@aglyn/plugins-crm 1.0.0-beta.296 → 1.0.0

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.296",
+  "version": "1.0.0",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,19 +25,19 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.296",
-    "@aglyn/shared-data-enums": "1.0.0-beta.296",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.296",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.296",
-    "@aglyn/shared-ui-next": "1.0.0-beta.296",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.296",
-    "@aglyn/shared-util-email": "1.0.0-beta.296",
-    "@aglyn/shared-util-http": "1.0.0-beta.296",
-    "@aglyn/shared-util-timestamp": "1.0.0-beta.296",
-    "@aglyn/shared-util-tools": "1.0.0-beta.296",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.296",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.296",
-    "@aglyn/tenant-runtime": "1.0.0-beta.296",
+    "@aglyn/aglyn": "1.0.0",
+    "@aglyn/shared-data-enums": "1.0.0",
+    "@aglyn/shared-data-mdi": "1.0.0",
+    "@aglyn/shared-ui-jsx": "1.0.0",
+    "@aglyn/shared-ui-next": "1.0.0",
+    "@aglyn/shared-ui-snackstack": "1.0.0",
+    "@aglyn/shared-util-email": "1.0.0",
+    "@aglyn/shared-util-http": "1.0.0",
+    "@aglyn/shared-util-timestamp": "1.0.0",
+    "@aglyn/shared-util-tools": "1.0.0",
+    "@aglyn/tenant-data-admin": "1.0.0",
+    "@aglyn/tenant-feature-instance": "1.0.0",
+    "@aglyn/tenant-runtime": "1.0.0",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/contact-properties-card.js

@@ -334,6 +334,14 @@ export function ContactPropertiesCard(props) {
             });
             // The custom values are stored; the controls read the record again.
             setCustom({});
+            if (stageChanged && !siteHostId) {
+                // The stage lives on a site's facet, and this person has none. Never
+                // "Contact saved" over a change that went nowhere (AGL-4120).
+                return void enqueueSnackbar('Saved, but the stage could not be changed: no site has captured this contact yet.', {
+                    variant: 'warning',
+                    persist: false
+                });
+            }
             if (stageChanged && siteHostId) {
                 try {
                     await setContactStage(user, siteHostId, record.$id, lifecycleStage || null);

package/src/lib/components/contact-properties-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? 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Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. 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'The team roster could not be read, so nobody can be picked yet.'\n                  : 'The team member responsible for this relationship'\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Unassigned'}</MenuItem>\n            {ownerUid && !ownerKnown ? (\n              <MenuItem value={ownerUid}>{members.memberName(ownerUid)}</MenuItem>\n            ) : null}\n            {members.options.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {Aglyn.crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => change(setTags, event.target.value)}\n            fullWidth\n          />\n        </Grid>\n\n        <SectionHeading>{'Phones'}</SectionHeading>\n        {PHONE_FIELDS.filter((field) => field !== 'assistantPhone').map(phoneField)}\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => change(setDoNotCall, event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <FormHelperText>\n            {'They asked not to be phoned. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contact-properties-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport * as Aglyn from '@aglyn/aglyn'\nimport {\n  type AglynOrgBilling,\n  composeContactName,\n  CONTACT_BIRTHDATE_REFUSAL,\n  CONTACT_EXTRA_PHONE_FIELDS,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_NAME_PART_MAX,\n  CONTACT_PHONE_FIELD_LABELS,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  CRM_SALUTATION_PICKLIST,\n  crmTelHref,\n  normalizeContactBirthdate,\n  normalizePhone,\n} from '@aglyn/aglyn'\nimport { mdiPhoneOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useUser, writeGuardedBySeed } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  Grid,\n  IconButton,\n  InputAdornment,\n  MenuItem,\n  Stack,\n  TextField,\n  Tooltip,\n  Typography,\n} from '@mui/material'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useContactUpdate } from '../hooks/use-contact-update'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useLeadSourcePicklist } from '../hooks/use-lead-source-picklist'\nimport { type ContactRecord, parseContactTags } from '../model/contact-record'\nimport type { ContactUpdateFields } from '../model/contact-update'\nimport { setContactStage } from '../model/crm-api'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftChanges,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n} from '../model/crm-custom-draft'\nimport {\n  CompanyPicker,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  addressDraftFrom,\n  ContactAddressFields,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { ContactReportsToField } from './contact-reports-to-field'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmPicklistSelect } from './picklist-select'\nimport { crmSuiteLockedReason } from './crm-suite-lock'\nimport { LeadSourceSelect } from './lead-source-select'\nimport type { OrgMembers } from './use-org-members'\n\nexport interface ContactPropertiesCardProps {\n  /** The site the record is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The row, flattened through the viewing group's facet. */\n  record: ContactRecord\n  /**\n   * The org the record belongs to, as the page resolved it — for the org's\n   * lead source values (AGL-3298) and its custom contact fields (AGL-2601).\n   * Null while it settles, when the select offers the starter list, no\n   * custom field is drawn yet, and the save still sends only what changed.\n   */\n  orgId?: string | null\n  /** The controller whose facet the edits are saved into. */\n  consentGroup: ConsentGroup\n  /**\n   * The listener's verdict on the row the drafts were seeded from, for the\n   * guard that refuses a save over an unconfirmed read.\n   */\n  seed: { status: 'loading' | 'success' | 'error'; fromCache: boolean }\n  /** The team, for the owner picker and the owner's name. */\n  members: OrgMembers\n  /**\n   * The org's plan lacks the CRM (AGL-2788), which the shell mounts no CRM\n   * page for (AGL-2851). The owner, the lifecycle stage and the company\n   * show, locked, and are left out of a save; `crm/contact-update` refuses\n   * such a plan the rest of the profile, the tags and the notes too. The\n   * custom fields are the CRM's as well, and are not drawn.\n   */\n  suiteLocked?: boolean\n}\n\n/**\n * THE RECORD ITSELF: every field a team keeps on a person, in one card with\n * one Save in its header (AGL-2596).\n *\n * ## Custom fields sit with the built-in ones\n *\n * The org's own contact fields (AGL-2601) are drawn under **More fields**,\n * after the built-in properties, the way Salesforce keeps custom fields in\n * the record's Details beside the standard ones — and they save with them.\n * An org with no active field draws no subsection at all.\n *\n * A custom value is THIS holder's (`facets.{group}.custom.{key}`), so the\n * draft holds only the keys the reader touched and the save sends only the\n * keys that changed: the route writes each at its own dotted path, and a\n * `custom` map sent whole would take every key this card did not touch out\n * with it. A cleared control sends `null`, the explicit \"cleared\" the model\n * keeps the key present with, and a required field left empty is refused\n * before anything is sent.\n *\n * ## One save, one request, one guard\n *\n * A field-at-a-time save would be nine requests and nine chances for the\n * stale-seed guard to refuse one of them — so the card holds a draft of the\n * whole profile and sends it once. The guard WRAPS the send: a row seeded\n * from the cache or from a failed read is refused with the message the guard\n * chooses, and what was typed stays in the fields, because a refusal that\n * also emptied the form would read as a save that worked.\n *\n * ## The server writes the facet (AGL-2804)\n *\n * Every field here lives in THIS holder's facet, and the Firestore rules\n * cannot tell one field of a facet from another, so the card writes nothing\n * itself. The draft goes to `crm/contact-update`, which writes each field by\n * dotted path into the holder's facet — never a nested object, which would\n * take every other holder's records with it — clears a blank field rather\n * than storing it empty, keeps the phone's and the company's search echoes\n * at the top of the document, and refuses every field to a plan without\n * the CRM. A refusal is shown in the route's own words.\n *\n * ## The stage goes to its own route\n *\n * The lifecycle stage is the one field an automation listens for:\n * `contactStageChanged` (AGL-2605) is emitted by `crm/contact-stage` after it\n * performs the write, and by nothing else. So when the stage the reader\n * picked differs from the one the record holds, it is sent to that route\n * once the rest of the profile has landed — the stage picked, or `null` for\n * \"Not placed yet\", which clears it and announces nothing. A refusal from\n * that route is reported on its own, with its sentence, after the fields that\n * did save.\n *\n * ## The name is an override\n *\n * The canonical name is shared by every site holding the person, so this\n * card never edits it. What it saves is this holder's own name for them,\n * and the helper says what a blank falls back to, so nobody clears the\n * field expecting the record to go nameless.\n *\n * ## Salesforce's sections (AGL-3515)\n *\n * The fields are grouped the way Salesforce's contact Details groups them —\n * Contact information, Phones, Addresses, Additional information — and every\n * one is still one draft and one Save. While the holder keeps a first or\n * last name the Name field shows their composition and is read-only; the\n * save sends the parts, and the route composes the name from them. The\n * salutation and the reports-to are sent only when they change, for the\n * lead source's reason: the route judges a sent one. Do not call is a hint\n * on every phone's call link, never a block.\n *\n * ## Company is a record, with its name kept beside it\n *\n * The Company field is the picker (AGL-2613): the link is `companyId` in\n * this holder's facet, mirrored into the top-level `companyIds` for the\n * company page's query, and the company's contacts count moves with it —\n * all planned by the route from the stored document, so this card never\n * reasons about another holder's link. The name is sent too, from the picked\n * company, because the list column and the global search read the name and\n * not the id; a record that carries a name with no link — an import, a save\n * from before the picker — keeps it as the label, and the picker offers it\n * as the company to link or create.\n */\n/** The phone fields the card edits, in the order the Phones section lists them. */\nconst PHONE_FIELDS = ['phone', ...CONTACT_EXTRA_PHONE_FIELDS] as const\ntype PhoneField = (typeof PHONE_FIELDS)[number]\ntype PhoneDrafts = Record<PhoneField, string>\n\nconst phoneDraftsFrom = (record: ContactRecord): PhoneDrafts =>\n  Object.fromEntries(\n    PHONE_FIELDS.map((field) => [field, String(record[field] ?? '')]),\n  ) as PhoneDrafts\n\n/** The phones as the route stores them, or the fields that cannot be read as numbers. */\nfunction readPhones(\n  drafts: PhoneDrafts,\n): { ok: true; phones: PhoneDrafts } | { ok: false; errors: Partial<PhoneDrafts> } {\n  const phones = {} as PhoneDrafts\n  const errors: Partial<PhoneDrafts> = {}\n  for (const field of PHONE_FIELDS) {\n    const typed = drafts[field].trim()\n    const normalized = typed ? normalizePhone(typed) : ''\n    if (normalized === null) errors[field] = PHONE_HELP_ERROR\n    else phones[field] = normalized\n  }\n  return Object.keys(errors).length ? { ok: false, errors } : { ok: true, phones }\n}\n\nconst PHONE_HELP = 'With the country code, like +1 512 555 0107'\nconst PHONE_HELP_ERROR = 'Enter it with its country code, like +1 512 555 0107.'