npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.231 → 1.0.0-beta.232 - Mend

@aglyn/plugins-crm 1.0.0-beta.231 → 1.0.0-beta.232

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Files changed (53) hide show

package/src/lib/components/lead-history-card.js CHANGED Viewed

@@ -138,6 +138,7 @@ function Fact(props) {
                 /*#__PURE__*/ _jsx(Fact, {
                     label: "Sources",
                     children: sources.length ? /*#__PURE__*/ _jsx(Stack, {
+                        useFlexGap: true,
                         direction: "row",
                         spacing: 0.5,
                         sx: {

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

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n CrmRecordAttributionZone,\n useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/\n The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n /\nexport function leadSourceLabel(source: string): string {\n if (source === 'signup') return 'Sign-up'\n if (source === 'booking') return 'Booking'\n if (source === 'import') return CONTACT_SOURCE_LABELS.import\n if (source === 'form') return CONTACT_SOURCE_LABELS.form\n // A lead entered by hand or over the REST API (AGL-3231).\n if (source === 'manual') return 'Added by hand'\n if (source === 'api') return 'API'\n if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n return source\n}\n\n/* Every surface that produced a capture — the array, or the older single field. /\nexport function leadSources(lead: Record<string, unknown>): string[] {\n const sources = lead['sources']\n if (Array.isArray(sources) && sources.length) {\n return sources.map((source) => String(source))\n }\n return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/* Epoch millis or a Firestore timestamp, as a local date-time, or a dash. /\nexport function leadTimeLabel(value: unknown): string {\n if (typeof value === 'number' && Number.isFinite(value)) {\n return new Date(value).toLocaleString()\n }\n const asDate = (value as { toDate?: () => Date } \| null \| undefined)?.toDate?.()\n return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadHistoryCardProps {\n /\n The lead's own site, or `null` at the organization level for a lead no\n * site captured (AGL-3278). Named on \"Captured on\" when the document\n * carries no capture list of its own, and the one site the attribution\n * zone is asked about — with none the zone is not drawn, as on the\n * contact's Associations card.\n /\n hostId: string \| null\n leadId: string\n lead: Record<string, unknown>\n}\n\n/\n What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n \n Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n /\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n const { hostId, leadId, lead } = props\n // The caption introduces what another plugin draws; with none loaded it\n // would introduce nothing.\n const hasAttribution = useHasCrmRecordAttribution()\n // Sites read by NAME at the organization level, as they do in the Leads\n // list's \"Known by\" column; under a site there is no mount and an id is\n // all there is to print.\n const mount = useCrmOrgMount()\n const sources = leadSources(lead)\n const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n const count = Number(lead['submissionCount'] ?? 0) \|\| (sources.length ? 1 : 0)\n return (\n <CardDisplay\n header={'Captured history'}\n help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={3}>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n <Fact label=\"First seen\">\n {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n </Fact>\n <Fact label=\"Last seen\">\n {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n </Fact>\n <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n <Fact label=\"Captured on\">\n {Array.isArray(capturedBy) && capturedBy.length\n ? capturedBy\n .map((id) => mount?.siteName(String(id)) ?? String(id))\n .join(', ')\n : (hostId ?? '—')}\n </Fact>\n </Stack>\n <Fact label=\"Sources\">\n {sources.length ? (\n <Stack direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n {sources.map((source) => (\n <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n ))}\n </Stack>\n ) : (\n '—'\n )}\n </Fact>\n {hasAttribution && hostId ? (\n <Stack spacing={1}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Where this lead came from'}\n </Typography>\n <CrmRecordAttributionZone\n hostId={hostId}\n recordKind=\"lead\"\n recordId={leadId}\n />\n {/ Attribution is which campaign brought the person; the\n filing on the Campaigns card is the team's own (AGL-3274),\n and a reader who sees one campaign here and another there\n is owed the difference. */}\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Filing is separate — see Filed under campaigns.'