@aglyn/plugins-crm 1.0.0-beta.296 → 1.1.0

package/src/lib/components/new-contact-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.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  composeContactName,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_NAME_PART_MAX,\n  CRM_SALUTATION_PICKLIST,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  consentGroupDisclosureKey,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  email: string\n  /** The name as typed, or the first and last names' composition when either was given. */\n  name: string\n  /** Salesforce's standard contact fields (AGL-3515), `''` (or `false`) for none. */\n  salutation: string\n  firstName: string\n  lastName: string\n  mobilePhone: string\n  department: string\n  doNotCall: boolean\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n  /**\n   * The key of the consent-group sentence shown beside the box, when one was\n   * (AGL-3320) — what lets the route record the opt-in for the whole group\n   * the sentence named. `null` when the site sends on its own.\n   */\n  disclosedConsentGroup: string | null\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site\n   * with a picker and holds its submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup, orgId } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, open ? orgId : null)\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [salutation, setSalutation] = useState('')\n  const [firstName, setFirstName] = useState('')\n  const [lastName, setLastName] = useState('')\n  const [mobilePhone, setMobilePhone] = useState('')\n  const [department, setDepartment] = useState('')\n  const [doNotCall, setDoNotCall] = useState(false)\n  const [mobileError, setMobileError] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setSalutation('')\n    setFirstName('')\n    setLastName('')\n    setMobilePhone('')\n    setDepartment('')\n    setDoNotCall(false)\n    setMobileError('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const normalizedEmail = normalizeContactEmail(email)\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(normalizedEmail ? '' : 'Enter a valid email address.')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const trimmedMobile = mobilePhone.trim()\n    const normalizedMobile = trimmedMobile ? normalizePhone(trimmedMobile) : ''\n    setMobileError(\n      trimmedMobile && !normalizedMobile\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    if (\n      !normalizedEmail ||\n      (trimmedPhone && !normalizedPhone) ||\n      (trimmedMobile && !normalizedMobile)\n    ) {\n      return\n    }\n    onSubmit({\n      email: normalizedEmail,\n      name: composedName || name.trim().slice(0, 120),\n      salutation,\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      mobilePhone: normalizedMobile ?? '',\n      department: department.trim().slice(0, 120),\n      doNotCall,\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent,\n      disclosedConsentGroup: consentGroup\n        ? consentGroupDisclosureKey(consentGroup)\n        : null,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n  // While a first or last name is typed, the name is theirs (AGL-3515).\n  const composedName = composeContactName(firstName, lastName)\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {/*\n            First, because everything below it is filed under the answer: the\n            site decides which of the org's sites may see the person and whose\n            consent the checkbox at the foot records. Renders nothing under a\n            site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            disabled={Boolean(busy)}\n            helperText=\"The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'The one field that is required — it is what makes two captures one person.'\n            }\n            required\n            fullWidth\n            autoFocus\n          />\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            onChange={setSalutation}\n            disabled={Boolean(busy)}\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"First name\"\n              value={firstName}\n              onChange={(event) => setFirstName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Last name\"\n              value={lastName}\n              onChange={(event) => setLastName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || name}\n            onChange={(event) => setName(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                : 'Or the whole name in one field.'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Mobile phone\"\n            value={mobilePhone}\n            onChange={(event) => setMobilePhone(event.target.value)}\n            error={Boolean(mobileError)}\n            helperText={mobileError || undefined}\n            fullWidth\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => setDoNotCall(event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => setDepartment(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? '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            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Mailing address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {(disclosure ? `${disclosure} ` : '') +\n                'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held until the capturing site is known: the route resolves the\n            // org from it and stamps the record with it.\n            disabled={Boolean(busy) || !createHostId}\n            onClick={handleSubmit}\n          >\n            {busy ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/new-contact-drawer.