\n\n/** A section heading inside the card — Salesforce's Details groups its fields the same way. */\nfunction SectionHeading(props: { children: string }) {\n  return (\n    <Grid size={{ xs: 12 }}>\n      <Typography variant=\"subtitle2\" color=\"text.secondary\">\n        {props.children}\n      </Typography>\n    </Grid>\n  )\n}\n\nexport function ContactPropertiesCard(props: ContactPropertiesCardProps) {\n  const {\n    hostId,\n    org,\n    record,\n    orgId = null,\n    consentGroup,\n    seed,\n    members,\n    suiteLocked = false,\n  } = props\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const contactUpdate = useContactUpdate(hostId)\n  // The site a stage move is routed through: the mounted one, or at the\n  // organization level the holder's own (AGL-2630).\n  const siteHostId = hostId ?? (consentGroup.hostId || null)\n  /*\n   * The feed the act is logged in, decided by the level it was performed\n   * at (AGL-2738) and so given the MOUNTED site rather than `siteHostId`:\n   * at the org hub a client-direct append to the holder's own site would\n   * face a gate the record write never had to pass.\n   */\n  const logActivity = useCrmActivityLogger(hostId)\n  const companies = useCompanyOptions({ hostId, org })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [nameOverride, setNameOverride] = useState(record.nameOverride)\n  const [salutation, setSalutation] = useState(record.salutation ?? '')\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, orgId)\n  const [firstName, setFirstName] = useState(record.firstName ?? '')\n  const [lastName, setLastName] = useState(record.lastName ?? '')\n  const [phones, setPhones] = useState<PhoneDrafts>(() => phoneDraftsFrom(record))\n  const [doNotCall, setDoNotCall] = useState(record.doNotCall === true)\n  const [jobTitle, setJobTitle] = useState(record.jobTitle)\n  const [department, setDepartment] = useState(record.department ?? '')\n  const [birthdate, setBirthdate] = useState(record.birthdate ?? '')\n  const [assistantName, setAssistantName] = useState(record.assistantName ?? '')\n  const [reportsTo, setReportsTo] = useState(record.reportsToContactId ?? '')\n  // Salesforce's Lead Source (AGL-3298), carried from the lead on conversion.\n  const [leadSource, setLeadSource] = useState(record.leadSource)\n  const leadSources = useLeadSourcePicklist(orgId)\n  const [companyName, setCompanyName] = useState(record.companyName)\n  const [companyId, setCompanyId] = useState<string | null>(\n    record.companyId || null,\n  )\n  const [ownerUid, setOwnerUid] = useState(record.ownerUid)\n  const [lifecycleStage, setLifecycleStage] = useState<ContactLifecycleStage | ''>(\n    record.lifecycleStage,\n  )\n  const [tags, setTags] = useState(record.tags.join(', '))\n  const [notes, setNotes] = useState(record.notes)\n  const [address, setAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.address),\n  )\n  const [otherAddress, setOtherAddress] = useState<AddressDraft>(\n    addressDraftFrom(record.otherAddress),\n  )\n  const [phoneErrors, setPhoneErrors] = useState<Partial<PhoneDrafts>>({})\n  const [birthdateError, setBirthdateError] = useState('')\n  const [saving, setSaving] = useState(false)\n  /** The custom values the reader touched; every other key reads from the record. */\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n  /** Something was edited since the card was seeded or last saved. */\n  const [edited, setEdited] = useState(false)\n  const fields = useContactFieldDefinitions(suiteLocked ? null : orgId)\n  // The custom fields are the CRM's; a plan without it draws and sends none.\n  const customFields = suiteLocked ? [] : fields.active\n  const storedCustom = useMemo(() => record.custom ?? {}, [record.custom])\n  const customChanges = useMemo(\n    () => crmCustomDraftChanges(storedCustom, custom),\n    [storedCustom, custom],\n  )\n  const clearingRequired =\n    crmCustomDraftMissingRequired(customFields, storedCustom, custom, 'edit').length > 0\n  /*\n   * The name the first and last names make (AGL-3515). While there is one,\n   * it IS the name — the Name field shows it, read-only, and the save sends\n   * the parts rather than a name the route would have to reconcile.\n   */\n  const composedName = composeContactName(firstName, lastName)\n\n  /** One field's edit: the value, and the card now has something to save. */\n  const change = useCallback(<T,>(set: (value: T) => void, value: T) => {\n    set(value)\n    setEdited(true)\n  }, [])\n\n  /** Every draft back to what the record holds — the seed, and Discard. */\n  const reseed = () => {\n    setNameOverride(record.nameOverride)\n    setSalutation(record.salutation ?? '')\n    setFirstName(record.firstName ?? '')\n    setLastName(record.lastName ?? '')\n    setPhones(phoneDraftsFrom(record))\n    setDoNotCall(record.doNotCall === true)\n    setJobTitle(record.jobTitle)\n    setDepartment(record.department ?? '')\n    setBirthdate(record.birthdate ?? '')\n    setAssistantName(record.assistantName ?? '')\n    setReportsTo(record.reportsToContactId ?? '')\n    setLeadSource(record.leadSource)\n    setCompanyName(record.companyName)\n    setCompanyId(record.companyId || null)\n    setOwnerUid(record.ownerUid)\n    setLifecycleStage(record.lifecycleStage)\n    setTags(record.tags.join(', '))\n    setNotes(record.notes)\n    setAddress(addressDraftFrom(record.address))\n    setOtherAddress(addressDraftFrom(record.otherAddress))\n    setPhoneErrors({})\n    setBirthdateError('')\n    setCustom({})\n    setEdited(false)\n  }\n\n  /*\n   * Re-seeded when the RECORD changes, not when it re-renders. The listener\n   * delivers a fresh row on every snapshot, including the one this card's\n   * own save produces; re-seeding on each would overwrite what somebody is\n   * in the middle of typing with what the server last confirmed.\n   */\n  const recordId = record.$id\n  useEffect(() => {\n    reseed()\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n  }, [recordId])\n\n  const handleSave = useCallback(async () => {\n    if (clearingRequired) return\n    const readPhonesResult = readPhones(phones)\n    const storedBirthdate = normalizeContactBirthdate(birthdate)\n    setPhoneErrors('errors' in readPhonesResult ? readPhonesResult.errors : {})\n    setBirthdateError(storedBirthdate === null ? CONTACT_BIRTHDATE_REFUSAL : '')\n    if ('errors' in readPhonesResult || storedBirthdate === null) return\n    // A stage that differs from the record's is the stage route's to write —\n    // see the note above.\n    const stageChanged = !suiteLocked && lifecycleStage !== record.lifecycleStage\n    const set: ContactUpdateFields = {\n      // The name is the parts' while there are parts — see the note above.\n      ...(composedName ? {} : { name: nameOverride.trim().slice(0, 120) }),\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      ...readPhonesResult.phones,\n      // Sent only when it moves: the route stores the flag as a fact about\n      // the person, and an untouched card should not re-assert it.\n      ...(doNotCall !== (record.doNotCall === true) ? { doNotCall } : {}),\n      jobTitle: jobTitle.trim().slice(0, 120),\n      department: department.trim().slice(0, 120),\n      birthdate: storedBirthdate,\n      assistantName: assistantName.trim().slice(0, 120),\n      // Sent only when changed: the route judges a sent value against the\n      // org's list, and an untouched one needs no judging. The reports-to\n      // likewise, because the route checks a sent one for a loop.\n      ...(leadSource !== record.leadSource ? { leadSource } : {}),\n      ...(salutation !== (record.salutation ?? '') ? { salutation } : {}),\n      ...(reportsTo !== (record.reportsToContactId ?? '')\n        ? { reportsToContactId: reportsTo || null }\n        : {}),\n      address,\n      otherAddress,\n      tags: parseContactTags(tags),\n      notes: notes.slice(0, 2000),\n      // The owner and the company, sent only on a plan that carries the CRM.\n      ...(suiteLocked\n        ? {}\n        : { ownerUid, companyId, companyName: companyName.trim().slice(0, 120) }),\n      // Only the custom keys that changed — see the note above.\n      ...(!suiteLocked && customChanges.length\n        ? { custom: Object.fromEntries(customChanges) }\n        : {}),\n    }\n    setSaving(true)\n    try {\n      const verdict = await writeGuardedBySeed(\n        {\n          subject: 'contact',\n          unreadable: seed.status === 'error',\n          fromCache: seed.fromCache,\n        },\n        () => contactUpdate.updateOne(record.$id, set),\n      )\n      if (!verdict.ok) {\n        return void enqueueSnackbar(verdict.message, {\n          variant: 'warning',\n          persist: false,\n        })\n      }\n      logActivity('Updated contact', {\n        type: 'contact',\n        id: record.$id,\n        name: record.name || record.email,\n      })\n      // The custom values are stored; the controls read the record again.\n      setCustom({})\n      if (stageChanged && !siteHostId) {\n        // The stage lives on a site's facet, and this person has none. Never\n        // \"Contact saved\" over a change that went nowhere (AGL-4120).\n        return void enqueueSnackbar(\n          'Saved, but the stage could not be changed: no site has captured this contact yet.',\n          { variant: 'warning', persist: false },\n        )\n      }\n      if (stageChanged && siteHostId) {\n        try {\n          await setContactStage(user, siteHostId, record.$id, lifecycleStage || null)\n        } catch (error) {\n          // The rest of the profile is saved; only the stage was refused, and\n          // the route's own sentence says why.\n          return void enqueueSnackbar(\n            `Saved, but the stage could not be changed: ${\n              error instanceof Error ? error.message : 'the request failed'\n            }`,\n            { variant: 'warning', persist: false },\n          )\n        }\n      }\n      setEdited(false)\n      enqueueSnackbar('Contact saved', { variant: 'success', persist: false })\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar(\n        error instanceof Error && error.message ? error.message : 'An error has occurred',\n        { variant: 'error', allowDuplicate: true },\n      )\n    } finally {\n      setSaving(false)\n    }\n  }, [\n    address,\n    assistantName,\n    birthdate,\n    clearingRequired,\n    companyId,\n    companyName,\n    composedName,\n    contactUpdate,\n    customChanges,\n    department,\n    doNotCall,\n    enqueueSnackbar,\n    firstName,\n    siteHostId,\n    jobTitle,\n    lastName,\n    leadSource,\n    lifecycleStage,\n    logActivity,\n    nameOverride,\n    notes,\n    otherAddress,\n    ownerUid,\n    phones,\n    record.$id,\n    record.doNotCall,\n    record.email,\n    record.leadSource,\n    record.lifecycleStage,\n    record.name,\n    record.reportsToContactId,\n    record.salutation,\n    reportsTo,\n    salutation,\n    seed.fromCache,\n    seed.status,\n    suiteLocked,\n    tags,\n    user,\n  ])\n\n  /*\n   * An owner the roster no longer lists — somebody who left the team — is\n   * still offered as the current value, named by their uid, so the select is\n   * never handed a value it has no option for and the reader can see who it\n   * was before reassigning.