}\n </Typography>\n </Stack>\n ) : null}\n </Stack>\n </CardDisplay>\n )\n}\nLeadHistoryCard.displayName = 'LeadHistoryCard'\n\nexport default LeadHistoryCard\n"],"names":["CAPTURED_BY_HOST_FIELD","CONTACT_SOURCE_LABELS","pluginDocsHelp","CrmRecordAttributionZone","useHasCrmRecordAttribution","CardDisplay","Chip","Stack","Typography","useCrmOrgMount","leadSourceLabel","source","import","form","startsWith","slice","length","leadSources","lead","sources","Array","isArray","map","String","leadTimeLabel","value","Number","isFinite","Date","toLocaleString","asDate","toDate","Fact","props","spacing","variant","color","label","component","children","LeadHistoryCard","hostId","leadId","hasAttribution","mount","capturedBy","count","header","help","anchor","contentGutterX","contentGutterY","direction","xs","md","id","siteName","join","sx","flexWrap","rowGap","size","recordKind","recordId","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,sBAAsB,EAAEC,qBAAqB,EAAEC,cAAc,QAAQ,eAAc;AAC5F,4EAA4E;AAC5E,4EAA4E;AAC5E,4EAA4E;AAC5E,kBAAkB;AAClB,SACEC,wBAAwB,EACxBC,0BAA0B,QACrB,4BAAwB;AAC/B,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,IAAI,EAAEC,KAAK,EAAEC,UAAU,QAAQ,gBAAe;AACvD,SAASC,cAAc,QAAQ,gCAA4B;AAE3D;;;;;;;CAOC,GACD,OAAO,SAASC,gBAAgBC,MAAc;IAC5C,IAAIA,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,WAAW,OAAO;IACjC,IAAIA,WAAW,UAAU,OAAOV,sBAAsBW,MAAM;IAC5D,IAAID,WAAW,QAAQ,OAAOV,sBAAsBY,IAAI;IACxD,0DAA0D;IAC1D,IAAIF,WAAW,UAAU,OAAO;IAChC,IAAIA,WAAW,OAAO,OAAO;IAC7B,IAAIA,OAAOG,UAAU,CAAC,UAAU,OAAO,CAAC,KAAK,EAAEH,OAAOI,KAAK,CAAC,QAAQC,MAAM,GAAG;IAC7E,OAAOL;AACT;AAEA,kFAAkF,GAClF,OAAO,SAASM,YAAYC,IAA6B;IACvD,MAAMC,UAAUD,IAAI,CAAC,UAAU;IAC/B,IAAIE,MAAMC,OAAO,CAACF,YAAYA,QAAQH,MAAM,EAAE;QAC5C,OAAOG,QAAQG,GAAG,CAAC,CAACX,SAAWY,OAAOZ;IACxC;IACA,OAAO,OAAOO,IAAI,CAAC,SAAS,KAAK,YAAYA,IAAI,CAAC,SAAS,GAAG;QAACA,IAAI,CAAC,SAAS;KAAC,GAAG,EAAE;AACrF;AAEA,4EAA4E,GAC5E,OAAO,SAASM,cAAcC,KAAc;QAI3B;IAHf,IAAI,OAAOA,UAAU,YAAYC,OAAOC,QAAQ,CAACF,QAAQ;QACvD,OAAO,IAAIG,KAAKH,OAAOI,cAAc;IACvC;IACA,MAAMC,SAAUL,0BAAD,gBAAA,AAACA,MAAsDM,MAAM,qBAA7D,mBAACN;IAChB,OAAOK,SAASA,OAAOD,cAAc,KAAK;AAC5C;AAEA,SAASG,KAAKC,KAAmD;IAC/D,qBACE,MAAC1B;QAAM2B,SAAS;;0BACd,KAAC1B;gBAAW2B,SAAQ;gBAAUC,OAAM;0BACjCH,MAAMI,KAAK;;0BAEd,KAAC7B;gBAAW2B,SAAQ;gBAAQG,WAAU;0BACnCL,MAAMM,QAAQ;;;;AAIvB;AAeA;;;;;;;;CAQC,GACD,OAAO,SAASC,gBAAgBP,KAA2B;QAWpCf,uBAWIA,qBAGAA;IAxBzB,MAAM,EAAEuB,MAAM,EAAEC,MAAM,EAAExB,IAAI,EAAE,GAAGe;IACjC,wEAAwE;IACxE,2BAA2B;IAC3B,MAAMU,iBAAiBvC;IACvB,wEAAwE;IACxE,wEAAwE;IACxE,yBAAyB;IACzB,MAAMwC,QAAQnC;IACd,MAAMU,UAAUF,YAAYC;IAC5B,MAAM2B,aAAa3B,IAAI,CAAClB,uBAAuB;IAC/C,MAAM8C,QAAQpB,QAAOR,wBAAAA,IAAI,CAAC,kBAAkB,YAAvBA,wBAA2B,MAAOC,CAAAA,QAAQH,MAAM,GAAG,IAAI,CAAA;IAC5E,qBACE,KAACX;QACC0C,QAAQ;QACRC,MAAM9C,eAAe,YAAY;YAAE+C,QAAQ;QAAgB;QAC3DC,cAAc;QACdC,cAAc;kBAEd,cAAA,MAAC5C;YAAM2B,SAAS;;8BACd,MAAC3B;oBAAM6C,WAAW;wBAAEC,IAAI;wBAAUC,IAAI;oBAAM;oBAAGpB,SAAS;;sCACtD,KAACF;4BAAKK,OAAM;sCACTb,eAAcN,sBAAAA,IAAI,CAAC,gBAAgB,YAArBA,sBAAyBA,IAAI,CAAC,YAAY;;sCAE3D,KAACc;4BAAKK,OAAM;sCACTb,eAAcN,qBAAAA,IAAI,CAAC,eAAe,YAApBA,qBAAwBA,IAAI,CAAC,YAAY;;sCAE1D,KAACc;4BAAKK,OAAM;sCAAYS,QAAQvB,OAAOuB,SAAS;;sCAChD,KAACd;4BAAKK,OAAM;sCACTjB,MAAMC,OAAO,CAACwB,eAAeA,WAAW7B,MAAM,GAC3C6B,WACGvB,GAAG,CAAC,CAACiC;;+CAAOX,yBAAAA,MAAOY,QAAQ,CAACjC,OAAOgC,uBAAQhC,OAAOgC;+BAClDE,IAAI,CAAC,QACPhB,iBAAAA,SAAU;;;;8BAGnB,KAACT;oBAAKK,OAAM;8BACTlB,QAAQH,MAAM,iBACb,KAACT;wBAAM6C,WAAU;wBAAMlB,SAAS;wBAAKwB,IAAI;4BAAEC,UAAU;4BAAQC,QAAQ;wBAAI;kCACtEzC,QAAQG,GAAG,CAAC,CAACX,uBACZ,KAACL;gCAAkBuD,MAAK;gCAAQ1B,SAAQ;gCAAWE,OAAO3B,gBAAgBC;+BAA/DA;yBAIf;;gBAGHgC,kBAAkBF,uBACjB,MAAClC;oBAAM2B,SAAS;;sCACd,KAAC1B;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;sCAEH,KAACjC;4BACCsC,QAAQA;4BACRqB,YAAW;4BACXC,UAAUrB;;sCAMZ,KAAClC;4BAAW2B,SAAQ;4BAAUC,OAAM;sCACjC;;;qBAGH;;;;AAIZ;AACAI,gBAAgBwB,WAAW,GAAG;AAE9B,eAAexB,gBAAe"}
1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-history-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { CAPTURED_BY_HOST_FIELD, CONTACT_SOURCE_LABELS, pluginDocsHelp } from '@aglyn/aglyn'\n// The component path and NOT the marketing barrel, for the reason the Inbox\n// and the contacts list give: the barrel is the tenant loader's entry point\n// for the plugin's SITE half, and a console card named there ships to every\n// published page.\nimport {\n CrmRecordAttributionZone,\n useHasCrmRecordAttribution,\n} from './crm-attribution-zone'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Chip, Stack, Typography } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\n/\n The surfaces `addHostLead` names — `signup`, `booking`, `form:{formId}`,\n * `import` — as they read on screen. A form's id is not a name, so it is\n * shown as the kind with the id beside it rather than as an opaque token.