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  composeContactName,\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_NAME_PART_MAX,\n  CRM_SALUTATION_PICKLIST,\n  CONTACT_LIFECYCLE_STAGES,\n  consentGroupDisclosure,\n  consentGroupDisclosureKey,\n  type AglynOrgBilling,\n  type AglynPostalAddress,\n  type ConsentGroup,\n  type ContactLifecycleStage,\n  normalizeAddress,\n  normalizeContactEmail,\n  normalizePhone,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport {\n  Alert,\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { useEffect, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { parseContactTags } from '../model/contact-record'\nimport {\n  CompanyPicker,\n  type CompanyOption,\n  useCompanyOptions,\n  useCreateCompany,\n} from './company-picker'\nimport {\n  ContactAddressFields,\n  EMPTY_ADDRESS,\n  type AddressDraft,\n} from './contact-address-fields'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CrmPicklistSelect } from './picklist-select'\nimport type { OrgMemberOption } from './use-org-members'\n\n/** What the drawer hands back — already normalized where the route would. */\nexport interface NewContactValues {\n  /** Normalized, or `''` for a person with no address yet (AGL-4122). */\n  email: string\n  /** The name as typed, or the first and last names' composition when either was given. */\n  name: string\n  /** Salesforce's standard contact fields (AGL-3515), `''` (or `false`) for none. */\n  salutation: string\n  firstName: string\n  lastName: string\n  mobilePhone: string\n  department: string\n  doNotCall: boolean\n  phone: string\n  jobTitle: string\n  /** The picked company's name — the label the list column and the search read. */\n  companyName: string\n  /** The picked company, or `null` for none (AGL-2613). */\n  companyId: string | null\n  ownerUid: string\n  lifecycleStage: ContactLifecycleStage | ''\n  tags: string[]\n  address: AglynPostalAddress | null\n  marketingConsent: boolean\n  /**\n   * The key of the consent-group sentence shown beside the box, when one was\n   * (AGL-3320) — what lets the route record the opt-in for the whole group\n   * the sentence named. `null` when the site sends on its own.\n   */\n  disclosedConsentGroup: string | null\n}\n\nexport interface NewContactDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the contact is being added from — what scopes the company list\n   * and the controller the consent checkbox records a basis for. `null` at\n   * the organization level (AGL-2630), where the drawer asks which site with\n   * a picker. An org whose records belong to every site may leave it empty,\n   * and one that keeps them apart holds the submit until one is named.\n   */\n  hostId: string | null\n  /** The org document the shell passed, for the company picker's scope. */\n  org?: Partial<AglynOrgBilling> | null\n  /** The request is in flight — the form holds still and the button says so. */\n  busy?: boolean\n  /** What the route answered when it refused, shown above the form. */\n  error?: string | null\n  /** The team, for the owner picker. */\n  owners: OrgMemberOption[]\n  /** The roster has answered — an empty list is then \"nobody to pick\". */\n  ownersReady: boolean\n  onSubmit: (values: NewContactValues) => void\n}\n\n/**\n * ADDING ONE PERSON BY HAND, IN A DRAWER (AGL-2596).\n *\n * A drawer and not a form above the list: a create form sitting on top of a\n * table is the shape every list in this console was built to stop. The\n * button in the list's header opens this, and the list is exactly as it was\n * behind it.\n *\n * ## What is checked here and what is not\n *\n * The two fields a person can mistype in a way the record cannot hold — the\n * email and the phone number — are checked before the request leaves, with\n * the same normalizers the route runs, so the refusal lands under the field\n * rather than as a sentence from the server. Neither is required: a contact\n * needs a name, an email or a number, because the team works a deal with the\n * person in front of them and the address can come later (AGL-4122). Everything else is the route's\n * to decide: whether the address already belongs to somebody (it merges),\n * whether the plan's band has room (it refuses, and its sentence is shown\n * above the form unchanged).\n *\n * ## The consent box is a claim, and says so\n *\n * The forms plugin's rule for the opt-in field is that submitting a form is\n * never itself consent. Typing somebody into the CRM is not either — so the\n * checkbox is worded as the person's act, not the operator's, and the helper\n * carries the group disclosure the form would have shown them.\n *\n * ## The company is a record, picked or created here\n *\n * The Company field is the picker (AGL-2613): a choice from the companies\n * this site may see, with a \"Create …\" row for a name none of them carry, so\n * the person filing a contact never leaves the drawer to make the account.\n * What leaves the drawer is the company's id AND its name — the id is the\n * link the route writes into the facet, the name is the label the list\n * column and the global search keep reading. The company listen opens with\n * the drawer and closes with it, because the drawer is mounted only while\n * it is open.\n */\nexport function NewContactDrawer(props: NewContactDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    busy,\n    error,\n    owners,\n    ownersReady,\n    onSubmit,\n  } = props\n  /*\n   * The controller the consent checkbox records a basis FOR: the mounted\n   * site's group, or at the organization level the picked site's — the one\n   * the route will capture the contact under. `null` until a site is\n   * picked, and the submit waits on it.\n   */\n  const { createHostId, createGroup, createNeedsSite, orgId } = useCrmScope({ hostId, org })\n  const consentGroup: ConsentGroup | null = createGroup\n  const salutations = useCrmPicklist(CRM_SALUTATION_PICKLIST, open ? orgId : null)\n  const companies = useCompanyOptions({ hostId, org, enabled: open })\n  const createCompany = useCreateCompany({ hostId, org })\n\n  const [email, setEmail] = useState('')\n  const [name, setName] = useState('')\n  const [salutation, setSalutation] = useState('')\n  const [firstName, setFirstName] = useState('')\n  const [lastName, setLastName] = useState('')\n  const [mobilePhone, setMobilePhone] = useState('')\n  const [department, setDepartment] = useState('')\n  const [doNotCall, setDoNotCall] = useState(false)\n  const [mobileError, setMobileError] = useState('')\n  const [phone, setPhone] = useState('')\n  const [jobTitle, setJobTitle] = useState('')\n  const [company, setCompany] = useState<CompanyOption | null>(null)\n  const [ownerUid, setOwnerUid] = useState('')\n  const [lifecycleStage, setLifecycleStage] = useState<\n    ContactLifecycleStage | ''\n  >('')\n  const [tags, setTags] = useState('')\n  const [address, setAddress] = useState<AddressDraft>(EMPTY_ADDRESS)\n  const [marketingConsent, setMarketingConsent] = useState(false)\n  const [emailError, setEmailError] = useState('')\n  const [phoneError, setPhoneError] = useState('')\n  const [identityError, setIdentityError] = useState('')\n\n  /*\n   * A fresh form on every opening. The drawer stays mounted behind the list\n   * between uses, and a person typed and then abandoned must not reappear\n   * half-filled the next time somebody reaches for \"New contact\".