@aglyn/plugins-crm 1.0.0-beta.269 → 1.0.0-beta.270

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.269",
+  "version": "1.0.0-beta.270",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.269",
-    "@aglyn/shared-data-enums": "1.0.0-beta.269",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.269",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.269",
-    "@aglyn/shared-ui-next": "1.0.0-beta.269",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.269",
-    "@aglyn/shared-util-email": "1.0.0-beta.269",
-    "@aglyn/shared-util-http": "1.0.0-beta.269",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.269",
-    "@aglyn/shared-util-tools": "1.0.0-beta.269",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.269",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.269",
-    "@aglyn/tenant-runtime": "1.0.0-beta.269",
+    "@aglyn/aglyn": "1.0.0-beta.270",
+    "@aglyn/shared-data-enums": "1.0.0-beta.270",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.270",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.270",
+    "@aglyn/shared-ui-next": "1.0.0-beta.270",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.270",
+    "@aglyn/shared-util-email": "1.0.0-beta.270",
+    "@aglyn/shared-util-http": "1.0.0-beta.270",
+    "@aglyn/shared-util-timestamp": "1.0.0-beta.270",
+    "@aglyn/shared-util-tools": "1.0.0-beta.270",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.270",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.270",
+    "@aglyn/tenant-runtime": "1.0.0-beta.270",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/deal-products-card.d.ts

@@ -35,8 +35,9 @@ export interface DealProductsCardProps {
  * variant priced. The catalog is USD; a deal in another currency is told
  * so and can edit the unit amount after. **By hand** takes a name and a
  * price with no product behind them, which is also all a plan without
- * commerce gets: the catalog door is not drawn for it, because the site
- * has no catalog to search.
+ * commerce gets: the catalog door is not drawn for it, and the dialog says
+ * so with a link to Billing (AGL-3982), since a plan with the store is the
+ * one step that opens it.
  *
  * Adding opens a dialog rather than a row of fields above the table, and
  * a quantity is edited in place and written on blur.

package/src/lib/components/deal-products-card.js

@@ -17,9 +17,10 @@
 import { _ as _extends } from "@swc/helpers/_/_extends";
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
 import { createElement as _createElement } from "react";
-import { checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, pluginDocsHelp, readDealLineItems } from "@aglyn/aglyn";
+import { buildRoute, checkEntitlement, CRM_COLLECTIONS, DEAL_LINE_ITEM_NAME_MAX, DEAL_LINE_ITEM_QUANTITY_MAX, DEAL_LINE_ITEMS_MAX, lineItemsTotalCents, pluginDocsHelp, readDealLineItems, Route } from "@aglyn/aglyn";
 import { mdiDeleteOutline, mdiPlus } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
+import { PrerequisiteNotice } from "@aglyn/shared-ui-jsx/components/prerequisite-notice.component";
 import { ScrollTable } from "@aglyn/shared-ui-jsx/components/scroll-table.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
@@ -50,8 +51,9 @@ import { amountInputValue, DEFAULT_DEAL_CURRENCY, formatMoney, parseAmountInput
  * variant priced. The catalog is USD; a deal in another currency is told
  * so and can edit the unit amount after. **By hand** takes a name and a
  * price with no product behind them, which is also all a plan without
- * commerce gets: the catalog door is not drawn for it, because the site
- * has no catalog to search.
+ * commerce gets: the catalog door is not drawn for it, and the dialog says
+ * so with a link to Billing (AGL-3982), since a plan with the store is the
+ * one step that opens it.
  *
  * Adding opens a dialog rather than a row of fields above the table, and
  * a quantity is edited in place and written on blur.
@@ -70,6 +72,13 @@ import { amountInputValue, DEFAULT_DEAL_CURRENCY, formatMoney, parseAmountInput
         deal.lineItems
     ]);
     const hasCommerce = checkEntitlement(org != null ? org : null, 'commerce');
+    // Where a plan with the store is chosen. The org doc carries its own slug,
+    // so the link costs no read; without one the notice still names the step.
+    const slug = org == null ? void 0 : org['slug'];
+    const orgSlug = typeof slug === 'string' ? slug : '';
+    const billingHref = orgSlug ? `${buildRoute(Route.MANAGE_BILLING, {
+        orgSlug
+    })}#plans` : undefined;
     const [busy, setBusy] = useState(false);
     const [adding, setAdding] = useState(false);
     /** The one write: the lines and their sum, together. */ const save = useCallback(async (next, done)=>{
@@ -308,6 +317,8 @@ import { amountInputValue, DEFAULT_DEAL_CURRENCY, formatMoney, parseAmountInput
                 hostId: catalogHostId,
                 currency: currency,
                 catalog: hasCommerce && Boolean(catalogHostId),
+                catalogNeedsPlan: !hasCommerce && Boolean(catalogHostId),
+                billingHref: billingHref,
                 busy: busy,
                 onAdd: handleAdd
             })
@@ -360,7 +371,7 @@ DealProductsCard.displayName = 'DealProductsCard';
 }
 QuantityField.displayName = 'QuantityField';
 function AddLineDialog(props) {
-    const { open, onClose, hostId, currency, catalog, busy, onAdd } = props;
+    const { open, onClose, hostId, currency, catalog, catalogNeedsPlan, billingHref, busy, onAdd } = props;
     const firestore = useFirestore();
     const [door, setDoor] = useState(catalog ? 'catalog' : 'manual');
     const [picked, setPicked] = useState(null);
@@ -478,6 +489,11 @@ function AddLineDialog(props) {
                         pt: 1
                     },
                     children: [
+                        catalogNeedsPlan ? /*#__PURE__*/ _jsx(PrerequisiteNotice, {
+                            href: billingHref,
+                            actionLabel: "See plans",
+                            children: 'Adding lines from your product catalog needs a plan with the store. Add this line by hand, or choose a plan with the store in Billing.'
+                        }) : null,
                         catalog ? /*#__PURE__*/ _jsxs(ToggleButtonGroup, {
                             exclusive: true,
                             size: "small",

package/src/lib/components/deal-products-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-products-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  checkEntitlement,\n  CRM_COLLECTIONS,\n  type CrmDealLineItem,\n  DEAL_LINE_ITEM_NAME_MAX,\n  DEAL_LINE_ITEM_QUANTITY_MAX,\n  DEAL_LINE_ITEMS_MAX,\n  lineItemsTotalCents,\n  pluginDocsHelp,\n  readDealLineItems,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { doc, getDocs, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { pluginRecordListSource } from '@aglyn/aglyn/plugin-manager/plugin-record-lists'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  amountInputValue,\n  type DealDoc,\n  DEFAULT_DEAL_CURRENCY,\n  formatMoney,\n  parseAmountInput,\n} from '../model/deal-board-model'\n\n/** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */\nconst CATALOG_MATCHES = 8\n\n/** One thing the catalog search offers: a product, or one variant of it. */\ninterface CatalogChoice {\n  key: string\n  productId: string\n  label: string\n  unitAmountCents: number\n}\n\nexport interface DealProductsCardProps {\n  deal: DealDoc\n  orgId: string\n  /**\n   * The site whose catalog the search reads — the console's own, or\n   * `null` at the organization level (AGL-2630), where the deal's own\n   * capturing site is searched; a deal with none takes lines by hand only.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * The products behind a deal's amount (AGL-2620).\n *\n * ## The amount follows the lines\n *\n * Every write here stores `lineItems` AND `amountCents` as their sum, in\n * one update, so the board, the reports and the API keep reading the one\n * field they always read and no reader adds up lines. Once a deal has a\n * line, the drawer's Amount goes read-only and says why; remove the last\n * line and the amount is typed again, keeping the last sum rather than\n * dropping to nothing. The currency is the deal's — a line cannot be in\n * another, because their sum is one number.\n *\n * ## Two doors to a line\n *\n * **From the catalog** searches THIS site's products — a prefix on\n * `nameTokens` over active products, the query the products hub runs and\n * the `(status, nameTokens, nameLower)` index serves — and offers each\n * variant priced. The catalog is USD; a deal in another currency is told\n * so and can edit the unit amount after. **By hand** takes a name and a\n * price with no product behind them, which is also all a plan without\n * commerce gets: the catalog door is not drawn for it, because the site\n * has no catalog to search.\n *\n * Adding opens a dialog rather than a row of fields above the table, and\n * a quantity is edited in place and written on blur.\n */\nexport function DealProductsCard(props: DealProductsCardProps) {\n  const { deal, orgId, hostId, org, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  // The catalog searched: the mounted site's, or the deal's own.\n  const catalogHostId = hostId ?? deal.hostId ?? null\n  const { enqueueSnackbar } = useSnackbar()\n  const currency = String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  const items = useMemo(() => deal.lineItems ?? [], [deal.lineItems])\n  const hasCommerce = checkEntitlement(\n    (org ?? null) as Partial<AglynOrgBilling> | null,\n    'commerce',\n  )\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the lines and their sum, together. */\n  const save = useCallback(\n    async (next: CrmDealLineItem[], done: string) => {\n      const read = readDealLineItems(next, currency)\n      if ('error' in read) {\n        enqueueSnackbar(read.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id), {\n              lineItems: read.items,\n              // The last sum stays on a deal whose lines were all removed:\n              // the forecast should not drop to zero because a quote was\n              // cleared to be retyped.\n              ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [currency, enqueueSnackbar, unreadable, fromCache, firestore, orgId, deal.$id],\n  )\n\n  const handleRemove = useCallback(\n    (index: number) =>\n      void save(\n        items.filter((_item, at) => at !