\n * The bare kind `form` is the lifecycle backfill's spelling for a person\n * whose timeline kept no form id (AGL-2631), and reads as the kind, the\n * way the contact's own source chip does.\n /\nexport function leadSourceLabel(source: string): string {\n if (source === 'signup') return 'Sign-up'\n if (source === 'booking') return 'Booking'\n if (source === 'import') return CONTACT_SOURCE_LABELS.import\n if (source === 'form') return CONTACT_SOURCE_LABELS.form\n // A lead entered by hand or over the REST API (AGL-3231).\n if (source === 'manual') return 'Added by hand'\n if (source === 'api') return 'API'\n if (source.startsWith('form:')) return `Form ${source.slice('form:'.length)}`\n return source\n}\n\n/* Every surface that produced a capture — the array, or the older single field. /\nexport function leadSources(lead: Record<string, unknown>): string[] {\n const sources = lead['sources']\n if (Array.isArray(sources) && sources.length) {\n return sources.map((source) => String(source))\n }\n return typeof lead['source'] === 'string' && lead['source'] ? [lead['source']] : []\n}\n\n/* Epoch millis or a Firestore timestamp, as a local date-time, or a dash. /\nexport function leadTimeLabel(value: unknown): string {\n if (typeof value === 'number' && Number.isFinite(value)) {\n return new Date(value).toLocaleString()\n }\n const asDate = (value as { toDate?: () => Date } \| null \| undefined)?.toDate?.()\n return asDate ? asDate.toLocaleString() : '—'\n}\n\nfunction Fact(props: { label: string; children: React.ReactNode }) {\n return (\n <Stack spacing={0.25}>\n <Typography variant=\"caption\" color=\"text.secondary\">\n {props.label}\n </Typography>\n <Typography variant=\"body2\" component=\"div\">\n {props.children}\n </Typography>\n </Stack>\n )\n}\n\nexport interface LeadHistoryCardProps {\n /\n The lead's own site, or `null` at the organization level for a lead no\n * site captured (AGL-3278). Named on \"Captured on\" when the document\n * carries no capture list of its own, and the one site the attribution\n * zone is asked about — with none the zone is not drawn, as on the\n * contact's Associations card.\n /\n hostId: string \| null\n leadId: string\n lead: Record<string, unknown>\n}\n\n/\n What the capture door recorded about this person (AGL-2608): every\n * surface that produced a capture, how many times, and when the first and\n * the latest happened — the fields `addHostLead` keeps on the one document\n * per person — plus the campaign the first capture is credited to.\n \n Read-only by construction. Nothing here is the team's to edit: it is what\n * the visitor did, and the CRM's working state lives on the card above it.\n /\nexport function LeadHistoryCard(props: LeadHistoryCardProps) {\n const { hostId, leadId, lead } = props\n // The caption introduces what another plugin draws; with none loaded it\n // would introduce nothing.\n const hasAttribution = useHasCrmRecordAttribution()\n // Sites read by NAME at the organization level, as they do in the Leads\n // list's \"Known by\" column; under a site there is no mount and an id is\n // all there is to print.\n const mount = useCrmOrgMount()\n const sources = leadSources(lead)\n const capturedBy = lead[CAPTURED_BY_HOST_FIELD]\n const count = Number(lead['submissionCount'] ?? 0) \|\| (sources.length ? 1 : 0)\n return (\n <CardDisplay\n header={'Captured history'}\n help={pluginDocsHelp('crmLeads', { anchor: '#a-leads-page' })}\n contentGutterX\n contentGutterY\n >\n <Stack spacing={3}>\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={3}>\n <Fact label=\"First seen\">\n {leadTimeLabel(lead['firstSeenAtMs'] ?? lead['createdAt'])}\n </Fact>\n <Fact label=\"Last seen\">\n {leadTimeLabel(lead['lastSeenAtMs'] ?? lead['createdAt'])}\n </Fact>\n <Fact label=\"Captures\">{count ? String(count) : '—'}</Fact>\n <Fact label=\"Captured on\">\n {Array.isArray(capturedBy) && capturedBy.length\n ? capturedBy\n .map((id) => mount?.siteName(String(id)) ?? String(id))\n .join(', ')\n : (hostId ?? '—')}\n </Fact>\n </Stack>\n <Fact label=\"Sources\">\n {sources.length ? (\n <Stack useFlexGap direction=\"row\" spacing={0.5} sx={{ flexWrap: 'wrap', rowGap: 0.5 }}>\n {sources.map((source) => (\n <Chip key={source} size=\"small\" variant=\"outlined\" label={leadSourceLabel(source)} />\n ))}\n </Stack>\n ) : (\n '—'\n )}\n </Fact>\n {hasAttribution && hostId ? 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package/src/lib/components/lead-surfaces-note.js CHANGED Viewed

