busy && !roster.loading\n  const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n  const nextUp = order[0]\n  // The rotation names people the way the checkboxes above do — with the\n  // address, since two members can share a display name.\n  const rotationName = (uid: string): string => {\n    const member = roster.members.find((row) => row.uid === uid)\n    return member ? crmMemberPickerLabel(member) : roster.nameOf(uid)\n  }\n  return (\n    <CardDisplay\n      header={'Round robin'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The members a round-robin rule, or an automation set to round ' +\n            'robin, hands records to in turn. Each new record goes to the ' +\n            'member after the last one who got a record, wrapping round.'}\n        </Typography>\n        {roster.loading ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Loading the team…'}\n          </Typography>\n        ) : roster.error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : (\n          <FormGroup>\n            {roster.members.map((member) => (\n              <FormControlLabel\n                key={member.uid}\n                control={\n                  <Checkbox\n                    size=\"small\"\n                    checked={pool.memberUids.includes(member.uid)}\n                    disabled={!canEdit}\n                    onChange={(event) => void toggle(member.uid, event.target.checked)}\n                  />\n                }\n                label={crmMemberPickerLabel(member)}\n              />\n            ))}\n          </FormGroup>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {pool.memberUids.length === 0\n            ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n            : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`}\n        </Typography>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/**\n * `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n *\n * A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n *\n * The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. Last, because the welcome recipe\n * leans on the round-robin pool set up in the card above it.\n *\n * The Email templates card (AGL-2658) is the one card every CRM editor may\n * write to — a template is working material, not policy — and mounts at\n * both levels, listing the site's letters under a site and the whole\n * workspace's from the organization's hub.\n *\n * Your sending addresses (AGL-2975) sits directly under Email capture,\n * because it is where a member who copies that address from an alias looks\n * next: it is the reader's OWN list, at both levels, and writes through the\n * core route rather than the org document.\n */\nexport function CrmSettingsSection(props: CrmSettingsSectionProps) {\n  const { hostId, org } = props\n  const mount = useCrmOrgMount()\n  // The Email capture card (AGL-2657) rotates on the same owner-or-admin\n  // bar every other card writes on; the scope and the role are resolved\n  // here once and handed down, since the card itself writes no document.\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  return (\n    <Stack spacing={3}>\n      <DefaultRecordSharingCard hostId={hostId} org={org} />\n      <AutoCreateCompaniesCard hostId={hostId} org={org} />\n      <DefaultOwnerCard hostId={hostId} org={org} />\n      <AssignmentRulesCard hostId={hostId} org={org} />\n      <RoundRobinCard hostId={hostId} org={org} />\n      <EmailTemplatesCard hostId={hostId} org={org} />\n      <EmailCaptureCard hostId={hostId} canManage={canManage} ready={scopeReady && roleReady} />\n      <SendingAddressesCard orgId={orgId} ready={scopeReady} />\n      {/* Sharing rules (AGL-3336) are the organization's: mounted where its\n          sites are listed, at the org level only — before Recipes, which\n          stays last. */}\n      {mount ? (\n        <SharingRulesCard\n          orgId={orgId ?? null}\n          org={org}\n          canManage={canManage}\n          ready={scopeReady && roleReady}\n        />\n      ) : null}\n      {mount ? <RecipesCard org={org} /> : null}\n    </Stack>\n  )\n}\nCrmSettingsSection.displayName = 'CrmSettingsSection'\n\nexport default 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package/src/lib/components/tasks-calendar.js

@@ -77,6 +77,7 @@ import { bucketTasksByCalendarDay, CALENDAR_DAY_LABELS, CALENDAR_WEEK_DAYS, shif
         spacing: 1.5,
         children: [
             /*#__PURE__*/ _jsxs(Stack, {
+                useFlexGap: true,
                 direction: "row",
                 spacing: 1,
                 sx: {

package/src/lib/components/tasks-calendar.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-calendar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { type CrmTaskPicklists, crmTaskPicklistLabels } from '@aglyn/aglyn'\nimport { mdiChevronLeft, mdiChevronRight } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Box, Button, ButtonBase, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport {\n  bucketTasksByCalendarDay,\n  CALENDAR_DAY_LABELS,\n  CALENDAR_WEEK_DAYS,\n  shiftCalendarMonth,\n  taskCalendarMonth,\n} from '../model/task-calendar'\n\n/** How many tasks a square lists before folding the rest into a count. */\nconst TASKS_PER_DAY = 3\n\nexport interface TasksCalendarProps {\n  /** The window the list is holding — the calendar reads no more than it. */\n  tasks: readonly CrmTaskRow[]\n  /** Open one task's drawer, the same drawer a row opens. */\n  onOpen: (task: CrmTaskRow) => void\n  /** The list's window filled, so neither surface is showing everything. */\n  truncated?: boolean\n  /** The org's task lists, which name each entry's type and status on hover (AGL-3517). */\n  picklists?: CrmTaskPicklists\n}\n\n/**\n * A MONTH OF TASKS, BY DUE DATE (AGL-2662).\n *\n * The Tasks list answers \"what is on my plate\"; this answers \"what does\n * next week look like\", which a list ordered by due date can only imply.\n *\n * ## Drawn over the list's own window, and never over a second read\n *\n * The rows are the ones the section already holds. A calendar that fetched\n * its own month would be a second listener over the same collection, would\n * disagree with the list whenever the two windows differed, and would put\n * a read behind every page of the arrows. What it costs instead is honesty:\n * the grid can only place what the window carries, so the tasks due in\n * other months are counted under it rather than implied to be absent.\n *\n * ## Hand-built rather than a calendar dependency\n *\n * Seven columns of MUI boxes and the local-day arithmetic in\n * `task-calendar.ts`. The one calendar package already installed\n * (`@mui/x-date-pickers`) draws a date PICKER — a grid whose squares are\n * choices, not content — so it answers a different question, and a\n * scheduling library for one surface is a dependency the whole console\n * would carry.