== index),\n        'Line removed',\n      ),\n    [items, save],\n  )\n  const handleQuantity = useCallback(\n    (index: number, quantity: number) => {\n      if (quantity === items[index]?.quantity) return\n      void save(\n        items.map((item, at) => (at === index ? { ...item, quantity } : item)),\n        'Quantity saved',\n      )\n    },\n    [items, save],\n  )\n  const handleAdd = useCallback(\n    async (line: CrmDealLineItem) => {\n      const ok = await save([...items, line], 'Line added')\n      if (ok) setAdding(false)\n    },\n    [items, save],\n  )\n\n  const total = lineItemsTotalCents(items)\n  const full = items.length >= DEAL_LINE_ITEMS_MAX\n\n  return (\n    <>\n      <CardDisplay\n        header={'Products'}\n        help={pluginDocsHelp('deals', { anchor: '#line-items' })}\n        HeaderProps={{\n          action: (\n            <Tooltip title={full ? `A deal carries at most ${DEAL_LINE_ITEMS_MAX} lines` : ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                  disabled={busy || full}\n                  onClick={() => setAdding(true)}\n                >\n                  {'Add line'}\n                </Button>\n              </span>\n            </Tooltip>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {items.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {hasCommerce\n              ? 'No line items yet. Add products from your catalog or by hand; the amount becomes their sum.'\n              : 'No line items yet. Add what the deal is for, priced by hand; the amount becomes their sum.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\" aria-label=\"Line items\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Item'}</TableCell>\n                <TableCell align=\"right\" sx={{ width: 110 }}>\n                  {'Quantity'}\n                </TableCell>\n                <TableCell align=\"right\">{'Unit'}</TableCell>\n                <TableCell align=\"right\">{'Total'}</TableCell>\n                <TableCell sx={{ width: 48 }} />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {items.map((item, index) => (\n                <TableRow key={`${index}:${item.productId ?? item.name}`}>\n                  <TableCell>\n                    <Typography variant=\"body2\">{item.name}</Typography>\n                    {item.productId ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {'From the catalog'}\n                      </Typography>\n                    ) : null}\n                  </TableCell>\n                  <TableCell align=\"right\">\n                    <QuantityField\n                      value={item.quantity}\n                      disabled={busy}\n                      label={`Quantity of ${item.name}`}\n                      onCommit={(quantity) => handleQuantity(index, quantity)}\n                    />\n                  </TableCell>\n                  <TableCell align=\"right\">{formatMoney(item.unitAmountCents, currency)}</TableCell>\n                  <TableCell align=\"right\">\n                    {formatMoney(item.quantity * item.unitAmountCents, currency)}\n                  </TableCell>\n                  <TableCell padding=\"none\" align=\"right\">\n                    <Tooltip title=\"Remove line\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={busy}\n                          aria-label={`Remove ${item.name}`}\n                          onClick={() => handleRemove(index)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </TableCell>\n                </TableRow>\n              ))}\n              <TableRow>\n                <TableCell colSpan={3}>\n                  <Typography variant=\"subtitle2\">{'Amount'}</Typography>\n                </TableCell>\n                <TableCell align=\"right\">\n                  <Typography variant=\"subtitle2\" data-testid=\"line-items-total\">\n                    {formatMoney(total, currency)}\n                  </Typography>\n                </TableCell>\n                <TableCell padding=\"none\" />\n              </TableRow>\n            </TableBody>\n          </ScrollTable>\n        )}\n      </CardDisplay>\n      <AddLineDialog\n        open={adding}\n        onClose={() => setAdding(false)}\n        hostId={catalogHostId}\n        currency={currency}\n        catalog={hasCommerce && Boolean(catalogHostId)}\n        busy={busy}\n        onAdd={handleAdd}\n      />\n    </>\n  )\n}\nDealProductsCard.displayName = 'DealProductsCard'\n\ninterface QuantityFieldProps {\n  value: number\n  disabled: boolean\n  label: string\n  onCommit: (quantity: number) => void\n}\n\n/** A quantity edited in place, committed on blur or Enter, refused below one. */\nfunction QuantityField(props: QuantityFieldProps) {\n  const { value, disabled, label, onCommit } = props\n  const [draft, setDraft] = useState(String(value))\n  useEffect(() => setDraft(String(value)), [value])\n  const commit = () => {\n    const quantity = Number(draft)\n    if (Number.isInteger(quantity) && quantity >= 1 && quantity <= DEAL_LINE_ITEM_QUANTITY_MAX) {\n      onCommit(quantity)\n    } else {\n      setDraft(String(value))\n    }\n  }\n  return (\n    <TextField\n      size=\"small\"\n      type=\"number\"\n      value={draft}\n      disabled={disabled}\n      onChange={(event) => setDraft(event.target.value)}\n      onBlur={commit}\n      onKeyDown={(event) => {\n        if (event.key === 'Enter') {\n          event.preventDefault()\n          ;(event.target as HTMLInputElement).blur()\n        }\n      }}\n      sx={{ width: 88 }}\n      slotProps={{\n        htmlInput: {\n          min: 1,\n          max: DEAL_LINE_ITEM_QUANTITY_MAX,\n          step: 1,\n          'aria-label': label,\n          style: { textAlign: 'right' },\n        },\n      }}\n    />\n  )\n}\nQuantityField.displayName = 'QuantityField'\n\ninterface AddLineDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site whose catalog is searched; `null` draws no catalog door. */\n  hostId: string | null\n  currency: string\n  /** Whether the catalog door is drawn — the plan has commerce. */\n  catalog: boolean\n  busy: boolean\n  onAdd: (line: CrmDealLineItem) => Promise<void>\n}\n\ntype Door = 'catalog' | 'manual'\n\nfunction AddLineDialog(props: AddLineDialogProps) {\n  const { open, onClose, hostId, currency, catalog, busy, onAdd } = props\n  const firestore = useFirestore()\n  const [door, setDoor] = useState<Door>(catalog ? 'catalog' : 'manual')\n  const [picked, setPicked] = useState<CatalogChoice | null>(null)\n  const [name, setName] = useState('')\n  const [quantity, setQuantity] = useState('1')\n  const [unit, setUnit] = useState('')\n  const [search, setSearch] = useState('')\n  const [choices, setChoices] = useState<CatalogChoice[]>([])\n\n  useEffect(() => {\n    if (!open) return\n    setDoor(catalog ? 'catalog' : 'manual')\n    setPicked(null)\n    setName('')\n    setQuantity('1')\n    setUnit('')\n    setSearch('')\n    setChoices([])\n  }, [open, catalog])\n\n  /*\n   * THE CATALOG SEARCH: what is typed, matched the way the plugin that keeps\n   * products matches it — through the source it publishes (AGL-3080), which\n   * offers active products only — debounced so a name typed at speed is one\n   * query rather than one per letter. Nothing typed, or no plugin keeping\n   * products, matches nothing. Each variant is its own choice, priced from\n   * its `priceUsd` in cents.\n   */\n  useEffect(() => {\n    if (!open || door !== 'catalog' || !hostId) return\n    const products = pluginRecordListSource('product')?.source ?? null\n    const catalogQuery = products?.query(firestore, { hostId, search, limit: CATALOG_MATCHES }) ?? null\n    if (!products || !catalogQuery) {\n      setChoices([])\n      return\n    }\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(catalogQuery)\n        .then((snapshot) => {\n          if (!active) return\n          const next: CatalogChoice[] = []\n          for (const entry of snapshot.docs) {\n            const product = products.record(entry.id, entry.data())\n            if (!product) continue\n            const variants = Array.isArray(product.facts['variants'])\n              ? (product.facts['variants'] as Array<Record<string, unknown>>)\n              : []\n            const priced = variants.length\n              ? variants\n              : [{ id: '', options: {}, priceUsd: product.facts['priceUsd'] }]\n            for (const variant of priced) {\n              const options = Object.values((variant['options'] as Record<string, string>) ?? {})\n              const label = options.length ? `${product.name} — ${options.join(' / ')}` : product.name\n              next.push({\n                key: `${product.id}:${String(variant['id'] ?? '')}`,\n                productId: product.id,\n                label,\n                unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100)),\n              })\n            }\n          }\n          setChoices(next)\n        })\n        .catch(() => {\n          if (active) setChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, door, hostId, search])\n\n  const unitCents = parseAmountInput(unit)\n  const quantityNumber = Number(quantity)\n  const lineName = (door === 'catalog' ? (name || picked?.label || '') : name).trim()\n  const problem = !lineName\n    ? door === 'catalog'\n      ? 'Pick a product.'\n      : 'A line needs a name.'\n    : !Number.isInteger(quantityNumber) || quantityNumber < 1\n      ? 'The quantity has to be a whole number of one or more.'\n      : unitCents === null\n        ? 'The unit amount has to be a number of zero or more.'\n        : null\n\n  const handleAdd = () => {\n    if (problem || unitCents === null) return\n    void onAdd({\n      ...(door === 'catalog' && picked ? { productId: picked.productId } : {}),\n      name: lineName.slice(0, DEAL_LINE_ITEM_NAME_MAX),\n      quantity: quantityNumber,\n      unitAmountCents: unitCents,\n      currency,\n    })\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a line'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          {catalog ? (\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={door}\n              onChange={(_event, next) => {\n                if (next) setDoor(next as Door)\n              }}\n              aria-label=\"Where the line comes from\"\n            >\n              <ToggleButton value=\"catalog\">{'From the catalog'}</ToggleButton>\n              <ToggleButton value=\"manual\">{'By hand'}</ToggleButton>\n            </ToggleButtonGroup>\n          ) : null}\n          {door === 'catalog' ? (\n            <Autocomplete<CatalogChoice, false, false, false>\n              options={choices}\n              value={picked}\n              inputValue={search}\n              onInputChange={(_event, next, reason) => {\n                if (reason !== 'reset') setSearch(next)\n              }}\n              onChange={(_event, choice) => {\n                setPicked(choice)\n                setName(choice?.label ?? '')\n                setUnit(choice ? amountInputValue(choice.unitAmountCents) : '')\n              }}\n              getOptionLabel={(choice) => choice.label}\n              isOptionEqualToValue={(option, value) => option.key === value.key}\n              // The match is the query's own prefix over `nameTokens`, never\n              // MUI's substring filter over labels.\n              filterOptions={(options) => options}\n              renderOption={(optionProps, choice) => (\n                <li {...optionProps} key={choice.key}>\n                  <Stack direction=\"row\" spacing={1} sx={{ width: '100%', alignItems: 'baseline' }}>\n                    <Typography variant=\"body2\" sx={{ flex: 1 }}>\n                      {choice.label}\n                    </Typography>\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {formatMoney(choice.unitAmountCents, 'usd')}\n                    </Typography>\n                  </Stack>\n                </li>\n              )}\n              noOptionsText={search.trim() ? 