@@ -157,6 +157,7 @@ LeadSurfaceFormList.displayName = 'LeadSurfaceFormList';
  */ export function UnroutedLeadSurfaces(props) {
     const { hostId, forms, formHref, turningOn, onTurnOn } = props;
     return /*#__PURE__*/ _jsxs(Stack, {
+        useFlexGap: true,
         direction: "row",
         spacing: 1,
         sx: {

package/src/lib/components/lead-surfaces-note.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useConsoleHostRoute,\n useFirestore,\n useFirestoreCollection,\n usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n collection,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n LEAD_SURFACE_FORMS_WINDOW,\n type LeadSurfaceForm,\n leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n hostId: string\n}\n\n/* The always-on surfaces, named once wherever the note is drawn. /\nexport const LEAD_SURFACES_INTRO =\n 'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/\n The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n /\nexport const LEAD_SURFACES_CONTACTS_TOO =\n 'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/* One site's forms, sorted into the two answers the note gives. /\nexport interface LeadSurfaceFormsResult {\n /* `routing.lead` is on: every submission with an address files a lead. /\n routed: LeadSurfaceForm[]\n /* The rest, each with its verdict on whether the switch may be offered. /\n unrouted: LeadSurfaceForm[]\n /* The site has more forms than the window; the lists are not the whole answer. /\n truncated: boolean\n status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/\n The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n \n One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n /\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n const firestore = useFirestore()\n const { data: formDocs, status } = useFirestoreCollection<\n Record<string, unknown> & { $id: string }\n >(\n () =>\n query(\n collection(firestore, 'hosts', hostId, 'forms'),\n orderBy('__name__'),\n limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n ),\n [firestore, hostId],\n { idField: '$id' },\n )\n return useMemo(() => {\n const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n return {\n routed: forms.filter((form) => form.routed),\n unrouted: forms.filter((form) => !form.routed),\n truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n status,\n }\n }, [formDocs, status])\n}\n\n/* The form a switch is mid-flight on — under which site, since a form id is only unique within one. /\nexport interface LeadRoutingTarget {\n hostId: string\n formId: string\n}\n\n/\n The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n \n `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n /\nexport function useTurnOnLeadRouting(): {\n turningOn: LeadRoutingTarget \| null\n turnOn: (target: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => Promise<void>\n} {\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const postPluginApi = usePluginApiPost()\n const [turningOn, setTurningOn] = useState<LeadRoutingTarget \| null>(null)\n const turnOn = useCallback(\n async ({\n hostId,\n form,\n siteName,\n }: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => {\n if (turningOn) return\n setTurningOn({ hostId, formId: form.$id })\n const where = siteName ? ` on ${siteName}` : ''\n try {\n await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n 'routing.lead': true,\n updatedAt: serverTimestamp(),\n })\n // A lead-routing form holds `0` leads until its first (AGL-3330); the\n // counters are the forms plugin's to write, so it recounts them —\n // by address, since this plugin may not import that one.\n void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n enqueueSnackbar(\n `\"${form.displayName}\"${where} now files a lead from every submission ` +\n 'that carries an email address.',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setTurningOn(null)\n }\n },\n [turningOn, firestore, enqueueSnackbar, postPluginApi],\n )\n return { turningOn, turnOn }\n}\n\n/* A form by name, linked to its own page when the console can address it. /\nexport function LeadSurfaceFormName(props: {\n form: LeadSurfaceForm\n href: string \| null\n}) {\n const { form, href } = props\n return href ? (\n <AppLink href={href}>{form.displayName}</AppLink>\n ) : (\n <span>{form.displayName}</span>\n )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/* The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. /\nexport function LeadSurfaceFormList(props: {\n forms: LeadSurfaceForm[]\n truncated: boolean\n formHref: (formId: string) => string \| null\n}) {\n const { forms, truncated, formHref } = props\n return (\n <>\n {forms.map((form, index) => (\n <span key={form.$id}>\n {index ? ', ' : ''}\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </span>\n ))}\n {truncated ? ', and possibly more' : ''}\n </>\n )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/\n \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n \n Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n /\nexport function UnroutedLeadSurfaces(props: {\n hostId: string\n forms: LeadSurfaceForm[]\n formHref: (formId: string) => string \| null\n turningOn: LeadRoutingTarget \| null\n onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n const { hostId, forms, formHref, turningOn, onTurnOn } = props\n return (\n <Stack\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Not routing leads:'}\n </Typography>\n {forms.map((form) => {\n const pending =\n turningOn?.hostId === hostId && turningOn.formId === form.$id\n return (\n <Stack\n key={form.$id}\n direction=\"row\"\n spacing={0.5}\n sx={{ alignItems: 'center' }}\n >\n <Typography variant=\"caption\" component=\"span\">\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </Typography>\n {/\n Disabled with the reason as its tooltip rather than absent:\n an absent control and an inapplicable one look alike, and\n only one of them says what to do about it.