\n   */\n  const ownerKnown = members.options.some((option) => option.uid === ownerUid)\n\n  /** One phone field, with click-to-call off what is IN the box (AGL-2661). */\n  const phoneField = (field: PhoneField) => {\n    const value = phones[field]\n    const telHref = crmTelHref(value)\n    const callLabel = doNotCall\n      ? `Call ${value.trim()} — marked do not call`\n      : `Call ${value.trim()}`\n    return (\n      <Grid key={field} size={{ xs: 12, sm: 6 }}>\n        <TextField\n          size=\"small\"\n          label={CONTACT_PHONE_FIELD_LABELS[field]}\n          value={value}\n          onChange={(event) => change(setPhones, { ...phones, [field]: event.target.value })}\n          error={Boolean(phoneErrors[field])}\n          helperText={phoneErrors[field] || (field === 'phone' ? PHONE_HELP : undefined)}\n          fullWidth\n          slotProps={{\n            input: {\n              /*\n               * The number on screen is the one a reader means to ring, and\n               * `crmTelHref` withholds the link from anything half-typed. A\n               * do-not-call person keeps the link — the rep decides — with\n               * the request said in the tooltip and the icon's color.\n               */\n              endAdornment:\n                telHref && field !== 'fax' ? (\n                  <InputAdornment position=\"end\">\n                    <Tooltip title={callLabel}>\n                      <IconButton\n                        component=\"a\"\n                        href={telHref}\n                        size=\"small\"\n                        edge=\"end\"\n                        color={doNotCall ? 'warning' : 'default'}\n                        aria-label={callLabel}\n                      >\n                        <MdiIcon path={mdiPhoneOutline.path} size={0.8} />\n                      </IconButton>\n                    </Tooltip>\n                  </InputAdornment>\n                ) : null,\n            },\n          }}\n        />\n      </Grid>\n    )\n  }\n\n  return (\n    <CardDisplay\n      header={'Properties'}\n      help={Aglyn.pluginDocsHelp('contactRecord', { anchor: '#contact-properties' })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            {edited ? (\n              <Button size=\"small\" disabled={saving} onClick={reseed}>\n                {'Discard changes'}\n              </Button>\n            ) : null}\n            <Button\n              variant=\"contained\"\n              color=\"primary\"\n              size=\"small\"\n              disabled={saving || !edited || clearingRequired}\n              onClick={() => void handleSave()}\n            >\n              {saving ? 'Saving…' : 'Save'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Grid container spacing={2}>\n        <SectionHeading>{'Contact information'}</SectionHeading>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            value={record.email}\n            slotProps={{ input: { readOnly: true } }}\n            helperText=\"The identity every site shares — it cannot be edited here.\"\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            stored={record.salutation ?? ''}\n            onChange={(value) => change(setSalutation, value)}\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"First name\"\n            value={firstName}\n            onChange={(event) => change(setFirstName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Last name\"\n            value={lastName}\n            onChange={(event) => change(setLastName, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || nameOverride}\n            onChange={(event) => change(setNameOverride, event.target.value)}\n            slotProps={{\n              htmlInput: { maxLength: 120 },\n              input: { readOnly: Boolean(composedName) },\n            }}\n            helperText={\n              composedName\n                ? 'Made of the first and last name.'\n                : record.canonicalName\n                  ? `Your own name for this person. Blank shows the name they gave: ${record.canonicalName}.`\n                  : 'Your own name for this person.'\n            }\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => change(setJobTitle, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => change(setDepartment, event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n        </Grid>\n        <Grid size={{ xs: 12, sm: 6 }}>\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={companyId}\n            onChange={(id, company) => {\n              change(setCompanyId, id)\n              // The label follows the link: the picked name, or nothing\n              // once the link is cleared. 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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. 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","ok","message","added","includes","removed","header","help","anchor","contentGutterX","contentGutterY","HeaderProps","action","size","disabled","onClick","catch","error","console","Error","allowDuplicate","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,MAAMe,UAAU,MAAMvD,mBACpB;YAAEwD,SAAS;YAAQxB;YAAWyB,YAAY1B,eAAe;QAAQ,GACjE;YACE,MAAM1B,UAAUF,IAAIkC,WAAW,QAAQF,OAAO,SAASL,SAAS;gBAC9D4B,aAAaJ;eAGV7C,oBAAoB,SAASK,MAAM;gBAAE4C,aAAaJ;YAAK,GAAG3C;gBAC7DgD,WAAWvD;;QAEf;QAEFyC,UAAU;QACV,2CAA2C;QAC3C,IAAIU,QAAQK,EAAE,EAAExB,gBAAgB,SAAS;YAACN;SAAO;QACjD,IAAI,CAACyB,QAAQK,EAAE,EAAE;gBACCL;YAAhBjB,iBAAgBiB,mBAAAA,QAAQM,OAAO,YAAfN,mBAAmB,kCAAkC;gBAAEH,SAAS;YAAU;YAC1F;QACF;QACAT,SAAS;QACTL,gBAAgB,gBAAgB;YAAEc,SAAS;YAAWC,SAAS;QAAM;QACrEnB,2BAAAA,QAAU;YACR4B,OAAOR,KAAK9B,MAAM,CAAC,CAACF,KAAO,CAACiB,OAAOwB,QAAQ,CAACzC;YAC5C0C,SAASzB,OAAOf,MAAM,CAAC,CAACF,KAAO,CAACgC,KAAKS,QAAQ,CAACzC;QAChD;IACF;IAEA,qBACE,KAACzB;QACCoE,QAAQ;QACRC,MAAMxE,eAAe,YAAY;YAAEyE,QAAQ;QAAkB;QAC7DC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,QAAQtB,QAAQ,qBACd,KAAChD;gBACCuE,MAAK;gBACLpB,SAAQ;gBACRqB,UAAU7B,UAAUI;gBACpB0B,SAAS,IAAM,KAAKvB,OAAOwB,KAAK,CAAC,CAACC;wBAChCC,QAAQD,KAAK,CAACA;wBACdtC,gBACEsC,iBAAiBE,SAASF,MAAMf,OAAO,GAAGe,MAAMf,OAAO,GAAG,yBAC1D;4BAAET,SAAS;4BAAS2B,gBAAgB;wBAAK;wBAE3ClC,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;gBACZ6D,UAAU7B;gBACVK,OAAOA;gBACPmC,WAAU;;;;AAKpB;AACAzD,kBAAkB0D,WAAW,GAAG;AAEhC,eAAe1D,kBAAiB"}
+{"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/server/task-reminders-route.d.ts

@@ -19,8 +19,9 @@
  *
  * The digest beside this route says once a morning what is late and what
  * is due today; nothing said "the 3:00 call is at 3:00". Every hour this
- * reads, per org, the open tasks whose `remindAtMs` has come and tells
- * each one's assignee ONCE — a console notification per task
+ * finds the orgs with an open task whose `remindAtMs` has come
+ * (`orgIdsWithDueReminders`), reads those orgs' tasks and tells each one's
+ * assignee ONCE — a console notification per task
  * (`content.taskReminder`, opening the record the task is for) and one
  * email per member per run listing everything of theirs that fell due.
  * The words and the rule live in `crm-task-reminders.ts`; this file is the
@@ -48,8 +49,8 @@
  * not come back every hour. A reminder is left unstamped only when the run
  * never reached a verdict: the send-rate governor refused, or the org
  * threw. Orgs are swept in id order behind a cursor, as the digest sweeps
- * them, so the workflow's `done:false` loop carries a platform of any
- * size across invocations.
+ * them, so the workflow's `done:false` loop carries any number of them
+ * across invocations.
  *
  * The task query reads the NEWEST reminders that have come due, not the
  * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a
@@ -70,7 +71,8 @@ export declare const CRM_TASK_REMINDERS_JOB_ID = "crm-task-reminders";
  * More than the digest's twenty-five: an org here costs one task query and,
  * only when something fell due, the roster and the sends. The common hour
  * finds nothing due in most orgs, and a chunk that reads a hundred empty
- * queries finishes well inside `maxDuration = 60`.
+ * queries finishes well inside `maxDuration = 60`, which is what the whole
+ * platform costs on the night `orgIdsWithDueReminders` cannot answer.
  */
 export declare const CRM_TASK_REMINDERS_ORG_CHUNK = 100;
 /**

package/src/lib/server/task-reminders-route.js

@@ -49,8 +49,9 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  *
  * The digest beside this route says once a morning what is late and what
  * is due today; nothing said "the 3:00 call is at 3:00". Every hour this
- * reads, per org, the open tasks whose `remindAtMs` has come and tells
- * each one's assignee ONCE — a console notification per task
+ * finds the orgs with an open task whose `remindAtMs` has come
+ * (`orgIdsWithDueReminders`), reads those orgs' tasks and tells each one's
+ * assignee ONCE — a console notification per task
  * (`content.taskReminder`, opening the record the task is for) and one
  * email per member per run listing everything of theirs that fell due.
  * The words and the rule live in `crm-task-reminders.ts`; this file is the
@@ -78,8 +79,8 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  * not come back every hour. A reminder is left unstamped only when the run
  * never reached a verdict: the send-rate governor refused, or the org
  * threw. Orgs are swept in id order behind a cursor, as the digest sweeps
- * them, so the workflow's `done:false` loop carries a platform of any
- * size across invocations.
+ * them, so the workflow's `done:false` loop carries any number of them
+ * across invocations.
  *
  * The task query reads the NEWEST reminders that have come due, not the
  * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a
@@ -98,13 +99,55 @@ import { composeCrmTaskReminderBody, composeCrmTaskReminderEmailParts, composeCr
  * More than the digest's twenty-five: an org here costs one task query and,
  * only when something fell due, the roster and the sends. The common hour
  * finds nothing due in most orgs, and a chunk that reads a hundred empty
- * queries finishes well inside `maxDuration = 60`.
+ * queries finishes well inside `maxDuration = 60`, which is what the whole
+ * platform costs on the night `orgIdsWithDueReminders` cannot answer.
  */ export const CRM_TASK_REMINDERS_ORG_CHUNK = 100;
+/** Tasks per page of the platform-wide due query. */ const DUE_TASK_PAGE = 500;
 /**
  * The most members per org whose address is chased through the auth pools
  * when their member document carries none — the digest's bound, for the
  * digest's reason: work, not audience.
  */ export const CRM_TASK_REMINDERS_MAX_UID_LOOKUPS = 5;
+/**
+ * THE ORGS WITH A REMINDER OWED, found from the tasks (AGL-4121).
+ *
+ * The sweep used to walk the orgs to find them: every org document read, and
+ * every entitled org's tasks asked, every hour, to learn that nothing had come
+ * due in almost all of them. Asked of the collection group, an hour with
+ * nothing due is one query and no org at all.
+ *
+ * Every page is read, not the newest, and that is what keeps this honest.
+ * `CRM_TASK_REMINDER_CEILING` is safe per org because the newest five hundred
+ * of ONE org begin with what fell due since the last run; across the platform
+ * one busy org's handled reminders could bury a quiet org's first one. This
+ * pays once for the same open tasks the org queries read, projected to what
+ * the rule needs, and `remindOrg` then decides from its own window exactly as
+ * it always has. An org found here with nothing inside that window reports
+ * `nothing-due`, as it did.