\n   */\n  useEffect(() => {\n    if (!open) return\n    setEmail('')\n    setName('')\n    setSalutation('')\n    setFirstName('')\n    setLastName('')\n    setMobilePhone('')\n    setDepartment('')\n    setDoNotCall(false)\n    setMobileError('')\n    setPhone('')\n    setJobTitle('')\n    setCompany(null)\n    setOwnerUid('')\n    setLifecycleStage('')\n    setTags('')\n    setAddress(EMPTY_ADDRESS)\n    setMarketingConsent(false)\n    setEmailError('')\n    setPhoneError('')\n    setIdentityError('')\n  }, [open])\n\n  const handleSubmit = () => {\n    const trimmedEmail = email.trim()\n    const normalizedEmail = trimmedEmail ? normalizeContactEmail(trimmedEmail) : ''\n    const trimmedPhone = phone.trim()\n    const normalizedPhone = trimmedPhone ? normalizePhone(trimmedPhone) : ''\n    setEmailError(trimmedEmail && !normalizedEmail ? 'Enter a valid email address.' : '')\n    setPhoneError(\n      trimmedPhone && !normalizedPhone\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const trimmedMobile = mobilePhone.trim()\n    const normalizedMobile = trimmedMobile ? normalizePhone(trimmedMobile) : ''\n    setMobileError(\n      trimmedMobile && !normalizedMobile\n        ? 'Enter it with its country code, like +1 512 555 0107.'\n        : '',\n    )\n    const identified = Boolean(\n      trimmedEmail || trimmedPhone || trimmedMobile || composedName || name.trim(),\n    )\n    setIdentityError(identified ? '' : 'Enter a name, an email or a phone number.')\n    if (\n      !identified ||\n      (trimmedEmail && !normalizedEmail) ||\n      (trimmedPhone && !normalizedPhone) ||\n      (trimmedMobile && !normalizedMobile)\n    ) {\n      return\n    }\n    onSubmit({\n      email: normalizedEmail ?? '',\n      name: composedName || name.trim().slice(0, 120),\n      salutation,\n      firstName: firstName.trim(),\n      lastName: lastName.trim(),\n      mobilePhone: normalizedMobile ?? '',\n      department: department.trim().slice(0, 120),\n      doNotCall,\n      phone: normalizedPhone ?? '',\n      jobTitle: jobTitle.trim().slice(0, 120),\n      companyName: company ? company.name.trim().slice(0, 120) : '',\n      companyId: company?.id ?? null,\n      ownerUid,\n      lifecycleStage,\n      tags: parseContactTags(tags),\n      address: normalizeAddress(address),\n      marketingConsent: marketingConsent && Boolean(normalizedEmail),\n      disclosedConsentGroup: consentGroup\n        ? consentGroupDisclosureKey(consentGroup)\n        : null,\n    })\n  }\n\n  const disclosure = consentGroup ? consentGroupDisclosure(consentGroup) : null\n  const hasEmail = Boolean(email.trim())\n  // While a first or last name is typed, the name is theirs (AGL-3515).\n  const composedName = composeContactName(firstName, lastName)\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={onClose}\n      AppBarProps={{ color: 'surface' }}\n      sx={{ '& .MuiDrawer-paper': { width: { xs: '100%', sm: 480 } } }}\n      appBarLeft={\n        <>\n          <IconButton\n            color=\"inherit\"\n            edge=\"start\"\n            onClick={onClose}\n            sx={{ mr: 2 }}\n          >\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {'New contact'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2}>\n          {error ? <Alert severity=\"warning\">{error}</Alert> : null}\n          {identityError ? <Alert severity=\"warning\">{identityError}</Alert> : null}\n          {/*\n            First, because the consent at the foot is recorded against the\n            answer. Renders nothing under a site (AGL-2630).\n          */}\n          <CrmSitePicker\n            hostId={hostId}\n            optional={!createNeedsSite}\n            disabled={Boolean(busy)}\n            helperText={\n              createNeedsSite\n                ? 'The site that captures this person — it decides which sites may see them and whose marketing consent the checkbox below records.'\n                : 'Where they came from, if anywhere. Every site in the organization can see them either way.'\n            }\n          />\n          <TextField\n            size=\"small\"\n            label=\"Email\"\n            type=\"email\"\n            value={email}\n            onChange={(event) => setEmail(event.target.value)}\n            error={Boolean(emailError)}\n            helperText={\n              emailError ||\n              'Optional. You can add it later, and an address already on a contact merges into them.'\n            }\n            fullWidth\n            autoFocus\n          />\n          <CrmPicklistSelect\n            picklistId={CRM_SALUTATION_PICKLIST}\n            picklist={salutations.picklist}\n            value={salutation}\n            onChange={setSalutation}\n            disabled={Boolean(busy)}\n          />\n          <Stack direction={{ xs: 'column', sm: 'row' }} spacing={2}>\n            <TextField\n              size=\"small\"\n              label=\"First name\"\n              value={firstName}\n              onChange={(event) => setFirstName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n            <TextField\n              size=\"small\"\n              label=\"Last name\"\n              value={lastName}\n              onChange={(event) => setLastName(event.target.value)}\n              slotProps={{ htmlInput: { maxLength: CONTACT_NAME_PART_MAX } }}\n              fullWidth\n            />\n          </Stack>\n          <TextField\n            size=\"small\"\n            label=\"Name\"\n            value={composedName || name}\n            onChange={(event) => setName(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                : 'Or the whole name in one field.'\n            }\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Phone\"\n            value={phone}\n            onChange={(event) => setPhone(event.target.value)}\n            error={Boolean(phoneError)}\n            helperText={phoneError || 'With the country code, like +1 512 555 0107'}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Mobile phone\"\n            value={mobilePhone}\n            onChange={(event) => setMobilePhone(event.target.value)}\n            error={Boolean(mobileError)}\n            helperText={mobileError || undefined}\n            fullWidth\n          />\n          <FormControlLabel\n            control={\n              <Checkbox\n                checked={doNotCall}\n                onChange={(event) => setDoNotCall(event.target.checked)}\n              />\n            }\n            label=\"Do not call\"\n          />\n          <TextField\n            size=\"small\"\n            label=\"Job title\"\n            value={jobTitle}\n            onChange={(event) => setJobTitle(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <TextField\n            size=\"small\"\n            label=\"Department\"\n            value={department}\n            onChange={(event) => setDepartment(event.target.value)}\n            slotProps={{ htmlInput: { maxLength: 120 } }}\n            fullWidth\n          />\n          <CompanyPicker\n            options={companies.options}\n            ready={companies.ready}\n            truncated={companies.truncated}\n            value={company?.id ?? null}\n            onChange={(_id, picked) => setCompany(picked)}\n            onCreate={createCompany}\n            email={email}\n            disabled={Boolean(busy)}\n            helperText=\"The account this person works for. Type a name nobody has filed yet to create it.