@aglyn/plugins-crm 1.0.0-beta.293 → 1.0.0

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-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_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n *\n * The line under the stepper reads the deal's own probability and forecast\n * category (AGL-3516) — a move gives it the new stage's, which the route\n * stamps, and the stepper says so on hover.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n  const current = activeIndex === -1 ? null : stages[activeIndex]\n  const probability = dealProbability(deal, current)\n  const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)]\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n            {stages.map((stage, index) => (\n              <Step key={stage.id} completed={index < activeIndex}>\n                <StepButton\n                  title={`Move here: ${stage.probability}% likely to close`}\n                  disabled={busy || stage.id === deal.stageId}\n                  onClick={() =>\n                    void run(\n                      () => api.moveToStage(deal, stage.id),\n                      `Moved to ${stage.name}`,\n                    )\n                  }\n                >\n                  {stage.name}\n                </StepButton>\n              </Step>\n            ))}\n          </Stepper>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {!current\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` +\n                `${probability ?? current.probability}% likely to close · ${forecast}`}\n          </Typography>\n        </Stack>\n      )}\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-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_FORECAST_CATEGORY_LABELS,\n  dealForecastCategory,\n  dealProbability,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Button,\n  Chip,\n  ListItemIcon,\n  ListItemText,\n  Menu,\n  MenuItem,\n  Stack,\n  Step,\n  StepButton,\n  StepLabel,\n  Stepper,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  closingStage,\n  daysInStage,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n  deal: DealDoc\n  pipeline: PipelineDoc | null\n  api: DealStageApi\n  nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A path across the whole pipeline, the way Salesforce draws one: every open\n * stage — click one to move there — and then one closing step, so the stages\n * still ahead of the deal are always in view and the path ends where every\n * deal ends. The closing step reads \"Closed\" while the deal is open and asks\n * won or lost when chosen, the same two moves as the buttons in the header;\n * once the deal is closed it reads the pipeline's own name for the verdict.\n * Every move calls the stage route, never Firestore: the move is what an\n * automation listens for, and the route is the only writer that emits it.\n * Under a closed deal's path sits the verdict — when, and why — and a way\n * back: reopening is a move into an open stage, which the route emits as\n * `dealStageChanged` like any other move.\n *\n * The line under the stepper reads the deal's own probability and forecast\n * category (AGL-3516) — a move gives it the new stage's, which the route\n * stamps, and the stepper says so on hover.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n  const { deal, pipeline, api, nowMs } = props\n  const { enqueueSnackbar } = useSnackbar()\n  const [busy, setBusy] = useState(false)\n  const [losing, setLosing] = useState(false)\n  const [closeMenu, setCloseMenu] = useState<HTMLElement | null>(null)\n  const stages = openStages(pipeline)\n  const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n  const wonName = closingStage(pipeline, 'won')?.name ?? DEAL_STATUS_LABELS.won\n  const lostName = closingStage(pipeline, 'lost')?.name ?? DEAL_STATUS_LABELS.lost\n\n  const run = useCallback(\n    async (request: () => Promise<unknown>, done: string) => {\n      setBusy(true)\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [enqueueSnackbar],\n  )\n\n  const closed = deal.status !