'No active product matches' : 'Type a product name'}\n              renderInput={(params) => (\n                <TextField\n                  {...params}\n                  label=\"Product\"\n                  placeholder=\"Search this site's catalog\"\n                  autoFocus\n                  helperText={\n                    currency !== 'usd'\n                      ? `Catalog prices are in USD; this deal is in ${currency.toUpperCase()}. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-products-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  buildRoute,\n  checkEntitlement,\n  CRM_COLLECTIONS,\n  type CrmDealLineItem,\n  DEAL_LINE_ITEM_NAME_MAX,\n  DEAL_LINE_ITEM_QUANTITY_MAX,\n  DEAL_LINE_ITEMS_MAX,\n  lineItemsTotalCents,\n  pluginDocsHelp,\n  readDealLineItems,\n  Route,\n} from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { PrerequisiteNotice } from '@aglyn/shared-ui-jsx/components/prerequisite-notice.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Autocomplete,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  IconButton,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { doc, getDocs, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { pluginRecordListSource } from '@aglyn/aglyn/plugin-manager/plugin-record-lists'\nimport type { CrmOrgDoc } from '../hooks/use-crm-scope'\nimport {\n  amountInputValue,\n  type DealDoc,\n  DEFAULT_DEAL_CURRENCY,\n  formatMoney,\n  parseAmountInput,\n} from '../model/deal-board-model'\n\n/** Catalog matches offered per keystroke; a longer list is a scroll, not a pick. */\nconst CATALOG_MATCHES = 8\n\n/** One thing the catalog search offers: a product, or one variant of it. */\ninterface CatalogChoice {\n  key: string\n  productId: string\n  label: string\n  unitAmountCents: number\n}\n\nexport interface DealProductsCardProps {\n  deal: DealDoc\n  orgId: string\n  /**\n   * The site whose catalog the search reads — the console's own, or\n   * `null` at the organization level (AGL-2630), where the deal's own\n   * capturing site is searched; a deal with none takes lines by hand only.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The listener's verdict on the deal, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n}\n\n/**\n * The products behind a deal's amount (AGL-2620).\n *\n * ## The amount follows the lines\n *\n * Every write here stores `lineItems` AND `amountCents` as their sum, in\n * one update, so the board, the reports and the API keep reading the one\n * field they always read and no reader adds up lines. Once a deal has a\n * line, the drawer's Amount goes read-only and says why; remove the last\n * line and the amount is typed again, keeping the last sum rather than\n * dropping to nothing. The currency is the deal's — a line cannot be in\n * another, because their sum is one number.\n *\n * ## Two doors to a line\n *\n * **From the catalog** searches THIS site's products — a prefix on\n * `nameTokens` over active products, the query the products hub runs and\n * the `(status, nameTokens, nameLower)` index serves — and offers each\n * variant priced. The catalog is USD; a deal in another currency is told\n * so and can edit the unit amount after. **By hand** takes a name and a\n * price with no product behind them, which is also all a plan without\n * commerce gets: the catalog door is not drawn for it, and the dialog says\n * so with a link to Billing (AGL-3982), since a plan with the store is the\n * one step that opens it.\n *\n * Adding opens a dialog rather than a row of fields above the table, and\n * a quantity is edited in place and written on blur.\n */\nexport function DealProductsCard(props: DealProductsCardProps) {\n  const { deal, orgId, hostId, org, fromCache, unreadable } = props\n  const firestore = useFirestore()\n  // The catalog searched: the mounted site's, or the deal's own.\n  const catalogHostId = hostId ?? deal.hostId ?? null\n  const { enqueueSnackbar } = useSnackbar()\n  const currency = String(deal.currency || DEFAULT_DEAL_CURRENCY).toLowerCase()\n  const items = useMemo(() => deal.lineItems ?? [], [deal.lineItems])\n  const hasCommerce = checkEntitlement(\n    (org ?? null) as Partial<AglynOrgBilling> | null,\n    'commerce',\n  )\n  // Where a plan with the store is chosen. The org doc carries its own slug,\n  // so the link costs no read; without one the notice still names the step.\n  const slug = (org as Record<string, unknown> | null | undefined)?.['slug']\n  const orgSlug = typeof slug === 'string' ? slug : ''\n  const billingHref = orgSlug ? `${buildRoute(Route.MANAGE_BILLING, { orgSlug })}#plans` : undefined\n  const [busy, setBusy] = useState(false)\n  const [adding, setAdding] = useState(false)\n\n  /** The one write: the lines and their sum, together. */\n  const save = useCallback(\n    async (next: CrmDealLineItem[], done: string) => {\n      const read = readDealLineItems(next, currency)\n      if ('error' in read) {\n        enqueueSnackbar(read.error, { variant: 'warning', persist: false })\n        return false\n      }\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id), {\n              lineItems: read.items,\n              // The last sum stays on a deal whose lines were all removed:\n              // the forecast should not drop to zero because a quote was\n              // cleared to be retyped.\n              ...(read.items.length ? { amountCents: lineItemsTotalCents(read.items) } : {}),\n              updatedAt: new Date(),\n            })\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [currency, enqueueSnackbar, unreadable, fromCache, firestore, orgId, deal.$id],\n  )\n\n  const handleRemove = useCallback(\n    (index: number) =>\n      void save(\n        items.filter((_item, at) => at !== index),\n        'Line removed',\n      ),\n    [items, save],\n  )\n  const handleQuantity = useCallback(\n    (index: number, quantity: number) => {\n      if (quantity === items[index]?.quantity) return\n      void save(\n        items.map((item, at) => (at === index ? { ...item, quantity } : item)),\n        'Quantity saved',\n      )\n    },\n    [items, save],\n  )\n  const handleAdd = useCallback(\n    async (line: CrmDealLineItem) => {\n      const ok = await save([...items, line], 'Line added')\n      if (ok) setAdding(false)\n    },\n    [items, save],\n  )\n\n  const total = lineItemsTotalCents(items)\n  const full = items.length >= DEAL_LINE_ITEMS_MAX\n\n  return (\n    <>\n      <CardDisplay\n        header={'Products'}\n        help={pluginDocsHelp('deals', { anchor: '#line-items' })}\n        HeaderProps={{\n          action: (\n            <Tooltip title={full ? `A deal carries at most ${DEAL_LINE_ITEMS_MAX} lines` : ''}>\n              <span>\n                <Button\n                  size=\"small\"\n                  startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                  disabled={busy || full}\n                  onClick={() => setAdding(true)}\n                >\n                  {'Add line'}\n                </Button>\n              </span>\n            </Tooltip>\n          ),\n        }}\n        contentGutterX\n        contentGutterY\n      >\n        {items.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {hasCommerce\n              ? 'No line items yet. Add products from your catalog or by hand; the amount becomes their sum.'\n              : 'No line items yet. Add what the deal is for, priced by hand; the amount becomes their sum.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\" aria-label=\"Line items\">\n            <TableHead>\n              <TableRow>\n                <TableCell>{'Item'}</TableCell>\n                <TableCell align=\"right\" sx={{ width: 110 }}>\n                  {'Quantity'}\n                </TableCell>\n                <TableCell align=\"right\">{'Unit'}</TableCell>\n                <TableCell align=\"right\">{'Total'}</TableCell>\n                <TableCell sx={{ width: 48 }} />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {items.map((item, index) => (\n                <TableRow key={`${index}:${item.productId ?? item.name}`}>\n                  <TableCell>\n                    <Typography variant=\"body2\">{item.name}</Typography>\n                    {item.productId ? (\n                      <Typography variant=\"caption\" color=\"text.secondary\">\n                        {'From the catalog'}\n                      </Typography>\n                    ) : null}\n                  </TableCell>\n                  <TableCell align=\"right\">\n                    <QuantityField\n                      value={item.quantity}\n                      disabled={busy}\n                      label={`Quantity of ${item.name}`}\n                      onCommit={(quantity) => handleQuantity(index, quantity)}\n                    />\n                  </TableCell>\n                  <TableCell align=\"right\">{formatMoney(item.unitAmountCents, currency)}</TableCell>\n                  <TableCell align=\"right\">\n                    {formatMoney(item.quantity * item.unitAmountCents, currency)}\n                  </TableCell>\n                  <TableCell padding=\"none\" align=\"right\">\n                    <Tooltip title=\"Remove line\">\n                      <span>\n                        <IconButton\n                          size=\"small\"\n                          color=\"error\"\n                          disabled={busy}\n                          aria-label={`Remove ${item.name}`}\n                          onClick={() => handleRemove(index)}\n                        >\n                          <MdiIcon path={mdiDeleteOutline.path} size={0.8} />\n                        </IconButton>\n                      </span>\n                    </Tooltip>\n                  </TableCell>\n                </TableRow>\n              ))}\n              <TableRow>\n                <TableCell colSpan={3}>\n                  <Typography variant=\"subtitle2\">{'Amount'}</Typography>\n                </TableCell>\n                <TableCell align=\"right\">\n                  <Typography variant=\"subtitle2\" data-testid=\"line-items-total\">\n                    {formatMoney(total, currency)}\n                  </Typography>\n                </TableCell>\n                <TableCell padding=\"none\" />\n              </TableRow>\n            </TableBody>\n          </ScrollTable>\n        )}\n      </CardDisplay>\n      <AddLineDialog\n        open={adding}\n        onClose={() => setAdding(false)}\n        hostId={catalogHostId}\n        currency={currency}\n        catalog={hasCommerce && Boolean(catalogHostId)}\n        catalogNeedsPlan={!hasCommerce && Boolean(catalogHostId)}\n        billingHref={billingHref}\n        busy={busy}\n        onAdd={handleAdd}\n      />\n    </>\n  )\n}\nDealProductsCard.displayName = 'DealProductsCard'\n\ninterface QuantityFieldProps {\n  value: number\n  disabled: boolean\n  