@aglyn/plugins-crm 1.0.0 → 1.1.0

package/src/lib/components/settings-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  canManageOrg,\n  type ConsolePluginPageProps,\n  CRM_ASSIGNMENT_RULES_MAX,\n  CRM_ASSIGNMENT_RULES_PATH,\n  CRM_AUTO_CREATE_COMPANIES_PATH,\n  CRM_DEFAULT_RECORD_SCOPE_PATH,\n  CRM_ROUND_ROBIN_POOL_MAX,\n  CRM_ROUND_ROBIN_POOL_PATH,\n  type CrmAssignmentRule,\n  crmDefaultScopeOf,\n  crmHostDefaultOwnerSegments,\n  describeAssignmentRule,\n  orgAutoCreatesCompanies,\n  type OrgRole,\n  pluginDocsHelp,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu 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 {\n  useFirestore,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  Switch,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\nimport SharingRulesCard from './sharing-rules-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/**\n * Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n *\n * The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n */\nexport function useCanManageCrmSettings(orgId: string | undefined): {\n  canManage: boolean\n  ready: boolean\n} {\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? ''\n  const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n    () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n    [firestore, orgId, uid],\n  )\n  return {\n    canManage: canManageOrg(member?.role ?? null),\n    ready: Boolean(orgId && uid) && status !== 'loading',\n  }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n *\n * ## What the switch decides, and what it does not\n *\n * A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n *\n * ## Written where it is read\n *\n * One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n */\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored = orgAutoCreatesCompanies(org as Record<string, unknown> | undefined)\n  const [checked, setChecked] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  // The stored value wins whenever it changes: the click is optimistic, and\n  // the org document is what the capture door will actually read.\n  useEffect(() => setChecked(stored), [stored])\n\n  const handleChange = async (next: boolean) => {\n    // The switch is disabled for a member who may not move it; the guard\n    // stands anyway, because a disabled control still delivers a change\n    // event in some environments and the rules would refuse the write.\n    if (!orgId || !canManage) return\n    setChecked(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n      })\n      enqueueSnackbar(\n        next\n          ? 'Companies will be created from work email domains'\n          : 'Companies will no longer be created from email domains',\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setChecked(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <FormControlLabel\n          control={\n            <Switch\n              size=\"small\"\n              checked={checked}\n              disabled={!ready || !canManage || busy}\n              onChange={(event) => void handleChange(event.target.checked)}\n            />\n          }\n          label=\"Create companies from work email domains\"\n        />\n        <FormHelperText>\n          {'A contact captured with a work email address is linked to the ' +\n            'company whose domain matches it. When this is on and no such ' +\n            'company exists yet, one is created from the domain — acme.com ' +\n            'becomes Acme — and the contact is linked to it. Public mailbox ' +\n            'domains such as gmail.com never create a company.'}\n        </FormHelperText>\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change this.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/**\n * \"Default sharing for new records\" (AGL-3662) — what a new contact,\n * company, deal or task starts shared with, set apart from the org's\n * defaults for new datasets and media.\n *\n * Changes nothing that already exists: narrowing an address book from a\n * select would hide records from sites already working them, with no\n * confirmation. Each record's own sharing is where that is decided.\n *\n * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM\n * creator stamp from, so the control cannot show one thing while records\n * get another — including for an org that has never set it, which inherits\n * the dataset default it shared before the split.\n */\nexport function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored =\n    crmDefaultScopeOf(org as Record<string, unknown> | undefined) ?? 'host'\n  const [value, setValue] = useState<'org' | 'host'>(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: 'org' | 'host') => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_DEFAULT_RECORD_SCOPE_PATH]: next,\n      })\n      enqueueSnackbar('Default sharing updated', {\n        variant: 'success',\n        persist: false,\n      })\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Default sharing for new records'}\n      help={pluginDocsHelp('crmSharing', {\n        anchor: '#access-read-only-or-read-and-edit',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1} sx={{ maxWidth: 480 }}>\n        <TextField\n          select\n          size=\"small\"\n          label=\"New contacts, companies, deals and tasks are shared with\"\n          value={value}\n          disabled={!ready || !canManage || busy}\n          onChange={(event) =>\n            void handleChange(event.target.value as 'org' | 'host')\n          }\n          helperText={\n            'Only affects records created from now on. Datasets and media ' +\n            'have defaults of their own, on the organization Data and ' +\n            'Media pages.'\n          }\n        >\n          <MenuItem value=\"org\">{'All sites'}</MenuItem>\n          <MenuItem value=\"host\">\n            {'The site they came in on, and its consent group'}\n          </MenuItem>\n        </TextField>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultRecordSharingCard.displayName = 'DefaultRecordSharingCard'\n\n/** The caption every card shows a member who may read but not change it. */\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n  return props.ready && !props.canManage ? (\n    <Typography variant=\"caption\" color=\"text.secondary\">\n      {'Only a workspace owner or admin can change this.'}\n    </Typography>\n  ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/** The `value` of the default-owner picker's \"nobody\" entry. */\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n *\n * Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n */\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  const sites = useMemo<ReadonlyArray<{ id: string; name: string | null }>>(\n    () =>\n      hostId\n        ? [{ id: hostId, name: null }]\n        : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n    [hostId, mount?.hosts],\n  )\n  const ready = scopeReady && roleReady && (Boolean(hostId) || Boolean(mount?.hostsReady))\n  return (\n    <CardDisplay\n      header={'Default owner'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        {sites.map((site) => (\n          <DefaultOwnerPicker\n            key={site.id}\n            orgId={orgId}\n            siteId={site.id}\n            siteName={site.name}\n            org={org}\n            roster={roster}\n            canManage={canManage}\n            ready={ready}\n          />\n        ))}\n        {!hostId && ready && sites.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nobody to route to.'}\n          </Typography>\n        ) : null}\n        <FormHelperText>\n          {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n            'an order — that no assignment rule claims is handed to that ' +\n            \"site's default owner, and they are notified. A contact added by \" +\n            'hand or imported with an owner keeps the owner you chose.'}\n        </FormHelperText>\n        {roster.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/** One site's slot in the org-wide default-owner map, as a picker. */\nfunction DefaultOwnerPicker(props: {\n  orgId: string | undefined\n  siteId: string\n  /** How the site reads; `null` under the site itself, where \"this site\" will do. */\n  siteName: string | null\n  org?: Partial<AglynOrgBilling> | null\n  roster: ReturnType<typeof useOrgMemberDirectory>\n  canManage: boolean\n  ready: boolean\n}) {\n  const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const siteLabel = siteName ?? 'this site'\n\n  const stored =\n    readCrmAssignmentSettings(org as Record<string, unknown> | undefined)\n      .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n  const [value, setValue] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: string) => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(\n        doc(firestore, 'orgs', orgId),\n        new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n        next || deleteField(),\n      )\n      enqueueSnackbar(\n        next\n          ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n          : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The default owner could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  // A stored owner the roster no longer lists is still shown, by uid, so\n  // the picker never silently reads \"Nobody\" for a setting that is there.\n  const options = useMemo(\n    () =>\n      stored && !roster.members.some((member) => member.uid === stored)\n        ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n        : roster.members,\n    [roster.members, stored],\n  )\n  return (\n    <TextField\n      select\n      size=\"small\"\n      label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n      value={value}\n      onChange={(event) => void handleChange(event.target.value)}\n      disabled={!ready || !canManage || busy || roster.loading}\n      // \"Nobody\" is the empty value, which a select would otherwise\n      // render as a blank rather than as the choice it is. The label is\n      // shrunk with it: a field that always draws a value has no empty\n      // state for the label to sit in, and left to itself it decides from\n      // the value alone and paints the label over the choice.\n      slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n      sx={{ maxWidth: 360 }}\n    >\n      <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n      {options.map((member) => (\n        <MenuItem key={member.uid} value={member.uid}>\n          {crmMemberPickerLabel(member)}\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/**\n * \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n *\n * ## The whole list is the unit of write\n *\n * The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n *\n * ## First match wins, so order is the meaning\n *\n * A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n */\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const settings = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const { rules } = settings\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n\n  const writeRules = useCallback(\n    async (next: CrmAssignmentRule[], said: string) => {\n      if (!orgId || !canManage) return\n      setBusy(true)\n      try {\n        await updateDoc(doc(firestore, 'orgs', orgId), {\n          [CRM_ASSIGNMENT_RULES_PATH]: next,\n        })\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The rules could not be saved', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        throw error\n      } finally {\n        setBusy(false)\n      }\n    },\n    [firestore, orgId, canManage, enqueueSnackbar],\n  )\n\n  const move = (index: number, by: -1 | 1) => {\n    const target = index + by\n    if (target < 0 || target >= rules.length) return\n    const next = [...rules]\n    ;[next[index], next[target]] = [next[target], next[index]]\n    void writeRules(next, 'Rule moved').catch(() => undefined)\n  }\n  const remove = (rule: CrmAssignmentRule) => {\n    void writeRules(\n      rules.filter((entry) => entry.id !== rule.id),\n      'Rule deleted',\n    ).catch(() => undefined)\n  }\n  const handleAdd = async (rule: CrmAssignmentRule) => {\n    await writeRules([...rules, rule], 'Rule added')\n    setDrawerOpen(false)\n  }\n\n  const ready = scopeReady && roleReady\n  const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n  const canEdit = ready && canManage && !busy\n  const ordinal = (index: number) => {\n    const n = index + 1\n    const suffix =\n      n % 100 >= 11 && n % 100 <= 13\n        ? 