+ *
+ * Needs the COLLECTION_GROUP `(status, remindAtMs desc)` index, and the
+ * `crmTasks` entry for it is deployed after the code that first asks: see the
+ * caller for what happens until then.
+ */ async function orgIdsWithDueReminders(firestore, nowMs) {
+    const orgIds = new Set();
+    let after;
+    for(;;){
+        let query = firestore.collectionGroup(CRM_COLLECTIONS.tasks).where('status', '==', 'open').where('remindAtMs', '<=', nowMs).orderBy('remindAtMs', 'desc').select('status', 'remindAtMs', 'reminderSentAtMs').limit(DUE_TASK_PAGE);
+        if (after) query = query.startAfter(after);
+        const page = await query.get();
+        for (const doc of page.docs){
+            const org = doc.ref.parent.parent;
+            if ((org == null ? void 0 : org.parent.id) !== 'orgs') continue;
+            if (crmTaskReminderDue(doc.data(), nowMs)) {
+                orgIds.add(org.id);
+            }
+        }
+        if (page.docs.length < DUE_TASK_PAGE) return [
+            ...orgIds
+        ].sort();
+        after = page.docs[page.docs.length - 1];
+    }
+}
 async function remindOrg(ctx, orgDoc) {
     var _orgDoc_data, _org_slug, _org_name;
     const { firestore, nowMs, timeZone, dryRun } = ctx;
@@ -415,8 +458,6 @@ export async function crmTaskRemindersRoute(request) {
     // nothing due still ran.
     if (method === 'POST') await recordCronBeat(CRM_TASK_REMINDERS_JOB_ID);
     try {
-        var _ref;
-        var _orgDocs_;
         const firestore = firebaseAdmin.app().firestore();
         const nowMs = Date.now();
         const ctx = {
@@ -428,17 +469,43 @@ export async function crmTaskRemindersRoute(request) {
             origin: consoleOrigin()
         };
         // The resumable sweep, in the shape the digest reads orgs (AGL-2220):
-        // ordered by id, `limit + 1` to learn whether there is more, the cursor
-        // validated as an org id before it becomes a reference.
+        // ordered by id, one more than a chunk to learn whether there is more, the
+        // cursor validated as an org id before it becomes a reference.
         const requestedLimit = Number(body == null ? void 0 : body.limit);
         const pageSize = Number.isFinite(requestedLimit) && requestedLimit > 0 ? Math.min(Math.floor(requestedLimit), CRM_TASK_REMINDERS_ORG_CHUNK) : CRM_TASK_REMINDERS_ORG_CHUNK;
         const rawCursor = body == null ? void 0 : body.cursor;
         const cursor = typeof rawCursor === 'string' && rawCursor.length > 0 && !rawCursor.includes('/') ? rawCursor : null;
-        let orgQuery = firestore.collection('orgs').orderBy(firebaseAdmin.firestore.FieldPath.documentId()).limit(pageSize + 1);
-        if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor));
-        const page = await orgQuery.get();
-        const hasMore = page.docs.length > pageSize;
-        const orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs;
+        /*
+     * Only the orgs with something owed. A due query that fails is not an hour
+     * with nothing due, so it never answers for one: it falls back to walking
+     * every org, which needs no collection-group index and is what makes this
+     * safe to ship ahead of the index it uses. Composite indexes deploy in the
+     * promotion's tail, and a reminder must not wait on the order of that tail.
+     */ const withDue = await orgIdsWithDueReminders(firestore, nowMs).catch((error)=>{
+            console.warn('[crm] task reminders: the due query failed, sweeping every org', error);
+            return null;
+        });
+        let orgDocs;
+        let hasMore;
+        /** Where the next chunk starts, whichever way this one was chosen. */ let lastOrgId;
+        if (withDue) {
+            var _chunk_;
+            const ahead = cursor ? withDue.filter((orgId)=>orgId > cursor) : withDue;
+            const chunk = ahead.slice(0, pageSize);
+            hasMore = ahead.length > pageSize;
+            lastOrgId = (_chunk_ = chunk[chunk.length - 1]) != null ? _chunk_ : null;
+            // A task can outlive its org by a moment; there is nobody to tell.
+            orgDocs = chunk.length ? (await firestore.getAll(...chunk.map((orgId)=>firestore.collection('orgs').doc(orgId)))).filter((doc)=>doc.exists) : [];
+        } else {
+            var _ref;
+            var _orgDocs_;
+            let orgQuery = firestore.collection('orgs').orderBy(firebaseAdmin.firestore.FieldPath.documentId()).limit(pageSize + 1);
+            if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor));
+            const page = await orgQuery.get();
+            hasMore = page.docs.length > pageSize;
+            orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs;
+            lastOrgId = (_ref = (_orgDocs_ = orgDocs[orgDocs.length - 1]) == null ? void 0 : _orgDocs_.id) != null ? _ref : null;
+        }
         const orgs = {};
         const failures = {};
         let due = 0;
@@ -481,7 +548,7 @@ export async function crmTaskRemindersRoute(request) {
         } : {}, {
             // A deferred run reports `done: true` — see the module comment —
             // so the workflow's loop does not re-POST into a full window.
-            nextCursor: deferred || !hasMore ? null : (_ref = (_orgDocs_ = orgDocs[orgDocs.length - 1]) == null ? void 0 : _orgDocs_.id) != null ? _ref : null,
+            nextCursor: deferred || !hasMore ? null : lastOrgId,
             done: deferred || !hasMore
         }), // 207: this chunk finished and some org in it needs a person, which is
         // what fails the workflow (its one alerting channel).

package/src/lib/server/task-reminders-route.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/task-reminders-route.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type AglynOrgBilling,\n  type AglynOrgMember,\n  buildRoute,\n  CRM_COLLECTIONS,\n  isReleaseFlagOnForOrg,\n  notificationMuted,\n  parseOrgReleaseFlagOverrides,\n  pluginRequestFromWeb,\n  resolveBrandingProfile,\n  resolveEffectivePlan,\n  resolveOrgEntitlements,\n  Route,\n} from '@aglyn/aglyn/server'\nimport {\n  crmDigestEntitled,\n} from '../model/crm-digest'\nimport { rateLimitedRetryAtMs, sendEmail } from '@aglyn/shared-util-email'\nimport { withoutMailWithheldAccounts } from '@aglyn/tenant-data-admin/server/account-mail'\nimport {\n  findUserByUidAcrossPools,\n  firebaseAdmin,\n  getServerReleaseFlagValues,\n  listOrgMembers,\n  memberHasOrgPermission,\n  meterPlatformEmail,\n  notifyUsers,\n} from '@aglyn/tenant-data-admin'\n// From the LEAF, not the barrel (AGL-2407): the cron specs mock\n// `@aglyn/tenant-data-admin` wholesale, and a suppression gate imported\n// through the barrel would be silently replaced by whatever the factory\n// lists. Same reasoning as the digest beside this route.\nimport { filterSuppressedEmails } from '@aglyn/tenant-data-admin/server/email-suppression'\nimport {\n  loadSystemEmail,\n  renderLoadedSystemEmail,\n  systemEmailBrand,\n  systemEmailContent,\n  type LoadedSystemEmail,\n} from '@aglyn/tenant-data-admin/server/render-system-email'\nimport { isCronAuthorized, isCronDryRun } from '@aglyn/tenant-data-admin/server/cron-auth'\nimport { writeCronBeat } from '@aglyn/aglyn/app-utils/health-report'\nimport { brandSupportLine } from '@aglyn/aglyn/app-utils/brand-support-line'\nimport { platformConsoleOrigin as consoleOrigin } from '@aglyn/aglyn/app-utils/platform-brand'\nimport { digestTimeZone } from './daily-digest-route'\nimport {\n  composeCrmTaskReminderBody,\n  composeCrmTaskReminderEmailParts,\n  composeCrmTaskReminderEmailText,\n  crmTaskReminderMergeValues,\n  composeCrmTaskReminderSubject,\n  CRM_TASK_REMINDER_CEILING,\n  type CrmReminderTask,\n  crmTaskReminderDue,\n  crmTaskReminderLink,\n} from '../model/crm-task-reminders'\n\n/**\n * The mark a scheduled run leaves for `/api/health/crons` (AGL-1955), on the\n * INVOCATION and before the work — the console's rule for every cron. Never\n * throws: reaching the admin app is inside the try, because a monitor that\n * can take down the job it describes is worse than the failure it watches.\n */\nasync function recordCronBeat(jobId: string): Promise<void> {\n  try {\n    await writeCronBeat(firebaseAdmin.app().firestore(), jobId)\n  } catch {\n    // Deliberately swallowed: a job that stops stamping reds its own row.\n  }\n}\n\n// lockdown-423: exempt — server-internal cron (x-cron-secret), no user caller; it reads an org's CRM to remind its members and writes nothing a locked org could lose.\n\n/**\n * A task's reminder at its own time (AGL-2659): `POST /api/crm/task-reminders`.\n *\n * The digest beside this route says once a morning what is late and what\n * is due today; nothing said \"the 3:00 call is at 3:00\". Every hour this\n * reads, per org, the open tasks whose `remindAtMs` has come and tells\n * each one's assignee ONCE — a console notification per task\n * (`content.taskReminder`, opening the record the task is for) and one\n * email per member per run listing everything of theirs that fell due.\n * The words and the rule live in `crm-task-reminders.ts`; this file is the\n * reads, the sends and the sweep, in the digest's shape wherever the two\n * do the same thing.\n *\n * ## Who is told, and who is not\n *\n * The task's ASSIGNEE, and nobody else — an unassigned task is a deliberate\n * choice in the drawer, as the digest reads it. Only a member who may open\n * the CRM (`data.manage`, resolved through their custom role), only in an\n * org whose plan carries the suite and whose `release_crm` flag is\n * on: the plan gate is the digest's own (`crmDigestEntitled`), so a plan\n * that gets no digest gets no reminders either. The recipient's\n * operational-category mute (`notificationPrefs.content`) governs the WHOLE\n * reminder, mail included — unlike the digest, which has a switch of its\n * own for the schedule it keeps; a reminder is one message about one task.\n *\n * ## Once, and resumable\n *\n * `reminderSentAtMs` on the task is the idempotence: stamped in one batch\n * with the member's sends, so a rerun over the same hour reads the mark and\n * sends nothing, and stamped on every reminder the run HANDLED — sent, or\n * found nobody to send it to — so a reminder nobody can be told about does\n * not come back every hour. A reminder is left unstamped only when the run\n * never reached a verdict: the send-rate governor refused, or the org\n * threw. Orgs are swept in id order behind a cursor, as the digest sweeps\n * them, so the workflow's `done:false` loop carries a platform of any\n * size across invocations.