label: string\n  onCommit: (quantity: number) => void\n}\n\n/** A quantity edited in place, committed on blur or Enter, refused below one. */\nfunction QuantityField(props: QuantityFieldProps) {\n  const { value, disabled, label, onCommit } = props\n  const [draft, setDraft] = useState(String(value))\n  useEffect(() => setDraft(String(value)), [value])\n  const commit = () => {\n    const quantity = Number(draft)\n    if (Number.isInteger(quantity) && quantity >= 1 && quantity <= DEAL_LINE_ITEM_QUANTITY_MAX) {\n      onCommit(quantity)\n    } else {\n      setDraft(String(value))\n    }\n  }\n  return (\n    <TextField\n      size=\"small\"\n      type=\"number\"\n      value={draft}\n      disabled={disabled}\n      onChange={(event) => setDraft(event.target.value)}\n      onBlur={commit}\n      onKeyDown={(event) => {\n        if (event.key === 'Enter') {\n          event.preventDefault()\n          ;(event.target as HTMLInputElement).blur()\n        }\n      }}\n      sx={{ width: 88 }}\n      slotProps={{\n        htmlInput: {\n          min: 1,\n          max: DEAL_LINE_ITEM_QUANTITY_MAX,\n          step: 1,\n          'aria-label': label,\n          style: { textAlign: 'right' },\n        },\n      }}\n    />\n  )\n}\nQuantityField.displayName = 'QuantityField'\n\ninterface AddLineDialogProps {\n  open: boolean\n  onClose: () => void\n  /** The site whose catalog is searched; `null` draws no catalog door. */\n  hostId: string | null\n  currency: string\n  /** Whether the catalog door is drawn — the plan has commerce. */\n  catalog: boolean\n  /**\n   * The deal names a site, but the plan has no store, so its catalog is not\n   * offered: the dialog says why and links to Billing.\n   */\n  catalogNeedsPlan?: boolean\n  /** The workspace's Billing plans, for that notice. */\n  billingHref?: string\n  busy: boolean\n  onAdd: (line: CrmDealLineItem) => Promise<void>\n}\n\ntype Door = 'catalog' | 'manual'\n\nfunction AddLineDialog(props: AddLineDialogProps) {\n  const { open, onClose, hostId, currency, catalog, catalogNeedsPlan, billingHref, busy, onAdd } = props\n  const firestore = useFirestore()\n  const [door, setDoor] = useState<Door>(catalog ? 'catalog' : 'manual')\n  const [picked, setPicked] = useState<CatalogChoice | null>(null)\n  const [name, setName] = useState('')\n  const [quantity, setQuantity] = useState('1')\n  const [unit, setUnit] = useState('')\n  const [search, setSearch] = useState('')\n  const [choices, setChoices] = useState<CatalogChoice[]>([])\n\n  useEffect(() => {\n    if (!open) return\n    setDoor(catalog ? 'catalog' : 'manual')\n    setPicked(null)\n    setName('')\n    setQuantity('1')\n    setUnit('')\n    setSearch('')\n    setChoices([])\n  }, [open, catalog])\n\n  /*\n   * THE CATALOG SEARCH: what is typed, matched the way the plugin that keeps\n   * products matches it — through the source it publishes (AGL-3080), which\n   * offers active products only — debounced so a name typed at speed is one\n   * query rather than one per letter. Nothing typed, or no plugin keeping\n   * products, matches nothing. Each variant is its own choice, priced from\n   * its `priceUsd` in cents.\n   */\n  useEffect(() => {\n    if (!open || door !== 'catalog' || !hostId) return\n    const products = pluginRecordListSource('product')?.source ?? null\n    const catalogQuery = products?.query(firestore, { hostId, search, limit: CATALOG_MATCHES }) ?? null\n    if (!products || !catalogQuery) {\n      setChoices([])\n      return\n    }\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(catalogQuery)\n        .then((snapshot) => {\n          if (!active) return\n          const next: CatalogChoice[] = []\n          for (const entry of snapshot.docs) {\n            const product = products.record(entry.id, entry.data())\n            if (!product) continue\n            const variants = Array.isArray(product.facts['variants'])\n              ? (product.facts['variants'] as Array<Record<string, unknown>>)\n              : []\n            const priced = variants.length\n              ? variants\n              : [{ id: '', options: {}, priceUsd: product.facts['priceUsd'] }]\n            for (const variant of priced) {\n              const options = Object.values((variant['options'] as Record<string, string>) ?? {})\n              const label = options.length ? `${product.name} — ${options.join(' / ')}` : product.name\n              next.push({\n                key: `${product.id}:${String(variant['id'] ?? '')}`,\n                productId: product.id,\n                label,\n                unitAmountCents: Math.max(0, Math.round((Number(variant['priceUsd']) || 0) * 100)),\n              })\n            }\n          }\n          setChoices(next)\n        })\n        .catch(() => {\n          if (active) setChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, door, hostId, search])\n\n  const unitCents = parseAmountInput(unit)\n  const quantityNumber = Number(quantity)\n  const lineName = (door === 'catalog' ? (name || picked?.label || '') : name).trim()\n  const problem = !lineName\n    ? door === 'catalog'\n      ? 'Pick a product.'\n      : 'A line needs a name.'\n    : !Number.isInteger(quantityNumber) || quantityNumber < 1\n      ? 'The quantity has to be a whole number of one or more.'\n      : unitCents === null\n        ? 'The unit amount has to be a number of zero or more.'\n        : null\n\n  const handleAdd = () => {\n    if (problem || unitCents === null) return\n    void onAdd({\n      ...(door === 'catalog' && picked ? { productId: picked.productId } : {}),\n      name: lineName.slice(0, DEAL_LINE_ITEM_NAME_MAX),\n      quantity: quantityNumber,\n      unitAmountCents: unitCents,\n      currency,\n    })\n  }\n\n  return (\n    <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"xs\">\n      <DialogTitle>{'Add a line'}</DialogTitle>\n      <DialogContent>\n        <Stack spacing={2} sx={{ pt: 1 }}>\n          {catalogNeedsPlan ? (\n            <PrerequisiteNotice href={billingHref} actionLabel=\"See plans\">\n              {'Adding lines from your product catalog needs a plan with the store. Add this line by hand, or choose a plan with the store in Billing.'}\n            </PrerequisiteNotice>\n          ) : null}\n          {catalog ? (\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={door}\n              onChange={(_event, next) => {\n                if (next) setDoor(next as Door)\n              }}\n              aria-label=\"Where the line comes from\"\n            >\n              <ToggleButton value=\"catalog\">{'From the catalog'}</ToggleButton>\n              <ToggleButton value=\"manual\">{'By hand'}</ToggleButton>\n            </ToggleButtonGroup>\n          ) : null}\n          {door === 'catalog' ? (\n            <Autocomplete<CatalogChoice, false, false, false>\n              options={choices}\n              value={picked}\n              inputValue={search}\n              onInputChange={(_event, next, reason) => {\n                if (reason !== 'reset') setSearch(next)\n              }}\n              onChange={(_event, choice) => {\n                setPicked(choice)\n                setName(choice?.label ?? '')\n                setUnit(choice ? amountInputValue(choice.unitAmountCents) : '')\n              }}\n              getOptionLabel={(choice) => choice.label}\n              isOptionEqualToValue={(option, value) => option.key === value.key}\n              // The match is the query's own prefix over `nameTokens`, never\n              // MUI's substring filter over labels.\n              filterOptions={(options) => options}\n              renderOption={(optionProps, choice) => (\n                <li {...optionProps} key={choice.key}>\n                  <Stack direction=\"row\" spacing={1} sx={{ width: '100%', alignItems: 'baseline' }}>\n                    <Typography variant=\"body2\" sx={{ flex: 1 }}>\n                      {choice.label}\n                    </Typography>\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {formatMoney(choice.unitAmountCents, 'usd')}\n                    </Typography>\n                  </Stack>\n                </li>\n              )}\n              noOptionsText={search.trim() ? 'No active product matches' : 'Type a product name'}\n              renderInput={(params) => (\n                <TextField\n                  {...params}\n                  label=\"Product\"\n                  placeholder=\"Search this site's catalog\"\n                  autoFocus\n                  helperText={\n                    currency !== 'usd'\n                      ? `Catalog prices are in USD; this deal is in ${currency.toUpperCase()}. Check the unit amount.`\n                      : undefined\n                  }\n                />\n              )}\n            />\n          ) : (\n            <TextField\n              label=\"Name\"\n              value={name}\n              onChange={(event) => setName(event.target.value)}\n              autoFocus\n              fullWidth\n              slotProps={{ htmlInput: { maxLength: DEAL_LINE_ITEM_NAME_MAX } }}\n            />\n          )}\n          <Stack direction=\"row\" spacing={1}>\n            <TextField\n              label=\"Quantity\"\n              type=\"number\"\n              value={quantity}\n              onChange={(event) => setQuantity(event.target.value)}\n              sx={{ width: 120 }}\n              slotProps={{ htmlInput: { min: 1, max: DEAL_LINE_ITEM_QUANTITY_MAX, step: 1 } }}\n            />\n            <TextField\n              label={`Unit amount (${currency.toUpperCase()})`}\n              value={unit}\n              onChange={(event) => setUnit(event.target.value)}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { inputMode: 'decimal' } }}\n            />\n          </Stack>\n          {problem && (lineName || unit) ? 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package/src/lib/declarations.console-server.js

@@ -19,6 +19,8 @@ import { registerApiV1Resource, registerApiV1UsageFigures } from "@aglyn/tenant-
 import { listPluginMembershipDetachers, registerPluginMembershipDetacher } from "@aglyn/aglyn/plugin-manager/plugin-membership-detach";
 import { registerPluginPersonRecordsEraser } from "@aglyn/aglyn/plugin-manager/plugin-person-erasure";
 import { registerPluginTransferResource } from "@aglyn/aglyn/plugin-manager/plugin-transfer-resources";
+import { registerPluginSearchSources } from "@aglyn/aglyn/plugin-manager/plugin-search-sources";
+import { CRM_SEARCH_SOURCES } from "./model/crm-search-sources.js";
 import { registerPluginResourceDraftWriter } from "@aglyn/aglyn/plugin-manager/plugin-resource-drafts";
 import { BUNDLE_ID } from "./constants/bundle-common.js";
 import { checkCrmFieldSetup, checkCrmPipelineSetup, CRM_FIELD_SETUP_RESOURCE, CRM_PIPELINE_SETUP_RESOURCE } from "./model/crm-setup-content.js";
@@ -184,6 +186,14 @@ let setupLoading = null;
             pluginId: BUNDLE_ID
         });
     }
+    // What the native apps' one box finds in the record system (AGL-3943): the
+    // palette's own six groups, under the gates the CRM's console extension
+    // puts on them.