\n /}\n <Tooltip title={form.blocker ?? ''}>\n <span>\n <Button\n size=\"small\"\n variant=\"text\"\n disabled={!form.canRoute \|\| turningOn !== null}\n onClick={() => onTurnOn(form)}\n >\n {pending ? 'Turning on…' : 'Turn on lead routing'}\n </Button>\n </span>\n </Tooltip>\n </Stack>\n )\n })}\n </Stack>\n )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/\n WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n \n Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n \n The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n const { hostId } = props\n const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n const formHref = useCallback(\n (formId: string) =>\n orgSlug && host\n ? pluginRecordHref('form', { orgSlug, host }, formId)\n : null,\n [orgSlug, host],\n )\n\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n {LEAD_SURFACES_INTRO}\n {status === 'loading' ? (\n '…'\n ) : routed.length ? (\n <>\n {': '}\n <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n {'.'}\n </>\n ) : (\n ' — no form routes leads yet.'\n )}\n {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n </Typography>\n {unrouted.length ? (\n <UnroutedLeadSurfaces\n hostId={hostId}\n forms={unrouted}\n formHref={formHref}\n turningOn={turningOn}\n onTurnOn={(form) => void turnOn({ hostId, form })}\n />\n ) : null}\n </Stack>\n )\n}\nLeadSurfacesNote.displayName = 'LeadSurfacesNote'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-surfaces-note.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\n'use client'\n\nimport { pluginRecordHref } from '@aglyn/aglyn/plugin-manager/plugin-record-routes'\nimport { AppLink } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n useConsoleHostRoute,\n useFirestore,\n useFirestoreCollection,\n usePluginApiPost,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Tooltip, Typography } from '@mui/material'\nimport {\n collection,\n doc,\n limit,\n orderBy,\n query,\n serverTimestamp,\n updateDoc,\n} from 'firebase/firestore'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n LEAD_SURFACE_FORMS_WINDOW,\n type LeadSurfaceForm,\n leadSurfaceForms,\n} from '../model/lead-surfaces'\n\nexport interface LeadSurfacesNoteProps {\n hostId: string\n}\n\n/* The always-on surfaces, named once wherever the note is drawn. /\nexport const LEAD_SURFACES_INTRO =\n 'Leads are created by bookings, forms with lead routing on, imports and New lead'\n/\n The rule that keeps one person one record (AGL-3232): a lead is the\n * whole record until it converts, and a person the workspace already holds\n * as a contact is not filed as a lead again.\n /\nexport const LEAD_SURFACES_CONTACTS_TOO =\n 'A lead is its own record until it converts into a contact. Someone who is already a contact is not filed as a lead again — their submission lands on the contact.'\n\n/* One site's forms, sorted into the two answers the note gives. /\nexport interface LeadSurfaceFormsResult {\n /* `routing.lead` is on: every submission with an address files a lead. /\n routed: LeadSurfaceForm[]\n /* The rest, each with its verdict on whether the switch may be offered. /\n unrouted: LeadSurfaceForm[]\n /* The site has more forms than the window; the lists are not the whole answer. /\n truncated: boolean\n status: ReturnType<typeof useFirestoreCollection>['status']\n}\n\n/\n The site's forms, ordered by id and bounded at one past the window — the\n * same read the Inbox's form picker makes, ordered by `__name__` because a\n * form saved without a display name would otherwise fall out of an ordered\n * query and vanish from a list about routing. Host-scoped by path, so any\n * member of the site may read it and no scope predicate is needed.\n \n One listener per call, so a note that groups several sites mounts one\n * reader per site it shows and nothing for a site it has not opened.\n /\nexport function useLeadSurfaceForms(hostId: string): LeadSurfaceFormsResult {\n const firestore = useFirestore()\n const { data: formDocs, status } = useFirestoreCollection<\n Record<string, unknown> & { $id: string }\n >(\n () =>\n query(\n collection(firestore, 'hosts', hostId, 'forms'),\n orderBy('__name__'),\n limit(LEAD_SURFACE_FORMS_WINDOW + 1),\n ),\n [firestore, hostId],\n { idField: '$id' },\n )\n return useMemo(() => {\n const forms = leadSurfaceForms(formDocs.slice(0, LEAD_SURFACE_FORMS_WINDOW))\n return {\n routed: forms.filter((form) => form.routed),\n unrouted: forms.filter((form) => !form.routed),\n truncated: formDocs.length > LEAD_SURFACE_FORMS_WINDOW,\n status,\n }\n }, [formDocs, status])\n}\n\n/* The form a switch is mid-flight on — under which site, since a form id is only unique within one. /\nexport interface LeadRoutingTarget {\n hostId: string\n formId: string\n}\n\n/\n The switch: one dotted `updateDoc` on `routing.lead`, so a dataset binding\n * beside it is untouched, under the same host-content write the form's page\n * makes. One at a time, whichever site the form is on — two switches in\n * flight would be two toasts racing for the same reader.\n \n `siteName` rides into the toast when the note shows more than one site,\n * because \"Contact now files a lead\" is an incomplete sentence to a reader\n * who can see three forms called Contact.\n /\nexport function useTurnOnLeadRouting(): {\n turningOn: LeadRoutingTarget \| null\n turnOn: (target: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => Promise<void>\n} {\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const postPluginApi = usePluginApiPost()\n const [turningOn, setTurningOn] = useState<LeadRoutingTarget \| null>(null)\n const turnOn = useCallback(\n async ({\n hostId,\n form,\n siteName,\n }: {\n hostId: string\n form: LeadSurfaceForm\n siteName?: string \| null\n }) => {\n if (turningOn) return\n setTurningOn({ hostId, formId: form.