'th'\n        : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n    return `${n}${suffix}`\n  }\n  return (\n    <CardDisplay\n      header={'Assignment rules'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || atCap}\n            onClick={() => setDrawerOpen(true)}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Tried in order for every new contact captured on any site in the ' +\n            'workspace; the first rule whose every condition holds assigns the ' +\n            'owner. A contact no rule claims goes to the capturing site’s ' +\n            'default owner, or stays unassigned.'}\n        </Typography>\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No rules yet. Add one to route new contacts by where they came from.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n                <TableCell>{'When'}</TableCell>\n                <TableCell>{'Assign to'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule, index) => {\n                const described = describeAssignmentRule(rule, roster.nameOf)\n                return (\n                  <TableRow key={rule.id} hover>\n                    <TableCell>\n                      <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                        <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n                          {ordinal(index)}\n                        </Typography>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === 0}\n                          onClick={() => move(index, -1)}\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n                        </IconButton>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === rules.length - 1}\n                          onClick={() => move(index, 1)}\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n                        </IconButton>\n                      </Stack>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.when}</Typography>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.assign}</Typography>\n                    </TableCell>\n                    <TableCell align=\"right\" sx={{ width: 56 }}>\n                      <RowActionsMenu\n                        label={`Rule ${index + 1}`}\n                        items={[\n                          {\n                            key: 'delete',\n                            label: 'Delete rule',\n                            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                            destructive: true,\n                            disabled: !canEdit,\n                            onClick: () => remove(rule),\n                          },\n                        ]}\n                      />\n                    </TableCell>\n                  </TableRow>\n                )\n              })}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {atCap ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n      <AssignmentRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        members={roster.members}\n        membersLoading={roster.loading}\n        poolSize={settings.pool.memberUids.length}\n        existingIds={rules.map((rule) => rule.id)}\n        onSubmit={handleAdd}\n      />\n    </CardDisplay>\n  )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/**\n * \"Round robin\" — the members handed records in turn (AGL-2618).\n *\n * The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n */\nexport function RoundRobinCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const { pool } = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const [busy, setBusy] = useState(false)\n\n  const toggle = async (uid: string, inPool: boolean) => {\n    if (!orgId || !canManage) return\n    const next = inPool\n      ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n      : pool.memberUids.filter((entry) => entry !== uid)\n    if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_ROUND_ROBIN_POOL_PATH]: next,\n      })\n      enqueueSnackbar(\n        inPool\n          ? `${roster.nameOf(uid)} joined the rotation`\n          : `${roster.nameOf(uid)} left the rotation`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('The pool could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  const canEdit = ready && canManage && !busy && !roster.loading\n  const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n  const nextUp = order[0]\n  // The rotation names people the way the checkboxes above do — with the\n  // address, since two members can share a display name.\n  const rotationName = (uid: string): string => {\n    const member = roster.members.find((row) => row.uid === uid)\n    return member ? crmMemberPickerLabel(member) : roster.nameOf(uid)\n  }\n  return (\n    <CardDisplay\n      header={'Round robin'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The members a round-robin rule, or an automation set to round ' +\n            'robin, hands records to in turn. Each new record goes to the ' +\n            'member after the last one who got a record, wrapping round.'}\n        </Typography>\n        {roster.loading ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Loading the team…'}\n          </Typography>\n        ) : roster.error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : (\n          <FormGroup>\n            {roster.members.map((member) => (\n              <FormControlLabel\n                key={member.uid}\n                control={\n                  <Checkbox\n                    size=\"small\"\n                    checked={pool.memberUids.includes(member.uid)}\n                    disabled={!canEdit}\n                    onChange={(event) => void toggle(member.uid, event.target.checked)}\n                  />\n                }\n                label={crmMemberPickerLabel(member)}\n              />\n            ))}\n          </FormGroup>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {pool.memberUids.length === 0\n            ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n            : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`}\n        </Typography>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/**\n * `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n *\n * A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n *\n * The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. Last, because the welcome recipe\n * leans on the round-robin pool set up in the card above it.\n *\n * The Email templates card (AGL-2658) is the one card every CRM editor may\n * write to — a template is working material, not policy — and mounts at\n * both levels, listing the site's letters under a site and the whole\n * workspace's from the organization's hub.\n *\n * Your sending addresses (AGL-2975) sits directly under Email capture,\n * because it is where a member who copies that address from an alias looks\n * next: it is the reader's OWN list, at both levels, and writes through the\n * core route rather than the org document.\n */\nexport function CrmSettingsSection(props: CrmSettingsSectionProps) {\n  const { hostId, org } = props\n  const mount = useCrmOrgMount()\n  // The Email capture card (AGL-2657) rotates on the same owner-or-admin\n  // bar every other card writes on; the scope and the role are resolved\n  // here once and handed down, since the card itself writes no document.\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  return (\n    <Stack spacing={3}>\n      <DefaultRecordSharingCard hostId={hostId} org={org} />\n      <AutoCreateCompaniesCard hostId={hostId} org={org} />\n      <DefaultOwnerCard hostId={hostId} org={org} />\n      <AssignmentRulesCard hostId={hostId} org={org} />\n      <RoundRobinCard hostId={hostId} org={org} />\n      <EmailTemplatesCard hostId={hostId} org={org} />\n      <EmailCaptureCard hostId={hostId} canManage={canManage} ready={scopeReady && roleReady} />\n      <SendingAddressesCard orgId={orgId} ready={scopeReady} />\n      {/* Sharing rules (AGL-3336) are the organization's: mounted where its\n          sites are listed, at the org level only — before Recipes, which\n          stays last. */}\n      {mount ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/settings-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type AglynOrgBilling,\n  canManageOrg,\n  type ConsolePluginPageProps,\n  CRM_ASSIGNMENT_RULES_MAX,\n  CRM_ASSIGNMENT_RULES_PATH,\n  CRM_AUTO_CREATE_COMPANIES_PATH,\n  CRM_DEFAULT_RECORD_SCOPE_PATH,\n  CRM_ROUND_ROBIN_POOL_MAX,\n  CRM_ROUND_ROBIN_POOL_PATH,\n  type CrmAssignmentRule,\n  crmDefaultScopeOf,\n  crmHostDefaultOwnerSegments,\n  describeAssignmentRule,\n  orgAutoCreatesCompanies,\n  type OrgRole,\n  pluginDocsHelp,\n  readCrmAssignmentSettings,\n  roundRobinOrder,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiArrowDown, mdiArrowUp, mdiDeleteOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu 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 {\n  useFirestore,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  FormControlLabel,\n  FormGroup,\n  FormHelperText,\n  IconButton,\n  MenuItem,\n  Stack,\n  Switch,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport { deleteField, doc, FieldPath, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport AssignmentRuleDrawer from './assignment-rule-drawer'\nimport EmailTemplatesCard from './email-templates-card'\nimport EmailCaptureCard from './email-capture-card'\nimport RecipesCard from './recipes-card'\nimport SendingAddressesCard from './sending-addresses-card'\nimport SharingRulesCard from './sharing-rules-card'\n\nexport type CrmSettingsSectionProps = Pick<ConsolePluginPageProps, 'hostId' | 'org'>\n\n/**\n * Whether the signed-in member may change an org-wide CRM setting, and\n * whether that is known yet.\n *\n * The org document's client branch admits an OWNER or ADMIN and nobody\n * else — `canManageOrg()` in the rules — so the question is the caller's\n * org role, read off their own membership document, which the rules let a\n * member read for themselves. A scoped collaborator, an editor, a viewer:\n * each sees the switch and cannot move it, with the reason beside it,\n * rather than a switch that moves and snaps back with a bare\n * `permission-denied`. `ready` separates \"no\" from \"not yet\", so the\n * control disables with a reason instead of hiding until the read lands.\n */\nexport function useCanManageCrmSettings(orgId: string | undefined): {\n  canManage: boolean\n  ready: boolean\n} {\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const uid = user?.uid ?? ''\n  const { data: member, status } = useFirestoreDoc<{ role?: OrgRole }>(\n    () => (orgId && uid ? doc(firestore, 'orgs', orgId, 'members', uid) : null),\n    [firestore, orgId, uid],\n  )\n  return {\n    canManage: canManageOrg(member?.role ?? null),\n    ready: Boolean(orgId && uid) && status !== 'loading',\n  }\n}\n\nexport interface AutoCreateCompaniesCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Create companies from work email domains\" — the org's one switch over\n * what a capture does with a company nobody has filed yet (AGL-2613).\n *\n * ## What the switch decides, and what it does not\n *\n * A contact captured from `jane@acme.com` is linked to the company at\n * `acme.com` whether this is on or off, provided exactly one such company\n * is visible to the capturing site. The switch decides the case where NO\n * company carries the domain: on, the capture creates one named after the\n * domain and links the contact; off — the default — it creates nothing and\n * the contact waits for a person to file them. Public mailbox domains never\n * create a company either way; a workspace's consumer list is not a list\n * of accounts.\n *\n * ## Written where it is read\n *\n * One dotted-path `update()` onto `orgs/{orgId}`, so the org's other keys\n * are untouched and the map under `crm` can grow a key per setting. The\n * shell's org listener delivers the new value back, which is what the\n * switch reflects; a local copy holds the click only until then.\n */\nexport function AutoCreateCompaniesCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored = orgAutoCreatesCompanies(org as Record<string, unknown> | undefined)\n  const [checked, setChecked] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  // The stored value wins whenever it changes: the click is optimistic, and\n  // the org document is what the capture door will actually read.\n  useEffect(() => setChecked(stored), [stored])\n\n  const handleChange = async (next: boolean) => {\n    // The switch is disabled for a member who may not move it; the guard\n    // stands anyway, because a disabled control still delivers a change\n    // event in some environments and the rules would refuse the write.\n    if (!orgId || !canManage) return\n    setChecked(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_AUTO_CREATE_COMPANIES_PATH]: next,\n      })\n      enqueueSnackbar(\n        next\n          ? 