\n */\nexport function TasksCalendar(props: TasksCalendarProps) {\n  const { tasks, onOpen, truncated, picklists } = props\n  /** \"Call Ada · Call · In Progress\" — the entry's type and status on hover. */\n  const hoverText = (task: CrmTaskRow) => {\n    if (!picklists) return task.title\n    const labels = crmTaskPicklistLabels(task, picklists)\n    return `${task.title} · ${labels.type} · ${labels.status}`\n  }\n  /*\n   * The clock is read ONCE, at mount. A component that read `Date.now()`\n   * per render would move the today square under a reader who left the tab\n   * open across midnight, without any state having changed — and the grid\n   * is a pure function of this, so what is drawn can be pinned.\n   */\n  const [nowMs] = useState(() => Date.now())\n  const [anchorMs, setAnchorMs] = useState(() => nowMs)\n\n  const month = useMemo(\n    () => taskCalendarMonth(anchorMs, nowMs),\n    [anchorMs, nowMs],\n  )\n  const buckets = useMemo(\n    () => bucketTasksByCalendarDay(tasks, (task) => task.dueAtMs, month),\n    [tasks, month],\n  )\n  const label = useMemo(\n    () =>\n      month.monthDate.toLocaleDateString(undefined, {\n        month: 'long',\n        year: 'numeric',\n      }),\n    [month],\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n      >\n        <IconButton\n          size=\"small\"\n          aria-label=\"Previous month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, -1))}\n        >\n          <MdiIcon path={mdiChevronLeft.path} size={0.9} />\n        </IconButton>\n        <Typography variant=\"subtitle1\" sx={{ minWidth: 160, textAlign: 'center' }}>\n          {label}\n        </Typography>\n        <IconButton\n          size=\"small\"\n          aria-label=\"Next month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, 1))}\n        >\n          <MdiIcon path={mdiChevronRight.path} size={0.9} />\n        </IconButton>\n        <Button size=\"small\" onClick={() => setAnchorMs(nowMs)}>\n          {'Today'}\n        </Button>\n      </Stack>\n\n      <Box sx={{ overflowX: 'auto' }}>\n        <Box sx={{ minWidth: 640 }}>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n              mb: 0.5,\n            }}\n          >\n            {CALENDAR_DAY_LABELS.map((day) => (\n              <Typography\n                key={day}\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ textAlign: 'center' }}\n              >\n                {day}\n              </Typography>\n            ))}\n          </Box>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n            }}\n          >\n            {month.weeks.flat().map((day) => {\n              const held = buckets.byDay.get(day.startMs) ?? []\n              const shown = held.slice(0, TASKS_PER_DAY)\n              const folded = held.length - shown.length\n              return (\n                <Box\n                  key={day.startMs}\n                  sx={{\n                    minHeight: 96,\n                    p: 0.75,\n                    borderRadius: 1,\n                    border: 1,\n                    borderColor: day.isToday ? 'primary.main' : 'divider',\n                    bgcolor: day.inMonth ? 'background.paper' : 'action.hover',\n                  }}\n                >\n                  <Typography\n                    variant=\"caption\"\n                    sx={{\n                      display: 'block',\n                      mb: 0.5,\n                      fontWeight: day.isToday ? 'fontWeightBold' : undefined,\n                      color: day.inMonth ? 'text.primary' : 'text.disabled',\n                    }}\n                  >\n                    {day.date}\n                  </Typography>\n                  <Stack spacing={0.25}>\n                    {shown.map((task) => (\n                      <ButtonBase\n                        key={task.$id}\n                        onClick={() => onOpen(task)}\n                        title={hoverText(task)}\n                        sx={{\n                          justifyContent: 'flex-start',\n                          width: '100%',\n                          px: 0.5,\n                          py: 0.25,\n                          borderRadius: 0.5,\n                          bgcolor: 'action.selected',\n                          '&:hover': { bgcolor: 'action.focus' },\n                        }}\n                      >\n                        <Typography\n                          variant=\"caption\"\n                          noWrap\n                          sx={{\n                            width: '100%',\n                            textAlign: 'left',\n                            textDecoration:\n                              task.status === 'done' ? 'line-through' : undefined,\n                            color:\n                              task.status === 'done'\n                                ? 'text.secondary'\n                                : day.endMs <= nowMs\n                                  ? 'error.main'\n                                  : 'text.primary',\n                          }}\n                        >\n                          {task.title}\n                        </Typography>\n                      </ButtonBase>\n                    ))}\n                    {folded > 0 ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {`+${folded} more`}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </Box>\n              )\n            })}\n          </Box>\n        </Box>\n      </Box>\n\n      {/*\n        What the grid could not place. Said plainly, because a month with\n        nothing on it reads as \"nothing is due\" and the honest reading here\n        is often \"the window's tasks are somewhere else\".\n      */}\n      {buckets.undated.length || buckets.elsewhere.length || truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {[\n            buckets.elsewhere.length\n              ? `${buckets.elsewhere.length} due outside this month`\n              : '',\n            buckets.undated.length\n              ? `${buckets.undated.length} with no due date`\n              : '',\n            truncated ? 'and the view is showing only its first page' : '',\n          ]\n            .filter(Boolean)\n            .join(' · ')}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nTasksCalendar.displayName = 'TasksCalendar'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-calendar.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { type CrmTaskPicklists, crmTaskPicklistLabels } from '@aglyn/aglyn'\nimport { mdiChevronLeft, mdiChevronRight } from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { Box, Button, ButtonBase, IconButton, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport type { CrmTaskRow } from '../hooks/use-crm-tasks'\nimport {\n  bucketTasksByCalendarDay,\n  CALENDAR_DAY_LABELS,\n  CALENDAR_WEEK_DAYS,\n  shiftCalendarMonth,\n  taskCalendarMonth,\n} from '../model/task-calendar'\n\n/** How many tasks a square lists before folding the rest into a count. */\nconst TASKS_PER_DAY = 3\n\nexport interface TasksCalendarProps {\n  /** The window the list is holding — the calendar reads no more than it. */\n  tasks: readonly CrmTaskRow[]\n  /** Open one task's drawer, the same drawer a row opens. */\n  onOpen: (task: CrmTaskRow) => void\n  /** The list's window filled, so neither surface is showing everything. */\n  truncated?: boolean\n  /** The org's task lists, which name each entry's type and status on hover (AGL-3517). */\n  picklists?: CrmTaskPicklists\n}\n\n/**\n * A MONTH OF TASKS, BY DUE DATE (AGL-2662).