\"\n          />\n          <TextField\n            select\n            size=\"small\"\n            label=\"Lifecycle stage\"\n            value={lifecycleStage}\n            onChange={(event) =>\n              setLifecycleStage(event.target.value as ContactLifecycleStage | '')\n            }\n            fullWidth\n          >\n            <MenuItem value=\"\">{'Not placed yet'}</MenuItem>\n            {CONTACT_LIFECYCLE_STAGES.map((stage) => (\n              <MenuItem key={stage} value={stage}>\n                {CONTACT_LIFECYCLE_STAGE_LABELS[stage]}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            select\n            size=\"small\"\n            label=\"Owner\"\n            value={ownerUid}\n            onChange={(event) => setOwnerUid(event.target.value)}\n            helperText={\n              ownersReady && !owners.length\n                ? '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            {owners.map((owner) => (\n              <MenuItem key={owner.uid} value={owner.uid}>\n                {crmMemberPickerLabel(owner)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <TextField\n            size=\"small\"\n            label=\"Tags\"\n            placeholder=\"vip, beta\"\n            helperText=\"Comma-separated\"\n            value={tags}\n            onChange={(event) => setTags(event.target.value)}\n            fullWidth\n          />\n          <Typography variant=\"subtitle2\">{'Mailing address'}</Typography>\n          <ContactAddressFields value={address} onChange={setAddress} />\n          <Stack>\n            <FormControlLabel\n              control={\n                <Checkbox\n                  checked={marketingConsent && hasEmail}\n                  disabled={!hasEmail}\n                  onChange={(event) => setMarketingConsent(event.target.checked)}\n                />\n              }\n              label=\"This person opted in to marketing email\"\n            />\n            <FormHelperText>\n              {!hasEmail\n                ? 'Add an email first: there is nowhere to send marketing without one.'\n                : (disclosure ? `${disclosure} ` : '') +\n                  (createHostId ? '' : 'With no source site, this records it on every site. ') +\n                  'Tick it only if they agreed. Adding a contact is never itself consent.'}\n            </FormHelperText>\n          </Stack>\n          <Button\n            variant=\"contained\"\n            color=\"primary\"\n            // Held only where the site decides who may see the record.\n            disabled={Boolean(busy) || (createNeedsSite && !createHostId)}\n            onClick={handleSubmit}\n          >\n            {busy ? 'Adding…' : 'Add contact'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\n\nexport default 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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          </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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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/picklist-values-card.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_LEAD_TEXT_MAX,\n  type CrmPicklist,\n  type CrmPicklistDefinition,\n  type CrmPicklistId,\n  type CrmPicklistObject,\n  type CrmPicklistValue,\n  isStandardPicklistValueId,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n} from '@aglyn/aglyn'\nimport {\n  mdiArrowDown,\n  mdiArrowUp,\n  mdiDeleteOutline,\n  mdiDragVertical,\n  mdiEyeOffOutline,\n  mdiEyeOutline,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { authorizedFetch } from '@aglyn/shared-util-http/authorized-token'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogContentText,\n  DialogTitle,\n  IconButton,\n  MenuItem,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { doc, serverTimestamp, setDoc } from 'firebase/firestore'\nimport { useCallback, useState } from 'react'\nimport { useCrmPicklist } from '../hooks/use-crm-picklist'\nimport {\n  addPicklistValue,\n  crmPicklistValuesRouteUrl,\n  movePicklistValue,\n  picklistAddableMeanings,\n  picklistKeepsGroups,\n  picklistMeaningLabel,\n  picklistReplacements,\n  type PicklistValuesAction,\n  type PicklistValuesRequest,\n  type PicklistValuesResponse,\n  setPicklistDefault,\n  setPicklistValueActive,\n  setPicklistValueGroup,\n  sortPicklistValues,\n} from '../model/picklist-values'\nimport { crmTaskCallScope } from '../model/task-routes'\n\nexport interface PicklistValuesCardProps {\n  /** Which of the CRM's standard picklists this card manages. */\n  picklistId: CrmPicklistId\n  /** The mounted site, or `null` at the organization level. */\n  hostId: string | null\n  /** The org whose list this is; `null` while it settles. */\n  orgId: string | null\n  /** The site a newly written list records as its definer — the Fields page's own. */\n  createHostId: string | null\n}\n\n/** Each object's noun, singular and plural, for the card's sentences. */\nconst OBJECT_NOUNS: Record<CrmPicklistObject, [string, string]> = {\n  contact: ['contact', 'contacts'],\n  company: ['company', 'companies'],\n  deal: ['deal', 'deals'],\n  lead: ['lead', 'leads'],\n  task: ['task', 'tasks'],\n}\n\n/** \"a\", \"a and b\", \"a, b and c\". */\nfunction sentenceList(words: readonly string[]): string {\n  return words.length < 2\n    ? (words[0] ?? '')\n    : `${words.slice(0, -1).join(', ')} and ${words[words.length - 1]}`\n}\n\n/** The objects whose records hold the field's label, in the definition's order. */\nfunction targetObjects(definition: CrmPicklistDefinition): CrmPicklistObject[] {\n  return [...new Set(definition.targets.map((target) => target.object))]\n}\n\n/** The add and rename dialog's state: which value, if any, is being renamed. */\ntype NameDialog = { mode: 'add' } | { mode: 'rename'; value: CrmPicklistValue } | null\n\n/**\n * ONE STANDARD PICKLIST'S VALUES (AGL-3298, AGL-3510) — Salesforce's\n * picklist value set for a standard field, managed on the Fields tab of the\n * object the field belongs to.