== 'open'\n  const days = daysInStage(deal, nowMs)\n  const current = activeIndex === -1 ? null : stages[activeIndex]\n  const probability = dealProbability(deal, current)\n  const forecast = CRM_FORECAST_CATEGORY_LABELS[dealForecastCategory(deal, current)]\n\n  const path = (\n    <Stepper nonLinear activeStep={closed ? stages.length : activeIndex} alternativeLabel>\n      {stages.map((stage, index) => (\n        <Step key={stage.id} completed={closed || index < activeIndex}>\n          <StepButton\n            title={closed ? undefined : `Move here: ${stage.probability}% likely to close`}\n            disabled={busy || closed || stage.id === deal.stageId}\n            onClick={() =>\n              void run(() => api.moveToStage(deal, stage.id), `Moved to ${stage.name}`)\n            }\n          >\n            {stage.name}\n          </StepButton>\n        </Step>\n      ))}\n      <Step key=\"$closed\" completed={deal.status === 'won'}>\n        <StepButton\n          data-testid=\"deal-stage-closing-step\"\n          title={closed ? undefined : 'Close the deal as won or lost'}\n          disabled={busy || closed}\n          onClick={(event) => setCloseMenu(event.currentTarget)}\n          icon={\n            deal.status === 'won' ? (\n              <MdiIcon path={mdiTrophyOutline.path} color=\"success\" fontSize=\"medium\" />\n            ) : deal.status === 'lost' ? (\n              <MdiIcon path={mdiThumbDownOutline.path} color=\"error\" fontSize=\"medium\" />\n            ) : undefined\n          }\n        >\n          <StepLabel error={deal.status === 'lost'}>\n            {deal.status === 'won' ? wonName : deal.status === 'lost' ? lostName : 'Closed'}\n          </StepLabel>\n        </StepButton>\n      </Step>\n    </Stepper>\n  )\n\n  return (\n    <CardDisplay\n      header={'Stage'}\n      help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n      HeaderProps={{\n        action: !closed ? (\n          <Stack direction=\"row\" spacing={1}>\n            <Button\n              size=\"small\"\n              color=\"success\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n              onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n            >\n              {'Won'}\n            </Button>\n            <Button\n              size=\"small\"\n              color=\"error\"\n              variant=\"outlined\"\n              disabled={busy || !pipeline}\n              startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n              onClick={() => setLosing(true)}\n            >\n              {'Lost'}\n            </Button>\n          </Stack>\n        ) : null,\n      }}\n      contentGutterX\n      contentGutterY\n    >\n      {!pipeline ? (\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n        </Typography>\n      ) : closed ? (\n        <Stack spacing={1.5}>\n          {path}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            <Chip\n              label={DEAL_STATUS_LABELS[deal.status]}\n              color={deal.status === 'won' ? 'success' : 'default'}\n            />\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {typeof deal.closedAtMs === 'number'\n                ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n                : 'Closed'}\n            </Typography>\n          </Stack>\n          {deal.status === 'lost' && deal.lostReason ? (\n            <Typography variant=\"body2\">{deal.lostReason}</Typography>\n          ) : null}\n          <TextField\n            select\n            size=\"small\"\n            label=\"Reopen into\"\n            value=\"\"\n            disabled={busy}\n            onChange={(event) => {\n              const stageId = event.target.value\n              if (!stageId) return\n              void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n            }}\n            helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n            sx={{ maxWidth: 320 }}\n          >\n            <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n            {stages.map((stage) => (\n              <MenuItem key={stage.id} value={stage.id}>\n                {stage.name}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Stack>\n      ) : (\n        <Stack spacing={1.5}>\n          {path}\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n            {!current\n              ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n              : `${days} ${days === 1 ? 