\n *\n * The Tasks list answers \"what is on my plate\"; this answers \"what does\n * next week look like\", which a list ordered by due date can only imply.\n *\n * ## Drawn over the list's own window, and never over a second read\n *\n * The rows are the ones the section already holds. A calendar that fetched\n * its own month would be a second listener over the same collection, would\n * disagree with the list whenever the two windows differed, and would put\n * a read behind every page of the arrows. What it costs instead is honesty:\n * the grid can only place what the window carries, so the tasks due in\n * other months are counted under it rather than implied to be absent.\n *\n * ## Hand-built rather than a calendar dependency\n *\n * Seven columns of MUI boxes and the local-day arithmetic in\n * `task-calendar.ts`. The one calendar package already installed\n * (`@mui/x-date-pickers`) draws a date PICKER — a grid whose squares are\n * choices, not content — so it answers a different question, and a\n * scheduling library for one surface is a dependency the whole console\n * would carry.\n */\nexport function TasksCalendar(props: TasksCalendarProps) {\n  const { tasks, onOpen, truncated, picklists } = props\n  /** \"Call Ada · Call · In Progress\" — the entry's type and status on hover. */\n  const hoverText = (task: CrmTaskRow) => {\n    if (!picklists) return task.title\n    const labels = crmTaskPicklistLabels(task, picklists)\n    return `${task.title} · ${labels.type} · ${labels.status}`\n  }\n  /*\n   * The clock is read ONCE, at mount. A component that read `Date.now()`\n   * per render would move the today square under a reader who left the tab\n   * open across midnight, without any state having changed — and the grid\n   * is a pure function of this, so what is drawn can be pinned.\n   */\n  const [nowMs] = useState(() => Date.now())\n  const [anchorMs, setAnchorMs] = useState(() => nowMs)\n\n  const month = useMemo(\n    () => taskCalendarMonth(anchorMs, nowMs),\n    [anchorMs, nowMs],\n  )\n  const buckets = useMemo(\n    () => bucketTasksByCalendarDay(tasks, (task) => task.dueAtMs, month),\n    [tasks, month],\n  )\n  const label = useMemo(\n    () =>\n      month.monthDate.toLocaleDateString(undefined, {\n        month: 'long',\n        year: 'numeric',\n      }),\n    [month],\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        useFlexGap\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n      >\n        <IconButton\n          size=\"small\"\n          aria-label=\"Previous month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, -1))}\n        >\n          <MdiIcon path={mdiChevronLeft.path} size={0.9} />\n        </IconButton>\n        <Typography variant=\"subtitle1\" sx={{ minWidth: 160, textAlign: 'center' }}>\n          {label}\n        </Typography>\n        <IconButton\n          size=\"small\"\n          aria-label=\"Next month\"\n          onClick={() => setAnchorMs((current) => shiftCalendarMonth(current, 1))}\n        >\n          <MdiIcon path={mdiChevronRight.path} size={0.9} />\n        </IconButton>\n        <Button size=\"small\" onClick={() => setAnchorMs(nowMs)}>\n          {'Today'}\n        </Button>\n      </Stack>\n\n      <Box sx={{ overflowX: 'auto' }}>\n        <Box sx={{ minWidth: 640 }}>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n              mb: 0.5,\n            }}\n          >\n            {CALENDAR_DAY_LABELS.map((day) => (\n              <Typography\n                key={day}\n                variant=\"caption\"\n                color=\"text.secondary\"\n                sx={{ textAlign: 'center' }}\n              >\n                {day}\n              </Typography>\n            ))}\n          </Box>\n          <Box\n            sx={{\n              display: 'grid',\n              gridTemplateColumns: `repeat(${CALENDAR_WEEK_DAYS}, 1fr)`,\n              gap: 0.5,\n            }}\n          >\n            {month.weeks.flat().map((day) => {\n              const held = buckets.byDay.get(day.startMs) ?? []\n              const shown = held.slice(0, TASKS_PER_DAY)\n              const folded = held.length - shown.length\n              return (\n                <Box\n                  key={day.startMs}\n                  sx={{\n                    minHeight: 96,\n                    p: 0.75,\n                    borderRadius: 1,\n                    border: 1,\n                    borderColor: day.isToday ? 'primary.main' : 'divider',\n                    bgcolor: day.inMonth ? 'background.paper' : 'action.hover',\n                  }}\n                >\n                  <Typography\n                    variant=\"caption\"\n                    sx={{\n                      display: 'block',\n                      mb: 0.5,\n                      fontWeight: day.isToday ? 'fontWeightBold' : undefined,\n                      color: day.inMonth ? 'text.primary' : 'text.disabled',\n                    }}\n                  >\n                    {day.date}\n                  </Typography>\n                  <Stack spacing={0.25}>\n                    {shown.map((task) => (\n                      <ButtonBase\n                        key={task.$id}\n                        onClick={() => onOpen(task)}\n                        title={hoverText(task)}\n                        sx={{\n                          justifyContent: 'flex-start',\n                          width: '100%',\n                          px: 0.5,\n                          py: 0.25,\n                          borderRadius: 0.5,\n                          bgcolor: 'action.selected',\n                          '&:hover': { bgcolor: 'action.focus' },\n                        }}\n                      >\n                        <Typography\n                          variant=\"caption\"\n                          noWrap\n                          sx={{\n                            width: '100%',\n                            textAlign: 'left',\n                            textDecoration:\n                              task.status === 'done' ? 'line-through' : undefined,\n                            color:\n                              task.status === 'done'\n                                ? 'text.secondary'\n                                : day.endMs <= nowMs\n                                  ? 'error.main'\n                                  : 'text.primary',\n                          }}\n                        >\n                          {task.title}\n                        </Typography>\n                      </ButtonBase>\n                    ))}\n                    {folded > 0 ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {`+${folded} more`}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </Box>\n              )\n            })}\n          </Box>\n        </Box>\n      </Box>\n\n      {/*\n        What the grid could not place. Said plainly, because a month with\n        nothing on it reads as \"nothing is due\" and the honest reading here\n        is often \"the window's tasks are somewhere else\".