\n *\n * Standard values are marked, and cannot be deleted — every org has them —\n * but rename, reorder, regroup, deactivate and default are theirs as much\n * as an added value's. Every move that touches only the LIST — add,\n * reorder by drag or arrows, sort A–Z, activate, deactivate, group,\n * default — is one client write of the whole document, guarded against a\n * cached read like every seeded save on the Fields page. The ones that\n * change RECORDS — rename, and delete with a replacement, and on a list\n * whose records keep the value's group (Lead source's direction, AGL-3577)\n * group and add — go to `crm/picklist-values`, which rewrites the list and\n * every record the definition's targets name together; see that route.\n *\n * An org that has never edited the list reads the standard values, and the\n * first move here writes them down as the org's own.\n */\nexport function PicklistValuesCard(props: PicklistValuesCardProps) {\n  const { picklistId, hostId, orgId, createHostId } = props\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const { definition, picklist, stored, ready, fromCache } = useCrmPicklist(picklistId, orgId)\n  const [busy, setBusy] = useState(false)\n  const [nameDialog, setNameDialog] = useState<NameDialog>(null)\n  const [draftName, setDraftName] = useState('')\n  const [draftGroup, setDraftGroup] = useState('')\n  const [draftMeaning, setDraftMeaning] = useState('')\n  const [nameError, setNameError] = useState('')\n  const [deleting, setDeleting] = useState<CrmPicklistValue | null>(null)\n  const [replaceWith, setReplaceWith] = useState('')\n  const [dragFrom, setDragFrom] = useState<number | null>(null)\n\n  const groups = definition.groups ?? []\n  // Whether records keep a value's group, so a regroup and an add change them too.\n  const keepsGroups = picklistKeepsGroups(definition)\n  const meanings = definition.meanings ?? []\n  // An added value may not take a meaning only the platform sets (AGL-3512).\n  const addableMeanings = picklistAddableMeanings(definition)\n  const [noun, nouns] = OBJECT_NOUNS[definition.object]\n  const holders = targetObjects(definition).map((object) => OBJECT_NOUNS[object])\n  // A list of suggestions only — a task's subjects (AGL-3517) — that no record holds.\n  const suggestions = holders.length === 0\n  const field = definition.label.toLowerCase()\n  const failed = `The ${definition.plural} could not be saved.`\n  const isStandard = (value: CrmPicklistValue) => isStandardPicklistValueId(definition, value.id)\n\n  /** Write the whole list — the list-only moves above. */\n  const save = useCallback(\n    async (next: CrmPicklist, done: string): Promise<boolean> => {\n      if (!orgId || busy) return false\n      setBusy(true)\n      try {\n        const verdict = await writeGuardedBySeed({ subject: `${field} list`, fromCache }, () =>\n          setDoc(\n            doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.picklists, picklistId),\n            {\n              values: next.values,\n              defaultValueId: next.defaultValueId,\n              updatedAt: serverTimestamp(),\n              // The org-wide stamp the rules require of a new CRM document,\n              // the same one a field definition carries.\n              ...(stored\n                ? {}\n                : {\n                    hostId: createHostId,\n                    createdAt: serverTimestamp(),\n                    ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n                  }),\n            },\n            { merge: true },\n          ),\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(false)\n      }\n    },\n    [orgId, busy, field, fromCache, firestore, picklistId, stored, createHostId, enqueueSnackbar, failed],\n  )\n\n  /** A rename or a delete — the moves that change records too. */\n  const post = useCallback(\n    async (request: PicklistValuesAction): Promise<PicklistValuesResponse | null> => {\n      const scope = crmTaskCallScope(hostId, orgId)\n      if (!scope || busy) return null\n      setBusy(true)\n      try {\n        const response = await authorizedFetch(user, crmPicklistValuesRouteUrl(), {\n          method: 'POST',\n          headers: { 'Content-Type': 'application/json' },\n          body: JSON.stringify({ ...request, picklistId, ...scope } satisfies PicklistValuesRequest),\n        })\n        const payload = (await response.json().catch(() => ({}))) as { error?: string }\n        if (!response.ok) {\n          enqueueSnackbar(payload.error || failed, { variant: 'warning', persist: false })\n          return null\n        }\n        return payload as PicklistValuesResponse\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar(failed, { variant: 'error', allowDuplicate: true })\n        return null\n      } finally {\n        setBusy(false)\n      }\n    },\n    [hostId, orgId, busy, user, picklistId, enqueueSnackbar, failed],\n  )\n\n  /** \" — 2 leads and 1 contact updated\", or nothing when no record held the value. */\n  const moved = (result: PicklistValuesResponse) => {\n    const counts = targetObjects(definition).map((object) => {\n      const count = result.updated?.[object] ?? 0\n      const [one, many] = OBJECT_NOUNS[object]\n      return { count, text: `${count.toLocaleString()} ${count === 1 ? one : many}` }\n    })\n    return counts.some((entry) => entry.count)\n      ? ` — ${sentenceList(counts.map((entry) => entry.text))} updated`\n      : ''\n  }\n\n  const openAdd = () => {\n    setDraftName('')\n    setDraftGroup('')\n    setDraftMeaning('')\n    setNameError('')\n    setNameDialog({ mode: 'add' })\n  }\n  const openRename = (value: CrmPicklistValue) => {\n    setDraftName(value.label)\n    setNameError('')\n    setNameDialog({ mode: 'rename', value })\n  }\n\n  const submitName = async () => {\n    if (!nameDialog) return\n    if (nameDialog.mode === 'add') {\n      const move = addPicklistValue(definition, picklist, draftName, {\n        group: draftGroup || null,\n        meaning: draftMeaning || null,\n      })\n      if (move.ok === false) return void setNameError(move.error)\n      if (keepsGroups) {\n        // Records may already hold the label, and keep its group (AGL-3577).