'Companies will be created from work email domains'\n          : 'Companies will no longer be created from email domains',\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setChecked(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Companies'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#companies' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <FormControlLabel\n          control={\n            <Switch\n              size=\"small\"\n              checked={checked}\n              disabled={!ready || !canManage || busy}\n              onChange={(event) => void handleChange(event.target.checked)}\n            />\n          }\n          label=\"Create companies from work email domains\"\n        />\n        <FormHelperText>\n          {'A contact captured with a work email address is linked to the ' +\n            'company whose domain matches it. When this is on and no such ' +\n            'company exists yet, one is created from the domain — acme.com ' +\n            'becomes Acme — and the contact is linked to it. Public mailbox ' +\n            'domains such as gmail.com never create a company.'}\n        </FormHelperText>\n        {ready && !canManage ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {'Only a workspace owner or admin can change this.'}\n          </Typography>\n        ) : null}\n      </Stack>\n    </CardDisplay>\n  )\n}\nAutoCreateCompaniesCard.displayName = 'AutoCreateCompaniesCard'\n\n/**\n * \"Default sharing for new records\" (AGL-3662) — what a new contact,\n * company, deal or task starts shared with, set apart from the org's\n * defaults for new datasets and media.\n *\n * Changes nothing that already exists: narrowing an address book from a\n * select would hide records from sites already working them, with no\n * confirmation. Each record's own sharing is where that is decided.\n *\n * Reads `crmDefaultScopeOf`, the same reader the capture door and every CRM\n * creator stamp from, so the control cannot show one thing while records\n * get another — including for an org that has never set it, which shares\n * with every site unless it set the older dataset default to keep them\n * apart. Keeping each site's records apart is the agency's choice: one\n * client's collaborator then sees only that client's people.\n */\nexport function DefaultRecordSharingCard(props: AutoCreateCompaniesCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n\n  const stored =\n    crmDefaultScopeOf(org as Record<string, unknown> | undefined) ?? 'org'\n  const [value, setValue] = useState<'org' | 'host'>(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: 'org' | 'host') => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_DEFAULT_RECORD_SCOPE_PATH]: next,\n      })\n      enqueueSnackbar('Default sharing updated', {\n        variant: 'success',\n        persist: false,\n      })\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The setting could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  return (\n    <CardDisplay\n      header={'Default sharing for new records'}\n      help={pluginDocsHelp('crmSharing', {\n        anchor: '#access-read-only-or-read-and-edit',\n      })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1} sx={{ maxWidth: 480 }}>\n        <TextField\n          select\n          size=\"small\"\n          label=\"New contacts, companies, deals and tasks are shared with\"\n          value={value}\n          disabled={!ready || !canManage || busy}\n          onChange={(event) =>\n            void handleChange(event.target.value as 'org' | 'host')\n          }\n          helperText={\n            'Only affects records created from now on. Datasets and media ' +\n            'have defaults of their own, on the organization Data and ' +\n            'Media pages.'\n          }\n        >\n          <MenuItem value=\"org\">{'All sites in the organization'}</MenuItem>\n          <MenuItem value=\"host\">\n            {'Only the site they came in on (keeps clients apart, for agencies)'}\n          </MenuItem>\n        </TextField>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultRecordSharingCard.displayName = 'DefaultRecordSharingCard'\n\n/** The caption every card shows a member who may read but not change it. */\nfunction ManagersOnlyNote(props: { ready: boolean; canManage: boolean }) {\n  return props.ready && !props.canManage ? (\n    <Typography variant=\"caption\" color=\"text.secondary\">\n      {'Only a workspace owner or admin can change this.'}\n    </Typography>\n  ) : null\n}\nManagersOnlyNote.displayName = 'ManagersOnlyNote'\n\n/** The `value` of the default-owner picker's \"nobody\" entry. */\nconst NO_DEFAULT_OWNER = ''\n\nexport interface AssignmentCardProps {\n  /** The site the section is read under, or `null` at the organization level. */\n  hostId: string | null\n  org?: Partial<AglynOrgBilling> | null\n}\n\n/**\n * \"Default owner\" — who gets the records captured on a site when no\n * assignment rule claims them (AGL-2618).\n *\n * Per site, on the org document: the reader is the org-level assignment\n * pass, which reads one document for every site's default, and the writer\n * is the same owner-or-admin the rest of the `crm` map admits. Under a\n * site the card is that site's one picker; at the ORGANIZATION level\n * (AGL-2630) it is one picker per site in the org, because the map is per\n * site and this is the one place all of it is on screen at once. The\n * field is addressed by `FieldPath` segments rather than a dotted string\n * because a host id is a document id and may contain a dot — joined with\n * dots, the write would land beside the setting rather than in it.\n * Clearing a picker deletes its field, so an org that once set a default\n * and unset it reads exactly like one that never did.\n */\nexport function DefaultOwnerCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const mount = useCrmOrgMount()\n  const sites = useMemo<ReadonlyArray<{ id: string; name: string | null }>>(\n    () =>\n      hostId\n        ? [{ id: hostId, name: null }]\n        : (mount?.hosts ?? []).map((host) => ({ id: host.id, name: host.name })),\n    [hostId, mount?.hosts],\n  )\n  const ready = scopeReady && roleReady && (Boolean(hostId) || Boolean(mount?.hostsReady))\n  return (\n    <CardDisplay\n      header={'Default owner'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#default-owner' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        {sites.map((site) => (\n          <DefaultOwnerPicker\n            key={site.id}\n            orgId={orgId}\n            siteId={site.id}\n            siteName={site.name}\n            org={org}\n            roster={roster}\n            canManage={canManage}\n            ready={ready}\n          />\n        ))}\n        {!hostId && ready && sites.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'This organization has no sites yet, so there is nobody to route to.'}\n          </Typography>\n        ) : null}\n        <FormHelperText>\n          {'Every contact captured on a site — a form, a sign-up, a booking, ' +\n            'an order — that no assignment rule claims is handed to that ' +\n            \"site's default owner, and they are notified. A contact added by \" +\n            'hand or imported with an owner keeps the owner you chose.'}\n        </FormHelperText>\n        {roster.error ? (\n          <Typography variant=\"caption\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nDefaultOwnerCard.displayName = 'DefaultOwnerCard'\n\n/** One site's slot in the org-wide default-owner map, as a picker. */\nfunction DefaultOwnerPicker(props: {\n  orgId: string | undefined\n  siteId: string\n  /** How the site reads; `null` under the site itself, where \"this site\" will do. */\n  siteName: string | null\n  org?: Partial<AglynOrgBilling> | null\n  roster: ReturnType<typeof useOrgMemberDirectory>\n  canManage: boolean\n  ready: boolean\n}) {\n  const { orgId, siteId, siteName, org, roster, canManage, ready } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const siteLabel = siteName ?? 'this site'\n\n  const stored =\n    readCrmAssignmentSettings(org as Record<string, unknown> | undefined)\n      .hostDefaultOwners[siteId] ?? NO_DEFAULT_OWNER\n  const [value, setValue] = useState(stored)\n  const [busy, setBusy] = useState(false)\n  useEffect(() => setValue(stored), [stored])\n\n  const handleChange = async (next: string) => {\n    if (!orgId || !canManage) return\n    setValue(next)\n    setBusy(true)\n    try {\n      await updateDoc(\n        doc(firestore, 'orgs', orgId),\n        new FieldPath(...crmHostDefaultOwnerSegments(siteId)),\n        next || deleteField(),\n      )\n      enqueueSnackbar(\n        next\n          ? `New contacts on ${siteLabel} go to ${roster.nameOf(next)} unless a rule says otherwise`\n          : `New contacts on ${siteLabel} stay unassigned unless a rule says otherwise`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      setValue(stored)\n      enqueueSnackbar('The default owner could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  // A stored owner the roster no longer lists is still shown, by uid, so\n  // the picker never silently reads \"Nobody\" for a setting that is there.\n  const options = useMemo(\n    () =>\n      stored && !roster.members.some((member) => member.uid === stored)\n        ? [...roster.members, { uid: stored, label: `${stored} (former member)` }]\n        : roster.members,\n    [roster.members, stored],\n  )\n  return (\n    <TextField\n      select\n      size=\"small\"\n      label={siteName ? `Default owner · ${siteName}` : 'Default owner for this site'}\n      value={value}\n      onChange={(event) => void handleChange(event.target.value)}\n      disabled={!ready || !canManage || busy || roster.loading}\n      // \"Nobody\" is the empty value, which a select would otherwise\n      // render as a blank rather than as the choice it is. The label is\n      // shrunk with it: a field that always draws a value has no empty\n      // state for the label to sit in, and left to itself it decides from\n      // the value alone and paints the label over the choice.\n      slotProps={{ select: { displayEmpty: true }, inputLabel: { shrink: true } }}\n      sx={{ maxWidth: 360 }}\n    >\n      <MenuItem value={NO_DEFAULT_OWNER}>{'Nobody — leave unassigned'}</MenuItem>\n      {options.map((member) => (\n        <MenuItem key={member.uid} value={member.uid}>\n          {crmMemberPickerLabel(member)}\n        </MenuItem>\n      ))}\n    </TextField>\n  )\n}\nDefaultOwnerPicker.displayName = 'DefaultOwnerPicker'\n\n/**\n * \"Assignment rules\" — the ordered list the capture pass tries first\n * (AGL-2618), with Add rule in a drawer, reorder and delete.\n *\n * ## The whole list is the unit of write\n *\n * The rules are an array on the org document and every edit — a new rule,\n * a move, a delete — writes the whole array by its dotted path. A per-rule\n * write has no address (an array element is not a field), and the list is\n * bounded at fifty, so the write is small. The array the card writes is\n * the array it read off the org prop plus the one edit, so two admins\n * editing at once last-write-wins at the granularity of one edit, which\n * is what a list this short and this rarely edited needs.\n *\n * ## First match wins, so order is the meaning\n *\n * A rule's position is a fact about it — \"bookings go to Kim, and\n * everything else to Sam\" is two rules in that order and nonsense in the\n * other — which is why the reorder controls sit in the first column and\n * the row reads \"1st, 2nd…\" rather than a name. Up and down rather than\n * drag, the way the custom-field list does it: a drag handle needs a\n * pointer, and the reorder is rare.\n */\nexport function AssignmentRulesCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const settings = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const { rules } = settings\n  const [drawerOpen, setDrawerOpen] = useState(false)\n  const [busy, setBusy] = useState(false)\n\n  const writeRules = useCallback(\n    async (next: CrmAssignmentRule[], said: string) => {\n      if (!orgId || !canManage) return\n      setBusy(true)\n      try {\n        await updateDoc(doc(firestore, 'orgs', orgId), {\n          [CRM_ASSIGNMENT_RULES_PATH]: next,\n        })\n        enqueueSnackbar(said, { variant: 'success', persist: false })\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('The rules could not be saved', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        throw error\n      } finally {\n        setBusy(false)\n      }\n    },\n    [firestore, orgId, canManage, enqueueSnackbar],\n  )\n\n  const move = (index: number, by: -1 | 1) => {\n    const target = index + by\n    if (target < 0 || target >= rules.length) return\n    const next = [...rules]\n    ;[next[index], next[target]] = [next[target], next[index]]\n    void writeRules(next, 'Rule moved').catch(() => undefined)\n  }\n  const remove = (rule: CrmAssignmentRule) => {\n    void writeRules(\n      rules.filter((entry) => entry.id !