'day' : 'days'} in ${current.name} · ` +\n                `${probability ?? current.probability}% likely to close · ${forecast}`}\n          </Typography>\n        </Stack>\n      )}\n      <Menu anchorEl={closeMenu} open={Boolean(closeMenu)} onClose={() => setCloseMenu(null)}>\n        <MenuItem\n          onClick={() => {\n            setCloseMenu(null)\n            void run(() => api.markWon(deal), 'Deal won')\n          }}\n        >\n          <ListItemIcon>\n            <MdiIcon path={mdiTrophyOutline.path} color=\"success\" />\n          </ListItemIcon>\n          <ListItemText>{wonName}</ListItemText>\n        </MenuItem>\n        <MenuItem\n          onClick={() => {\n            setCloseMenu(null)\n            setLosing(true)\n          }}\n        >\n          <ListItemIcon>\n            <MdiIcon path={mdiThumbDownOutline.path} color=\"error\" />\n          </ListItemIcon>\n          <ListItemText>{lostName}</ListItemText>\n        </MenuItem>\n      </Menu>\n      <LostReasonDialog\n        open={losing}\n        dealTitle={deal.title}\n        busy={busy}\n        onClose={() => setLosing(false)}\n        onConfirm={(reason) =>\n          void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n            (ok) => ok && setLosing(false),\n          )\n        }\n      />\n    </CardDisplay>\n  )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default DealStageCard\n"],"names":["CRM_FORECAST_CATEGORY_LABELS","dealForecastCategory","dealProbability","pluginDocsHelp","mdiThumbDownOutline","mdiTrophyOutline","CardDisplay","MdiIcon","useSnackbar","Button","Chip","ListItemIcon","ListItemText","Menu","MenuItem","Stack","Step","StepButton","StepLabel","Stepper","TextField","Typography","useCallback","useState","closingStage","daysInStage","DEAL_STATUS_LABELS","openStages","LostReasonDialog","DealStageCard","props","deal","pipeline","api","nowMs","enqueueSnackbar","busy","setBusy","losing","setLosing","closeMenu","setCloseMenu","stages","activeIndex","findIndex","stage","id","stageId","wonName","name","won","lostName","lost","run","request","done","variant","persist","error","Error","message","allowDuplicate","closed","status","days","current","probability","forecast","path","nonLinear","activeStep","length","alternativeLabel","map","index","completed","title","undefined","disabled","onClick","moveToStage","data-testid","event","currentTarget","icon","color","fontSize","header","help","anchor","HeaderProps","action","direction","spacing","size","startIcon","markWon","contentGutterX","contentGutterY","sx","alignItems","label","closedAtMs","Date","toLocaleDateString","lostReason","select","value","onChange","target","helperText","maxWidth","textAlign","anchorEl","open","Boolean","onClose","dealTitle","onConfirm","reason","markLost","then","ok","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,4BAA4B,EAC5BC,oBAAoB,EACpBC,eAAe,EACfC,cAAc,QACT,eAAc;AACrB,SAASC,mBAAmB,EAAEC,gBAAgB,QAAQ,yBAAwB;AAC9E,SAASC,WAAW,EAAEC,OAAO,QAAQ,uBAAsB;AAC3D,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SACEC,MAAM,EACNC,IAAI,EACJC,YAAY,EACZC,YAAY,EACZC,IAAI,EACJC,QAAQ,EACRC,KAAK,EACLC,IAAI,EACJC,UAAU,EACVC,SAAS,EACTC,OAAO,EACPC,SAAS,EACTC,UAAU,QACL,gBAAe;AACtB,SAASC,WAAW,EAAEC,QAAQ,QAAQ,QAAO;AAE7C,SACEC,YAAY,EACZC,WAAW,EACXC,kBAAkB,EAElBC,UAAU,QAEL,+BAA2B;AAClC,SAASC,gBAAgB,QAAQ,0BAAsB;AASvD;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASC,cAAcC,KAAyB;;QAQrCN,eACCA;IARjB,MAAM,EAAEO,IAAI,EAAEC,QAAQ,EAAEC,GAAG,EAAEC,KAAK,EAAE,GAAGJ;IACvC,MAAM,EAAEK,eAAe,EAAE,GAAG3B;IAC5B,MAAM,CAAC4B,MAAMC,QAAQ,GAAGd,SAAS;IACjC,MAAM,CAACe,QAAQC,UAAU,GAAGhB,SAAS;IACrC,MAAM,CAACiB,WAAWC,aAAa,GAAGlB,SAA6B;IAC/D,MAAMmB,SAASf,WAAWK;IAC1B,MAAMW,cAAcD,OAAOE,SAAS,CAAC,CAACC,QAAUA,MAAMC,EAAE,KAAKf,KAAKgB,OAAO;IACzE,MAAMC,mBAAUxB,gBAAAA,aAAaQ,UAAU,2BAAvBR,cAA+ByB,IAAI,mBAAIvB,mBAAmBwB,GAAG