\n      */}\n      {buckets.undated.length || buckets.elsewhere.length || truncated ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {[\n            buckets.elsewhere.length\n              ? `${buckets.elsewhere.length} due outside this month`\n              : '',\n            buckets.undated.length\n              ? `${buckets.undated.length} with no due date`\n              : '',\n            truncated ? 'and the view is showing only its first page' : '',\n          ]\n            .filter(Boolean)\n            .join(' · ')}\n        </Typography>\n      ) : null}\n    </Stack>\n  )\n}\nTasksCalendar.displayName = 'TasksCalendar'\n\nexport default TasksCalendar\n"],"names":["crmTaskPicklistLabels","mdiChevronLeft","mdiChevronRight","MdiIcon","Box","Button","ButtonBase","IconButton","Stack","Typography","useMemo","useState","bucketTasksByCalendarDay","CALENDAR_DAY_LABELS","CALENDAR_WEEK_DAYS","shiftCalendarMonth","taskCalendarMonth","TASKS_PER_DAY","TasksCalendar","props","tasks","onOpen","truncated","picklists","hoverText","task","title","labels","type","status","nowMs","Date","now","anchorMs","setAnchorMs","month","buckets","dueAtMs","label","monthDate","toLocaleDateString","undefined","year","spacing","useFlexGap","direction","sx","alignItems","flexWrap","rowGap","size","aria-label","onClick","current","path","variant","minWidth","textAlign","overflowX","display","gridTemplateColumns","gap","mb","map","day","color","weeks","flat","held","byDay","get","startMs","shown","slice","folded","length","minHeight","p","borderRadius","border","borderColor","isToday","bgcolor","inMonth","fontWeight","date","justifyContent","width","px","py","noWrap","textDecoration","endMs","$id","undated","elsewhere","filter","Boolean","join","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAAgCA,qBAAqB,QAAQ,eAAc;AAC3E,SAASC,cAAc,EAAEC,eAAe,QAAQ,yBAAwB;AACxE,SAASC,OAAO,QAAQ,uBAAsB;AAC9C,SAASC,GAAG,EAAEC,MAAM,EAAEC,UAAU,EAAEC,UAAU,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACtF,SAASC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AAEzC,SACEC,wBAAwB,EACxBC,mBAAmB,EACnBC,kBAAkB,EAClBC,kBAAkB,EAClBC,iBAAiB,QACZ,4BAAwB;AAE/B,wEAAwE,GACxE,MAAMC,gBAAgB;AAatB;;;;;;;;;;;;;;;;;;;;;;;CAuBC,GACD,OAAO,SAASC,cAAcC,KAAyB;IACrD,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,SAAS,EAAEC,SAAS,EAAE,GAAGJ;IAChD,4EAA4E,GAC5E,MAAMK,YAAY,CAACC;QACjB,IAAI,CAACF,WAAW,OAAOE,KAAKC,KAAK;QACjC,MAAMC,SAAS3B,sBAAsByB,MAAMF;QAC3C,OAAO,GAAGE,KAAKC,KAAK,CAAC,GAAG,EAAEC,OAAOC,IAAI,CAAC,GAAG,EAAED,OAAOE,MAAM,EAAE;IAC5D;IACA;;;;;GAKC,GACD,MAAM,CAACC,MAAM,GAAGnB,SAAS,IAAMoB,KAAKC,GAAG;IACvC,MAAM,CAACC,UAAUC,YAAY,GAAGvB,SAAS,IAAMmB;IAE/C,MAAMK,QAAQzB,QACZ,IAAMM,kBAAkBiB,UAAUH,QAClC;QAACG;QAAUH;KAAM;IAEnB,MAAMM,UAAU1B,QACd,IAAME,yBAAyBQ,OAAO,CAACK,OAASA,KAAKY,OAAO,EAAEF,QAC9D;QAACf;QAAOe;KAAM;IAEhB,MAAMG,QAAQ5B,QACZ,IACEyB,MAAMI,SAAS,CAACC,kBAAkB,CAACC,WAAW;YAC5CN,OAAO;YACPO,MAAM;QACR,IACF;QAACP;KAAM;IAGT,qBACE,MAAC3B;QAAMmC,SAAS;;0BACd,MAACnC;gBACCoC,UAAU;gBACVC,WAAU;gBACVF,SAAS;gBACTG,IAAI;oBAAEC,YAAY;oBAAUC,UAAU;oBAAQC,QAAQ;gBAAE;;kCAExD,KAAC1C;wBACC2C,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMlB,YAAY,CAACmB,UAAYtC,mBAAmBsC,SAAS,CAAC;kCAErE,cAAA,KAAClD;4BAAQmD,MAAMrD,eAAeqD,IAAI;4BAAEJ,MAAM;;;kCAE5C,KAACzC;wBAAW8C,SAAQ;wBAAYT,IAAI;4BAAEU,UAAU;4BAAKC,WAAW;wBAAS;kCACtEnB;;kCAEH,KAAC/B;wBACC2C,MAAK;wBACLC,cAAW;wBACXC,SAAS,IAAMlB,YAAY,CAACmB,UAAYtC,mBAAmBsC,SAAS;kCAEpE,cAAA,KAAClD;4BAAQmD,MAAMpD,gBAAgBoD,IAAI;4BAAEJ,MAAM;;;kCAE7C,KAAC7C;wBAAO6C,MAAK;wBAAQE,SAAS,IAAMlB,YAAYJ;kCAC7C;;;;0BAIL,KAAC1B;gBAAI0C,IAAI;oBAAEY,WAAW;gBAAO;0BAC3B,cAAA,MAACtD;oBAAI0C,IAAI;wBAAEU,UAAU;oBAAI;;sCACvB,KAACpD;4BACC0C,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAE9C,mBAAmB,MAAM,CAAC;gCACzD+C,KAAK;gCACLC,IAAI;4BACN;sCAECjD,oBAAoBkD,GAAG,CAAC,CAACC,oBACxB,KAACvD;oCAEC8C,SAAQ;oCACRU,OAAM;oCACNnB,IAAI;wCAAEW,WAAW;oCAAS;8CAEzBO;mCALIA;;sCASX,KAAC5D;4BACC0C,IAAI;gCACFa,SAAS;gCACTC,qBAAqB,CAAC,OAAO,EAAE9C,mBAAmB,MAAM,CAAC;gCACzD+C,KAAK;4BACP;sCAEC1B,MAAM+B,KAAK,CAACC,IAAI,GAAGJ,GAAG,CAAC,CAACC;oCACV5B;gCAAb,MAAMgC,QAAOhC,qBAAAA,QAAQiC,KAAK,CAACC,GAAG,CAACN,IAAIO,OAAO,aAA7BnC,qBAAkC,EAAE;gCACjD,MAAMoC,QAAQJ,KAAKK,KAAK,CAAC,GAAGxD;gCAC5B,MAAMyD,SAASN,KAAKO,MAAM,GAAGH,MAAMG,MAAM;gCACzC,qBACE,MAACvE;oCAEC0C,IAAI;wCACF8B,WAAW;wCACXC,GAAG;wCACHC,cAAc;wCACdC,QAAQ;wCACRC,aAAahB,IAAIiB,OAAO,GAAG,iBAAiB;wCAC5CC,SAASlB,IAAImB,OAAO,GAAG,qBAAqB;oCAC9C;;sDAEA,KAAC1E;4CACC8C,SAAQ;4CACRT,IAAI;gDACFa,SAAS;gDACTG,IAAI;gDACJsB,YAAYpB,IAAIiB,OAAO,GAAG,mBAAmBxC;gDAC7CwB,OAAOD,IAAImB,OAAO,GAAG,iBAAiB;4CACxC;sDAECnB,IAAIqB,IAAI;;sDAEX,MAAC7E;4CAAMmC,SAAS;;gDACb6B,MAAMT,GAAG,CAAC,CAACtC,qBACV,KAACnB;wDAEC8C,SAAS,IAAM/B,OAAOI;wDACtBC,OAAOF,UAAUC;wDACjBqB,IAAI;4DACFwC,gBAAgB;4DAChBC,OAAO;4DACPC,IAAI;4DACJC,IAAI;4DACJX,cAAc;4DACdI,SAAS;4DACT,WAAW;gEAAEA,SAAS;4DAAe;wDACvC;kEAEA,cAAA,KAACzE;4DACC8C,SAAQ;4DACRmC,MAAM;4DACN5C,IAAI;gEACFyC,OAAO;gEACP9B,WAAW;gEACXkC,gBACElE,KAAKI,MAAM,KAAK,SAAS,iBAAiBY;gEAC5CwB,OACExC,KAAKI,MAAM,KAAK,SACZ,mBACAmC,IAAI4B,KAAK,IAAI9D,QACX,eACA;4DACV;sEAECL,KAAKC,KAAK;;uDA7BRD,KAAKoE,GAAG;gDAiChBnB,SAAS,kBACR,KAACjE;oDAAW8C,SAAQ;oDAAUU,OAAM;8DACjC,CAAC,CAAC,EAAES,OAAO,KAAK,CAAC;qDAElB;;;;mCA7DDV,IAAIO,OAAO;4BAiEtB;;;;;YAULnC,QAAQ0D,OAAO,CAACnB,MAAM,IAAIvC,QAAQ2D,SAAS,CAACpB,MAAM,IAAIrD,0BACrD,KAACb;gBAAW8C,SAAQ;gBAAUU,OAAM;0BACjC;oBACC7B,QAAQ2D,SAAS,CAACpB,MAAM,GACpB,GAAGvC,QAAQ2D,SAAS,CAACpB,MAAM,CAAC,uBAAuB,CAAC,GACpD;oBACJvC,QAAQ0D,OAAO,CAACnB,MAAM,GAClB,GAAGvC,QAAQ0D,OAAO,CAACnB,MAAM,CAAC,iBAAiB,CAAC,GAC5C;oBACJrD,YAAY,gDAAgD;iBAC7D,CACE0E,MAAM,CAACC,SACPC,IAAI,CAAC;iBAER;;;AAGV;AACAhF,cAAciF,WAAW,GAAG;AAE5B,eAAejF,cAAa"}

package/src/lib/constants/company-filters.d.ts

@@ -14,8 +14,8 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
-import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter';
+import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 export declare const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[];
 /** The picklist columns the list filters by, each with the list its choices come from. */
 export declare const COMPANY_PICKLIST_FILTERS: readonly [{

package/src/lib/constants/company-filters.js

@@ -13,7 +13,7 @@
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { CRM_NEXT_ACTIVITY_FILTER_FIELD } from "../components/crm-next-activity-column.js";
+ */ import { CRM_NEXT_ACTIVITY_FILTER_FIELD } from "../model/crm-next-activity.js";
 import { CRM_LIST_SEARCH } from "../model/crm-list-query.js";
 /*
  * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause

package/src/lib/constants/company-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../components/crm-next-activity-column'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n *\n * Type, Industry and Rating (AGL-3514) are choices from the org's lists,\n * asked of the KEY each writer stores beside the label (`typeKey`,\n * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's\n * value is the key, its caption the label, so the query compares what\n * the record keyed rather than how the label happens to be cased.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  { column: 'type', kind: 'exact', path: 'typeKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'industry', kind: 'exact', path: 'industryKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'ratingKey', operators: ['equals', 'isAnyOf'] },\n]\n\n/** The picklist columns the list filters by, each with the list its choices come from. */\nexport const COMPANY_PICKLIST_FILTERS = [\n  { column: 'type', picklistId: 'accountType', header: 'Type' },\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  { path: 'nameLower', direction: 'asc' },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PICKLIST_FILTERS","picklistId","header","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,4CAAwC;AAEvF,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;IACA;QAAEG,QAAQ;QAAQC,MAAM;QAASC,MAAM;QAAWG,WAAW;YAAC;YAAU;SAAU;IAAC;IACnF;QAAEL,QAAQ;QAAYC,MAAM;QAASC,MAAM;QAAeG,WAAW;YAAC;YAAU;SAAU;IAAC;IAC3F;QAAEL,QAAQ;QAAUC,MAAM;QAASC,MAAM;QAAaG,WAAW;YAAC;YAAU;SAAU;IAAC;CACxF,CAAA;AAED,wFAAwF,GACxF,OAAO,MAAMC,2BAA2B;IACtC;QAAEN,QAAQ;QAAQO,YAAY;QAAeC,QAAQ;IAAO;IAC5D;QAAER,QAAQ;QAAYO,YAAY;QAAYC,QAAQ;IAAW;IACjE;QAAER,QAAQ;QAAUO,YAAY;QAAUC,QAAQ;IAAS;CAC5D,CAAS;AAEV;;;;CAIC,GACD,OAAO,MAAMC,wBAAwB;IACnCC,OAAOX,0BAA0B,CAAC,EAAE;IACpCY,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEV,MAAM;QAAaW,WAAW;IAAO;IACvC;QAAEX,MAAM;QAAaW,WAAW;IAAM;CACvC,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQhB;IACRiB,OAAOJ;IACPK,QAAQnB;AACV,EAAC"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/company-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport type { ListFilterField } from '@aglyn/shared-util-tools/list-query/list-filter'\n\nimport { CRM_NEXT_ACTIVITY_FILTER_FIELD } from '../model/crm-next-activity'\nimport type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport { CRM_LIST_SEARCH } from '../model/crm-list-query'\n\n/*\n * Companies (`orgs/{orgId}/companies`, read scoped to a host) — every clause\n * and the search word on the list's one query, newest change first\n * (AGL-3321).\n *\n * The search box reads `searchTokens`, the word prefixes of the name and\n * the domain every company writer stamps (`crmCompanyListFields`). Under a\n * site the scope clause (`visibleTo array-contains-any`) is the query's one\n * array clause, and the search folds into it (`scopedSearchTokens`) for a\n * reader who may drop it.\n *\n * The name is also an exact match and a PREFIX range over `nameLower` — the\n * list's one range, which then orders the list by name. The owner is a\n * choice from the roster, and \"No next activity\" asks `nextTaskAtMs ==\n * null`. Each equality rides one `(field, updatedAt DESC)` composite, and\n * one `(field, nameLower ASC)` beside it for the prefix.\n *\n * Type, Industry and Rating (AGL-3514) are choices from the org's lists,\n * asked of the KEY each writer stores beside the label (`typeKey`,\n * `industryKey`, `ratingKey` — see `crmCompanyListFields`): a choice's\n * value is the key, its caption the label, so the query compares what\n * the record keyed rather than how the label happens to be cased.\n */\nexport const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  {\n    column: 'name',\n    kind: 'text',\n    path: 'name',\n    lowerPath: 'nameLower',\n    presence: 'always',\n    operators: ['equals', 'startsWith'],\n  },\n  {\n    column: 'ownerUid',\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf'],\n  },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  { column: 'type', kind: 'exact', path: 'typeKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'industry', kind: 'exact', path: 'industryKey', operators: ['equals', 'isAnyOf'] },\n  { column: 'rating', kind: 'exact', path: 'ratingKey', operators: ['equals', 'isAnyOf'] },\n]\n\n/** The picklist columns the list filters by, each with the list its choices come from. */\nexport const COMPANY_PICKLIST_FILTERS = [\n  { column: 'type', picklistId: 'accountType', header: 'Type' },\n  { column: 'industry', picklistId: 'industry', header: 'Industry' },\n  { column: 'rating', picklistId: 'rating', header: 'Rating' },\n] as const\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the name, beside the scope clause — the prefix range the\n * `(field, nameLower)` composites already serve.\n */\nexport const COMPANY_PREFIX_SEARCH = {\n  field: COMPANY_LIST_FILTER_FIELDS[0],\n  notice: 'Search matches the start of a company’s name for access limited to specific sites.',\n}\n\n/** The list's orders: newest change first, and by name under a prefix. */\nexport const COMPANY_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n  { path: 'nameLower', direction: 'asc' },\n]\n\nexport const COMPANY_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: COMPANY_LIST_FILTER_FIELDS,\n  sorts: COMPANY_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n"],"names":["CRM_NEXT_ACTIVITY_FILTER_FIELD","CRM_LIST_SEARCH","COMPANY_LIST_FILTER_FIELDS","column","kind","path","lowerPath","presence","operators","COMPANY_PICKLIST_FILTERS","picklistId","header","COMPANY_PREFIX_SEARCH","field","notice","COMPANY_LIST_SORTS","direction","COMPANY_LIST_DECLARATION","fields","sorts","search"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAID,SAASA,8BAA8B,QAAQ,gCAA4B;AAE3E,SAASC,eAAe,QAAQ,6BAAyB;AAEzD;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,MAAMC,6BAAyD;IACpE;QACEC,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNC,WAAW;QACXC,UAAU;QACVC,WAAW;YAAC;YAAU;SAAa;IACrC;IACA;QACEL,QAAQ;QACRC,MAAM;QACNC,MAAM;QACNG,WAAW;YAAC;YAAU;SAAU;IAClC;IACAR;IACA;QAAEG,QAAQ;QAAQC,MAAM;QAASC,MAAM;QAAWG,WAAW;YAAC;YAAU;SAAU;IAAC;IACnF;QAAEL,QAAQ;QAAYC,MAAM;QAASC,MAAM;QAAeG,WAAW;YAAC;YAAU;SAAU;IAAC;IAC3F;QAAEL,QAAQ;QAAUC,MAAM;QAASC,MAAM;QAAaG,WAAW;YAAC;YAAU;SAAU;IAAC;CACxF,CAAA;AAED,wFAAwF,GACxF,OAAO,MAAMC,2BAA2B;IACtC;QAAEN,QAAQ;QAAQO,YAAY;QAAeC,QAAQ;IAAO;IAC5D;QAAER,QAAQ;QAAYO,YAAY;QAAYC,QAAQ;IAAW;IACjE;QAAER,QAAQ;QAAUO,YAAY;QAAUC,QAAQ;IAAS;CAC5D,CAAS;AAEV;;;;CAIC,GACD,OAAO,MAAMC,wBAAwB;IACnCC,OAAOX,0BAA0B,CAAC,EAAE;IACpCY,QAAQ;AACV,EAAC;AAED,wEAAwE,GACxE,OAAO,MAAMC,qBAA+C;IAC1D;QAAEV,MAAM;QAAaW,WAAW;IAAO;IACvC;QAAEX,MAAM;QAAaW,WAAW;IAAM;CACvC,CAAA;AAED,OAAO,MAAMC,2BAAiD;IAC5DC,QAAQhB;IACRiB,OAAOJ;IACPK,QAAQnB;AACV,EAAC"}

package/src/lib/constants/contact-filters.d.ts

@@ -14,9 +14,9 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import { type ContactFieldDefinition } from '@aglyn/aglyn';
-import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
-import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import { type ContactFieldDefinition } from '@aglyn/aglyn/app-utils/crm';
+import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter';
+import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 import { type CrmClauseAsked } from '../model/crm-list-query';
 /** The column a contact's lead source filters as (AGL-3511). */
 export declare const CONTACT_LEAD_SOURCE_COLUMN = "leadSource";

package/src/lib/constants/contact-filters.js

@@ -14,7 +14,8 @@ import { _ as _extends } from "@swc/helpers/_/_extends";
  * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
  * See the License for the specific language governing permissions and
  * limitations under the License.