== rule.id),\n      'Rule deleted',\n    ).catch(() => undefined)\n  }\n  const handleAdd = async (rule: CrmAssignmentRule) => {\n    await writeRules([...rules, rule], 'Rule added')\n    setDrawerOpen(false)\n  }\n\n  const ready = scopeReady && roleReady\n  const atCap = rules.length >= CRM_ASSIGNMENT_RULES_MAX\n  const canEdit = ready && canManage && !busy\n  const ordinal = (index: number) => {\n    const n = index + 1\n    const suffix =\n      n % 100 >= 11 && n % 100 <= 13\n        ? 'th'\n        : (['th', 'st', 'nd', 'rd'] as const)[n % 10] ?? 'th'\n    return `${n}${suffix}`\n  }\n  return (\n    <CardDisplay\n      header={'Assignment rules'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#assignment-rules' })}\n      contentGutterX\n      contentGutterY\n      contentBordered=\"all\"\n      HeaderProps={{\n        action: (\n          <Button\n            variant=\"contained\"\n            disabled={!canEdit || atCap}\n            onClick={() => setDrawerOpen(true)}\n          >\n            {'Add rule'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'Tried in order for every new contact captured on any site in the ' +\n            'workspace; the first rule whose every condition holds assigns the ' +\n            'owner. A contact no rule claims goes to the capturing site’s ' +\n            'default owner, or stays unassigned.'}\n        </Typography>\n        {rules.length === 0 ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'No rules yet. Add one to route new contacts by where they came from.'}\n          </Typography>\n        ) : (\n          <ScrollTable size=\"small\">\n            <TableHead>\n              <TableRow>\n                <TableCell sx={{ width: 120 }}>{'Order'}</TableCell>\n                <TableCell>{'When'}</TableCell>\n                <TableCell>{'Assign to'}</TableCell>\n                <TableCell align=\"right\" />\n              </TableRow>\n            </TableHead>\n            <TableBody>\n              {rules.map((rule, index) => {\n                const described = describeAssignmentRule(rule, roster.nameOf)\n                return (\n                  <TableRow key={rule.id} hover>\n                    <TableCell>\n                      <Stack direction=\"row\" spacing={0} sx={{ alignItems: 'center' }}>\n                        <Typography variant=\"body2\" sx={{ minWidth: 32 }}>\n                          {ordinal(index)}\n                        </Typography>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === 0}\n                          onClick={() => move(index, -1)}\n                        >\n                          <MdiIcon path={mdiArrowUp.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} up`}</SrOnly>\n                        </IconButton>\n                        <IconButton\n                          size=\"small\"\n                          disabled={!canEdit || index === rules.length - 1}\n                          onClick={() => move(index, 1)}\n                        >\n                          <MdiIcon path={mdiArrowDown.path} size={0.7} />\n                          <SrOnly>{`Move rule ${index + 1} down`}</SrOnly>\n                        </IconButton>\n                      </Stack>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.when}</Typography>\n                    </TableCell>\n                    <TableCell>\n                      <Typography variant=\"body2\">{described.assign}</Typography>\n                    </TableCell>\n                    <TableCell align=\"right\" sx={{ width: 56 }}>\n                      <RowActionsMenu\n                        label={`Rule ${index + 1}`}\n                        items={[\n                          {\n                            key: 'delete',\n                            label: 'Delete rule',\n                            icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n                            destructive: true,\n                            disabled: !canEdit,\n                            onClick: () => remove(rule),\n                          },\n                        ]}\n                      />\n                    </TableCell>\n                  </TableRow>\n                )\n              })}\n            </TableBody>\n          </ScrollTable>\n        )}\n        {atCap ? (\n          <Typography variant=\"caption\" color=\"text.secondary\">\n            {`A workspace keeps at most ${CRM_ASSIGNMENT_RULES_MAX} rules. Delete one to add another.`}\n          </Typography>\n        ) : null}\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n      <AssignmentRuleDrawer\n        open={drawerOpen}\n        onClose={() => setDrawerOpen(false)}\n        members={roster.members}\n        membersLoading={roster.loading}\n        poolSize={settings.pool.memberUids.length}\n        existingIds={rules.map((rule) => rule.id)}\n        onSubmit={handleAdd}\n      />\n    </CardDisplay>\n  )\n}\nAssignmentRulesCard.displayName = 'AssignmentRulesCard'\n\n/**\n * \"Round robin\" — the members handed records in turn (AGL-2618).\n *\n * The pool is the roster with a checkbox per member, and its ORDER is the\n * order members were checked: a member checked later joins the end of the\n * rotation, and unchecking removes them without disturbing the others. The\n * pointer — who got the last record — is the server's to move and is only\n * read here, as \"next up\", so an admin can see where the rotation stands\n * without being able to put a thumb on it.\n */\nexport function RoundRobinCard(props: AssignmentCardProps) {\n  const { hostId, org } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  const roster = useOrgMemberDirectory(orgId)\n  const { pool } = useMemo(\n    () => readCrmAssignmentSettings(org as Record<string, unknown> | undefined),\n    [org],\n  )\n  const [busy, setBusy] = useState(false)\n\n  const toggle = async (uid: string, inPool: boolean) => {\n    if (!orgId || !canManage) return\n    const next = inPool\n      ? [...pool.memberUids.filter((entry) => entry !== uid), uid]\n      : pool.memberUids.filter((entry) => entry !== uid)\n    if (next.length > CRM_ROUND_ROBIN_POOL_MAX) return\n    setBusy(true)\n    try {\n      await updateDoc(doc(firestore, 'orgs', orgId), {\n        [CRM_ROUND_ROBIN_POOL_PATH]: next,\n      })\n      enqueueSnackbar(\n        inPool\n          ? `${roster.nameOf(uid)} joined the rotation`\n          : `${roster.nameOf(uid)} left the rotation`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('The pool could not be saved', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }\n\n  const ready = scopeReady && roleReady\n  const canEdit = ready && canManage && !busy && !roster.loading\n  const order = roundRobinOrder(pool.memberUids, pool.lastAssignedUid)\n  const nextUp = order[0]\n  // The rotation names people the way the checkboxes above do — with the\n  // address, since two members can share a display name.\n  const rotationName = (uid: string): string => {\n    const member = roster.members.find((row) => row.uid === uid)\n    return member ? crmMemberPickerLabel(member) : roster.nameOf(uid)\n  }\n  return (\n    <CardDisplay\n      header={'Round robin'}\n      help={pluginDocsHelp('crmSettings', { anchor: '#round-robin' })}\n      contentGutterX\n      contentGutterY\n    >\n      <Stack spacing={1}>\n        <Typography variant=\"body2\" color=\"text.secondary\">\n          {'The members a round-robin rule, or an automation set to round ' +\n            'robin, hands records to in turn. Each new record goes to the ' +\n            'member after the last one who got a record, wrapping round.'}\n        </Typography>\n        {roster.loading ? (\n          <Typography variant=\"body2\" color=\"text.secondary\">\n            {'Loading the team…'}\n          </Typography>\n        ) : roster.error ? (\n          <Typography variant=\"body2\" color=\"error\">\n            {roster.error}\n          </Typography>\n        ) : (\n          <FormGroup>\n            {roster.members.map((member) => (\n              <FormControlLabel\n                key={member.uid}\n                control={\n                  <Checkbox\n                    size=\"small\"\n                    checked={pool.memberUids.includes(member.uid)}\n                    disabled={!canEdit}\n                    onChange={(event) => void toggle(member.uid, event.target.checked)}\n                  />\n                }\n                label={crmMemberPickerLabel(member)}\n              />\n            ))}\n          </FormGroup>\n        )}\n        <Typography variant=\"caption\" color=\"text.secondary\">\n          {pool.memberUids.length === 0\n            ? 'Nobody is in the rotation; a round-robin rule is skipped until somebody is.'\n            : `Rotation: ${pool.memberUids.map(rotationName).join(' → ')}. Next up: ${rotationName(nextUp)}.`}\n        </Typography>\n        <ManagersOnlyNote ready={ready} canManage={canManage} />\n      </Stack>\n    </CardDisplay>\n  )\n}\nRoundRobinCard.displayName = 'RoundRobinCard'\n\n/**\n * `/crm/settings` — what the CRM does on its own, for every site in the\n * workspace (AGL-2613).\n *\n * A stack of cards, one per concern, so a later setting arrives as a card\n * beside this one rather than a field inside it. Every card writes the org\n * document, because a CRM setting is a fact about how the business files\n * people and not about one site; the section is reached from a site's hub\n * or from the organization's (AGL-2630), and writes the same document from\n * either. The one per-site setting — the default owner — is the site's\n * slot in an org-wide map: under a site the card names the site it is for,\n * and at the organization level it lists every site's slot.\n *\n * The Recipes card (AGL-2639) is the one card that mounts at the\n * ORGANIZATION level only. It installs an automation onto a site of the\n * reader's choosing, which is the org's need; under a site the Actions\n * page's own Recipes menu is the door, and a second one here would write\n * the same action by a different route. Last, because the welcome recipe\n * leans on the round-robin pool set up in the card above it.\n *\n * The Email templates card (AGL-2658) is the one card every CRM editor may\n * write to — a template is working material, not policy — and mounts at\n * both levels, listing the site's letters under a site and the whole\n * workspace's from the organization's hub.\n *\n * Your sending addresses (AGL-2975) sits directly under Email capture,\n * because it is where a member who copies that address from an alias looks\n * next: it is the reader's OWN list, at both levels, and writes through the\n * core route rather than the org document.\n */\nexport function CrmSettingsSection(props: CrmSettingsSectionProps) {\n  const { hostId, org } = props\n  const mount = useCrmOrgMount()\n  // The Email capture card (AGL-2657) rotates on the same owner-or-admin\n  // bar every other card writes on; the scope and the role are resolved\n  // here once and handed down, since the card itself writes no document.\n  const { orgId, ready: scopeReady } = useCrmScope({ hostId, org })\n  const { canManage, ready: roleReady } = useCanManageCrmSettings(orgId)\n  return (\n    <Stack spacing={3}>\n      <DefaultRecordSharingCard hostId={hostId} org={org} />\n      <AutoCreateCompaniesCard hostId={hostId} org={org} />\n      <DefaultOwnerCard hostId={hostId} org={org} />\n      <AssignmentRulesCard hostId={hostId} org={org} />\n      <RoundRobinCard hostId={hostId} org={org} />\n      <EmailTemplatesCard hostId={hostId} org={org} />\n      <EmailCaptureCard hostId={hostId} canManage={canManage} ready={scopeReady && roleReady} />\n      <SendingAddressesCard orgId={orgId} ready={scopeReady} />\n      {/* Sharing rules (AGL-3336) are the organization's: mounted where its\n          sites are listed, at the org level only — before Recipes, which\n          stays last. */}\n      {mount ? (\n        <SharingRulesCard\n          orgId={orgId ?? null}\n          org={org}\n          canManage={canManage}\n          ready={scopeReady && roleReady}\n        />\n      ) : null}\n      {mount ? <RecipesCard org={org} /> : null}\n    </Stack>\n  )\n}\nCrmSettingsSection.displayName = 'CrmSettingsSection'\n\nexport default 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package/src/lib/hooks/crm-activity-client-reads.d.ts