;IAC7E,MAAMC,qBAAW3B,iBAAAA,aAAaQ,UAAU,4BAAvBR,eAAgCyB,IAAI,oBAAIvB,mBAAmB0B,IAAI;IAEhF,MAAMC,MAAM/B,YACV,OAAOgC,SAAiCC;QACtClB,QAAQ;QACR,IAAI;YACF,MAAMiB;YACNnB,gBAAgBoB,MAAM;gBAAEC,SAAS;gBAAWC,SAAS;YAAM;YAC3D,OAAO;QACT,EAAE,OAAOC,OAAO;YACdvB,gBACEuB,iBAAiBC,QAAQD,MAAME,OAAO,GAAG,gCACzC;gBAAEJ,SAAS;gBAAWK,gBAAgB;YAAK;YAE7C,OAAO;QACT,SAAU;YACRxB,QAAQ;QACV;IACF,GACA;QAACF;KAAgB;IAGnB,MAAM2B,SAAS/B,KAAKgC,MAAM,KAAK;IAC/B,MAAMC,OAAOvC,YAAYM,MAAMG;IAC/B,MAAM+B,UAAUtB,gBAAgB,CAAC,IAAI,OAAOD,MAAM,CAACC,YAAY;IAC/D,MAAMuB,cAAchE,gBAAgB6B,MAAMkC;IAC1C,MAAME,WAAWnE,4BAA4B,CAACC,qBAAqB8B,MAAMkC,SAAS;IAElF,MAAMG,qBACJ,MAACjD;QAAQkD,SAAS;QAACC,YAAYR,SAASpB,OAAO6B,MAAM,GAAG5B;QAAa6B,gBAAgB;;YAClF9B,OAAO+B,GAAG,CAAC,CAAC5B,OAAO6B,sBAClB,KAAC1D;oBAAoB2D,WAAWb,UAAUY,QAAQ/B;8BAChD,cAAA,KAAC1B;wBACC2D,OAAOd,SAASe,YAAY,CAAC,WAAW,EAAEhC,MAAMqB,WAAW,CAAC,iBAAiB,CAAC;wBAC9EY,UAAU1C,QAAQ0B,UAAUjB,MAAMC,EAAE,KAAKf,KAAKgB,OAAO;wBACrDgC,SAAS,IACP,KAAK1B,IAAI,IAAMpB,IAAI+C,WAAW,CAACjD,MAAMc,MAAMC,EAAE,GAAG,CAAC,SAAS,EAAED,MAAMI,IAAI,EAAE;kCAGzEJ,MAAMI,IAAI;;mBARJJ,MAAMC,EAAE;0BAYrB,KAAC9B;gBAAmB2D,WAAW5C,KAAKgC,MAAM,KAAK;0BAC7C,cAAA,KAAC9C;oBACCgE,eAAY;oBACZL,OAAOd,SAASe,YAAY;oBAC5BC,UAAU1C,QAAQ0B;oBAClBiB,SAAS,CAACG,QAAUzC,aAAayC,MAAMC,aAAa;oBACpDC,MACErD,KAAKgC,MAAM,KAAK,sBACd,KAACxD;wBAAQ6D,MAAM/D,iBAAiB+D,IAAI;wBAAEiB,OAAM;wBAAUC,UAAS;yBAC7DvD,KAAKgC,MAAM,KAAK,uBAClB,KAACxD;wBAAQ6D,MAAMhE,oBAAoBgE,IAAI;wBAAEiB,OAAM;wBAAQC,UAAS;yBAC9DT;8BAGN,cAAA,KAAC3D;wBAAUwC,OAAO3B,KAAKgC,MAAM,KAAK;kCAC/BhC,KAAKgC,MAAM,KAAK,QAAQf,UAAUjB,KAAKgC,MAAM,KAAK,SAASZ,WAAW;;;eAfnE;;;IAsBd,qBACE,MAAC7C;QACCiF,QAAQ;QACRC,MAAMrF,eAAe,SAAS;YAAEsF,QAAQ;QAA6B;QACrEC,aAAa;YACXC,QAAQ,CAAC7B,uBACP,MAAC/C;gBAAM6E,WAAU;gBAAMC,SAAS;;kCAC9B,KAACpF;wBACCqF,MAAK;wBACLT,OAAM;wBACN7B,SAAQ;wBACRsB,UAAU1C,QAAQ,CAACJ;wBACnB+D,yBAAW,KAACxF;4BAAQ6D,MAAM/D,iBAAiB+D,IAAI;4BAAE0B,MAAM;;wBACvDf,SAAS,IAAM,KAAK1B,IAAI,IAAMpB,IAAI+D,OAAO,CAACjE,OAAO;kCAEhD;;kCAEH,KAACtB;wBACCqF,MAAK;wBACLT,OAAM;wBACN7B,SAAQ;wBACRsB,UAAU1C,QAAQ,CAACJ;wBACnB+D,yBAAW,KAACxF;4BAAQ6D,MAAMhE,oBAAoBgE,IAAI;4BAAE0B,MAAM;;wBAC1Df,SAAS,IAAMxC,UAAU;kCAExB;;;iBAGH;QACN;QACA0D,cAAc;QACdC,cAAc;;YAEb,CAAClE,yBACA,KAACX;gBAAWmC,SAAQ;gBAAQ6B,OAAM;0BAC/B;iBAEDvB,uBACF,MAAC/C;gBAAM8E,SAAS;;oBACbzB;kCACD,MAACrD;wBAAM6E,WAAU;wBAAMC,SAAS;wBAAGM,IAAI;4BAAEC,YAAY;wBAAS;;0CAC5D,KAAC1F;gCACC2F,OAAO3E,kBAAkB,CAACK,KAAKgC,MAAM,CAAC;gCACtCsB,OAAOtD,KAAKgC,MAAM,KAAK,QAAQ,YAAY;;0CAE7C,KAAC1C;gCAAWmC,SAAQ;gCAAQ6B,OAAM;0CAC/B,OAAOtD,KAAKuE,UAAU,KAAK,WACxB,CAAC,OAAO,EAAE,IAAIC,KAAKxE,KAAKuE,UAAU,EAAEE,kBAAkB,IAAI,GAC1D;;;;oBAGPzE,KAAKgC,MAAM,KAAK,UAAUhC,KAAK0E,UAAU,iB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package/src/lib/components/lead-campaigns-card.js

@@ -102,20 +102,32 @@ import { useCrmSharingFollowUp } from "../hooks/use-crm-sharing.js";
         }
         setSaving(true);
         const next = containerMembershipValue(selected);
-        const verdict = await writeGuardedBySeed({
-            subject: 'lead',
-            fromCache,
-            unreadable: leadStatus === 'error'
-        }, async ()=>{
-            await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({
-                campaignIds: next
-            }, crmClientListFields('leads', lead, {
-                campaignIds: next
-            }, LEAD_CAMPAIGN_LIST_FIELDS), {
-                updatedAt: serverTimestamp()
-            }));
-        });
-        setSaving(false);
+        let verdict;
+        try {
+            verdict = await writeGuardedBySeed({
+                subject: 'lead',
+                fromCache,
+                unreadable: leadStatus === 'error'
+            }, async ()=>{
+                await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), _extends({
+                    campaignIds: next
+                }, crmClientListFields('leads', lead, {
+                    campaignIds: next
+                }, LEAD_CAMPAIGN_LIST_FIELDS), {
+                    updatedAt: serverTimestamp()
+                }));
+            });
+        } catch (error) {
+            // A refused write has to say so, not leave the button spinning (AGL-4120).