- */ import { CRM_CONTACT_VIEW_FIELDS, CRM_FACET_KEY_ANY_GROUP, crmContactCustomColumn, crmFacetKey, crmFacetKeyValue, EMAIL_STATE_STATUSES } from "@aglyn/aglyn";
+ */ import { CRM_CONTACT_VIEW_FIELDS, CRM_FACET_KEY_ANY_GROUP, crmContactCustomColumn, crmFacetKey, crmFacetKeyValue } from "@aglyn/aglyn/app-utils/crm";
+import { EMAIL_STATE_STATUSES } from "@aglyn/aglyn/app-utils/email-state";
 import { CRM_LIST_SEARCH, crmAnyOf, crmClauseValues } from "../model/crm-list-query.js";
 /*==========================================
  * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE

package/src/lib/constants/contact-filters.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n  EMAIL_STATE_STATUSES,\n} from '@aglyn/aglyn'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/** The list's one order: newest change first. */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? Number(value) : value)\n    if (key === null) return { refused: 'no value yet' }\n    keys.push(crmFacetKey(group, facet, key))\n  }\n  const asked = crmAnyOf(CONTACT_FACET_KEYS_PATH, keys)\n  // One key is an `array-contains`; several, an `array-contains-any`.\n  return 'refused' in asked || asked.op === 'isAnyOf'\n    ? asked\n    : { ...asked, op: 'contains' }\n}\n\n/**\n * Whether an asked clause stands in for the scope clause: a facet key of\n * the viewing holder, which only a record that holder keeps carries, or a\n * form, which only its site's captures carry.\n */\nexport function contactClauseImpliesScope(groupId: string | null) {\n  return (clause: ListFilterRequest): boolean => {\n    if (clause.field === 'formIds') return true\n    if (clause.field !== CONTACT_FACET_KEYS_PATH || !groupId) return false\n    return crmClauseValues(clause).every((key) => key.startsWith(`${groupId}:`))\n  }\n}\n\n/**\n * The query shapes the Contacts list can send, as declarations the index\n * pin enumerates (AGL-3321): the list's own, without its solo ranges, whose\n * every equality rides `(field, updatedAt DESC)`; and each solo range beside\n * the scope clause alone.\n */\nexport function contactIndexShapes(): ListQueryDeclaration[] {\n  const soloOps = new Set(['startsWith', 'endsWith'])\n  const main: ListQueryDeclaration = {\n    ...CONTACT_LIST_DECLARATION,\n    fields: CONTACT_QUERY_FIELDS.filter((field) => field !== CREATED_FIELD).map((field) =>\n      field.operators\n        ? { ...field, operators: field.operators.filter((op) => !soloOps.has(op)) }\n        : field,\n    ),\n  }\n  const solo: ListQueryDeclaration = {\n    fields: [\n      { ...NAME_FIELD, operators: ['startsWith', 'endsWith'] },\n      { ...EMAIL_FIELD, operators: ['startsWith'] },\n      CREATED_FIELD,\n    ],\n    sorts: [],\n  }\n  return [main, 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/contact-filters.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type ContactFieldDefinition,\n  CRM_CONTACT_VIEW_FIELDS,\n  CRM_FACET_KEY_ANY_GROUP,\n  type CrmFacetKeyField,\n  crmContactCustomColumn,\n  crmFacetKey,\n  crmFacetKeyValue,\n} from '@aglyn/aglyn/app-utils/crm'\nimport { EMAIL_STATE_STATUSES } from '@aglyn/aglyn/app-utils/email-state'\nimport type {\n  ListFilterField,\n  ListFilterRequest,\n} from '@aglyn/shared-util-tools/list-query/list-filter'\nimport type {\n  ListQueryDeclaration,\n  ListQuerySort,\n} from '@aglyn/shared-util-tools/list-query/list-query-plan'\nimport {\n  CRM_LIST_SEARCH,\n  type CrmClauseAsked,\n  crmAnyOf,\n  crmClauseValues,\n} from '../model/crm-list-query'\n\n/*==========================================\n * CONTACTS (`orgs/{orgId}/contacts`, read scoped to a host) — WHAT THE\n * PANEL OFFERS, AND WHAT THE QUERY ASKS (AGL-3321).\n *\n * Every clause and the search word are on the list's one Firestore query,\n * newest change first, paged by it. A contact is one row shared by every\n * holder, and most of what a holder filters by — the owner, the stage, the\n * sources, the company, the tags, a custom value, whether the person has\n * bought — lives on that holder's FACET, a path per holder no index can\n * reach. So every writer stamps `facetKeys` (`crmContactFacetKeys` in\n * `@aglyn/aglyn`): `{group}:{field}={value}` for each holder's value,\n * `{group}:{field}` for \"has one\", and the same under `*` for any holder.\n * Under a site a facet clause asks the viewing holder's key; at the\n * organization level, any holder's.\n *\n * What one query holds decides the rest:\n *\n *   - ONE array clause. The scope clause (`visibleTo array-contains-any`),\n *     the search (`searchTokens`), a name word (`nameTokens`), a form\n *     (`formIds`) and a facet clause (`facetKeys`) all are one. The search\n *     folds into the scope clause for a reader who may drop it; a facet or\n *     form clause stands in the scope clause's place for that reader, since\n *     only a record the viewing holder keeps carries its key. Two of them\n *     at once is refused by name.\n *   - ONE range. `updatedAt`, the field the list is ordered by, composes\n *     with anything; Created and a name or address prefix order the list by\n *     their own field and so stand alone beside the scope clause\n *     (`contactSoloClause`), served by the `(visibleTo, field)` composites.\n *   - equalities (the address, the site, the verdict, \"No next activity\")\n *     compose freely, one `(field, updatedAt DESC)` composite each.\n *\n * The per-holder FIGURES (orders, lifetime value) live on each holder's\n * facet, where no range reaches — a top-level `ordersCount` was never\n * written — so they offer \"is not empty\" alone: \"has bought\".\n *\n * A collaborator's search is the start of the name (`CONTACT_PREFIX_SEARCH`).\n *=========================================*/\n\n/**\n * A word of the canonical name (`nameTokens`), the whole of it, or its start\n * or end — `nameLower`, which every contact carries, and `nameReversed`.\n */\nconst NAME_FIELD: ListFilterField = {\n  column: 'name',\n  kind: 'text',\n  path: 'name',\n  lowerPath: 'nameLower',\n  tokensPath: 'nameTokens',\n  reversedPath: 'nameReversed',\n  operators: ['contains', 'equals', 'startsWith', 'endsWith'],\n}\n\n/**\n * The address. `normalizeContactEmail` lower-cases before every write, so the\n * stored value IS its own normalized key.