+    registerPluginSearchSources(CRM_SEARCH_SOURCES, {
+        pluginId: BUNDLE_ID,
+        featureFlag: 'crm',
+        permission: 'data.manage'
+    });
 }
 
 //# sourceMappingURL=declarations.console-server.js.map

package/src/lib/declarations.console-server.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { registerPluginPersonRecordsEraser } from '@aglyn/aglyn/plugin-manager/plugin-person-erasure'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport {\n  registerPluginResourceDraftWriter,\n  type PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  CRM_FIELD_SETUP_RESOURCE,\n  CRM_PIPELINE_SETUP_RESOURCE,\n} from './model/crm-setup-content'\nimport { checkCrmPicklistValuesSetup, CRM_PICKLIST_VALUES_SETUP_RESOURCE } from './model/crm-picklist-setup-content'\nimport { registerCrmSetupAiCapabilities } from './server/crm-setup-ai-capabilities'\nimport { crmTransferPlanGate, registerCrmTransferResources } from './transfer/register'\nimport {\n  CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplateDependencies,\n  remapCrmEmailTemplateIds,\n  type CrmEmailTemplatePackageContent,\n} from './transfer/email-templates-package'\n\ntype CrmSetupWriters = typeof import('./server/crm-setup-writers.server')\nlet setupLoading: Promise<CrmSetupWriters> | null = null\n\n/** The CRM's setup writers over the Admin SDK (AGL-3746), loaded on their first read or write. */\nfunction setupWriters(): Promise<CrmSetupWriters> {\n  setupLoading ??= import('./server/crm-setup-writers.server').catch((error: unknown) => {\n    setupLoading = null\n    throw error\n  })\n  return setupLoading\n}\n\n/**\n * A setup writer as boot registers it: the check is pure and answers at once;\n * the hooks that read or write load the Admin SDK half on first use.\n */\nfunction lazySetupWriter(\n  check: (content: Readonly<Record<string, unknown>>) => ReturnType<PluginResourceDraftWriter['check']>,\n  writer: (module: CrmSetupWriters) => PluginResourceDraftWriter,\n): PluginResourceDraftWriter {\n  return {\n    check: (content) => check(content),\n    refusal: async (context) => writer(await setupWriters()).refusal(context),\n    read: async (context) => writer(await setupWriters()).read(context),\n    write: async (request) => writer(await setupWriters()).write(request),\n  }\n}\n\n/** The `crm-pipeline` writer as boot registers it. */\nexport const lazyCrmPipelineSetupWriter = lazySetupWriter(\n  checkCrmPipelineSetup,\n  (module) => module.crmPipelineSetupWriter,\n)\n\n/** The `crm-field` writer as boot registers it. */\nexport const lazyCrmFieldSetupWriter = lazySetupWriter(\n  checkCrmFieldSetup,\n  (module) => module.crmFieldSetupWriter,\n)\n\n/** The `crm-picklist-values` writer as boot registers it (AGL-3756). */\nexport const lazyCrmPicklistValuesSetupWriter = lazySetupWriter(\n  checkCrmPicklistValuesSetup,\n  (module) => module.crmPicklistValuesSetupWriter,\n)\n\n/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */\nconst templatesPackage = async () =>\n  (await import('./transfer/email-templates-package.server')).createCrmEmailTemplatesPackage()\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It registers the server half of the CRM's import and export resources\n * (`transfer/register.ts`).\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  // Email templates in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await templatesPackage()).items(ctx),\n      dependencies: (item) => crmEmailTemplateDependencies(item as CrmEmailTemplatePackageContent),\n      remapIds: (item, idMap) => remapCrmEmailTemplateIds(item as CrmEmailTemplatePackageContent, idMap),\n      readItems: async (ctx, ids) => (await templatesPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await templatesPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await templatesPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await templatesPackage()).problems(ctx, write as never),\n      rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n      planGate: crmTransferPlanGate('email templates'),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record system's share of a person erasure (AGL-2623, AGL-3080): it\n  // names the person's contacts before anybody erases, and erases them, their\n  // satellites and their lead after everybody else. Required, and loaded with\n  // the first erasure.\n  registerPluginPersonRecordsEraser(\n    {\n      locate: async (target) => (await import('./server/person-eraser')).crmPersonEraser().locate(target),\n      erase: async (request) => (await import('./server/person-eraser')).crmPersonEraser().erase(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's setup an AI build asks for (AGL-3746): a pipeline and a custom\n  // field, saved by these writers under the CRM's rules, and the operations\n  // the build plans for them. The console runs AI jobs (AGL-3026).\n  registerPluginResourceDraftWriter(CRM_PIPELINE_SETUP_RESOURCE, lazyCrmPipelineSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_FIELD_SETUP_RESOURCE, lazyCrmFieldSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_PICKLIST_VALUES_SETUP_RESOURCE, lazyCrmPicklistValuesSetupWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  registerCrmSetupAiCapabilities()\n  // What the CRM imports and exports (AGL-3527): each resource's module\n  // loads with the first transfer that asks for it.\n  registerCrmTransferResources(BUNDLE_ID)\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/declarations.console-server.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\n// The registry's own module, not the data layer's barrel: boot needs one\n// registry, not the whole server surface.\nimport {\n  type ApiV1ResourceHandler,\n  registerApiV1Resource,\n  registerApiV1UsageFigures,\n} from '@aglyn/tenant-data-admin/server/api-v1-resources'\nimport {\n  listPluginMembershipDetachers,\n  registerPluginMembershipDetacher,\n} from '@aglyn/aglyn/plugin-manager/plugin-membership-detach'\nimport { registerPluginPersonRecordsEraser } from '@aglyn/aglyn/plugin-manager/plugin-person-erasure'\nimport { registerPluginTransferResource } from '@aglyn/aglyn/plugin-manager/plugin-transfer-resources'\nimport { registerPluginSearchSources } from '@aglyn/aglyn/plugin-manager/plugin-search-sources'\nimport { CRM_SEARCH_SOURCES } from './model/crm-search-sources'\nimport {\n  registerPluginResourceDraftWriter,\n  type PluginResourceDraftWriter,\n} from '@aglyn/aglyn/plugin-manager/plugin-resource-drafts'\nimport { BUNDLE_ID } from './constants/bundle-common'\nimport {\n  checkCrmFieldSetup,\n  checkCrmPipelineSetup,\n  CRM_FIELD_SETUP_RESOURCE,\n  CRM_PIPELINE_SETUP_RESOURCE,\n} from './model/crm-setup-content'\nimport { checkCrmPicklistValuesSetup, CRM_PICKLIST_VALUES_SETUP_RESOURCE } from './model/crm-picklist-setup-content'\nimport { registerCrmSetupAiCapabilities } from './server/crm-setup-ai-capabilities'\nimport { crmTransferPlanGate, registerCrmTransferResources } from './transfer/register'\nimport {\n  CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n  CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n  crmEmailTemplateDependencies,\n  remapCrmEmailTemplateIds,\n  type CrmEmailTemplatePackageContent,\n} from './transfer/email-templates-package'\n\ntype CrmSetupWriters = typeof import('./server/crm-setup-writers.server')\nlet setupLoading: Promise<CrmSetupWriters> | null = null\n\n/** The CRM's setup writers over the Admin SDK (AGL-3746), loaded on their first read or write. */\nfunction setupWriters(): Promise<CrmSetupWriters> {\n  setupLoading ??