+            console.error(error);
+            enqueueSnackbar('The filing could not be saved.', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return;
+        } finally{
+            setSaving(false);
+        }
         // A rule may share by campaign (AGL-3336).
         if (verdict.ok) followUpSharing('leads', [
             leadId

package/src/lib/components/lead-campaigns-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    const verdict = await writeGuardedBySeed(\n      { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n      async () => {\n        await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n          campaignIds: next,\n          // The Leads list's Campaign filter under a site reads these\n          // (AGL-3321), from the lead with its new campaigns.\n          ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n          updatedAt: serverTimestamp(),\n        })\n      },\n    )\n    setSaving(false)\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#lead-campaigns' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/lead-campaigns-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  containerMembershipUnchanged,\n  containerMembershipValue,\n  pluginDocsHelp,\n  readContainerIds,\n} from '@aglyn/aglyn'\nimport ContainerPicker, {\n  type ContainerPickerOption,\n} from '@aglyn/tenant-feature-instance/components/container-picker'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  type FirestoreDocStatus,\n  useFirestore,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Stack } from '@mui/material'\nimport { doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useEffect, useState } from 'react'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { crmClientListFields } from '../model/crm-list-query'\nimport { useCrmSharingFollowUp } from '../hooks/use-crm-sharing'\n\n/** The list field a campaign filing moves (AGL-3321). */\nconst LEAD_CAMPAIGN_LIST_FIELDS = ['scopedCampaignIds'] as const\n\n/** The helper line under the picker — the contact card's, word for word. */\nexport const LEAD_CAMPAIGNS_HELPER_TEXT =\n  'Your own filing. It never adds anyone to a send — a campaign mails its lists.'\n\n/**\n * The campaigns a lead is filed under, as NAMES for the record header.\n *\n * Resolved from the site's containers; an id with no live container — a\n * campaign the console deleted, or one still loading — is left out rather\n * than shown, because a document id on a chip tells a reader nothing and\n * looks like a fault. The picker below keeps such an id visible as itself,\n * so the filing is never silently lost; the header only ever names.\n */\nexport function leadCampaignNames(\n  lead: Record<string, unknown> | null | undefined,\n  options: readonly ContainerPickerOption[],\n): string[] {\n  const labels = new Map(options.map((option) => [option.value, option.label]))\n  return readContainerIds(lead, 'campaign')\n    .map((id) => labels.get(id))\n    .filter((name): name is string => Boolean(name))\n}\n\nexport interface LeadCampaignsCardProps {\n  /**\n   * The lead's own site, or `null` at the organization level for a lead no\n   * site captured (AGL-3278). Read for the org root alone — the containers\n   * themselves are handed down as `options` — so the card serves both\n   * levels; the org-level mount answers the same org without a site.\n   */\n  hostId: string | null\n  leadId: string\n  lead: Record<string, unknown>\n  leadStatus: FirestoreDocStatus\n  /** The listener has not confirmed this document with the server yet. */\n  fromCache: boolean\n  /** The site's campaigns, read once by the page for this card and the header. */\n  options: readonly ContainerPickerOption[]\n  /** The campaign read has answered — false while it settles. */\n  optionsReady: boolean\n  /**\n   * What a saved filing changed, once it has landed: the ids added to and\n   * removed from the lead's membership. The page files the activity\n   * entries (AGL-3274); the card only knows the document.\n   */\n  onFiled?: (change: { added: string[]; removed: string[] }) => void\n}\n\n/**\n * WHICH CAMPAIGNS THIS LEAD IS FILED UNDER (AGL-3274).\n *\n * The contact's Relationship card has carried this picker since AGL-2596;\n * the lead's page had none, so a lead filed under a campaign by the New\n * lead drawer, the bulk bar or a sequence's enroll showed nothing of it —\n * the one field on the record the reader had no way to see or change.