@@ -0,0 +1,8 @@
+import { type Firestore } from 'firebase/firestore';
+import type { CrmActivityRecordReads } from '../model/crm-activity-link';
+/**
+ * The client's reads for the activity rollup (AGL-4123), `orgs/{orgId}/…` by
+ * id. A record the rules refuse this reader rejects here, and the rollup
+ * treats that as a record that names no company.
+ */
+export declare function crmActivityClientReads(firestore: Firestore, orgId: string): CrmActivityRecordReads;

package/src/lib/hooks/crm-activity-client-reads.js

@@ -0,0 +1,50 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { CRM_COLLECTIONS } from "@aglyn/aglyn";
+import { doc, getDoc } from "firebase/firestore";
+/**
+ * How long a save waits on one record. A durable console tab reads through
+ * whichever tab holds the lease, and a hidden tab wakes once a minute, so an
+ * unbounded read could hold the **Log** button that long (AGL-3806) for what
+ * is bookkeeping beside the entry.
+ */ const READ_DEADLINE_MS = 4000;
+function withinDeadline(read) {
+    let timer;
+    const deadline = new Promise((resolve)=>{
+        timer = setTimeout(()=>resolve(null), READ_DEADLINE_MS);
+    });
+    return Promise.race([
+        read,
+        deadline
+    ]).finally(()=>clearTimeout(timer));
+}
+/**
+ * The client's reads for the activity rollup (AGL-4123), `orgs/{orgId}/…` by
+ * id. A record the rules refuse this reader rejects here, and the rollup
+ * treats that as a record that names no company.
+ */ export function crmActivityClientReads(firestore, orgId) {
+    const read = async (collection, id)=>{
+        const snapshot = await withinDeadline(getDoc(doc(firestore, 'orgs', orgId, collection, id)));
+        return (snapshot == null ? void 0 : snapshot.exists()) ? snapshot.data() : null;
+    };
+    return {
+        deal: (id)=>read(CRM_COLLECTIONS.deals, id),
+        contact: (id)=>read('contacts', id)
+    };
+}
+
+//# sourceMappingURL=crm-activity-client-reads.js.map