\n */\nconst EMAIL_FIELD: ListFilterField = {\n  column: 'email',\n  kind: 'text',\n  path: 'email',\n  lowerPath: 'email',\n  presence: 'always',\n  operators: ['equals', 'startsWith'],\n}\n\n/** When the person was first captured — a range the list is then ordered by. */\nconst CREATED_FIELD: ListFilterField = {\n  column: CRM_CONTACT_VIEW_FIELDS.createdAt,\n  kind: 'date',\n  path: 'createdAt',\n  presence: 'always',\n  operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n}\n\n/**\n * The forms a person came in through — the top-level `formIds` mirror of the\n * interactions' `formId` (AGL-2612), matched whole and as typed because a\n * form id is minted with mixed case. The form's own page links here with its\n * id; nobody types one.\n */\nconst FORM_FIELD: ListFilterField = {\n  column: 'formIds',\n  kind: 'text',\n  path: 'formIds',\n  tokensPath: 'formIds',\n  verbatimTokens: true,\n  operators: ['contains'],\n}\n\n/** The column a contact's lead source filters as (AGL-3511). */\nexport const CONTACT_LEAD_SOURCE_COLUMN = 'leadSource'\n\n/** What the Filters panel offers on a contact, in the grid's grammar. */\nexport const CONTACT_LIST_FILTER_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  {\n    // A holder's tags, matched whole and case-insensitively.\n    column: CRM_CONTACT_VIEW_FIELDS.tags,\n    kind: 'exact',\n    path: 'tags',\n    operators: ['contains', 'isAnyOf', 'isNotEmpty'],\n  },\n  FORM_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  // Per-holder figures: \"has bought\", never a range across holders.\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.orders,\n    kind: 'number',\n    path: 'ordersCount',\n    operators: ['isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.ltv,\n    kind: 'number',\n    path: 'ltvCents',\n    operators: ['isNotEmpty'],\n  },\n  CREATED_FIELD,\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.updatedAt,\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  /*\n   * \"No next activity\" (AGL-2661): `nextTaskAtMs == null`, which every\n   * contact carries from its creation until a task is scheduled against it.\n   */\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  /*\n   * THE FACET FIELDS (AGL-2617). The values are picked, not typed — a uid\n   * from the roster, a stage from the fixed list, a source from its labels,\n   * a company from the picker — so `equals` and `isAnyOf` are what they\n   * offer; the section supplies the choices. The column names are the\n   * contract `CRM_CONTACT_VIEW_FIELDS` states, because the dynamic-list\n   * translator reads a view by them. The paths are the flattened ROW'S.\n   */\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.owner,\n    kind: 'exact',\n    path: 'ownerUid',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.stage,\n    kind: 'exact',\n    path: 'lifecycleStage',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  {\n    // The `sources` presence map, matched on its keys — see `keysOf`.\n    column: CRM_CONTACT_VIEW_FIELDS.source,\n    kind: 'exact',\n    path: 'sources',\n    keysOf: true,\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CRM_CONTACT_VIEW_FIELDS.company,\n    kind: 'exact',\n    path: 'companyId',\n    operators: ['equals', 'isNotEmpty'],\n  },\n  /*\n   * A holder's lead source (AGL-3511), picked from the org's Lead source\n   * values and asked through its `leadSource` facet key — the label as the\n   * picklist compares it.\n   */\n  {\n    column: CONTACT_LEAD_SOURCE_COLUMN,\n    kind: 'exact',\n    path: 'leadSource',\n    operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n  },\n  /*\n   * The verdict on the address (AGL-3245), asked through `emailStatus` —\n   * `none` for a person nothing has been said about, which is what \"is\n   * empty\" asks.\n   */\n  {\n    column: 'emailState',\n    kind: 'exact',\n    path: 'emailState.status',\n    presence: 'nullable',\n    operators: ['equals', 'isAnyOf', 'isEmpty', 'isNotEmpty'],\n  },\n]\n\n/**\n * One filter field per active custom contact field (AGL-2617). A custom\n * value lives under the holder's `custom` map, so it is asked through the\n * holder's facet key: equality on a picked, typed or ticked value, and\n * \"is not empty\". Its column is the one the table shows it under —\n * `crmContactCustomColumn(key)` — so a clause and a column agree on the name.\n */\nexport function contactCustomFilterFields(\n  definitions: readonly Pick<\n    ContactFieldDefinition,\n    'key' | 'type' | 'retiredAt'\n  >[],\n): ListFilterField[] {\n  return definitions\n    .filter((definition) => !definition.retiredAt)\n    .map((definition): ListFilterField => {\n      const column = crmContactCustomColumn(definition.key)\n      const path = `custom.${definition.key}`\n      switch (definition.type) {\n        case 'number':\n          return {\n            column,\n            kind: 'number',\n            path,\n            operators: ['=', 'isNotEmpty'],\n          }\n        case 'date':\n          return { column, kind: 'date', path, operators: ['isNotEmpty'] }\n        case 'checkbox':\n          return { column, kind: 'boolean', path }\n        case 'select':\n          return {\n            column,\n            kind: 'exact',\n            path,\n            operators: ['equals', 'isAnyOf', 'isNotEmpty'],\n          }\n        default:\n          return {\n            column,\n            kind: 'text',\n            path,\n            lowerPath: path,\n            operators: ['equals', 'isNotEmpty'],\n          }\n      }\n    })\n}\n\n/** The custom fields' headers, keyed by the column each filters as. */\nexport function contactCustomFilterHeaders(\n  definitions: readonly Pick<ContactFieldDefinition, 'key' | 'label'>[],\n): Record<string, string> {\n  return Object.fromEntries(\n    definitions.map((definition) => [\n      crmContactCustomColumn(definition.key),\n      definition.label || definition.key,\n    ]),\n  )\n}\n\n/**\n * How every filterable contact field reads — on a chip, in the add-filter\n * picker, and as the header of a filter-only hidden column.\n */\nexport const CONTACT_LIST_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  name: 'Contact',\n  email: 'Email',\n  tags: 'Tags',\n  formIds: 'Form ID',\n  hostId: 'Site ID',\n  ordersCount: 'Orders',\n  ltvCents: 'Lifetime value (cents)',\n  createdAt: 'Created',\n  updatedAt: 'Updated',\n  nextTaskAtMs: 'Next activity',\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'Owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'Stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'Source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'Company',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'Lead source',\n  emailState: 'Email',\n}\n\n/*------------------------------------------\n * THE QUERY THE CONTACTS LIST RUNS.