\n *\n * The same control, the same value helper, the same helper line. The save\n * is the lead's own client door — a one-field `update` on\n * `hosts/{hostId}/leads`, as the properties card writes status and notes —\n * guarded by the seed like every draft edited over a cached read, and\n * `containerMembershipUnchanged` keeps Save quiet while the picker only\n * reorders what is stored. **Save filing** sits in the card header.\n *\n * It is FILING, not audience: the helper says so, in the sentence the\n * contact card uses, because a reader who finds a campaign picker on a\n * person's page assumes the opposite.\n */\nexport function LeadCampaignsCard(props: LeadCampaignsCardProps) {\n  const { hostId, leadId, lead, leadStatus, fromCache, options, optionsReady, onFiled } = props\n  // The lead's collection is the org's now (AGL-3275); the site still names\n  // the surface, and the scope hook resolves the org from it.\n  const { orgId } = useCrmScope({ hostId })\n  const followUpSharing = useCrmSharingFollowUp(hostId, orgId)\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const stored = readContainerIds(lead, 'campaign')\n  const [selected, setSelected] = useState<string[]>(stored)\n  const [dirty, setDirty] = useState(false)\n  const [saving, setSaving] = useState(false)\n  // A newer membership from the server replaces an UNEDITED selection — a\n  // sequence's enroll or a bulk add lands while the page is open — and an\n  // edited one is the reader's, decided by the guard on save.\n  const storedKey = stored.join(',')\n  useEffect(() => {\n    if (!dirty) setSelected(stored)\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [storedKey, dirty])\n\n  const unchanged = containerMembershipUnchanged(stored, selected)\n  const empty = optionsReady && !options.length\n\n  const save = async () => {\n    if (unchanged) return\n    if (!orgId) {\n      enqueueSnackbar('Still loading this workspace — try again in a moment.', {\n        variant: 'warning',\n        persist: false,\n      })\n      return\n    }\n    setSaving(true)\n    const next = containerMembershipValue(selected)\n    let verdict: Awaited<ReturnType<typeof writeGuardedBySeed>>\n    try {\n      verdict = await writeGuardedBySeed(\n        { subject: 'lead', fromCache, unreadable: leadStatus === 'error' },\n        async () => {\n          await updateDoc(doc(firestore, 'orgs', orgId, 'leads', leadId), {\n            campaignIds: next,\n            // The Leads list's Campaign filter under a site reads these\n            // (AGL-3321), from the lead with its new campaigns.\n            ...crmClientListFields('leads', lead, { campaignIds: next }, LEAD_CAMPAIGN_LIST_FIELDS),\n            updatedAt: serverTimestamp(),\n          })\n        },\n      )\n    } catch (error) {\n      // A refused write has to say so, not leave the button spinning (AGL-4120).\n      console.error(error)\n      enqueueSnackbar('The filing could not be saved.', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n      return\n    } finally {\n      setSaving(false)\n    }\n    // A rule may share by campaign (AGL-3336).\n    if (verdict.ok) followUpSharing('leads', [leadId])\n    if (!verdict.ok) {\n      enqueueSnackbar(verdict.message ?? 'The filing could not be saved.', { variant: 'warning' })\n      return\n    }\n    setDirty(false)\n    enqueueSnackbar('Filing saved', { variant: 'success', persist: false })\n    onFiled?.({\n      added: next.filter((id) => !stored.includes(id)),\n      removed: stored.filter((id) => !next.includes(id)),\n    })\n  }\n\n  return (\n    <CardDisplay\n      header={'Campaigns'}\n      help={pluginDocsHelp('crmLeads', { anchor: '#lead-campaigns' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: empty ? null : (\n          <Button\n            size=\"small\"\n            variant=\"outlined\"\n            disabled={saving || unchanged}\n            onClick={() => void save().catch((error: unknown) => {\n              console.error(error)\n              enqueueSnackbar(\n                error instanceof Error && error.message ? error.message : 'An error has occurred',\n                { variant: 'error', allowDuplicate: true },\n              )\n              setSaving(false)\n            })}\n          >\n            {saving ? 