= import('./server/crm-setup-writers.server').catch((error: unknown) => {\n    setupLoading = null\n    throw error\n  })\n  return setupLoading\n}\n\n/**\n * A setup writer as boot registers it: the check is pure and answers at once;\n * the hooks that read or write load the Admin SDK half on first use.\n */\nfunction lazySetupWriter(\n  check: (content: Readonly<Record<string, unknown>>) => ReturnType<PluginResourceDraftWriter['check']>,\n  writer: (module: CrmSetupWriters) => PluginResourceDraftWriter,\n): PluginResourceDraftWriter {\n  return {\n    check: (content) => check(content),\n    refusal: async (context) => writer(await setupWriters()).refusal(context),\n    read: async (context) => writer(await setupWriters()).read(context),\n    write: async (request) => writer(await setupWriters()).write(request),\n  }\n}\n\n/** The `crm-pipeline` writer as boot registers it. */\nexport const lazyCrmPipelineSetupWriter = lazySetupWriter(\n  checkCrmPipelineSetup,\n  (module) => module.crmPipelineSetupWriter,\n)\n\n/** The `crm-field` writer as boot registers it. */\nexport const lazyCrmFieldSetupWriter = lazySetupWriter(\n  checkCrmFieldSetup,\n  (module) => module.crmFieldSetupWriter,\n)\n\n/** The `crm-picklist-values` writer as boot registers it (AGL-3756). */\nexport const lazyCrmPicklistValuesSetupWriter = lazySetupWriter(\n  checkCrmPicklistValuesSetup,\n  (module) => module.crmPicklistValuesSetupWriter,\n)\n\n/** The email templates package's server half (AGL-3535), loaded when an import or export first asks. */\nconst templatesPackage = async () =>\n  (await import('./transfer/email-templates-package.server')).createCrmEmailTemplatesPackage()\n\n/**\n * The plan feature every CRM resource of `/v1` needs, and the sentence its\n * refusal says (AGL-2611, AGL-2851): the whole CRM is included from\n * Starter, so a Free workspace reads and changes none of it over the API. A\n * capture still records people on every plan; working them is the CRM.\n */\nconst CRM_SUITE = {\n  feature: 'crm',\n  message:\n    'The CRM — contacts, leads, companies, deals, tasks, pipelines, ' +\n    'activities and email templates — is not included in this organization’s plan',\n} as const\n\n/**\n * The CRM's resources on the customer REST API, each handler loaded with the\n * first request for it. In the order the API root lists them: the people\n * first, then the records a team keeps about them, then a site's leads\n * (`/v1/leads?siteId=`, a top-level path with the site as a parameter), then\n * the letters sent from a record (AGL-2658).\n */\nconst CRM_API_V1_RESOURCES: ReadonlyArray<readonly [string, ApiV1ResourceHandler]> = [\n  ['contacts', async (...args) => (await import('./server/api-v1/contacts')).handleContacts(...args)],\n  ['companies', async (...args) => (await import('./server/api-v1/crm-companies')).handleCompanies(...args)],\n  ['pipelines', async (...args) => (await import('./server/api-v1/crm-pipelines')).handlePipelines(...args)],\n  ['deals', async (...args) => (await import('./server/api-v1/crm-deals')).handleDeals(...args)],\n  ['tasks', async (...args) => (await import('./server/api-v1/crm-tasks')).handleTasks(...args)],\n  ['activities', async (...args) => (await import('./server/api-v1/crm-activities')).handleActivities(...args)],\n  ['leads', async (...args) => (await import('./server/api-v1/crm-leads')).handleLeads(...args)],\n  [\n    'email-templates',\n    async (...args) => (await import('./server/api-v1/crm-email-templates')).handleEmailTemplates(...args),\n  ],\n]\n\n/**\n * The CRM's CONSOLE-ONLY server declarations, named under\n * `consoleServerDeclarations` in `plugins.config.json` and run at the\n * console's boot.\n *\n * It serves the CRM's resources of `/v1` (AGL-2606): the console's router\n * owns the pipeline in front of them — the key, the plan's API access, the\n * quota, the rate limit, the error envelope — and hands every request under\n * `/v1/contacts`, `/v1/deals` and the rest to the CRM once the key is\n * authenticated and the organization's plan carries the CRM. Each resource\n * brings its description for the API's OpenAPI document, and the CRM's\n * records band and collection sizes join `GET /v1/usage`. The API is the\n * console's alone, so the tenant runtime does not register them.\n *\n * It registers the server half of the CRM's import and export resources\n * (`transfer/register.ts`).\n *\n * It also clears a removed container off the CRM's records: a campaign is\n * deleted from the console, and its owner asks every plugin's membership\n * detacher first (`server/container-detach.ts`).\n *\n * Light at boot: each resource's module is imported with its first request,\n * the descriptions when the document is first built, and the usage reader\n * with the first usage call.\n * Registering again replaces this plugin's own entries, so a second call (a\n * hot reload, a spec) is harmless.\n */\nexport function registerCrmConsoleServerDeclarations(): void {\n  // Email templates in a workspace package (AGL-3535).\n  registerPluginTransferResource(\n    CRM_EMAIL_TEMPLATES_TRANSFER_KEY,\n    {\n      items: async (ctx) => (await templatesPackage()).items(ctx),\n      dependencies: (item) => crmEmailTemplateDependencies(item as CrmEmailTemplatePackageContent),\n      remapIds: (item, idMap) => remapCrmEmailTemplateIds(item as CrmEmailTemplatePackageContent, idMap),\n      readItems: async (ctx, ids) => (await templatesPackage()).readItems(ctx, ids),\n      writeItems: async (ctx, items, writer) => (await templatesPackage()).writeItems(ctx, items as never, writer),\n      revertItems: async (ctx, steps) => (await templatesPackage()).revertItems(ctx, steps as never),\n      problems: async (ctx, write) => (await templatesPackage()).problems(ctx, write as never),\n      rules: CRM_EMAIL_TEMPLATE_PACKAGE_RULES,\n      planGate: crmTransferPlanGate('email templates'),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  // The record system's share of a person erasure (AGL-2623, AGL-3080): it\n  // names the person's contacts before anybody erases, and erases them, their\n  // satellites and their lead after everybody else. Required, and loaded with\n  // the first erasure.\n  registerPluginPersonRecordsEraser(\n    {\n      locate: async (target) => (await import('./server/person-eraser')).crmPersonEraser().locate(target),\n      erase: async (request) => (await import('./server/person-eraser')).crmPersonEraser().erase(request),\n    },\n    { pluginId: BUNDLE_ID },\n  )\n  for (const [resource, handle] of CRM_API_V1_RESOURCES) {\n    registerApiV1Resource(\n      resource,\n      {\n        handle,\n        entitlement: CRM_SUITE,\n        describe: async () =>\n          (await import('./server/api-v1/openapi')).CRM_API_V1_DESCRIPTIONS[resource],\n      },\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  registerApiV1UsageFigures(\n    async (ctx) => (await import('./server/api-v1/usage')).crmUsageFigures(ctx),\n    { pluginId: BUNDLE_ID },\n  )\n  // The CRM's setup an AI build asks for (AGL-3746): a pipeline and a custom\n  // field, saved by these writers under the CRM's rules, and the operations\n  // the build plans for them. The console runs AI jobs (AGL-3026).