\n *\n * The task query reads the NEWEST reminders that have come due, not the\n * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a\n * bounded page safe against a window that only ever grows.\n *\n * The email is a `bulk` send under the platform send-rate governor\n * (AGL-2409), metered as PLATFORM mail, for the digest's reasons: a cron\n * fan-out on the shared sending domain, and the platform reminding a\n * member is not the org's sending. A refusal STOPS the run and reports\n * `done: true`; the refused member was never stamped, and the next hour's\n * run finds their reminders at the top of the window again.\n */\n\n/** The beat `/api/health/crons` reads — the `SCHEDULED_JOBS` row's id. */\nexport const CRM_TASK_REMINDERS_JOB_ID = 'crm-task-reminders'\n\n/**\n * Orgs per invocation.\n *\n * More than the digest's twenty-five: an org here costs one task query and,\n * only when something fell due, the roster and the sends. The common hour\n * finds nothing due in most orgs, and a chunk that reads a hundred empty\n * queries finishes well inside `maxDuration = 60`.\n */\nexport const CRM_TASK_REMINDERS_ORG_CHUNK = 100\n\n/**\n * The most members per org whose address is chased through the auth pools\n * when their member document carries none — the digest's bound, for the\n * digest's reason: work, not audience.\n */\nexport const CRM_TASK_REMINDERS_MAX_UID_LOOKUPS = 5\n\ntype Firestore = FirebaseFirestore.Firestore\ntype Snapshot = FirebaseFirestore.QueryDocumentSnapshot\n\n/** What one member's row in the response says. */\ninterface MemberReport {\n  tasks: number\n  skipped?: string\n  notified?: number\n  emailed?: boolean\n  emailReason?: string\n  deferred?: boolean\n}\n\ninterface OrgReport {\n  skipped?: string\n  /** Reminders that had come due and were not yet handled. */\n  due: number\n  /** Reminders this run stamped as handled. */\n  handled: number\n  /** Console notifications sent. */\n  notified: number\n  /** Emails sent — one per member per run. */\n  emailed: number\n  members?: Record<string, MemberReport>\n  tasksTruncated?: boolean\n  /** The send-rate governor refused; the sweep stops here. */\n  deferred?: boolean\n}\n\ninterface SweepContext {\n  firestore: Firestore\n  nowMs: number\n  timeZone: string\n  dryRun: boolean\n  flagValues: Awaited<ReturnType<typeof getServerReleaseFlagValues>>\n  origin: string\n}\n\n/** A due reminder with the document it came from, so the stamp has a target. */\ninterface DueTask extends CrmReminderTask {\n  ref: FirebaseFirestore.DocumentReference\n}\n\nasync function remindOrg(ctx: SweepContext, orgDoc: Snapshot): Promise<OrgReport> {\n  const { firestore, nowMs, timeZone, dryRun } = ctx\n  const orgId = orgDoc.id\n  const org = (orgDoc.data() ?? {}) as Partial<AglynOrgBilling> & Record<string, unknown>\n  const quiet: OrgReport = { due: 0, handled: 0, notified: 0, emailed: 0 }\n\n  if (!crmDigestEntitled(resolveOrgEntitlements(org).features)) {\n    return { ...quiet, skipped: 'not-entitled' }\n  }\n  const flagOn = isReleaseFlagOnForOrg(\n    'release_crm',\n    ctx.flagValues['release_crm'],\n    orgId,\n    parseOrgReleaseFlagOverrides(org['releaseFlags']),\n    resolveEffectivePlan(org),\n  )\n  if (!flagOn) return { ...quiet, skipped: 'release-flag' }\n\n  /*\n   * Every open task whose reminder has come, newest first, on\n   * `(status, remindAtMs desc)`. The \"not yet handled\" half is a fact about\n   * a field's absence, which a query cannot select on, so it is asked of\n   * the page in memory — and the page being the NEWEST five hundred is what\n   * keeps the handled ones from crowding out the next one due.\n   */\n  const page = await orgDoc.ref\n    .collection(CRM_COLLECTIONS.tasks)\n    .where('status', '==', 'open')\n    .where('remindAtMs', '<=', nowMs)\n    .orderBy('remindAtMs', 'desc')\n    .limit(CRM_TASK_REMINDER_CEILING)\n    .get()\n  const due: DueTask[] = []\n  for (const doc of page.docs) {\n    const data = doc.data() as Record<string, unknown>\n    if (!crmTaskReminderDue(data as Parameters<typeof crmTaskReminderDue>[0], nowMs)) continue\n    due.push({\n      ref: doc.ref,\n      id: doc.id,\n      title: String(data['title'] ?? ''),\n      kind: (data['kind'] as CrmReminderTask['kind']) ?? 'todo',\n      dueAtMs: typeof data['dueAtMs'] === 'number' ? (data['dueAtMs'] as number) : null,\n      remindAtMs: Number(data['remindAtMs']),\n      assigneeUid: String(data['assigneeUid'] ?? ''),\n      hostId: String(data['hostId'] ?? ''),\n      contactId: (data['contactId'] as string) || undefined,\n      companyId: (data['companyId'] as string) || undefined,\n      dealId: (data['dealId'] as string) || undefined,\n    })\n  }\n  const tasksTruncated = page.docs.length >= CRM_TASK_REMINDER_CEILING\n  if (!due.length) {\n    return { ...quiet, skipped: 'nothing-due', ...(tasksTruncated ? { tasksTruncated } : {}) }\n  }\n\n  const report: OrgReport = { due: due.length, handled: 0, notified: 0, emailed: 0, members: {} }\n  if (tasksTruncated) report.tasksTruncated = true\n  const rows = report.members as Record<string, MemberReport>\n\n  /**\n   * Stamp a set of reminders as handled, in one batch, unless this is a\n   * plan. Everything a member's verdict covers lands together, which is\n   * what makes a rerun read the same answer for all of them.\n   */\n  const settle = async (tasks: DueTask[]): Promise<void> => {\n    report.handled += tasks.length\n    if (dryRun) return\n    const batch = firestore.batch()\n    for (const task of tasks) batch.update(task.ref, { reminderSentAtMs: nowMs })\n    await batch.commit()\n  }\n\n  const byAssignee = new Map<string, DueTask[]>()\n  const unassigned: DueTask[] = []\n  for (const task of due) {\n    if (!task.assigneeUid) {\n      unassigned.push(task)\n      continue\n    }\n    const mine = byAssignee.get(task.assigneeUid) ?? []\n    mine.push(task)\n    byAssignee.set(task.assigneeUid, mine)\n  }\n  // A reminder for nobody is handled by saying so: it would otherwise sit\n  // at the top of the window every hour for as long as the task is open.\n  if (unassigned.length) {\n    rows[''] = { tasks: unassigned.length, skipped: 'unassigned' }\n    await settle(unassigned)\n  }\n  if (!byAssignee.size) return report\n\n  const listed = (await listOrgMembers(orgId)).filter(\n    (member) => member.orgSuspended !== true,\n  )\n  // A locked or disabled account is not told (AGL-3418): it cannot sign in\n  // to act on it.\n  const reachable = new Set(\n    await withoutMailWithheldAccounts(listed.map((member) => member.$id)),\n  )\n  const members = listed.filter((member) => reachable.has(member.$id))\n  const memberById = new Map(members.map((member) => [member.$id, member]))\n  // Sorted so the order members are told in — and the member a refusal\n  // lands on — is the same on every run.\n  const uids = [...byAssignee.keys()].sort()\n  const userDocs = await firestore.getAll(\n    ...uids.map((uid) => firestore.collection('users').doc(uid)),\n  )\n  const userById = new Map(userDocs.map((doc) => [doc.id, doc]))\n\n  // The sites the due tasks name, for the absolute links the mail carries.\n  const hostIds = [...new Set(due.map((task) => task.hostId).filter(Boolean))]\n  const hostDocs = hostIds.length\n    ? await firestore.getAll(...hostIds.map((hostId) => firestore.collection('hosts').doc(hostId)))\n    : []\n  const hostById = new Map(hostDocs.map((doc) => [doc.id, doc]))\n\n  const branding = resolveBrandingProfile(org)\n  const orgSlug = String(org['slug'] ?? '')\n  const workspaceName = String(org['name'] ?? '').trim() || orgSlug\n  const orgHub = orgSlug ? `${ctx.origin}${buildRoute(Route.ORG_HOME, { orgSlug })}/crm` : null\n  const hubUrl = (hostId: string): string | null => {\n    if (!hostId) return orgHub\n    const subdomain = String(hostById.get(hostId)?.get('subdomain') ?? '')\n    if (!orgSlug || !subdomain) return null\n    return `${ctx.origin}${buildRoute(Route.HOST_DASHBOARD, { orgSlug, host: subdomain })}/crm`\n  }\n  // The record the task is for, on its own hub — the notification's link\n  // past the `/{hostId}/crm` or `/org/crm` prefix the console rewrites.\n  const taskUrl = (task: CrmReminderTask): string => {\n    const hub = hubUrl(task.hostId)\n    if (!hub) return ctx.origin\n    const link = crmTaskReminderLink(task.hostId || null, task)\n    return `${hub}${link.slice(link.indexOf('/crm') + '/crm'.length)}`\n  }\n  const settingsUrl = `${ctx.origin}${buildRoute(Route.MANAGE_NOTIFICATION_SETTINGS)}`\n  const supportLine = brandSupportLine(branding)\n  const brand = systemEmailBrand(org)\n  let reminderEmail: Promise<LoadedSystemEmail | null> | undefined\n  let poolLookups = 0\n\n  for (const uid of uids) {\n    const tasks = byAssignee.get(uid) as DueTask[]\n    const row: MemberReport = { tasks: tasks.length }\n    rows[uid] = row\n    const member = memberById.get(uid)\n    if (!member) {\n      row.skipped = 'not-a-member'\n      await settle(tasks)\n      continue\n    }\n    if (!(await memberHasOrgPermission(orgId, member as AglynOrgMember, 'data.manage'))) {\n      row.skipped = 'no-data-manage'\n      await settle(tasks)\n      continue\n    }\n    const userDoc = userById.get(uid)\n    if (notificationMuted(userDoc?.get('notificationPrefs'), 'content.taskReminder')) {\n      row.skipped = 'muted'\n      await settle(tasks)\n      continue\n    }\n    if (dryRun) {\n      row.notified = tasks.length\n      row.emailed = true\n      await settle(tasks)\n      continue\n    }\n\n    /*\n     * THE EMAIL FIRST, for the digest's reason: a refusal from the\n     * send-rate governor stops the run with nothing else done for this\n     * member — no notification to double next hour, no mark to skip them\n     * on — so the order here is the idempotence, not a preference.\n     */\n    let emailed = false\n    let emailReason: string | undefined\n    let address = String(member.email ?? '').trim().toLowerCase()\n    if (!address.includes('@') && poolLookups < CRM_TASK_REMINDERS_MAX_UID_LOOKUPS) {\n      poolLookups += 1\n      const pooled = await findUserByUidAcrossPools(uid).catch(() => null)\n      address = String(pooled?.record?.email ?? '').trim().toLowerCase()\n    }\n    const recipients = address.includes('@')\n      ? await filterSuppressedEmails([address], firestore)\n      : []\n    if (!recipients.length) {\n      emailReason = address.includes('@') ? 