\n        const result = await post({\n          action: 'add',\n          label: draftName,\n          group: draftGroup || null,\n          meaning: draftMeaning || null,\n        })\n        if (!result) return\n        setNameDialog(null)\n        enqueueSnackbar(`“${draftName.trim()}” added${moved(result)}`, {\n          variant: 'success',\n          persist: false,\n        })\n        return\n      }\n      // The dialog holds what was typed until the list has really saved\n      // (AGL-4120): closing first made a refused add read as done.\n      if (await save(move.picklist, `“${draftName.trim()}” added`)) setNameDialog(null)\n      return\n    }\n    const result = await post({ action: 'rename', valueId: nameDialog.value.id, label: draftName })\n    if (!result) return\n    setNameDialog(null)\n    enqueueSnackbar(`Renamed${moved(result)}`, { variant: 'success', persist: false })\n  }\n\n  const openDelete = (value: CrmPicklistValue) => {\n    setReplaceWith('')\n    setDeleting(value)\n  }\n  const submitDelete = async () => {\n    if (!deleting) return\n    const result = await post({\n      action: 'delete',\n      valueId: deleting.id,\n      replaceWith: replaceWith || null,\n    })\n    if (!result) return\n    setDeleting(null)\n    enqueueSnackbar(`“${deleting.label}” deleted${moved(result)}`, {\n      variant: 'success',\n      persist: false,\n    })\n  }\n\n  const move = (from: number, to: number) =>\n    void save(movePicklistValue(picklist, from, to), 'Order saved')\n\n  const rowActions = (value: CrmPicklistValue): RowActionsMenuItem[] => {\n    const isDefault = picklist.defaultValueId === value.id\n    const items: RowActionsMenuItem[] = [\n      {\n        key: 'rename',\n        label: 'Rename',\n        icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n        disabled: busy,\n        onClick: () => openRename(value),\n      },\n      {\n        key: 'default',\n        label: isDefault ? 'Clear default' : 'Make default',\n        icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n        disabled: busy || (!isDefault && !value.active),\n        disabledReason: !value.active ? 'An inactive value cannot be the default' : undefined,\n        onClick: () =>\n          void save(\n            setPicklistDefault(picklist, isDefault ? null : value.id),\n            isDefault ? 'Default cleared' : `New ${nouns} start as “${value.label}”`,\n          ),\n      },\n      {\n        key: 'active',\n        label: value.active ? 'Deactivate' : 'Activate',\n        icon: (\n          <MdiIcon path={value.active ? mdiEyeOffOutline.path : mdiEyeOutline.path} size={0.8} />\n        ),\n        disabled: busy,\n        onClick: () =>\n          void save(\n            setPicklistValueActive(picklist, value.id, !value.active),\n            value.active ? `“${value.label}” deactivated` : `“${value.label}” activated`,\n          ),\n      },\n    ]\n    // A standard value is every organization's: it is deactivated, never deleted.\n    if (!isStandard(value)) {\n      items.push({\n        key: 'delete',\n        label: 'Delete…',\n        icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n        destructive: true,\n        disabled: busy,\n        onClick: () => openDelete(value),\n      })\n    }\n    return items\n  }\n\n  const replacements = deleting ? picklistReplacements(definition, picklist, deleting.id) : []\n  const columns = 4 + (groups.length ? 1 : 0) + (meanings.length ? 1 : 0)\n  const heldBy = sentenceList(holders.map(([, many]) => many)).replace(/^./, (letter) =>\n    letter.toUpperCase(),\n  )\n\n  return (\n    <Stack spacing={1.5}>\n      <Stack\n        direction={{ xs: 'column', sm: 'row' }}\n        spacing={1}\n        sx={{ justifyContent: 'space-between', alignItems: { sm: 'center' } }}\n      >\n        <Stack spacing={0.25}>\n          <Typography variant=\"subtitle1\">{`${definition.label} values`}</Typography>\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {(suggestions\n              ? `The suggestions every ${noun}’s ${definition.label} offers, in this order. ` +\n                'Any text may still be typed, and renaming or deleting a suggestion ' +\n                `changes no ${noun}. `\n              : `The choices in every ${noun}’s ${definition.label} select, in this order. ` +\n                (definition.restricted\n                  ? 'An import or an API write naming anything else is refused. '\n                  : '') +\n                'A deactivated value stays on the records that hold it. ') +\n              'Standard values come with every organization and cannot be deleted; ' +\n              'add your own beside them.'}\n          </Typography>\n        </Stack>\n        {orgId ? (\n          <Stack direction=\"row\" spacing={1} sx={{ flexShrink: 0 }}>\n            <Button\n              size=\"small\"\n              disabled={busy || picklist.values.length < 2}\n              onClick={() => void save(sortPicklistValues(picklist), 'Sorted A–Z')}\n            >\n              {'Sort A–Z'}\n            </Button>\n            <Button size=\"small\" variant=\"outlined\" disabled={busy} onClick={openAdd}>\n              {'Add value'}\n            </Button>\n          </Stack>\n        ) : null}\n      </Stack>\n      {!ready ? null : (\n        <ScrollTable size=\"small\" aria-label={`${definition.label} values`}>\n          <TableHead>\n            <TableRow>\n              <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n              <TableCell>{'Value'}</TableCell>\n              {groups.length ? <TableCell>{'Group'}</TableCell> : null}\n              {meanings.length ? <TableCell>{'Means'}</TableCell> : null}\n              <TableCell>{'Status'}</TableCell>\n              <TableCell align=\"right\" />\n            </TableRow>\n          </TableHead>\n          <TableBody>\n            {picklist.values.length === 0 ? (\n              <TableRow>\n                <TableCell colSpan={columns}>\n                  <Typography variant=\"body2\" color=\"text.secondary\">\n                    {`No values yet. Add one, and every ${noun} can be given it.`}\n                  </Typography>\n                </TableCell>\n              </TableRow>\n            ) : null}\n            {picklist.values.map((value, index) => (\n              <TableRow\n                key={value.id}\n                hover\n                // Native drag and drop for a pointer; the arrows beside the\n                // handle are the same move for a keyboard or a touch screen.\n                draggable={!busy}\n                onDragStart={(event) => {\n                  setDragFrom(index)\n                  event.dataTransfer.effectAllowed = 'move'\n                }}\n                onDragOver={(event) => {\n                  if (dragFrom === null) return\n                  event.preventDefault()\n                  event.dataTransfer.dropEffect = 'move'\n                }}\n                onDrop={(event) => {\n                  event.preventDefault()\n                  if (dragFrom !