$id })\n const where = siteName ? ` on ${siteName}` : ''\n try {\n await updateDoc(doc(firestore, 'hosts', hostId, 'forms', form.$id), {\n 'routing.lead': true,\n updatedAt: serverTimestamp(),\n })\n // A lead-routing form holds `0` leads until its first (AGL-3330); the\n // counters are the forms plugin's to write, so it recounts them —\n // by address, since this plugin may not import that one.\n void postPluginApi('/api/forms/stats', { hostId, formIds: [form.$id] })\n enqueueSnackbar(\n `\"${form.displayName}\"${where} now files a lead from every submission ` +\n 'that carries an email address.',\n { variant: 'success', persist: false },\n )\n } catch (error) {\n console.error(error)\n enqueueSnackbar(`Lead routing could not be turned on${where}.`, {\n variant: 'error',\n allowDuplicate: true,\n })\n } finally {\n setTurningOn(null)\n }\n },\n [turningOn, firestore, enqueueSnackbar, postPluginApi],\n )\n return { turningOn, turnOn }\n}\n\n/* A form by name, linked to its own page when the console can address it. /\nexport function LeadSurfaceFormName(props: {\n form: LeadSurfaceForm\n href: string \| null\n}) {\n const { form, href } = props\n return href ? (\n <AppLink href={href}>{form.displayName}</AppLink>\n ) : (\n <span>{form.displayName}</span>\n )\n}\nLeadSurfaceFormName.displayName = 'LeadSurfaceFormName'\n\n/* The routed forms as one clause — \"A, B, and possibly more\" — for a sentence to end. /\nexport function LeadSurfaceFormList(props: {\n forms: LeadSurfaceForm[]\n truncated: boolean\n formHref: (formId: string) => string \| null\n}) {\n const { forms, truncated, formHref } = props\n return (\n <>\n {forms.map((form, index) => (\n <span key={form.$id}>\n {index ? ', ' : ''}\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </span>\n ))}\n {truncated ? ', and possibly more' : ''}\n </>\n )\n}\nLeadSurfaceFormList.displayName = 'LeadSurfaceFormList'\n\n/\n \"Not routing leads:\" — every form that does not route, with the switch\n * beside the ones that could and the reason beside the ones that cannot.\n \n Offered only where `leadSurfaceForms` says the publish check would honor\n * it — a form with no email field, or one that records no consent, is\n * refused with the reason as the tooltip, because a switch that flips and\n * then fails at publish is the exact confusion this note exists to remove.\n /\nexport function UnroutedLeadSurfaces(props: {\n hostId: string\n forms: LeadSurfaceForm[]\n formHref: (formId: string) => string \| null\n turningOn: LeadRoutingTarget \| null\n onTurnOn: (form: LeadSurfaceForm) => void\n}) {\n const { hostId, forms, formHref, turningOn, onTurnOn } = props\n return (\n <Stack\n useFlexGap\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"caption\" color=\"text.secondary\">\n {'Not routing leads:'}\n </Typography>\n {forms.map((form) => {\n const pending =\n turningOn?.hostId === hostId && turningOn.formId === form.$id\n return (\n <Stack\n key={form.$id}\n direction=\"row\"\n spacing={0.5}\n sx={{ alignItems: 'center' }}\n >\n <Typography variant=\"caption\" component=\"span\">\n <LeadSurfaceFormName form={form} href={formHref(form.$id)} />\n </Typography>\n {/\n Disabled with the reason as its tooltip rather than absent:\n an absent control and an inapplicable one look alike, and\n only one of them says what to do about it.\n /}\n <Tooltip title={form.blocker ?? ''}>\n <span>\n <Button\n size=\"small\"\n variant=\"text\"\n disabled={!form.canRoute \|\| turningOn !== null}\n onClick={() => onTurnOn(form)}\n >\n {pending ? 'Turning on…' : 'Turn on lead routing'}\n </Button>\n </span>\n </Tooltip>\n </Stack>\n )\n })}\n </Stack>\n )\n}\nUnroutedLeadSurfaces.displayName = 'UnroutedLeadSurfaces'\n\n/\n WHAT CREATES A LEAD ON THIS SITE (AGL-2612).\n \n Every capture lands in Contacts; a LEAD is filed only by a lead surface —\n * a member sign-up, a booking, or a form whose author declared\n * `routing.lead`. The first two are always on and the third is a switch on\n * each form's own page, which left the Leads list unable to say why one\n * form's people were in it and another's were not. This says so, by name,\n * and offers the switch here for the forms that could carry it.\n \n The reader, the switch and the two rows are shared with the\n * organization-level note (`OrgLeadSurfacesNote`), which draws them once\n * per site; this is the one-site composition. The form links resolve the\n * site's console route from the host index, because under a site that is\n * the only address the note is handed.\n */\nexport function LeadSurfacesNote(props: LeadSurfacesNoteProps) {\n const { hostId } = props\n const { orgSlug, subdomain: host } = useConsoleHostRoute(hostId)\n const { routed, unrouted, truncated, status } = useLeadSurfaceForms(hostId)\n const { turningOn, turnOn } = useTurnOnLeadRouting()\n\n const formHref = useCallback(\n (formId: string) =>\n orgSlug && host\n ? pluginRecordHref('form', { orgSlug, host }, formId)\n : null,\n [orgSlug, host],\n )\n\n return (\n <Stack spacing={0.5}>\n <Typography variant=\"body2\" color=\"text.secondary\" component=\"div\">\n {LEAD_SURFACES_INTRO}\n {status === 'loading' ? (\n '…'\n ) : routed.length ? (\n <>\n {': '}\n <LeadSurfaceFormList forms={routed} truncated={truncated} formHref={formHref} />\n {'.'}\n </>\n ) : (\n ' — no form routes leads yet.'\n )}\n {` ${LEAD_SURFACES_CONTACTS_TOO}`}\n </Typography>\n {unrouted.length ? 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package/src/lib/components/linked-deals-card.js CHANGED Viewed