package/src/lib/hooks/crm-activity-client-reads.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/crm-activity-client-reads.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport { CRM_COLLECTIONS } from '@aglyn/aglyn'\nimport { doc, type Firestore, getDoc } from 'firebase/firestore'\nimport type { CrmActivityRecordReads } from '../model/crm-activity-link'\n\n/**\n * How long a save waits on one record. A durable console tab reads through\n * whichever tab holds the lease, and a hidden tab wakes once a minute, so an\n * unbounded read could hold the **Log** button that long (AGL-3806) for what\n * is bookkeeping beside the entry.\n */\nconst READ_DEADLINE_MS = 4_000\n\nfunction withinDeadline<T>(read: Promise<T>): Promise<T | null> {\n  let timer: ReturnType<typeof setTimeout> | undefined\n  const deadline = new Promise<null>((resolve) => {\n    timer = setTimeout(() => resolve(null), READ_DEADLINE_MS)\n  })\n  return Promise.race([read, deadline]).finally(() => clearTimeout(timer))\n}\n\n/**\n * The client's reads for the activity rollup (AGL-4123), `orgs/{orgId}/…` by\n * id. A record the rules refuse this reader rejects here, and the rollup\n * treats that as a record that names no company.\n */\nexport function crmActivityClientReads(\n  firestore: Firestore,\n  orgId: string,\n): CrmActivityRecordReads {\n  const read = async (collection: string, id: string) => {\n    const snapshot = await withinDeadline(getDoc(doc(firestore, 'orgs', orgId, collection, id)))\n    return snapshot?.exists() ? (snapshot.data() as Record<string, unknown>) : null\n  }\n  return {\n    deal: (id) => read(CRM_COLLECTIONS.deals, id),\n    contact: (id) => read('contacts', id),\n  }\n}\n"],"names":["CRM_COLLECTIONS","doc","getDoc","READ_DEADLINE_MS","withinDeadline","read","timer","deadline","Promise","resolve","setTimeout","race","finally","clearTimeout","crmActivityClientReads","firestore","orgId","collection","id","snapshot","exists","data","deal","deals","contact"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;AAEA,SAASA,eAAe,QAAQ,eAAc;AAC9C,SAASC,GAAG,EAAkBC,MAAM,QAAQ,qBAAoB;AAGhE;;;;;CAKC,GACD,MAAMC,mBAAmB;AAEzB,SAASC,eAAkBC,IAAgB;IACzC,IAAIC;IACJ,MAAMC,WAAW,IAAIC,QAAc,CAACC;QAClCH,QAAQI,WAAW,IAAMD,QAAQ,OAAON;IAC1C;IACA,OAAOK,QAAQG,IAAI,CAAC;QAACN;QAAME;KAAS,EAAEK,OAAO,CAAC,IAAMC,aAAaP;AACnE;AAEA;;;;CAIC,GACD,OAAO,SAASQ,uBACdC,SAAoB,EACpBC,KAAa;IAEb,MAAMX,OAAO,OAAOY,YAAoBC;QACtC,MAAMC,WAAW,MAAMf,eAAeF,OAAOD,IAAIc,WAAW,QAAQC,OAAOC,YAAYC;QACvF,OAAOC,CAAAA,4BAAAA,SAAUC,MAAM,MAAMD,SAASE,IAAI,KAAiC;IAC7E;IACA,OAAO;QACLC,MAAM,CAACJ,KAAOb,KAAKL,gBAAgBuB,KAAK,EAAEL;QAC1CM,SAAS,CAACN,KAAOb,KAAK,YAAYa;IACpC;AACF"}

package/src/lib/hooks/use-campaign-filing-log.d.ts

@@ -14,7 +14,8 @@ export interface CampaignFilingChange {
  * so the entry that records it is written the same way, into the org's
  * activity collection the log dialog writes, with the scope a record made
  * on this site carries (`crmScopeTokens`), the signed-in member as author,
- * and the CRM's own id as the filing plugin.
+ * and the CRM's own id as the filing plugin. The entry rolls up to the
+ * record's company (AGL-4123) like any other.
  *
  * The site an entry carries is the hook's, or — for a surface that files
  * leads from several sites at once, the organization-level bulk bar — the

package/src/lib/hooks/use-campaign-filing-log.js

@@ -20,6 +20,8 @@ import { useFirestore, useUser, useUserName } from "@aglyn/tenant-feature-instan
 import { collection, doc, setDoc } from "firebase/firestore";
 import { useCallback } from "react";
 import { buildCampaignFilingActivity } from "../model/campaign-filing-activity.js";
+import { resolveCrmActivityCompany } from "../model/crm-activity-link.js";
+import { crmActivityClientReads } from "./crm-activity-client-reads.js";
 /**
  * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the
  * console.
@@ -29,7 +31,8 @@ import { buildCampaignFilingActivity } from "../model/campaign-filing-activity.j
  * so the entry that records it is written the same way, into the org's
  * activity collection the log dialog writes, with the scope a record made
  * on this site carries (`crmScopeTokens`), the signed-in member as author,
- * and the CRM's own id as the filing plugin.
+ * and the CRM's own id as the filing plugin. The entry rolls up to the
+ * record's company (AGL-4123) like any other.
  *
  * The site an entry carries is the hook's, or — for a surface that files
  * leads from several sites at once, the organization-level bulk bar — the
@@ -60,7 +63,11 @@ import { buildCampaignFilingActivity } from "../model/campaign-filing-activity.j
                 }))
         ];
         if (!entries.length) return;
-        const visibleTo = crmScopeTokens(org, consentGroupForHost(org, siteHostId));
+        const group = consentGroupForHost(org, siteHostId);
+        const visibleTo = crmScopeTokens(org, group);
+        const stamped = await resolveCrmActivityCompany(link, {
+            groupId: group.groupId
+        }, crmActivityClientReads(firestore, orgId));
         const atMs = Date.now();
         const activities = collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.activities);
         for (const entry of entries){
@@ -69,7 +76,7 @@ import { buildCampaignFilingActivity } from "../model/campaign-filing-activity.j
                 await setDoc(doc(activities, createResourceUid()), _extends({}, buildCampaignFilingActivity({
                     action: entry.action,
                     campaign: entry.campaign,
-                    link,
+                    link: stamped,
                     hostId: siteHostId,
                     visibleTo,
                     atMs,