\n  registerPluginResourceDraftWriter(CRM_PIPELINE_SETUP_RESOURCE, lazyCrmPipelineSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_FIELD_SETUP_RESOURCE, lazyCrmFieldSetupWriter, { pluginId: BUNDLE_ID })\n  registerPluginResourceDraftWriter(CRM_PICKLIST_VALUES_SETUP_RESOURCE, lazyCrmPicklistValuesSetupWriter, {\n    pluginId: BUNDLE_ID,\n  })\n  registerCrmSetupAiCapabilities()\n  // What the CRM imports and exports (AGL-3527): each resource's module\n  // loads with the first transfer that asks for it.\n  registerCrmTransferResources(BUNDLE_ID)\n  // A removed container — a deleted campaign — comes off every lead and every\n  // contact facet naming it, before its owner removes it (AGL-3080).\n  if (!listPluginMembershipDetachers().includes(BUNDLE_ID)) {\n    registerPluginMembershipDetacher(\n      async (request) => (await import('./server/container-detach')).crmContainerDetacher(request),\n      { pluginId: BUNDLE_ID },\n    )\n  }\n  // What the native apps' one box finds in the record system (AGL-3943): the\n  // palette's own six groups, under the gates the CRM's console extension\n  // puts on them.\n  registerPluginSearchSources(CRM_SEARCH_SOURCES, {\n    pluginId: BUNDLE_ID,\n    featureFlag: 'crm',\n    permission: 'data.manage',\n  })\n}\n"],"names":["registerApiV1Resource","registerApiV1UsageFigures","listPluginMembershipDetachers","registerPluginMembershipDetacher","registerPluginPersonRecordsEraser","registerPluginTransferResource","registerPluginSearchSources","CRM_SEARCH_SOURCES","registerPluginResourceDraftWriter","BUNDLE_ID","checkCrmFieldSetup","checkCrmPipelineSetup","CRM_FIELD_SETUP_RESOURCE","CRM_PIPELINE_SETUP_RESOURCE","checkCrmPicklistValuesSetup","CRM_PICKLIST_VALUES_SETUP_RESOURCE","registerCrmSetupAiCapabilities","crmTransferPlanGate","registerCrmTransferResources","CRM_EMAIL_TEMPLATE_PACKAGE_RULES","CRM_EMAIL_TEMPLATES_TRANSFER_KEY","crmEmailTemplateDependencies","remapCrmEmailTemplateIds","setupLoading","setupWriters","catch","error","lazySetupWriter","check","writer","content","refusal","context","read","write","request","lazyCrmPipelineSetupWriter","module","crmPipelineSetupWriter","lazyCrmFieldSetupWriter","crmFieldSetupWriter","lazyCrmPicklistValuesSetupWriter","crmPicklistValuesSetupWriter","templatesPackage","createCrmEmailTemplatesPackage","CRM_SUITE","feature","message","CRM_API_V1_RESOURCES","args","handleContacts","handleCompanies","handlePipelines","handleDeals","handleTasks","handleActivities","handleLeads","handleEmailTemplates","registerCrmConsoleServerDeclarations","items","ctx","dependencies","item","remapIds","idMap","readItems","ids","writeItems","revertItems","steps","problems","rules","planGate","pluginId","locate","target","crmPersonEraser","erase","resource","handle","entitlement","describe","CRM_API_V1_DESCRIPTIONS","crmUsageFigures","includes","crmContainerDetacher","featureFlag","permission"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,yEAAyE;AACzE,0CAA0C;AAC1C,SAEEA,qBAAqB,EACrBC,yBAAyB,QACpB,mDAAkD;AACzD,SACEC,6BAA6B,EAC7BC,gCAAgC,QAC3B,uDAAsD;AAC7D,SAASC,iCAAiC,QAAQ,oDAAmD;AACrG,SAASC,8BAA8B,QAAQ,wDAAuD;AACtG,SAASC,2BAA2B,QAAQ,oDAAmD;AAC/F,SAASC,kBAAkB,QAAQ,gCAA4B;AAC/D,SACEC,iCAAiC,QAE5B,qDAAoD;AAC3D,SAASC,SAAS,QAAQ,+BAA2B;AACrD,SACEC,kBAAkB,EAClBC,qBAAqB,EACrBC,wBAAwB,EACxBC,2BAA2B,QACtB,+BAA2B;AAClC,SAASC,2BAA2B,EAAEC,kCAAkC,QAAQ,wCAAoC;AACpH,SAASC,8BAA8B,QAAQ,wCAAoC;AACnF,SAASC,mBAAmB,EAAEC,4BAA4B,QAAQ,yBAAqB;AACvF,SACEC,gCAAgC,EAChCC,gCAAgC,EAChCC,4BAA4B,EAC5BC,wBAAwB,QAEnB,wCAAoC;AAG3C,IAAIC,eAAgD;AAEpD,gGAAgG,GAChG,SAASC;IACPD,uBAAAA,eAAAA,eAAiB,MAAM,CAAC,wCAAqCE,KAAK,CAAC,CAACC;QAClEH,eAAe;QACf,MAAMG;IACR;IACA,OAAOH;AACT;AAEA;;;CAGC,GACD,SAASI,gBACPC,KAAqG,EACrGC,MAA8D;IAE9D,OAAO;QACLD,OAAO,CAACE,UAAYF,MAAME;QAC1BC,SAAS,OAAOC,UAAYH,OAAO,MAAML,gBAAgBO,OAAO,CAACC;QACjEC,MAAM,OAAOD,UAAYH,OAAO,MAAML,gBAAgBS,IAAI,CAACD;QAC3DE,OAAO,OAAOC,UAAYN,OAAO,MAAML,gBAAgBU,KAAK,CAACC;IAC/D;AACF;AAEA,oDAAoD,GACpD,OAAO,MAAMC,6BAA6BT,gBACxChB,uBACA,CAAC0B,SAAWA,OAAOC,sBAAsB,EAC1C;AAED,iDAAiD,GACjD,OAAO,MAAMC,0BAA0BZ,gBACrCjB,oBACA,CAAC2B,SAAWA,OAAOG,mBAAmB,EACvC;AAED,sEAAsE,GACtE,OAAO,MAAMC,mCAAmCd,gBAC9Cb,6BACA,CAACuB,SAAWA,OAAOK,4BAA4B,EAChD;AAED,sGAAsG,GACtG,MAAMC,mBAAmB,UACvB,AAAC,CAAA,MAAM,MAAM,CAAC,+CAA2C,EAAGC,8BAA8B;AAE5F;;;;;CAKC,GACD,MAAMC,YAAY;IAChBC,SAAS;IACTC,SACE,oEACA;AACJ;AAEA;;;;;;CAMC,GACD,MAAMC,uBAA+E;IACnF;QAAC;QAAY,OAAO,GAAGC,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,8BAA0B,EAAGC,cAAc,IAAID;KAAM;IACnG;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGE,eAAe,IAAIF;KAAM;IAC1G;QAAC;QAAa,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,mCAA+B,EAAGG,eAAe,IAAIH;KAAM;IAC1G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGI,WAAW,IAAIJ;KAAM;IAC9F;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGK,WAAW,IAAIL;KAAM;IAC9F;QAAC;QAAc,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,oCAAgC,EAAGM,gBAAgB,IAAIN;KAAM;IAC7G;QAAC;QAAS,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,+BAA2B,EAAGO,WAAW,IAAIP;KAAM;IAC9F;QACE;QACA,OAAO,GAAGA,OAAS,AAAC,CAAA,MAAM,MAAM,CAAC,yCAAqC,EAAGQ,oBAAoB,IAAIR;KAClG;CACF;AAED;;;;;;;;;;;;;;;;;;;;;;;;;;CA0BC,GACD,OAAO,SAASS;IACd,qDAAqD;IACrDrD,+BACEe,kCACA;QACEuC,OAAO,OAAOC,MAAQ,AAAC,CAAA,MAAMjB,kBAAiB,EAAGgB,KAAK,CAACC;QACvDC,cAAc,CAACC,OAASzC,6BAA6ByC;QACrDC,UAAU,CAACD,MAAME,QAAU1C,yBAAyBwC,MAAwCE;QAC5FC,WAAW,OAAOL,KAAKM,MAAQ,AAAC,CAAA,MAAMvB,kBAAiB,EAAGsB,SAAS,CAACL,KAAKM;QACzEC,YAAY,OAAOP,KAAKD,OAAO9B,SAAW,AAAC,CAAA,MAAMc,kBAAiB,EAAGwB,UAAU,CAACP,KAAKD,OAAgB9B;QACrGuC,aAAa,OAAOR,KAAKS,QAAU,AAAC,CAAA,MAAM1B,kBAAiB,EAAGyB,WAAW,CAACR,KAAKS;QAC/EC,UAAU,OAAOV,KAAK1B,QAAU,AAAC,CAAA,MAAMS,kBAAiB,EAAG2B,QAAQ,CAACV,KAAK1B;QACzEqC,OAAOpD;QACPqD,UAAUvD,oBAAoB;IAChC,GACA;QAAEwD,UAAUhE;IAAU;IAExB,yEAAyE;IACzE,4EAA4E;IAC5E,4EAA4E;IAC5E,qBAAqB;IACrBL,kCACE;QACEsE,QAAQ,OAAOC,SAAW,AAAC,CAAA,MAAM,MAAM,CAAC,4BAAwB,EAAGC,eAAe,GAAGF,MAAM,CAACC;QAC5FE,OAAO,OAAO1C,UAAY,AAAC,CAAA,MAAM,MAAM,CAAC,4BAAwB,EAAGyC,eAAe,GAAGC,KAAK,CAAC1C;IAC7F,GACA;QAAEsC,UAAUhE;IAAU;IAExB,KAAK,MAAM,CAACqE,UAAUC,OAAO,IAAI/B,qBAAsB;QACrDhD,sBACE8E,UACA;YACEC;YACAC,aAAanC;YACboC,UAAU,UACR,AAAC,CAAA,MAAM,MAAM,CAAC,6BAAyB,EAAGC,uBAAuB,CAACJ,SAAS;QAC/E,GACA;YAAEL,UAAUhE;QAAU;IAE1B;IACAR,0BACE,OAAO2D,MAAQ,AAAC,CAAA,MAAM,MAAM,CAAC,2BAAuB,EAAGuB,eAAe,CAACvB,MACvE;QAAEa,UAAUhE;IAAU;IAExB,2EAA2E;IAC3E,0EAA0E;IAC1E,iEAAiE;IAC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package/src/lib/native-nav.d.ts

@@ -0,0 +1,19 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import { type NativeNavContribution, type NativeNavCreateContribution } from '@aglyn/aglyn/app-utils/native-nav';
+export declare const NATIVE_NAV_ROWS: readonly NativeNavContribution[];
+export declare const NATIVE_NAV_CREATE: readonly NativeNavCreateContribution[];

package/src/lib/native-nav.js

@@ -0,0 +1,95 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { nativeNavHubSection, nativeNavIcon, nativeNavRef } from "@aglyn/aglyn/app-utils/native-nav";
+/**
+ * The CRM in the native apps' navigation (AGL-3943): the rows this plugin
+ * adds to the manifest the shells draw, placed into the core's lists by
+ * `order` (`assembleNativeNav`, `generate:native-contracts`). Labels are the
+ * console's words, held by `apps/console/specs/native-nav-manifest.spec.ts`.