@@ -130,6 +130,7 @@ import { DealEditDrawer } from "./deal-edit-drawer.js";
                         var _ref;
                         const stage = dealStageById(pipelineState.pipelineById(deal.pipelineId), deal.stageId);
                         return /*#__PURE__*/ _jsxs(Stack, {
+                            useFlexGap: true,
                             direction: "row",
                             spacing: 1,
                             sx: {

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

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { dealContactRolesOf, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n type DealDoc,\n DEAL_STATUS_LABELS,\n formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n /* The site the record is read under, or `null` at the organization level. /\n hostId: string \| null\n org: CrmOrgDoc\n /* The CRM surface's own path, for links into deals. /\n basePath: string\n /* Which record this card sits on. /\n link: { contactId: string; contactName?: string } \| { companyId: string; companyName?: string }\n}\n\n/\n The deals that name one record, on that record's page (AGL-2598).\n \n One bounded listener over the indexed link — `(visibleTo, contactId \|\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n \n On a contact's page the card also lists the deals the person is on in\n * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,\n * merged by id — and names the part they play on each.\n /\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n const { hostId, org, basePath, link } = props\n const routes = crmRoutes(basePath)\n const scope = useCrmScope({ hostId, org })\n const pipelineState = usePipeline(scope.orgId, {\n hostId,\n org: (org ?? null) as Record<string, unknown> \| null,\n })\n const { data: linked, status } = useLinkedDeals(\n scope.orgId,\n scope.visibleTo,\n 'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n )\n const contactId = 'contactId' in link ? link.contactId : null\n const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId)\n // The two answers as one list, newest first; a deal in both is listed once.\n const deals = useMemo(() => {\n const byId = new Map<string, DealDoc>()\n for (const deal of [...(linked ?? []), ...(roleDeals ?? [])]) byId.set(deal.$id, deal)\n return [...byId.values()].sort((a, b) => updatedMs(b) - updatedMs(a))\n }, [linked, roleDeals])\n const [creating, setCreating] = useState(false)\n const defaults = useMemo<Partial<DealFormValues>>(\n () =>\n 'contactId' in link\n ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n : { companyId: link.companyId, companyName: link.companyName ?? '' },\n [link],\n )\n\n return (\n <>\n <CardDisplay\n header={'Deals'}\n help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n HeaderProps={{\n action: (\n <Button\n size=\"small\"\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n disabled={!pipelineState.pipeline \|\| !scope.orgId}\n onClick={() => setCreating(true)}\n >\n {'New deal'}\n </Button>\n ),\n }}\n contentGutterX\n contentGutterY\n >\n {status === 'success' && deals.length === 0 ? (\n <EmptyStateComponent\n compact\n label={'No deals yet'}\n description={'A deal started here is linked to this record from the first save.'}\n action={\n <Button\n size=\"small\"\n variant=\"contained\"\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n disabled={!pipelineState.pipeline \|\| !scope.orgId}\n onClick={() => setCreating(true)}\n >\n {'New deal'}\n </Button>\n }\n />\n ) : (\n <Stack spacing={1}>\n {deals.map((deal) => {\n const stage = dealStageById(\n pipelineState.pipelineById(deal.pipelineId),\n deal.stageId,\n )\n return (\n <Stack\n key={deal.$id}\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n <AppLink href={routes.deal(deal.$id)}>{deal.title \|\| 'Untitled deal'}</AppLink>\n </Typography>\n {contactId ? <ContactRoleChip deal={deal} contactId={contactId} /> : null}\n <Chip\n size=\"small\"\n variant=\"outlined\"\n label={\n deal.status === 'open'\n ? (stage?.name ?? deal.stageId)\n : DEAL_STATUS_LABELS[deal.status]\n }\n color={deal.status === 'won' ? 'success' : 'default'}\n />\n <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n {typeof deal.amountCents === 'number'\n ? formatMoney(deal.amountCents, deal.currency)\n : '—'}\n </Typography>\n </Stack>\n )\n })}\n </Stack>\n )}\n </CardDisplay>\n <DealEditDrawer\n open={creating}\n onClose={() => setCreating(false)}\n hostId={hostId}\n org={org}\n defaults={defaults}\n pipelines={pipelineState.activePipelines}\n defaultPipeline={pipelineState.pipeline}\n />\n </>\n )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\n/* When a deal was last written, for the merged list's order. /\nfunction updatedMs(deal: DealDoc): number {\n const value = (deal as { updatedAt?: unknown }).updatedAt\n if (value instanceof Date) return value.getTime()\n const stamp = value as { toMillis?: () => number } \| null \| undefined\n return typeof stamp?.toMillis === 'function' ? stamp.toMillis() : 0\n}\n\n/* The part this contact plays on a deal — its role, and Primary when they are. */\nfunction ContactRoleChip(props: { deal: DealDoc; contactId: string }) {\n const row = dealContactRolesOf(props.deal).find((entry) => entry.contactId === props.contactId)\n if (!row) return null\n const label = [row.role, row.primary ? 'Primary' : null].filter(Boolean).join(' · ')\n return label ? <Chip size=\"small\" label={label} /> : null\n}\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/linked-deals-card.tsx"],"sourcesContent":["/*\n @license\n * Copyright 2026 Aglyn LLC\n \n Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n \n http://www.apache.org/licenses/LICENSE-2.0\n \n Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n /\n'use client'\n\nimport { dealContactRolesOf, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { AppLink, CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { type CrmOrgDoc, useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n type DealDoc,\n DEAL_STATUS_LABELS,\n formatMoney,\n} from '../model/deal-board-model'\nimport type { DealFormValues } from '../model/deal-form-model'\nimport { DealEditDrawer } from './deal-edit-drawer'\n\nexport interface LinkedDealsCardProps {\n /* The site the record is read under, or `null` at the organization level. /\n hostId: string \| null\n org: CrmOrgDoc\n /* The CRM surface's own path, for links into deals. /\n basePath: string\n /* Which record this card sits on. /\n link: { contactId: string; contactName?: string } \| { companyId: string; companyName?: string }\n}\n\n/\n The deals that name one record, on that record's page (AGL-2598).