'Saving…' : 'Save filing'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <ContainerPicker\n          kind=\"campaign\"\n          options={options}\n          value={selected}\n          onChange={(next) => {\n            setSelected(next)\n            setDirty(true)\n          }}\n          label=\"Filed under campaigns\"\n          helperText={LEAD_CAMPAIGNS_HELPER_TEXT}\n          disabled={saving}\n          empty={empty}\n          emptyText=\"There are no campaigns to file this lead under yet. Create one from Marketing.\"\n        />\n      </Stack>\n    </CardDisplay>\n  )\n}\nLeadCampaignsCard.displayName = 'LeadCampaignsCard'\n\nexport default LeadCampaignsCard\n"],"names":["containerMembershipUnchanged","containerMembershipValue","pluginDocsHelp","readContainerIds","ContainerPicker","CardDisplay","useSnackbar","useFirestore","writeGuardedBySeed","Button","Stack","doc","serverTimestamp","updateDoc","useEffect","useState","useCrmScope","crmClientListFields","useCrmSharingFollowUp","LEAD_CAMPAIGN_LIST_FIELDS","LEAD_CAMPAIGNS_HELPER_TEXT","leadCampaignNames","lead","options","labels","Map","map","option","value","label","id","get","filter","name","Boolean","LeadCampaignsCard","props","hostId","leadId","leadStatus","fromCache","optionsReady","onFiled","orgId","followUpSharing","firestore","enqueueSnackbar","stored","selected","setSelected","dirty","setDirty","saving","setSaving","storedKey","join","unchanged","empty","length","save","variant","persist","next","verdict","subject","unreadable","campaignIds","updatedAt","error","console","allowDuplicate","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","Error","spacing","kind","onChange","helperText","emptyText","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,SACEA,4BAA4B,EAC5BC,wBAAwB,EACxBC,cAAc,EACdC,gBAAgB,QACX,eAAc;AACrB,OAAOC,qBAEA,6DAA4D;AACnE,SAASC,WAAW,QAAQ,uBAAsB;AAClD,SAASC,WAAW,QAAQ,8BAA6B;AACzD,SAEEC,YAAY,EACZC,kBAAkB,QACb,iCAAgC;AACvC,SAASC,MAAM,EAAEC,KAAK,QAAQ,gBAAe;AAC7C,SAASC,GAAG,EAAEC,eAAe,EAAEC,SAAS,QAAQ,qBAAoB;AACpE,SAASC,SAAS,EAAEC,QAAQ,QAAQ,QAAO;AAC3C,SAASC,WAAW,QAAQ,4BAAwB;AACpD,SAASC,mBAAmB,QAAQ,6BAAyB;AAC7D,SAASC,qBAAqB,QAAQ,8BAA0B;AAEhE,uDAAuD,GACvD,MAAMC,4BAA4B;IAAC;CAAoB;AAEvD,0EAA0E,GAC1E,OAAO,MAAMC,6BACX,gFAA+E;AAEjF;;;;;;;;CAQC,GACD,OAAO,SAASC,kBACdC,IAAgD,EAChDC,OAAyC;IAEzC,MAAMC,SAAS,IAAIC,IAAIF,QAAQG,GAAG,CAAC,CAACC,SAAW;YAACA,OAAOC,KAAK;YAAED,OAAOE,KAAK;SAAC;IAC3E,OAAO1B,iBAAiBmB,MAAM,YAC3BI,GAAG,CAAC,CAACI,KAAON,OAAOO,GAAG,CAACD,KACvBE,MAAM,CAAC,CAACC,OAAyBC,QAAQD;AAC9C;AA2BA;;;;;;;;;;;;;;;;;;CAkBC,GACD,OAAO,SAASE,kBAAkBC,KAA6B;IAC7D,MAAM,EAAEC,MAAM,EAAEC,MAAM,EAAEhB,IAAI,EAAEiB,UAAU,EAAEC,SAAS,EAAEjB,OAAO,EAAEkB,YAAY,EAAEC,OAAO,EAAE,GAAGN;IACxF,0EAA0E;IAC1E,4DAA4D;IAC5D,MAAM,EAAEO,KAAK,EAAE,GAAG3B,YAAY;QAAEqB;IAAO;IACvC,MAAMO,kBAAkB1B,sBAAsBmB,QAAQM;IACtD,MAAME,YAAYtC;IAClB,MAAM,EAAEuC,eAAe,EAAE,GAAGxC;IAC5B,MAAMyC,SAAS5C,iBAAiBmB,MAAM;IACtC,MAAM,CAAC0B,UAAUC,YAAY,GAAGlC,SAAmBgC;IACnD,MAAM,CAACG,OAAOC,SAAS,GAAGpC,SAAS;IACnC,MAAM,CAACqC,QAAQC,UAAU,GAAGtC,SAAS;IACrC,wEAAwE;IACxE,wEAAwE;IACxE,4DAA4D;IAC5D,MAAMuC,YAAYP,OAAOQ,IAAI,CAAC;IAC9BzC,UAAU;QACR,IAAI,CAACoC,OAAOD,YAAYF;IACxB,uDAAuD;IACzD,GAAG;QAACO;QAAWJ;KAAM;IAErB,MAAMM,YAAYxD,6BAA6B+C,QAAQC;IACvD,MAAMS,QAAQhB,gBAAgB,CAAClB,QAAQmC,MAAM;IAE7C,MAAMC,OAAO;QACX,IAAIH,WAAW;QACf,IAAI,CAACb,OAAO;YACVG,gBAAgB,yDAAyD;gBACvEc,SAAS;gBACTC,SAAS;YACX;YACA;QACF;QACAR,UAAU;QACV,MAAMS,OAAO7D,yBAAyB+C;QACtC,IAAIe;QACJ,IAAI;YACFA,UAAU,MAAMvD,mBACd;gBAAEwD,SAAS;gBAAQxB;gBAAWyB,YAAY1B,eAAe;YAAQ,GACjE;gBACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;oBAC9D4B,aAAaJ;mBAGV7C,oBAAoB,SAASK,MAAM;oBAAE4C,aAAaJ;gBAAK,GAAG3C;oBAC7DgD,WAAWvD;;YAEf;QAEJ,EAAE,OAAOwD,OAAO;YACd,2EAA2E;YAC3EC,QAAQD,KAAK,CAACA;YACdtB,gBAAgB,kCAAkC;gBAChDc,SAAS;gBACTU,gBAAgB;YAClB;YACA;QACF,SAAU;YACRjB,UAAU;QACZ;QACA,2CAA2C;QAC3C,IAAIU,QAAQQ,EAAE,EAAE3B,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQQ,EAAE,EAAE;gBACCR;YAAhBjB,iBAAgBiB,mBAAAA,QAAQS,OAAO,YAAfT,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR+B,OAAOX,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAO2B,QAAQ,CAAC5C;YAC5C6C,SAAS5B,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKY,QAAQ,CAAC5C;QAChD;IACF;IAEA,qBACE,KAACzB;QACCuE,QAAQ;QACRC,MAAM3E,eAAe,YAAY;YAAE4E,QAAQ;QAAkB;QAC7DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQzB,QAAQ,qBACd,KAAChD;gBACC0E,MAAK;gBACLvB,SAAQ;gBACRwB,UAAUhC,UAAUI;gBACpB6B,SAAS,IAAM,KAAK1B,OAAO2B,KAAK,CAAC,CAAClB;wBAChCC,QAAQD,KAAK,CAACA;wBACdtB,gBACEsB,iBAAiBmB,SAASnB,MAAMI,OAAO,GAAGJ,MAAMI,OAAO,GAAG,yBAC1D;4BAAEZ,SAAS;4BAASU,gBAAgB;wBAAK;wBAE3CjB,UAAU;oBACZ;0BAECD,SAAS,YAAY;;QAG5B;kBAEA,cAAA,KAAC1C;YAAM8E,SAAS;sBACd,cAAA,KAACpF;gBACCqF,MAAK;gBACLlE,SAASA;gBACTK,OAAOoB;gBACP0C,UAAU,CAAC5B;oBACTb,YAAYa;oBACZX,SAAS;gBACX;gBACAtB,OAAM;gBACN8D,YAAYvE;gBACZgE,UAAUhC;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}