'suppressed' : 'no-recipient'\n    } else {\n      const reminderInput = {\n        tasks,\n        timeZone,\n        productName: branding.productName,\n        workspaceName,\n        taskUrl,\n        settingsUrl,\n        supportLine,\n      }\n      const subject = composeCrmTaskReminderSubject(tasks)\n      // The `crm-task-reminder` system email (AGL-3367), in the org's brand,\n      // read once per org and rendered per member.\n      reminderEmail ??= loadSystemEmail('crm-task-reminder').catch(() => null)\n      const loaded = await reminderEmail\n      const rendered = loaded\n        ? renderLoadedSystemEmail(\n            loaded,\n            {\n              ...brand.merge,\n              'reminder.subject': subject,\n              'reminder.body': composeCrmTaskReminderEmailText({ ...reminderInput, omitClosing: true }),\n              ...crmTaskReminderMergeValues(composeCrmTaskReminderEmailParts(reminderInput)),\n              settingsUrl,\n            },\n            brand.options,\n          )\n        : null\n      const result = await sendEmail({\n        to: recipients,\n        ...systemEmailContent(rendered, {\n          subject,\n          text: composeCrmTaskReminderEmailText(reminderInput),\n        }),\n        fromName: branding.fromName,\n        context: 'crm-task-reminder',\n        priority: 'bulk',\n      })\n      if (result.sent) {\n        emailed = true\n        await meterPlatformEmail().catch(() => undefined)\n      } else if (rateLimitedRetryAtMs(result) !== null) {\n        row.deferred = true\n        report.deferred = true\n        return report\n      } else {\n        emailReason = (result as { reason?: string }).reason ?? 'failed'\n      }\n    }\n\n    // One notification per task: each opens the record it is for.\n    for (const task of tasks) {\n      await notifyUsers([uid], {\n        type: 'content.taskReminder',\n        title: 'Task reminder',\n        body: composeCrmTaskReminderBody(task, timeZone, workspaceName),\n        link: crmTaskReminderLink(task.hostId || null, task),\n        orgId,\n        ...(task.hostId ? { hostId: task.hostId } : {}),\n      })\n    }\n    await settle(tasks)\n    row.notified = tasks.length\n    row.emailed = emailed\n    if (emailReason) row.emailReason = emailReason\n    report.notified += tasks.length\n    if (emailed) report.emailed += 1\n  }\n  return report\n}\n\nexport async function crmTaskRemindersRoute(request: Request): Promise<Response> {\n  const { method, body, headers: rawHeaders, query } = await pluginRequestFromWeb(request)\n  const headers = rawHeaders as Partial<Record<string, string>>\n  if (method !== 'POST' && method !== 'GET') {\n    return Response.json({ error: 'Method not allowed' }, { status: 405 })\n  }\n  if (!process.env.CRON_SECRET) {\n    return Response.json(\n      { error: 'Task reminders are not configured (CRON_SECRET).' },\n      { status: 501 },\n    )\n  }\n  if (!isCronAuthorized(headers)) {\n    return Response.json({ error: 'Unauthenticated' }, { status: 401 })\n  }\n  // A GET reports the plan and sends nothing; a bodyless POST — what the\n  // scheduled workflow sends — is a real run. `isCronDryRun` keys the\n  // default on the METHOD for exactly that reason.\n  const dryRun = isCronDryRun({ method, body, query })\n  // Stamped on the invocation, not on the work (AGL-1955): an hour with\n  // nothing due still ran.\n  if (method === 'POST') await recordCronBeat(CRM_TASK_REMINDERS_JOB_ID)\n\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const nowMs = Date.now()\n    const ctx: SweepContext = {\n      firestore,\n      nowMs,\n      timeZone: digestTimeZone(),\n      dryRun,\n      flagValues: await getServerReleaseFlagValues(),\n      origin: consoleOrigin(),\n    }\n\n    // The resumable sweep, in the shape the digest reads orgs (AGL-2220):\n    // ordered by id, `limit + 1` to learn whether there is more, the cursor\n    // validated as an org id before it becomes a reference.\n    const requestedLimit = Number((body as { limit?: unknown } | undefined)?.limit)\n    const pageSize =\n      Number.isFinite(requestedLimit) && requestedLimit > 0\n        ? Math.min(Math.floor(requestedLimit), CRM_TASK_REMINDERS_ORG_CHUNK)\n        : CRM_TASK_REMINDERS_ORG_CHUNK\n    const rawCursor = (body as { cursor?: unknown } | undefined)?.cursor\n    const cursor =\n      typeof rawCursor === 'string' && rawCursor.length > 0 && !rawCursor.includes('/')\n        ? rawCursor\n        : null\n    let orgQuery = firestore\n      .collection('orgs')\n      .orderBy(firebaseAdmin.firestore.FieldPath.documentId())\n      .limit(pageSize + 1)\n    if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor))\n    const page = await orgQuery.get()\n    const hasMore = page.docs.length > pageSize\n    const orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs\n\n    const orgs: Record<string, OrgReport> = {}\n    const failures: Record<string, string> = {}\n    let due = 0\n    let handled = 0\n    let notified = 0\n    let emailed = 0\n    let deferred = false\n    for (const orgDoc of orgDocs) {\n      try {\n        const report = await remindOrg(ctx, orgDoc)\n        orgs[orgDoc.id] = report\n        due += report.due\n        handled += report.handled\n        notified += report.notified\n        emailed += report.emailed\n        if (report.deferred) {\n          deferred = true\n          break\n        }\n      } catch (error) {\n        console.error('[crm] task reminders failed for org', orgDoc.id, error)\n        failures[orgDoc.id] = (error as Error)?.message ?? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/server/task-reminders-route.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n\nimport {\n  type AglynOrgBilling,\n  type AglynOrgMember,\n  buildRoute,\n  CRM_COLLECTIONS,\n  isReleaseFlagOnForOrg,\n  notificationMuted,\n  parseOrgReleaseFlagOverrides,\n  pluginRequestFromWeb,\n  resolveBrandingProfile,\n  resolveEffectivePlan,\n  resolveOrgEntitlements,\n  Route,\n} from '@aglyn/aglyn/server'\nimport {\n  crmDigestEntitled,\n} from '../model/crm-digest'\nimport { rateLimitedRetryAtMs, sendEmail } from '@aglyn/shared-util-email'\nimport { withoutMailWithheldAccounts } from '@aglyn/tenant-data-admin/server/account-mail'\nimport {\n  findUserByUidAcrossPools,\n  firebaseAdmin,\n  getServerReleaseFlagValues,\n  listOrgMembers,\n  memberHasOrgPermission,\n  meterPlatformEmail,\n  notifyUsers,\n} from '@aglyn/tenant-data-admin'\n// From the LEAF, not the barrel (AGL-2407): the cron specs mock\n// `@aglyn/tenant-data-admin` wholesale, and a suppression gate imported\n// through the barrel would be silently replaced by whatever the factory\n// lists. Same reasoning as the digest beside this route.\nimport { filterSuppressedEmails } from '@aglyn/tenant-data-admin/server/email-suppression'\nimport {\n  loadSystemEmail,\n  renderLoadedSystemEmail,\n  systemEmailBrand,\n  systemEmailContent,\n  type LoadedSystemEmail,\n} from '@aglyn/tenant-data-admin/server/render-system-email'\nimport { isCronAuthorized, isCronDryRun } from '@aglyn/tenant-data-admin/server/cron-auth'\nimport { writeCronBeat } from '@aglyn/aglyn/app-utils/health-report'\nimport { brandSupportLine } from '@aglyn/aglyn/app-utils/brand-support-line'\nimport { platformConsoleOrigin as consoleOrigin } from '@aglyn/aglyn/app-utils/platform-brand'\nimport { digestTimeZone } from './daily-digest-route'\nimport {\n  composeCrmTaskReminderBody,\n  composeCrmTaskReminderEmailParts,\n  composeCrmTaskReminderEmailText,\n  crmTaskReminderMergeValues,\n  composeCrmTaskReminderSubject,\n  CRM_TASK_REMINDER_CEILING,\n  type CrmReminderTask,\n  crmTaskReminderDue,\n  crmTaskReminderLink,\n} from '../model/crm-task-reminders'\n\n/**\n * The mark a scheduled run leaves for `/api/health/crons` (AGL-1955), on the\n * INVOCATION and before the work — the console's rule for every cron. Never\n * throws: reaching the admin app is inside the try, because a monitor that\n * can take down the job it describes is worse than the failure it watches.\n */\nasync function recordCronBeat(jobId: string): Promise<void> {\n  try {\n    await writeCronBeat(firebaseAdmin.app().firestore(), jobId)\n  } catch {\n    // Deliberately swallowed: a job that stops stamping reds its own row.\n  }\n}\n\n// lockdown-423: exempt — server-internal cron (x-cron-secret), no user caller; it reads an org's CRM to remind its members and writes nothing a locked org could lose.\n\n/**\n * A task's reminder at its own time (AGL-2659): `POST /api/crm/task-reminders`.\n *\n * The digest beside this route says once a morning what is late and what\n * is due today; nothing said \"the 3:00 call is at 3:00\". Every hour this\n * finds the orgs with an open task whose `remindAtMs` has come\n * (`orgIdsWithDueReminders`), reads those orgs' tasks and tells each one's\n * assignee ONCE — a console notification per task\n * (`content.taskReminder`, opening the record the task is for) and one\n * email per member per run listing everything of theirs that fell due.\n * The words and the rule live in `crm-task-reminders.ts`; this file is the\n * reads, the sends and the sweep, in the digest's shape wherever the two\n * do the same thing.\n *\n * ## Who is told, and who is not\n *\n * The task's ASSIGNEE, and nobody else — an unassigned task is a deliberate\n * choice in the drawer, as the digest reads it. Only a member who may open\n * the CRM (`data.manage`, resolved through their custom role), only in an\n * org whose plan carries the suite and whose `release_crm` flag is\n * on: the plan gate is the digest's own (`crmDigestEntitled`), so a plan\n * that gets no digest gets no reminders either. The recipient's\n * operational-category mute (`notificationPrefs.content`) governs the WHOLE\n * reminder, mail included — unlike the digest, which has a switch of its\n * own for the schedule it keeps; a reminder is one message about one task.\n *\n * ## Once, and resumable\n *\n * `reminderSentAtMs` on the task is the idempotence: stamped in one batch\n * with the member's sends, so a rerun over the same hour reads the mark and\n * sends nothing, and stamped on every reminder the run HANDLED — sent, or\n * found nobody to send it to — so a reminder nobody can be told about does\n * not come back every hour. A reminder is left unstamped only when the run\n * never reached a verdict: the send-rate governor refused, or the org\n * threw. Orgs are swept in id order behind a cursor, as the digest sweeps\n * them, so the workflow's `done:false` loop carries any number of them\n * across invocations.