\n \n One bounded listener over the indexed link — `(visibleTo, contactId \|\n * companyId, updatedAt DESC)` — and a \"New deal\" that opens the shared\n * drawer with this record already chosen, so a deal started from a person's\n * page is linked to them without anybody searching for them again. The\n * contact card and the company card are this component with the link\n * named; the two exports below exist so the pages that host them import\n * one name each.\n \n On a contact's page the card also lists the deals the person is on in\n * any other role (AGL-3521) — a second listener, `useContactRoleDeals`,\n * merged by id — and names the part they play on each.\n /\nexport function LinkedDealsCard(props: LinkedDealsCardProps) {\n const { hostId, org, basePath, link } = props\n const routes = crmRoutes(basePath)\n const scope = useCrmScope({ hostId, org })\n const pipelineState = usePipeline(scope.orgId, {\n hostId,\n org: (org ?? null) as Record<string, unknown> \| null,\n })\n const { data: linked, status } = useLinkedDeals(\n scope.orgId,\n scope.visibleTo,\n 'contactId' in link ? { contactId: link.contactId } : { companyId: link.companyId },\n )\n const contactId = 'contactId' in link ? link.contactId : null\n const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo)\n const { data: roleDeals } = useContactRoleDeals(scope.orgId, scope.visibleTo, foldsScope, contactId)\n // The two answers as one list, newest first; a deal in both is listed once.\n const deals = useMemo(() => {\n const byId = new Map<string, DealDoc>()\n for (const deal of [...(linked ?? []), ...(roleDeals ?? [])]) byId.set(deal.$id, deal)\n return [...byId.values()].sort((a, b) => updatedMs(b) - updatedMs(a))\n }, [linked, roleDeals])\n const [creating, setCreating] = useState(false)\n const defaults = useMemo<Partial<DealFormValues>>(\n () =>\n 'contactId' in link\n ? { contactId: link.contactId, contactName: link.contactName ?? '' }\n : { companyId: link.companyId, companyName: link.companyName ?? '' },\n [link],\n )\n\n return (\n <>\n <CardDisplay\n header={'Deals'}\n help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n HeaderProps={{\n action: (\n <Button\n size=\"small\"\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n disabled={!pipelineState.pipeline \|\| !scope.orgId}\n onClick={() => setCreating(true)}\n >\n {'New deal'}\n </Button>\n ),\n }}\n contentGutterX\n contentGutterY\n >\n {status === 'success' && deals.length === 0 ? (\n <EmptyStateComponent\n compact\n label={'No deals yet'}\n description={'A deal started here is linked to this record from the first save.'}\n action={\n <Button\n size=\"small\"\n variant=\"contained\"\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n disabled={!pipelineState.pipeline \|\| !scope.orgId}\n onClick={() => setCreating(true)}\n >\n {'New deal'}\n </Button>\n }\n />\n ) : (\n <Stack spacing={1}>\n {deals.map((deal) => {\n const stage = dealStageById(\n pipelineState.pipelineById(deal.pipelineId),\n deal.stageId,\n )\n return (\n <Stack\n useFlexGap\n key={deal.$id}\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 0.5 }}\n >\n <Typography variant=\"body2\" sx={{ flex: 1, minWidth: 160 }} noWrap>\n <AppLink href={routes.deal(deal.$id)}>{deal.title \|\| 'Untitled deal'}</AppLink>\n </Typography>\n {contactId ? <ContactRoleChip deal={deal} contactId={contactId} /> : null}\n <Chip\n size=\"small\"\n variant=\"outlined\"\n label={\n deal.status === 'open'\n ? (stage?.name ?? deal.stageId)\n : DEAL_STATUS_LABELS[deal.status]\n }\n color={deal.status === 'won' ? 'success' : 'default'}\n />\n <Typography variant=\"body2\" sx={{ minWidth: 90, textAlign: 'right' }}>\n {typeof deal.amountCents === 'number'\n ? formatMoney(deal.amountCents, deal.currency)\n : '—'}\n </Typography>\n </Stack>\n )\n })}\n </Stack>\n )}\n </CardDisplay>\n <DealEditDrawer\n open={creating}\n onClose={() => setCreating(false)}\n hostId={hostId}\n org={org}\n defaults={defaults}\n pipelines={pipelineState.activePipelines}\n defaultPipeline={pipelineState.pipeline}\n />\n </>\n )\n}\nLinkedDealsCard.displayName = 'LinkedDealsCard'\n\n/* When a deal was last written, for the merged list's order. /\nfunction updatedMs(deal: DealDoc): number {\n const value = (deal as { updatedAt?: unknown }).updatedAt\n if (value instanceof Date) return value.getTime()\n const stamp = value as { toMillis?: () => number } \| null \| undefined\n return typeof stamp?.toMillis === 'function' ? stamp.toMillis() : 0\n}\n\n/* The part this contact plays on a deal — its role, and Primary when they are. */\nfunction ContactRoleChip(props: { deal: DealDoc; contactId: string }) {\n const row = dealContactRolesOf(props.deal).find((entry) => entry.contactId === props.contactId)\n if (!row) return null\n const label = [row.role, row.primary ? 'Primary' : null].filter(Boolean).join(' · ')\n return label ? <Chip size=\"small\" label={label} /> : null\n}\n\nexport default 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package/src/lib/components/picklist-values-card.js CHANGED Viewed

@@ -600,6 +600,7 @@ import { crmTaskCallScope } from "../model/task-routes.js";
                                         }) : null,
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+                                                useFlexGap: true,
                                                 direction: "row",
                                                 spacing: 1,
                                                 sx: {

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

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

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