package/src/lib/hooks/use-campaign-filing-log.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-campaign-filing-log.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  consentGroupForHost,\n  createResourceUid,\n  crmScopeTokens,\n  type CrmActivityLink,\n} from '@aglyn/aglyn'\nimport { useFirestore, useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport { collection, doc, setDoc } from 'firebase/firestore'\nimport { useCallback } from 'react'\nimport {\n  buildCampaignFilingActivity,\n  type CampaignFilingRef,\n} from '../model/campaign-filing-activity'\n\n/** What one surface's save changed, by campaign, with the names it showed. */\nexport interface CampaignFilingChange {\n  filed?: readonly CampaignFilingRef[]\n  removed?: readonly CampaignFilingRef[]\n}\n\n/**\n * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the\n * console.\n *\n * The lead's Campaigns card and the Leads list's bulk bar write the\n * membership client-direct — a one-field update the rules already admit —\n * so the entry that records it is written the same way, into the org's\n * activity collection the log dialog writes, with the scope a record made\n * on this site carries (`crmScopeTokens`), the signed-in member as author,\n * and the CRM's own id as the filing plugin.\n *\n * The site an entry carries is the hook's, or — for a surface that files\n * leads from several sites at once, the organization-level bulk bar — the\n * one a call names for its record. With neither there is no scope to stamp,\n * and nothing is written.\n *\n * Bookkeeping beside the act: the membership has landed by the time this\n * runs, so a write that fails is logged and the filing stands — the card\n * shows the campaigns from the document, not from the timeline.\n */\nexport function useCampaignFilingLog(input: {\n  orgId: string | null | undefined\n  /** The site the entry carries as provenance: the lead's, or the contact's viewing site. */\n  hostId: string | null | undefined\n  org: Record<string, unknown> | null | undefined\n}) {\n  const { orgId, hostId, org } = input\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const uid = user?.uid\n\n  return useCallback(\n    async (\n      link: CrmActivityLink,\n      change: CampaignFilingChange,\n      recordHostId?: string | null,\n    ): Promise<void> => {\n      const siteHostId = hostId || recordHostId || null\n      if (!orgId || !siteHostId || !uid) return\n      const entries = [\n        ...(change.filed ?? []).map((campaign) => ({ action: 'filed' as const, campaign })),\n        ...(change.removed ?? []).map((campaign) => ({ action: 'removed' as const, campaign })),\n      ]\n      if (!entries.length) return\n      const visibleTo = crmScopeTokens(org, consentGroupForHost(org, siteHostId))\n      const atMs = Date.now()\n      const activities = collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.activities)\n      for (const entry of entries) {\n        try {\n          // Named by the platform's own id, as every console resource is.\n          await setDoc(doc(activities, createResourceUid()), {\n            ...buildCampaignFilingActivity({\n              action: entry.action,\n              campaign: entry.campaign,\n              link,\n              hostId: siteHostId,\n              visibleTo,\n              atMs,\n              byUid: uid,\n              byName: authorName || null,\n            }),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          })\n        } catch (error) {\n          console.error('[crm] the filing could not be written on the timeline', error)\n        }\n      }\n    },\n    [firestore, orgId, hostId, org, uid, authorName],\n  )\n}\n\nexport default useCampaignFilingLog\n"],"names":["CRM_COLLECTIONS","consentGroupForHost","createResourceUid","crmScopeTokens","useFirestore","useUser","useUserName","collection","doc","setDoc","useCallback","buildCampaignFilingActivity","useCampaignFilingLog","input","orgId","hostId","org","firestore","data","user","authorName","uid","link","change","recordHostId","siteHostId","entries","filed","map","campaign","action","removed","length","visibleTo","atMs","Date","now","activities","entry","byUid","byName","createdAt","updatedAt","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,EACfC,mBAAmB,EACnBC,iBAAiB,EACjBC,cAAc,QAET,eAAc;AACrB,SAASC,YAAY,EAAEC,OAAO,EAAEC,WAAW,QAAQ,iCAAgC;AACnF,SAASC,UAAU,EAAEC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAC5D,SAASC,WAAW,QAAQ,QAAO;AACnC,SACEC,2BAA2B,QAEtB,uCAAmC;AAQ1C;;;;;;;;;;;;;;;;;;;CAmBC,GACD,OAAO,SAASC,qBAAqBC,KAKpC;IACC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGH;IAC/B,MAAMI,YAAYb;IAClB,MAAM,EAAEc,MAAMC,IAAI,EAAE,GAAGd;IACvB,MAAMe,aAAad;IACnB,MAAMe,MAAMF,wBAAAA,KAAME,GAAG;IAErB,OAAOX,YACL,OACEY,MACAC,QACAC;YAKMD,eACAA;QAJN,MAAME,aAAaV,UAAUS,gBAAgB;QAC7C,IAAI,CAACV,SAAS,CAACW,cAAc,CAACJ,KAAK;QACnC,MAAMK,UAAU;eACX,EAACH,gBAAAA,OAAOI,KAAK,YAAZJ,gBAAgB,EAAE,EAAEK,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAkBD;gBAAS,CAAA;eAC7E,EAACN,kBAAAA,OAAOQ,OAAO,YAAdR,kBAAkB,EAAE,EAAEK,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAoBD;gBAAS,CAAA;SACrF;QACD,IAAI,CAACH,QAAQM,MAAM,EAAE;QACrB,MAAMC,YAAY9B,eAAea,KAAKf,oBAAoBe,KAAKS;QAC/D,MAAMS,OAAOC,KAAKC,GAAG;QACrB,MAAMC,aAAa9B,WAAWU,WAAW,QAAQH,OAAOd,gBAAgBqC,UAAU;QAClF,KAAK,MAAMC,SAASZ,QAAS;YAC3B,IAAI;gBACF,gEAAgE;gBAChE,MAAMjB,OAAOD,IAAI6B,YAAYnC,sBAAsB,aAC9CS,4BAA4B;oBAC7BmB,QAAQQ,MAAMR,MAAM;oBACpBD,UAAUS,MAAMT,QAAQ;oBACxBP;oBACAP,QAAQU;oBACRQ;oBACAC;oBACAK,OAAOlB;oBACPmB,QAAQpB,cAAc;gBACxB;oBACAqB,WAAW,IAAIN;oBACfO,WAAW,IAAIP;;YAEnB,EAAE,OAAOQ,OAAO;gBACdC,QAAQD,KAAK,CAAC,yDAAyDA;YACzE;QACF;IACF,GACA;QAAC1B;QAAWH;QAAOC;QAAQC;QAAKK;QAAKD;KAAW;AAEpD;AAEA,eAAeR,qBAAoB"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-campaign-filing-log.ts"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  consentGroupForHost,\n  createResourceUid,\n  crmScopeTokens,\n  type CrmActivityLink,\n} from '@aglyn/aglyn'\nimport { useFirestore, useUser, useUserName } from '@aglyn/tenant-feature-instance'\nimport { collection, doc, setDoc } from 'firebase/firestore'\nimport { useCallback } from 'react'\nimport {\n  buildCampaignFilingActivity,\n  type CampaignFilingRef,\n} from '../model/campaign-filing-activity'\nimport { resolveCrmActivityCompany } from '../model/crm-activity-link'\nimport { crmActivityClientReads } from './crm-activity-client-reads'\n\n/** What one surface's save changed, by campaign, with the names it showed. */\nexport interface CampaignFilingChange {\n  filed?: readonly CampaignFilingRef[]\n  removed?: readonly CampaignFilingRef[]\n}\n\n/**\n * FILES A MEMBER'S FILING ON THE RECORD'S TIMELINE (AGL-3274), from the\n * console.\n *\n * The lead's Campaigns card and the Leads list's bulk bar write the\n * membership client-direct — a one-field update the rules already admit —\n * so the entry that records it is written the same way, into the org's\n * activity collection the log dialog writes, with the scope a record made\n * on this site carries (`crmScopeTokens`), the signed-in member as author,\n * and the CRM's own id as the filing plugin. The entry rolls up to the\n * record's company (AGL-4123) like any other.\n *\n * The site an entry carries is the hook's, or — for a surface that files\n * leads from several sites at once, the organization-level bulk bar — the\n * one a call names for its record. With neither there is no scope to stamp,\n * and nothing is written.\n *\n * Bookkeeping beside the act: the membership has landed by the time this\n * runs, so a write that fails is logged and the filing stands — the card\n * shows the campaigns from the document, not from the timeline.\n */\nexport function useCampaignFilingLog(input: {\n  orgId: string | null | undefined\n  /** The site the entry carries as provenance: the lead's, or the contact's viewing site. */\n  hostId: string | null | undefined\n  org: Record<string, unknown> | null | undefined\n}) {\n  const { orgId, hostId, org } = input\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const authorName = useUserName()\n  const uid = user?.uid\n\n  return useCallback(\n    async (\n      link: CrmActivityLink,\n      change: CampaignFilingChange,\n      recordHostId?: string | null,\n    ): Promise<void> => {\n      const siteHostId = hostId || recordHostId || null\n      if (!orgId || !siteHostId || !uid) return\n      const entries = [\n        ...(change.filed ?? []).map((campaign) => ({ action: 'filed' as const, campaign })),\n        ...(change.removed ?? []).map((campaign) => ({ action: 'removed' as const, campaign })),\n      ]\n      if (!entries.length) return\n      const group = consentGroupForHost(org, siteHostId)\n      const visibleTo = crmScopeTokens(org, group)\n      const stamped = await resolveCrmActivityCompany(\n        link,\n        { groupId: group.groupId },\n        crmActivityClientReads(firestore, orgId),\n      )\n      const atMs = Date.now()\n      const activities = collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.activities)\n      for (const entry of entries) {\n        try {\n          // Named by the platform's own id, as every console resource is.\n          await setDoc(doc(activities, createResourceUid()), {\n            ...buildCampaignFilingActivity({\n              action: entry.action,\n              campaign: entry.campaign,\n              link: stamped,\n              hostId: siteHostId,\n              visibleTo,\n              atMs,\n              byUid: uid,\n              byName: authorName || null,\n            }),\n            createdAt: new Date(),\n            updatedAt: new Date(),\n          })\n        } catch (error) {\n          console.error('[crm] the filing could not be written on the timeline', error)\n        }\n      }\n    },\n    [firestore, orgId, hostId, org, uid, authorName],\n  )\n}\n\nexport default useCampaignFilingLog\n"],"names":["CRM_COLLECTIONS","consentGroupForHost","createResourceUid","crmScopeTokens","useFirestore","useUser","useUserName","collection","doc","setDoc","useCallback","buildCampaignFilingActivity","resolveCrmActivityCompany","crmActivityClientReads","useCampaignFilingLog","input","orgId","hostId","org","firestore","data","user","authorName","uid","link","change","recordHostId","siteHostId","entries","filed","map","campaign","action","removed","length","group","visibleTo","stamped","groupId","atMs","Date","now","activities","entry","byUid","byName","createdAt","updatedAt","error","console"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SACEA,eAAe,EACfC,mBAAmB,EACnBC,iBAAiB,EACjBC,cAAc,QAET,eAAc;AACrB,SAASC,YAAY,EAAEC,OAAO,EAAEC,WAAW,QAAQ,iCAAgC;AACnF,SAASC,UAAU,EAAEC,GAAG,EAAEC,MAAM,QAAQ,qBAAoB;AAC5D,SAASC,WAAW,QAAQ,QAAO;AACnC,SACEC,2BAA2B,QAEtB,uCAAmC;AAC1C,SAASC,yBAAyB,QAAQ,gCAA4B;AACtE,SAASC,sBAAsB,QAAQ,iCAA6B;AAQpE;;;;;;;;;;;;;;;;;;;;CAoBC,GACD,OAAO,SAASC,qBAAqBC,KAKpC;IACC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAEC,GAAG,EAAE,GAAGH;IAC/B,MAAMI,YAAYf;IAClB,MAAM,EAAEgB,MAAMC,IAAI,EAAE,GAAGhB;IACvB,MAAMiB,aAAahB;IACnB,MAAMiB,MAAMF,wBAAAA,KAAME,GAAG;IAErB,OAAOb,YACL,OACEc,MACAC,QACAC;YAKMD,eACAA;QAJN,MAAME,aAAaV,UAAUS,gBAAgB;QAC7C,IAAI,CAACV,SAAS,CAACW,cAAc,CAACJ,KAAK;QACnC,MAAMK,UAAU;eACX,EAACH,gBAAAA,OAAOI,KAAK,YAAZJ,gBAAgB,EAAE,EAAEK,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAkBD;gBAAS,CAAA;eAC7E,EAACN,kBAAAA,OAAOQ,OAAO,YAAdR,kBAAkB,EAAE,EAAEK,GAAG,CAAC,CAACC,WAAc,CAAA;oBAAEC,QAAQ;oBAAoBD;gBAAS,CAAA;SACrF;QACD,IAAI,CAACH,QAAQM,MAAM,EAAE;QACrB,MAAMC,QAAQlC,oBAAoBiB,KAAKS;QACvC,MAAMS,YAAYjC,eAAee,KAAKiB;QACtC,MAAME,UAAU,MAAMzB,0BACpBY,MACA;YAAEc,SAASH,MAAMG,OAAO;QAAC,GACzBzB,uBAAuBM,WAAWH;QAEpC,MAAMuB,OAAOC,KAAKC,GAAG;QACrB,MAAMC,aAAanC,WAAWY,WAAW,QAAQH,OAAOhB,gBAAgB0C,UAAU;QAClF,KAAK,MAAMC,SAASf,QAAS;YAC3B,IAAI;gBACF,gEAAgE;gBAChE,MAAMnB,OAAOD,IAAIkC,YAAYxC,sBAAsB,aAC9CS,4BAA4B;oBAC7BqB,QAAQW,MAAMX,MAAM;oBACpBD,UAAUY,MAAMZ,QAAQ;oBACxBP,MAAMa;oBACNpB,QAAQU;oBACRS;oBACAG;oBACAK,OAAOrB;oBACPsB,QAAQvB,cAAc;gBACxB;oBACAwB,WAAW,IAAIN;oBACfO,WAAW,IAAIP;;YAEnB,EAAE,OAAOQ,OAAO;gBACdC,QAAQD,KAAK,CAAC,yDAAyDA;YACzE;QACF;IACF,GACA;QAAC7B;QAAWH;QAAOC;QAAQC;QAAKK;QAAKD;KAAW;AAEpD;AAEA,eAAeR,qBAAoB"}