== null && dragFrom !== index) move(dragFrom, index)\n                  setDragFrom(null)\n                }}\n                onDragEnd={() => setDragFrom(null)}\n                sx={{\n                  ...(value.active ? {} : { opacity: 0.6 }),\n                  ...(dragFrom === index ? { outline: 1, outlineColor: 'primary.main' } : {}),\n                }}\n              >\n                <TableCell>\n                  <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                    <MdiIcon\n                      path={mdiDragVertical.path}\n                      size={0.8}\n                      style={{ cursor: busy ? 'default' : 'grab' }}\n                      aria-hidden\n                    />\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === 0 || busy}\n                      onClick={() => move(index, index - 1)}\n                    >\n                      <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} up`}</SrOnly>\n                    </IconButton>\n                    <IconButton\n                      size=\"small\"\n                      disabled={index === picklist.values.length - 1 || busy}\n                      onClick={() => move(index, index + 1)}\n                    >\n                      <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                      <SrOnly>{`Move ${value.label} down`}</SrOnly>\n                    </IconButton>\n                  </Stack>\n                </TableCell>\n                <TableCell>\n                  <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n                    <Typography variant=\"body2\">{value.label}</Typography>\n                    {isStandard(value) ? (\n                      <Chip size=\"small\" variant=\"outlined\" label=\"Standard\" />\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                {groups.length ? (\n                  <TableCell sx={{ minWidth: 150 }}>\n                    <TextField\n                      select\n                      size=\"small\"\n                      variant=\"standard\"\n                      value={value.group ?? ''}\n                      disabled={busy || !orgId}\n                      onChange={(event) => {\n                        const group = String(event.target.value) || null\n                        const name = groups.find((entry) => entry.id === group)?.label\n                        const done = name ? `“${value.label}” is ${name}` : `“${value.label}” has no group`\n                        if (!keepsGroups) {\n                          void save(setPicklistValueGroup(definition, picklist, value.id, group), done)\n                          return\n                        }\n                        // Its records keep the group too (AGL-3577): the route moves both.\n                        void post({ action: 'group', valueId: value.id, group }).then((result) => {\n                          if (result) {\n                            enqueueSnackbar(`${done}${moved(result)}`, { variant: 'success', persist: false })\n                          }\n                        })\n                      }}\n                      fullWidth\n                      slotProps={{\n                        select: { displayEmpty: true, 'aria-label': `Group of ${value.label}` },\n                      }}\n                    >\n                      <MenuItem value=\"\">{'None'}</MenuItem>\n                      {groups.map((group) => (\n                        <MenuItem key={group.id} value={group.id}>\n                          {group.label}\n                        </MenuItem>\n                      ))}\n                    </TextField>\n                  </TableCell>\n                ) : null}\n                {meanings.length ? (\n                  // What the value means to the CRM: fixed for a standard value, and\n                  // chosen when an added one is made.\n                  <TableCell>\n                    <Typography variant=\"body2\" color={value.meaning ? 'text.primary' : 'text.secondary'}>\n                      {value.meaning ? picklistMeaningLabel(definition, value.meaning) : '—'}\n                    </Typography>\n                  </TableCell>\n                ) : null}\n                <TableCell>\n                  <Stack useFlexGap direction=\"row\" spacing={1} sx={{ flexWrap: 'wrap', alignItems: 'center' }}>\n                    {value.active ? null : (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"warning\" label=\"Inactive\" />\n                    )}\n                    {picklist.defaultValueId === value.id ? (\n                      <Chip size=\"small\" variant=\"outlined\" color=\"primary\" label=\"Default\" />\n                    ) : null}\n                    {value.active && picklist.defaultValueId !== value.id ? (\n                      <Typography variant=\"body2\" color=\"text.secondary\">\n                        {'Active'}\n                      </Typography>\n                    ) : null}\n                  </Stack>\n                </TableCell>\n                <TableCell align=\"right\" sx={{ width: 56 }}>\n                  <RowActionsMenu label={value.label} items={rowActions(value)} />\n                </TableCell>\n              </TableRow>\n            ))}\n          </TableBody>\n        </ScrollTable>\n      )}\n      {ready && !stored ? (\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {'These are the standard values. Your first change here makes the list your ' +\n            'organization’s own.'}\n        </Typography>\n      ) : null}\n\n      <Dialog open={nameDialog !== null} onClose={() => setNameDialog(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>\n          {nameDialog?.mode === 'rename' ? `Rename “${nameDialog.value.label}”` : `Add a ${field}`}\n        </DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            {nameDialog?.mode === 'rename' && !suggestions ? (\n              <DialogContentText variant=\"body2\">\n                {`Every ${sentenceList(holders.map(([one]) => one))} holding this value ` +\n                  'is updated to the new name.'