package/src/lib/components/picklist-values-card.js

@@ -109,7 +109,7 @@ import { crmTaskCallScope } from "../model/task-routes.js";
     const failed = `The ${definition.plural} could not be saved.`;
     const isStandard = (value)=>isStandardPicklistValueId(definition, value.id);
     /** Write the whole list — the list-only moves above. */ const save = useCallback(async (next, done)=>{
-        if (!orgId || busy) return;
+        if (!orgId || busy) return false;
         setBusy(true);
         try {
             const verdict = await writeGuardedBySeed({
@@ -132,18 +132,20 @@ import { crmTaskCallScope } from "../model/task-routes.js";
                     variant: 'warning',
                     persist: false
                 });
-                return;
+                return false;
             }
             enqueueSnackbar(done, {
                 variant: 'success',
                 persist: false
             });
+            return true;
         } catch (error) {
             console.error(error);
             enqueueSnackbar(failed, {
                 variant: 'error',
                 allowDuplicate: true
             });
+            return false;
         } finally{
             setBusy(false);
         }
@@ -255,8 +257,9 @@ import { crmTaskCallScope } from "../model/task-routes.js";
                 });
                 return;
             }
-            setNameDialog(null);
-            await save(move.picklist, `“${draftName.trim()}” added`);
+            // The dialog holds what was typed until the list has really saved
+            // (AGL-4120): closing first made a refused add read as done.
+            if (await save(move.picklist, `“${draftName.trim()}” added`)) setNameDialog(null);
             return;
         }
         const result = await post({

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

@@ -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. 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 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n   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+{"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 ${definition.plural} could not be saved.`\n  const isStandard = (value: CrmPicklistValue) => isStandardPicklistValueId(definition, value.id)\n\n  /** Write the whole list — the list-only moves above. */\n  const save = useCallback(\n    async (next: CrmPicklist, done: string): Promise<boolean> => {\n      if (!orgId || busy) return false\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed({ subject: `${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 false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return false\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${moved(result)}`, {\n          variant: 'success',\n          persist: false,\n        })\n        return\n      }\n      // The dialog holds what was typed until the list has really saved\n      // (AGL-4120): closing first made a refused add read as done.\n      if (await save(move.picklist, `“${draftName.trim()}” added`)) setNameDialog(null)\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 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setDeleting(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            color=\"error\"\n            disabled={busy || (meanings.length > 0 && !replaceWith)}\n            onClick={() => void submitDelete()}\n          >\n            {'Delete value'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </Stack>\n  )\n}\nPicklistValuesCard.displayName = 'PicklistValuesCard'\n\nexport default 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package/src/lib/components/reports/activity-card.js

@@ -169,7 +169,7 @@ const TASK_DONE_CEILING = 1000;
         header: 'Activity by teammate',
         help: Aglyn.pluginDocsHelp('crmReports', {
             anchor: '#activity-by-teammate',
-            excerpt: 'The calls, emails, meetings and notes each teammate logged in ' + 'the period, and the tasks they completed, busiest first. ' + 'Grouped from the period’s newest thousand of each.'
+            excerpt: 'The calls, emails, messages, meetings and notes each teammate logged in ' + 'the period, and the tasks they completed, busiest first. ' + 'Grouped from the period’s newest thousand of each.'
         }),
         contentGutterX: true,
         contentGutterY: true,