+ *
+ * Imports only the core's plain nav module, so the native contracts read it.
+ */ /**
+ * The row at either scope. The workspace's opens the console's org page
+ * (`orgNavItems`, `/[orgSlug]/crm`), the site's the site's hub; both list
+ * the same sections under the same ids.
+ */ function row(scope, order) {
+    return {
+        id: 'crm',
+        label: 'CRM',
+        icon: nativeNavIcon('person.text.rectangle', 'contact_mail'),
+        screen: 'crm.contacts',
+        pluginId: 'crm',
+        order,
+        keywords: [
+            'contacts',
+            'people',
+            'deals',
+            'tasks'
+        ],
+        sections: [
+            nativeNavHubSection(scope, '/crm', 'contacts', 'Contacts', 'crm.contacts'),
+            nativeNavHubSection(scope, '/crm', 'leads', 'Leads', 'crm.leads'),
+            nativeNavHubSection(scope, '/crm', 'companies', 'Companies', 'crm.companies'),
+            nativeNavHubSection(scope, '/crm', 'deals', 'Deals', 'crm.deals'),
+            nativeNavHubSection(scope, '/crm', 'tasks', 'Tasks', 'crm.tasks'),
+            nativeNavHubSection(scope, '/crm', 'reports', 'Reports', 'crm.reports'),
+            nativeNavHubSection(scope, '/crm', 'fields', 'Fields', 'crm.fields'),
+            nativeNavHubSection(scope, '/crm', 'settings', 'Settings', 'crm.settings')
+        ],
+        docs: scope === 'org' ? '/content-and-data/crm/overview#at-the-organization-level' : '/content-and-data/crm/overview',
+        console: nativeNavRef(scope === 'org' ? 'orgPluginTab' : 'hostPluginTab', '/crm')
+    };
+}
+export const NATIVE_NAV_ROWS = [
+    {
+        list: 'workspace',
+        group: 'workspace',
+        row: row('org', 20)
+    },
+    {
+        list: 'site',
+        group: 'customers',
+        row: row('host', 20)
+    }
+];
+/** A contact, at either scope: the console's "New contact" on the CRM's Contacts. */ function contact(scope, order) {
+    return {
+        id: 'contact',
+        label: 'Contact',
+        icon: nativeNavIcon('person.badge.plus', 'person_add'),
+        screen: 'crm.contacts',
+        params: {
+            new: '1'
+        },
+        pluginId: 'crm',
+        permission: 'data.manage',
+        planFeature: 'crm',
+        order,
+        console: nativeNavRef(scope === 'org' ? 'orgPluginSection' : 'hostPluginSection', '/crm/contacts')
+    };
+}
+export const NATIVE_NAV_CREATE = [
+    {
+        scope: 'workspace',
+        item: contact('org', 20)
+    },
+    {
+        scope: 'site',
+        item: contact('host', 70)
+    }
+];
+
+//# sourceMappingURL=native-nav.js.map

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+{"version":3,"sources":["../../../../../../libs/plugins/crm/src/lib/native-nav.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type NativeNavContribution,\n  type NativeNavCreateContribution,\n  type NativeNavRow,\n  nativeNavHubSection,\n  nativeNavIcon,\n  nativeNavRef,\n} from '@aglyn/aglyn/app-utils/native-nav'\n\n/**\n * The CRM in the native apps' navigation (AGL-3943): the rows this plugin\n * adds to the manifest the shells draw, placed into the core's lists by\n * `order` (`assembleNativeNav`, `generate:native-contracts`). Labels are the\n * console's words, held by `apps/console/specs/native-nav-manifest.spec.ts`.\n *\n * Imports only the core's plain nav module, so the native contracts read it.\n */\n\n/**\n * The row at either scope. The workspace's opens the console's org page\n * (`orgNavItems`, `/[orgSlug]/crm`), the site's the site's hub; both list\n * the same sections under the same ids.\n */\nfunction row(scope: 'org' | 'host', order: number): NativeNavRow {\n  return {\n    id: 'crm',\n    label: 'CRM',\n    icon: nativeNavIcon('person.text.rectangle', 'contact_mail'),\n    screen: 'crm.contacts',\n    pluginId: 'crm',\n    order,\n    keywords: ['contacts', 'people', 'deals', 'tasks'],\n    sections: [\n      nativeNavHubSection(scope, '/crm', 'contacts', 'Contacts', 'crm.contacts'),\n      nativeNavHubSection(scope, '/crm', 'leads', 'Leads', 'crm.leads'),\n      nativeNavHubSection(scope, '/crm', 'companies', 'Companies', 'crm.companies'),\n      nativeNavHubSection(scope, '/crm', 'deals', 'Deals', 'crm.deals'),\n      nativeNavHubSection(scope, '/crm', 'tasks', 'Tasks', 'crm.tasks'),\n      nativeNavHubSection(scope, '/crm', 'reports', 'Reports', 'crm.reports'),\n      nativeNavHubSection(scope, '/crm', 'fields', 'Fields', 'crm.fields'),\n      nativeNavHubSection(scope, '/crm', 'settings', 'Settings', 'crm.settings'),\n    ],\n    docs: scope === 'org' ? '/content-and-data/crm/overview#at-the-organization-level' : '/content-and-data/crm/overview',\n    console: nativeNavRef(scope === 'org' ? 'orgPluginTab' : 'hostPluginTab', '/crm'),\n  }\n}\n\nexport const NATIVE_NAV_ROWS: readonly NativeNavContribution[] = [\n  { list: 'workspace', group: 'workspace', row: row('org', 20) },\n  { list: 'site', group: 'customers', row: row('host', 20) },\n]\n\n/** A contact, at either scope: the console's \"New contact\" on the CRM's Contacts. */\nfunction contact(scope: 'org' | 'host', order: number): NativeNavCreateContribution['item'] {\n  return {\n    id: 'contact',\n    label: 'Contact',\n    icon: nativeNavIcon('person.badge.plus', 'person_add'),\n    screen: 'crm.contacts',\n    params: { new: '1' },\n    pluginId: 'crm',\n    permission: 'data.manage',\n    planFeature: 'crm',\n    order,\n    console: nativeNavRef(scope === 'org' ? 'orgPluginSection' : 'hostPluginSection', '/crm/contacts'),\n  }\n}\n\nexport const NATIVE_NAV_CREATE: readonly NativeNavCreateContribution[] = [\n  { scope: 'workspace', item: contact('org', 20) },\n  { scope: 'site', item: contact('host', 70) },\n]\n"],"names":["nativeNavHubSection","nativeNavIcon","nativeNavRef","row","scope","order","id","label","icon","screen","pluginId","keywords","sections","docs","console","NATIVE_NAV_ROWS","list","group","contact","params","new","permission","planFeature","NATIVE_NAV_CREATE","item"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAIEA,mBAAmB,EACnBC,aAAa,EACbC,YAAY,QACP,oCAAmC;AAE1C;;;;;;;CAOC,GAED;;;;CAIC,GACD,SAASC,IAAIC,KAAqB,EAAEC,KAAa;IAC/C,OAAO;QACLC,IAAI;QACJC,OAAO;QACPC,MAAMP,cAAc,yBAAyB;QAC7CQ,QAAQ;QACRC,UAAU;QACVL;QACAM,UAAU;YAAC;YAAY;YAAU;YAAS;SAAQ;QAClDC,UAAU;YACRZ,oBAAoBI,OAAO,QAAQ,YAAY,YAAY;YAC3DJ,oBAAoBI,OAAO,QAAQ,SAAS,SAAS;YACrDJ,oBAAoBI,OAAO,QAAQ,aAAa,aAAa;YAC7DJ,oBAAoBI,OAAO,QAAQ,SAAS,SAAS;YACrDJ,oBAAoBI,OAAO,QAAQ,SAAS,SAAS;YACrDJ,oBAAoBI,OAAO,QAAQ,WAAW,WAAW;YACzDJ,oBAAoBI,OAAO,QAAQ,UAAU,UAAU;YACvDJ,oBAAoBI,OAAO,QAAQ,YAAY,YAAY;SAC5D;QACDS,MAAMT,UAAU,QAAQ,6DAA6D;QACrFU,SAASZ,aAAaE,UAAU,QAAQ,iBAAiB,iBAAiB;IAC5E;AACF;AAEA,OAAO,MAAMW,kBAAoD;IAC/D;QAAEC,MAAM;QAAaC,OAAO;QAAad,KAAKA,IAAI,OAAO;IAAI;IAC7D;QAAEa,MAAM;QAAQC,OAAO;QAAad,KAAKA,IAAI,QAAQ;IAAI;CAC1D,CAAA;AAED,mFAAmF,GACnF,SAASe,QAAQd,KAAqB,EAAEC,KAAa;IACnD,OAAO;QACLC,IAAI;QACJC,OAAO;QACPC,MAAMP,cAAc,qBAAqB;QACzCQ,QAAQ;QACRU,QAAQ;YAAEC,KAAK;QAAI;QACnBV,UAAU;QACVW,YAAY;QACZC,aAAa;QACbjB;QACAS,SAASZ,aAAaE,UAAU,QAAQ,qBAAqB,qBAAqB;IACpF;AACF;AAEA,OAAO,MAAMmB,oBAA4D;IACvE;QAAEnB,OAAO;QAAaoB,MAAMN,QAAQ,OAAO;IAAI;IAC/C;QAAEd,OAAO;QAAQoB,MAAMN,QAAQ,QAAQ;IAAI;CAC5C,CAAA"}