\n *\n * The task query reads the NEWEST reminders that have come due, not the\n * oldest — see `CRM_TASK_REMINDER_CEILING` for why that is what makes a\n * bounded page safe against a window that only ever grows.\n *\n * The email is a `bulk` send under the platform send-rate governor\n * (AGL-2409), metered as PLATFORM mail, for the digest's reasons: a cron\n * fan-out on the shared sending domain, and the platform reminding a\n * member is not the org's sending. A refusal STOPS the run and reports\n * `done: true`; the refused member was never stamped, and the next hour's\n * run finds their reminders at the top of the window again.\n */\n\n/** The beat `/api/health/crons` reads — the `SCHEDULED_JOBS` row's id. */\nexport const CRM_TASK_REMINDERS_JOB_ID = 'crm-task-reminders'\n\n/**\n * Orgs per invocation.\n *\n * More than the digest's twenty-five: an org here costs one task query and,\n * only when something fell due, the roster and the sends. The common hour\n * finds nothing due in most orgs, and a chunk that reads a hundred empty\n * queries finishes well inside `maxDuration = 60`, which is what the whole\n * platform costs on the night `orgIdsWithDueReminders` cannot answer.\n */\nexport const CRM_TASK_REMINDERS_ORG_CHUNK = 100\n\n/** Tasks per page of the platform-wide due query. */\nconst DUE_TASK_PAGE = 500\n\n/**\n * The most members per org whose address is chased through the auth pools\n * when their member document carries none — the digest's bound, for the\n * digest's reason: work, not audience.\n */\nexport const CRM_TASK_REMINDERS_MAX_UID_LOOKUPS = 5\n\ntype Firestore = FirebaseFirestore.Firestore\ntype Snapshot = FirebaseFirestore.DocumentSnapshot\n\n/** What one member's row in the response says. */\ninterface MemberReport {\n  tasks: number\n  skipped?: string\n  notified?: number\n  emailed?: boolean\n  emailReason?: string\n  deferred?: boolean\n}\n\ninterface OrgReport {\n  skipped?: string\n  /** Reminders that had come due and were not yet handled. */\n  due: number\n  /** Reminders this run stamped as handled. */\n  handled: number\n  /** Console notifications sent. */\n  notified: number\n  /** Emails sent — one per member per run. */\n  emailed: number\n  members?: Record<string, MemberReport>\n  tasksTruncated?: boolean\n  /** The send-rate governor refused; the sweep stops here. */\n  deferred?: boolean\n}\n\ninterface SweepContext {\n  firestore: Firestore\n  nowMs: number\n  timeZone: string\n  dryRun: boolean\n  flagValues: Awaited<ReturnType<typeof getServerReleaseFlagValues>>\n  origin: string\n}\n\n/** A due reminder with the document it came from, so the stamp has a target. */\ninterface DueTask extends CrmReminderTask {\n  ref: FirebaseFirestore.DocumentReference\n}\n\n/**\n * THE ORGS WITH A REMINDER OWED, found from the tasks (AGL-4121).\n *\n * The sweep used to walk the orgs to find them: every org document read, and\n * every entitled org's tasks asked, every hour, to learn that nothing had come\n * due in almost all of them. Asked of the collection group, an hour with\n * nothing due is one query and no org at all.\n *\n * Every page is read, not the newest, and that is what keeps this honest.\n * `CRM_TASK_REMINDER_CEILING` is safe per org because the newest five hundred\n * of ONE org begin with what fell due since the last run; across the platform\n * one busy org's handled reminders could bury a quiet org's first one. This\n * pays once for the same open tasks the org queries read, projected to what\n * the rule needs, and `remindOrg` then decides from its own window exactly as\n * it always has. An org found here with nothing inside that window reports\n * `nothing-due`, as it did.\n *\n * Needs the COLLECTION_GROUP `(status, remindAtMs desc)` index, and the\n * `crmTasks` entry for it is deployed after the code that first asks: see the\n * caller for what happens until then.\n */\nasync function orgIdsWithDueReminders(firestore: Firestore, nowMs: number): Promise<string[]> {\n  const orgIds = new Set<string>()\n  let after: FirebaseFirestore.QueryDocumentSnapshot | undefined\n  for (;;) {\n    let query = firestore\n      .collectionGroup(CRM_COLLECTIONS.tasks)\n      .where('status', '==', 'open')\n      .where('remindAtMs', '<=', nowMs)\n      .orderBy('remindAtMs', 'desc')\n      .select('status', 'remindAtMs', 'reminderSentAtMs')\n      .limit(DUE_TASK_PAGE)\n    if (after) query = query.startAfter(after)\n    const page = await query.get()\n    for (const doc of page.docs) {\n      const org = doc.ref.parent.parent\n      if (org?.parent.id !== 'orgs') continue\n      if (crmTaskReminderDue(doc.data() as Parameters<typeof crmTaskReminderDue>[0], nowMs)) {\n        orgIds.add(org.id)\n      }\n    }\n    if (page.docs.length < DUE_TASK_PAGE) return [...orgIds].sort()\n    after = page.docs[page.docs.length - 1]\n  }\n}\n\nasync function remindOrg(ctx: SweepContext, orgDoc: Snapshot): Promise<OrgReport> {\n  const { firestore, nowMs, timeZone, dryRun } = ctx\n  const orgId = orgDoc.id\n  const org = (orgDoc.data() ?? {}) as Partial<AglynOrgBilling> & Record<string, unknown>\n  const quiet: OrgReport = { due: 0, handled: 0, notified: 0, emailed: 0 }\n\n  if (!crmDigestEntitled(resolveOrgEntitlements(org).features)) {\n    return { ...quiet, skipped: 'not-entitled' }\n  }\n  const flagOn = isReleaseFlagOnForOrg(\n    'release_crm',\n    ctx.flagValues['release_crm'],\n    orgId,\n    parseOrgReleaseFlagOverrides(org['releaseFlags']),\n    resolveEffectivePlan(org),\n  )\n  if (!flagOn) return { ...quiet, skipped: 'release-flag' }\n\n  /*\n   * Every open task whose reminder has come, newest first, on\n   * `(status, remindAtMs desc)`. The \"not yet handled\" half is a fact about\n   * a field's absence, which a query cannot select on, so it is asked of\n   * the page in memory — and the page being the NEWEST five hundred is what\n   * keeps the handled ones from crowding out the next one due.\n   */\n  const page = await orgDoc.ref\n    .collection(CRM_COLLECTIONS.tasks)\n    .where('status', '==', 'open')\n    .where('remindAtMs', '<=', nowMs)\n    .orderBy('remindAtMs', 'desc')\n    .limit(CRM_TASK_REMINDER_CEILING)\n    .get()\n  const due: DueTask[] = []\n  for (const doc of page.docs) {\n    const data = doc.data() as Record<string, unknown>\n    if (!crmTaskReminderDue(data as Parameters<typeof crmTaskReminderDue>[0], nowMs)) continue\n    due.push({\n      ref: doc.ref,\n      id: doc.id,\n      title: String(data['title'] ?? ''),\n      kind: (data['kind'] as CrmReminderTask['kind']) ?? 'todo',\n      dueAtMs: typeof data['dueAtMs'] === 'number' ? (data['dueAtMs'] as number) : null,\n      remindAtMs: Number(data['remindAtMs']),\n      assigneeUid: String(data['assigneeUid'] ?? ''),\n      hostId: String(data['hostId'] ?? ''),\n      contactId: (data['contactId'] as string) || undefined,\n      companyId: (data['companyId'] as string) || undefined,\n      dealId: (data['dealId'] as string) || undefined,\n    })\n  }\n  const tasksTruncated = page.docs.length >= CRM_TASK_REMINDER_CEILING\n  if (!due.length) {\n    return { ...quiet, skipped: 'nothing-due', ...(tasksTruncated ? { tasksTruncated } : {}) }\n  }\n\n  const report: OrgReport = { due: due.length, handled: 0, notified: 0, emailed: 0, members: {} }\n  if (tasksTruncated) report.tasksTruncated = true\n  const rows = report.members as Record<string, MemberReport>\n\n  /**\n   * Stamp a set of reminders as handled, in one batch, unless this is a\n   * plan. Everything a member's verdict covers lands together, which is\n   * what makes a rerun read the same answer for all of them.\n   */\n  const settle = async (tasks: DueTask[]): Promise<void> => {\n    report.handled += tasks.length\n    if (dryRun) return\n    const batch = firestore.batch()\n    for (const task of tasks) batch.update(task.ref, { reminderSentAtMs: nowMs })\n    await batch.commit()\n  }\n\n  const byAssignee = new Map<string, DueTask[]>()\n  const unassigned: DueTask[] = []\n  for (const task of due) {\n    if (!task.assigneeUid) {\n      unassigned.push(task)\n      continue\n    }\n    const mine = byAssignee.get(task.assigneeUid) ?? []\n    mine.push(task)\n    byAssignee.set(task.assigneeUid, mine)\n  }\n  // A reminder for nobody is handled by saying so: it would otherwise sit\n  // at the top of the window every hour for as long as the task is open.\n  if (unassigned.length) {\n    rows[''] = { tasks: unassigned.length, skipped: 'unassigned' }\n    await settle(unassigned)\n  }\n  if (!byAssignee.size) return report\n\n  const listed = (await listOrgMembers(orgId)).filter(\n    (member) => member.orgSuspended !== true,\n  )\n  // A locked or disabled account is not told (AGL-3418): it cannot sign in\n  // to act on it.\n  const reachable = new Set(\n    await withoutMailWithheldAccounts(listed.map((member) => member.$id)),\n  )\n  const members = listed.filter((member) => reachable.has(member.$id))\n  const memberById = new Map(members.map((member) => [member.$id, member]))\n  // Sorted so the order members are told in — and the member a refusal\n  // lands on — is the same on every run.\n  const uids = [...byAssignee.keys()].sort()\n  const userDocs = await firestore.getAll(\n    ...uids.map((uid) => firestore.collection('users').doc(uid)),\n  )\n  const userById = new Map(userDocs.map((doc) => [doc.id, doc]))\n\n  // The sites the due tasks name, for the absolute links the mail carries.\n  const hostIds = [...new Set(due.map((task) => task.hostId).filter(Boolean))]\n  const hostDocs = hostIds.length\n    ? await firestore.getAll(...hostIds.map((hostId) => firestore.collection('hosts').doc(hostId)))\n    : []\n  const hostById = new Map(hostDocs.map((doc) => [doc.id, doc]))\n\n  const branding = resolveBrandingProfile(org)\n  const orgSlug = String(org['slug'] ?? '')\n  const workspaceName = String(org['name'] ?? '').trim() || orgSlug\n  const orgHub = orgSlug ? `${ctx.origin}${buildRoute(Route.ORG_HOME, { orgSlug })}/crm` : null\n  const hubUrl = (hostId: string): string | null => {\n    if (!hostId) return orgHub\n    const subdomain = String(hostById.get(hostId)?.get('subdomain') ?? '')\n    if (!orgSlug || !subdomain) return null\n    return `${ctx.origin}${buildRoute(Route.HOST_DASHBOARD, { orgSlug, host: subdomain })}/crm`\n  }\n  // The record the task is for, on its own hub — the notification's link\n  // past the `/{hostId}/crm` or `/org/crm` prefix the console rewrites.