\n *-----------------------------------------*/\n\n/** The list's one order: newest change first. */\nexport const CONTACT_LIST_SORTS: readonly ListQuerySort[] = [\n  { path: 'updatedAt', direction: 'desc' },\n]\n\n/** The stored array a facet clause is asked of. */\nexport const CONTACT_FACET_KEYS_PATH = 'facetKeys'\n\n/** The fields the Contacts query asks — each a stored field, as named. */\nexport const CONTACT_QUERY_FIELDS: readonly ListFilterField[] = [\n  NAME_FIELD,\n  EMAIL_FIELD,\n  FORM_FIELD,\n  CREATED_FIELD,\n  { column: 'hostId', kind: 'exact', path: 'hostId', presence: 'always' },\n  {\n    column: 'updatedAt',\n    kind: 'date',\n    path: 'updatedAt',\n    presence: 'always',\n    operators: ['is', 'after', 'onOrAfter', 'before', 'onOrBefore'],\n  },\n  {\n    column: 'nextTaskAtMs',\n    kind: 'date',\n    path: 'nextTaskAtMs',\n    presence: 'nullable',\n    storedAs: 'millis',\n    operators: ['isEmpty'],\n  },\n  {\n    column: 'emailStatus',\n    kind: 'exact',\n    path: 'emailStatus',\n    operators: ['equals', 'isAnyOf'],\n  },\n  {\n    column: CONTACT_FACET_KEYS_PATH,\n    kind: 'exact',\n    path: CONTACT_FACET_KEYS_PATH,\n    tokensPath: CONTACT_FACET_KEYS_PATH,\n    operators: ['contains', 'isAnyOf'],\n  },\n]\n\nexport const CONTACT_LIST_DECLARATION: ListQueryDeclaration = {\n  fields: CONTACT_QUERY_FIELDS,\n  sorts: CONTACT_LIST_SORTS,\n  search: CRM_LIST_SEARCH,\n}\n\n/** The grid fields a stored clause passes to the query unchanged. */\nconst AS_STORED = new Set([\n  'name',\n  'email',\n  'formIds',\n  'hostId',\n  'createdAt',\n  'updatedAt',\n  'nextTaskAtMs',\n])\n\n/**\n * The ranges that stand ALONE beside the scope clause: Created and a name\n * or address prefix each order the list by their own field, which the\n * `(visibleTo, field)` composites serve and nothing beside them. Updated is\n * not one: the list is ordered by it already, so it composes freely.\n */\nexport function contactSoloClause(clause: ListFilterRequest): boolean {\n  if (clause.field === 'createdAt') return true\n  if (clause.field === 'name') return clause.op === 'startsWith' || clause.op === 'endsWith'\n  return clause.field === 'email' && clause.op === 'startsWith'\n}\n\n/**\n * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the\n * start of the contact's name, beside the scope clause.\n */\nexport const CONTACT_PREFIX_SEARCH = {\n  field: NAME_FIELD,\n  notice: 'Search matches the start of a contact’s name for access limited to specific sites.',\n}\n\n/** The facet field each grid column is keyed under. */\nconst FACET_FIELDS: Readonly<Record<string, CrmFacetKeyField>> = {\n  [CRM_CONTACT_VIEW_FIELDS.owner]: 'owner',\n  [CRM_CONTACT_VIEW_FIELDS.stage]: 'stage',\n  [CRM_CONTACT_VIEW_FIELDS.source]: 'source',\n  [CRM_CONTACT_VIEW_FIELDS.company]: 'company',\n  [CRM_CONTACT_VIEW_FIELDS.tags]: 'tag',\n  [CRM_CONTACT_VIEW_FIELDS.orders]: 'orders',\n  [CRM_CONTACT_VIEW_FIELDS.ltv]: 'ltv',\n  [CONTACT_LEAD_SOURCE_COLUMN]: 'leadSource',\n}\n\n/** Who is asking: the viewing holder, and whether their query may drop the scope clause. */\nexport interface ContactQueryReader {\n  /** The viewing holder's group id under a site; `null` at the organization level. */\n  groupId: string | null\n  /**\n   * Whether the reader's query may stand a facet or form clause in the\n   * scope clause's place (`useCrmFoldsScope`) — always at the organization\n   * level, where there is no scope clause.\n   */\n  foldsScope: boolean\n}\n\n/** Why a reader whose access is some sites cannot filter by a holder's field. */\nconst LIMITED_ACCESS =\n  'your access is limited to specific sites, which this filter cannot be combined with — an organization administrator can use it'\n\n/** The facet field a grid column names, or null for one that is not a facet field. */\nfunction facetFieldOf(column: string): CrmFacetKeyField | null {\n  if (FACET_FIELDS[column]) return FACET_FIELDS[column]\n  if (column.startsWith(CRM_CONTACT_VIEW_FIELDS.custom)) {\n    return `custom.${column.slice(CRM_CONTACT_VIEW_FIELDS.custom.length)}`\n  }\n  return null\n}\n\n/**\n * One grid clause as the clause the Contacts query asks — see the block at\n * the top. A clause a query cannot serve for this reader is refused by\n * name, never matched over the rows a page loaded.\n */\nexport function contactQueryClause(\n  clause: ListFilterRequest,\n  reader: ContactQueryReader,\n): CrmClauseAsked {\n  if (AS_STORED.has(clause.field)) {\n    if (clause.field === 'formIds' && !reader.foldsScope)\n      return { refused: LIMITED_ACCESS }\n    return { field: clause.field, op: clause.op, value: clause.value }\n  }\n  if (clause.field === 'emailState') {\n    if (clause.op === 'isEmpty')\n      return { field: 'emailStatus', op: 'equals', value: 'none' }\n    if (clause.op === 'isNotEmpty')\n      return crmAnyOf('emailStatus', EMAIL_STATE_STATUSES)\n    const values = crmClauseValues(clause)\n    if (\n      values.some(\n        (value) => !(EMAIL_STATE_STATUSES as readonly string[]).includes(value),\n      )\n    ) {\n      return { refused: 'pick one of the choices' }\n    }\n    return crmAnyOf('emailStatus', values)\n  }\n  const facet = facetFieldOf(clause.field)\n  if (!facet) return { refused: 'this list does not filter by that' }\n  if (!reader.foldsScope) return { refused: LIMITED_ACCESS }\n  const group = reader.groupId ?? CRM_FACET_KEY_ANY_GROUP\n  if (clause.op === 'isNotEmpty') {\n    return {\n      field: CONTACT_FACET_KEYS_PATH,\n      op: 'contains',\n      value: crmFacetKey(group, facet),\n    }\n  }\n  const keys: string[] = []\n  for (const value of crmClauseValues(clause)) {\n    const key = crmFacetKeyValue(clause.op === '=' ? 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package/src/lib/constants/deal-filters.d.ts

@@ -14,9 +14,9 @@
  * See the License for the specific language governing permissions and
  * limitations under the License.
  */
-import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-ui-jsx/const/list-filter';
-import type { ListGridFilterCodec } from '@aglyn/shared-ui-jsx/const/list-grid-filter';
-import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+import type { ListFilterField, ListFilterRequest } from '@aglyn/shared-util-tools/list-query/list-filter';
+import type { ListGridFilterCodec } from '@aglyn/shared-util-tools/list-query/list-filter-codecs';
+import type { ListQueryDeclaration, ListQueryFilter, ListQuerySort } from '@aglyn/shared-util-tools/list-query/list-query-plan';
 import { type CrmViewFilterClause } from '@aglyn/aglyn/app-utils/crm';
 import { type CrmClauseAsked } from '../model/crm-list-query';
 /** The table's one order: newest change first. */