}\n              </DialogContentText>\n            ) : null}\n            <TextField\n              size=\"small\"\n              label=\"Value\"\n              value={draftName}\n              onChange={(event) => {\n                setDraftName(event.target.value)\n                setNameError('')\n              }}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') void submitName()\n              }}\n              error={Boolean(nameError)}\n              helperText={nameError || ' '}\n              slotProps={{ htmlInput: { maxLength: CRM_LEAD_TEXT_MAX } }}\n              autoFocus\n              fullWidth\n            />\n            {nameDialog?.mode === 'add' && groups.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Group\"\n                value={draftGroup}\n                onChange={(event) => setDraftGroup(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                <MenuItem value=\"\">{'None'}</MenuItem>\n                {groups.map((group) => (\n                  <MenuItem key={group.id} value={group.id}>\n                    {group.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            {nameDialog?.mode === 'add' && meanings.length ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Means\"\n                value={draftMeaning}\n                onChange={(event) => {\n                  setDraftMeaning(String(event.target.value))\n                  setNameError('')\n                }}\n                fullWidth\n              >\n                {addableMeanings.map((meaning) => (\n                  <MenuItem key={meaning} value={meaning}>\n                    {picklistMeaningLabel(definition, meaning)}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setNameDialog(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={busy || !draftName.trim()}\n            onClick={() => void submitName()}\n          >\n            {nameDialog?.mode === 'rename' ? 'Rename' : 'Add'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n\n      <Dialog open={deleting !== null} onClose={() => setDeleting(null)} fullWidth maxWidth=\"xs\">\n        <DialogTitle>{`Delete “${deleting?.label ?? ''}”?`}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1.5} sx={{ pt: 1 }}>\n            <DialogContentText variant=\"body2\">\n              {suggestions\n                ? `The suggestion leaves the list for good. No ${noun} changes.`\n                : `The value leaves the list for good. ${heldBy} that hold it ` +\n                  (meanings.length\n                    ? 'are moved to the value you pick here, which means the same. '\n                    : 'are moved to the value you pick here, or cleared. ') +\n                  'To keep it on those records instead, deactivate it.'}\n            </DialogContentText>\n            {suggestions ? null : (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Replace it on existing records with\"\n                value={replaceWith}\n                onChange={(event) => setReplaceWith(String(event.target.value))}\n                fullWidth\n                slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n              >\n                {/* A value with a meaning moves its records to another of that meaning, never off. */}\n                {meanings.length ? null : <MenuItem value=\"\">{'None — clear it'}</MenuItem>}\n                {replacements.map((value) => (\n                  <MenuItem key={value.id} value={value.label}>\n                    {value.label}\n                  </MenuItem>\n                ))}\n              </TextField>\n            )}\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setDeleting(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            color=\"error\"\n            disabled={busy || (meanings.length > 0 && !replaceWith)}\n            onClick={() => void submitDelete()}\n          >\n            {'Delete value'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </Stack>\n  )\n}\nPicklistValuesCard.displayName = 'PicklistValuesCard'\n\nexport default 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package/src/lib/components/pipeline-stages-dialog.js

@@ -25,6 +25,7 @@ import { collection, doc, getCountFromServer, query, updateDoc, where } from "fi
 import { useCallback, useEffect, useState } from "react";
 import { crmVisibleToClause } from "../hooks/use-crm-scope.js";
 import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory, setStageProbability, sortedStages, stageRemovalRefusal, stagesProblem } from "../model/deal-board-model.js";
+import { settleStageNames } from "../model/settle-stage-names.js";
 /**
  * The pipeline's stages, edited as one draft and saved as one write.
  *
@@ -116,7 +117,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                 fromCache
             }, async ()=>{
                 await updateDoc(doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, pipeline.$id), {
-                    stages,
+                    stages: settleStageNames(stages),
                     updatedAt: new Date()
                 });
             });
@@ -242,6 +243,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                 children: /*#__PURE__*/ _jsx("span", {
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
+                                                        "aria-label": `Move ${stage.name} up`,
                                                         disabled: first,
                                                         onClick: ()=>setStages((current)=>moveStage(current, stage.id, 'up')),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {
@@ -256,6 +258,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                 children: /*#__PURE__*/ _jsx("span", {
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
+                                                        "aria-label": `Move ${stage.name} down`,
                                                         disabled: lastOpen,
                                                         onClick: ()=>setStages((current)=>moveStage(current, stage.id, 'down')),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {
@@ -271,6 +274,7 @@ import { addStage, moveStage, removeStage, renameStage, setStageForecastCategory
                                                     children: /*#__PURE__*/ _jsx(IconButton, {
                                                         size: "small",
                                                         color: "error",
+                                                        "aria-label": `Remove ${stage.name}`,
                                                         disabled: counting === stage.id || busy,
                                                         onClick: ()=>void handleRemove(stage.id),
                                                         children: /*#__PURE__*/ _jsx(MdiIcon, {