\n  const taskUrl = (task: CrmReminderTask): string => {\n    const hub = hubUrl(task.hostId)\n    if (!hub) return ctx.origin\n    const link = crmTaskReminderLink(task.hostId || null, task)\n    return `${hub}${link.slice(link.indexOf('/crm') + '/crm'.length)}`\n  }\n  const settingsUrl = `${ctx.origin}${buildRoute(Route.MANAGE_NOTIFICATION_SETTINGS)}`\n  const supportLine = brandSupportLine(branding)\n  const brand = systemEmailBrand(org)\n  let reminderEmail: Promise<LoadedSystemEmail | null> | undefined\n  let poolLookups = 0\n\n  for (const uid of uids) {\n    const tasks = byAssignee.get(uid) as DueTask[]\n    const row: MemberReport = { tasks: tasks.length }\n    rows[uid] = row\n    const member = memberById.get(uid)\n    if (!member) {\n      row.skipped = 'not-a-member'\n      await settle(tasks)\n      continue\n    }\n    if (!(await memberHasOrgPermission(orgId, member as AglynOrgMember, 'data.manage'))) {\n      row.skipped = 'no-data-manage'\n      await settle(tasks)\n      continue\n    }\n    const userDoc = userById.get(uid)\n    if (notificationMuted(userDoc?.get('notificationPrefs'), 'content.taskReminder')) {\n      row.skipped = 'muted'\n      await settle(tasks)\n      continue\n    }\n    if (dryRun) {\n      row.notified = tasks.length\n      row.emailed = true\n      await settle(tasks)\n      continue\n    }\n\n    /*\n     * THE EMAIL FIRST, for the digest's reason: a refusal from the\n     * send-rate governor stops the run with nothing else done for this\n     * member — no notification to double next hour, no mark to skip them\n     * on — so the order here is the idempotence, not a preference.\n     */\n    let emailed = false\n    let emailReason: string | undefined\n    let address = String(member.email ?? '').trim().toLowerCase()\n    if (!address.includes('@') && poolLookups < CRM_TASK_REMINDERS_MAX_UID_LOOKUPS) {\n      poolLookups += 1\n      const pooled = await findUserByUidAcrossPools(uid).catch(() => null)\n      address = String(pooled?.record?.email ?? '').trim().toLowerCase()\n    }\n    const recipients = address.includes('@')\n      ? await filterSuppressedEmails([address], firestore)\n      : []\n    if (!recipients.length) {\n      emailReason = address.includes('@') ? 'suppressed' : 'no-recipient'\n    } else {\n      const reminderInput = {\n        tasks,\n        timeZone,\n        productName: branding.productName,\n        workspaceName,\n        taskUrl,\n        settingsUrl,\n        supportLine,\n      }\n      const subject = composeCrmTaskReminderSubject(tasks)\n      // The `crm-task-reminder` system email (AGL-3367), in the org's brand,\n      // read once per org and rendered per member.\n      reminderEmail ??= loadSystemEmail('crm-task-reminder').catch(() => null)\n      const loaded = await reminderEmail\n      const rendered = loaded\n        ? renderLoadedSystemEmail(\n            loaded,\n            {\n              ...brand.merge,\n              'reminder.subject': subject,\n              'reminder.body': composeCrmTaskReminderEmailText({ ...reminderInput, omitClosing: true }),\n              ...crmTaskReminderMergeValues(composeCrmTaskReminderEmailParts(reminderInput)),\n              settingsUrl,\n            },\n            brand.options,\n          )\n        : null\n      const result = await sendEmail({\n        to: recipients,\n        ...systemEmailContent(rendered, {\n          subject,\n          text: composeCrmTaskReminderEmailText(reminderInput),\n        }),\n        fromName: branding.fromName,\n        context: 'crm-task-reminder',\n        priority: 'bulk',\n      })\n      if (result.sent) {\n        emailed = true\n        await meterPlatformEmail().catch(() => undefined)\n      } else if (rateLimitedRetryAtMs(result) !== null) {\n        row.deferred = true\n        report.deferred = true\n        return report\n      } else {\n        emailReason = (result as { reason?: string }).reason ?? 'failed'\n      }\n    }\n\n    // One notification per task: each opens the record it is for.\n    for (const task of tasks) {\n      await notifyUsers([uid], {\n        type: 'content.taskReminder',\n        title: 'Task reminder',\n        body: composeCrmTaskReminderBody(task, timeZone, workspaceName),\n        link: crmTaskReminderLink(task.hostId || null, task),\n        orgId,\n        ...(task.hostId ? { hostId: task.hostId } : {}),\n      })\n    }\n    await settle(tasks)\n    row.notified = tasks.length\n    row.emailed = emailed\n    if (emailReason) row.emailReason = emailReason\n    report.notified += tasks.length\n    if (emailed) report.emailed += 1\n  }\n  return report\n}\n\nexport async function crmTaskRemindersRoute(request: Request): Promise<Response> {\n  const { method, body, headers: rawHeaders, query } = await pluginRequestFromWeb(request)\n  const headers = rawHeaders as Partial<Record<string, string>>\n  if (method !== 'POST' && method !== 'GET') {\n    return Response.json({ error: 'Method not allowed' }, { status: 405 })\n  }\n  if (!process.env.CRON_SECRET) {\n    return Response.json(\n      { error: 'Task reminders are not configured (CRON_SECRET).' },\n      { status: 501 },\n    )\n  }\n  if (!isCronAuthorized(headers)) {\n    return Response.json({ error: 'Unauthenticated' }, { status: 401 })\n  }\n  // A GET reports the plan and sends nothing; a bodyless POST — what the\n  // scheduled workflow sends — is a real run. `isCronDryRun` keys the\n  // default on the METHOD for exactly that reason.\n  const dryRun = isCronDryRun({ method, body, query })\n  // Stamped on the invocation, not on the work (AGL-1955): an hour with\n  // nothing due still ran.\n  if (method === 'POST') await recordCronBeat(CRM_TASK_REMINDERS_JOB_ID)\n\n  try {\n    const firestore = firebaseAdmin.app().firestore()\n    const nowMs = Date.now()\n    const ctx: SweepContext = {\n      firestore,\n      nowMs,\n      timeZone: digestTimeZone(),\n      dryRun,\n      flagValues: await getServerReleaseFlagValues(),\n      origin: consoleOrigin(),\n    }\n\n    // The resumable sweep, in the shape the digest reads orgs (AGL-2220):\n    // ordered by id, one more than a chunk to learn whether there is more, the\n    // cursor validated as an org id before it becomes a reference.\n    const requestedLimit = Number((body as { limit?: unknown } | undefined)?.limit)\n    const pageSize =\n      Number.isFinite(requestedLimit) && requestedLimit > 0\n        ? Math.min(Math.floor(requestedLimit), CRM_TASK_REMINDERS_ORG_CHUNK)\n        : CRM_TASK_REMINDERS_ORG_CHUNK\n    const rawCursor = (body as { cursor?: unknown } | undefined)?.cursor\n    const cursor =\n      typeof rawCursor === 'string' && rawCursor.length > 0 && !rawCursor.includes('/')\n        ? rawCursor\n        : null\n    /*\n     * Only the orgs with something owed. A due query that fails is not an hour\n     * with nothing due, so it never answers for one: it falls back to walking\n     * every org, which needs no collection-group index and is what makes this\n     * safe to ship ahead of the index it uses. Composite indexes deploy in the\n     * promotion's tail, and a reminder must not wait on the order of that tail.\n     */\n    const withDue = await orgIdsWithDueReminders(firestore, nowMs).catch((error: unknown) => {\n      console.warn('[crm] task reminders: the due query failed, sweeping every org', error)\n      return null\n    })\n    let orgDocs: Snapshot[]\n    let hasMore: boolean\n    /** Where the next chunk starts, whichever way this one was chosen. */\n    let lastOrgId: string | null\n    if (withDue) {\n      const ahead = cursor ? withDue.filter((orgId) => orgId > cursor) : withDue\n      const chunk = ahead.slice(0, pageSize)\n      hasMore = ahead.length > pageSize\n      lastOrgId = chunk[chunk.length - 1] ?? null\n      // A task can outlive its org by a moment; there is nobody to tell.\n      orgDocs = chunk.length\n        ? (await firestore.getAll(...chunk.map((orgId) => firestore.collection('orgs').doc(orgId)))).filter(\n            (doc) => doc.exists,\n          )\n        : []\n    } else {\n      let orgQuery = firestore\n        .collection('orgs')\n        .orderBy(firebaseAdmin.firestore.FieldPath.documentId())\n        .limit(pageSize + 1)\n      if (cursor) orgQuery = orgQuery.startAfter(firestore.collection('orgs').doc(cursor))\n      const page = await orgQuery.get()\n      hasMore = page.docs.length > pageSize\n      orgDocs = hasMore ? page.docs.slice(0, pageSize) : page.docs\n      lastOrgId = orgDocs[orgDocs.length - 1]?.id ?? null\n    }\n\n    const orgs: Record<string, OrgReport> = {}\n    const failures: Record<string, string> = {}\n    let due = 0\n    let handled = 0\n    let notified = 0\n    let emailed = 0\n    let deferred = false\n    for (const orgDoc of orgDocs) {\n      try {\n        const report = await remindOrg(ctx, orgDoc)\n        orgs[orgDoc.id] = report\n        due += report.due\n        handled += report.handled\n        notified += report.notified\n        emailed += report.emailed\n        if (report.deferred) {\n          deferred = true\n          break\n        }\n      } catch (error) {\n        console.error('[crm] task reminders failed for org', orgDoc.id, error)\n        failures[orgDoc.id] = (error as Error)?.message ?? 'unknown'\n      }\n    }\n    const failed = Object.keys(failures)\n    return Response.json(\n      {\n        timeZone: ctx.timeZone,\n        dryRun,\n        swept: orgDocs.length,\n        due,\n        handled,\n        notified,\n        emailed,\n        orgs,\n        ...(deferred ? { deferred: true } : {}),\n        ...(failed.length ? { failures } : {}),\n        // A deferred run reports `done: true` — see the module comment —\n        // so the workflow's loop does not re-POST into a full window.\n        nextCursor: deferred || !hasMore ? null : lastOrgId,\n        done: deferred || !hasMore,\n      },\n      // 207: this chunk finished and some org in it needs a person, which is\n      // what fails the workflow (its one alerting channel).\n      { status: failed.length ? 207 : 200 },\n    )\n  } catch (error) {\n    console.error('[crm] task reminders run failed', error)\n    return Response.json({ error: 'Task reminders run failed' }, { status: 500 })\n  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