package/src/lib/hooks/use-crm-org-mount.d.ts

@@ -14,14 +14,16 @@ import { type ComponentType, type ReactNode } from 'react';
  */
 export interface CrmOrgMount extends ConsolePluginOrgMount {
     /**
-     * The site the next create stamps from: the reader's last pick this
-     * session, or the org's only site when it has exactly one, else `null`
-     * until somebody picks. A record is always captured BY a site — its
-     * `hostId`, its `visibleTo`, the consent group its profile lives on all
-     * come from one — and at the org level nothing else can say which.
+     * The site the next create comes from: the reader's last pick this
+     * session, or the org's only site when it has exactly one, else `null`.
+     * In an org that keeps each site's records apart a record must come from
+     * a site — its `visibleTo` and the consent group its profile lives on
+     * follow from it — so a create holds until one is picked; in an org whose
+     * records belong to every site, `null` is an answer: a record from no site.
      */
     createHostId: string | null;
-    setCreateHostId: (hostId: string) => void;
+    /** Picks the site the next create comes from; `null` picks none. */
+    setCreateHostId: (hostId: string | null) => void;
     /** How a site reads on screen — its name, or its id when the list cannot name it. */
     siteName: (hostId: string) => string;
     /**

package/src/lib/hooks/use-crm-org-mount.js

@@ -34,7 +34,8 @@ function readRememberedPick(orgId) {
 }
 function writeRememberedPick(orgId, hostId) {
     try {
-        window.sessionStorage.setItem(pickStorageKey(orgId), hostId);
+        if (hostId) window.sessionStorage.setItem(pickStorageKey(orgId), hostId);
+        else window.sessionStorage.removeItem(pickStorageKey(orgId));
     } catch (unused) {
     // A browser that refuses storage still gets the pick for this page.
     }

package/src/lib/hooks/use-crm-org-mount.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-org-mount.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 type { ConsolePluginOrgHost, ConsolePluginOrgMount } from '@aglyn/aglyn'\nimport {\n  type ComponentType,\n  createContext,\n  type ReactNode,\n  useCallback,\n  useContext,\n  useEffect,\n  useMemo,\n  useState,\n} from 'react'\n\n/**\n * The organization-level mount, as every CRM surface beneath the hub reads\n * it (AGL-2630).\n *\n * The shell hands the hub page an org and its sites; the hub publishes them\n * through this context so a drawer four components down — the one that has\n * to ask which site a new record is captured by — reaches them without four\n * components threading a prop they never read. `useCrmScope` reads it too:\n * a surface handed `hostId: null` learns from here which org it is under,\n * which is what lets every existing `useCrmScope({ hostId, org })` call\n * serve the org level unchanged.\n */\nexport interface CrmOrgMount extends ConsolePluginOrgMount {\n  /**\n   * The site the next create stamps from: the reader's last pick this\n   * session, or the org's only site when it has exactly one, else `null`\n   * until somebody picks. A record is always captured BY a site — its\n   * `hostId`, its `visibleTo`, the consent group its profile lives on all\n   * come from one — and at the org level nothing else can say which.\n   */\n  createHostId: string | null\n  setCreateHostId: (hostId: string) => void\n  /** How a site reads on screen — its name, or its id when the list cannot name it. */\n  siteName: (hostId: string) => string\n  /**\n   * The subdomain a console URL under `/hosts/[host]` takes, or `null` for\n   * a site the list did not answer for — named, never linked.\n   */\n  siteSubdomain: (hostId: string) => string | null\n  /**\n   * The site's own CRM hub — `${hostsPath}/${subdomain}/crm` — or `null`\n   * for a site whose subdomain the list could not answer, which is named\n   * and not linked.\n   */\n  siteHubHref: (hostId: string) => string | null\n}\n\nconst CrmOrgMountContext = createContext<CrmOrgMount | null>(null)\n\n/**\n * The session's memory of the picked site, per org. Session storage rather\n * than local: the pick is a working convenience for one sitting, and a\n * site remembered across weeks would stamp a record onto a site the reader\n * had forgotten choosing.\n */\nconst pickStorageKey = (orgId: string) => `aglyn.crm.createSite.${orgId}`\n\nfunction readRememberedPick(orgId: string): string | null {\n  try {\n    return window.sessionStorage.getItem(pickStorageKey(orgId))\n  } catch {\n    return null\n  }\n}\n\nfunction writeRememberedPick(orgId: string, hostId: string): void {\n  try {\n    window.sessionStorage.setItem(pickStorageKey(orgId), hostId)\n  } catch {\n    // A browser that refuses storage still gets the pick for this page.\n  }\n}\n\n/**\n * Publishes the org-level mount to every surface beneath it.\n *\n * Mounted by the hub page ONLY when the shell handed it an `orgMount`; under\n * a site there is no provider and `useCrmOrgMount` answers `null`, which is\n * how a surface tells the two levels apart without a second prop.\n */\nexport function CrmOrgMountProvider(props: {\n  mount: ConsolePluginOrgMount\n  children: ReactNode\n}) {\n  const { mount, children } = props\n  const { orgId, orgSlug, hosts, hostsReady, hostsPath } = mount\n  const [picked, setPicked] = useState<string | null>(null)\n  // Read after mount rather than in the initializer, so the server and the\n  // first client paint agree: the pick only ever affects a drawer somebody\n  // has since opened.\n  useEffect(() => {\n    setPicked(readRememberedPick(orgId))\n  }, [orgId])\n\n  const byId = useMemo(() => {\n    const index = new Map<string, ConsolePluginOrgHost>()\n    for (const host of hosts) index.set(host.id, host)\n    return index\n  }, [hosts])\n\n  /*\n   * A remembered site the list no longer carries is forgotten rather than\n   * stamped — the reader may have lost the site, or the site may be gone.\n   * An org with exactly one site needs no picker at all; nothing else is\n   * picked silently, because a wrong guess files a person under a brand\n   * that never met them.\n   */\n  const createHostId = useMemo(() => {\n    if (picked && byId.has(picked)) return picked\n    if (hostsReady && hosts.length === 1) return hosts[0].id\n    return null\n  }, [picked, byId, hostsReady, hosts])\n\n  const setCreateHostId = useCallback(\n    (hostId: string) => {\n      setPicked(hostId)\n      writeRememberedPick(orgId, hostId)\n    },\n    [orgId],\n  )\n  const siteName = useCallback(\n    (hostId: string) => byId.get(hostId)?.name || hostId,\n    [byId],\n  )\n  const siteSubdomain = useCallback(\n    (hostId: string) => byId.get(hostId)?.subdomain ?? null,\n    [byId],\n  )\n  const siteHubHref = useCallback(\n    (hostId: string) => {\n      const subdomain = byId.get(hostId)?.subdomain\n      return subdomain ? `${hostsPath}/${encodeURIComponent(subdomain)}/crm` : null\n    },\n    [byId, hostsPath],\n  )\n\n  const value = useMemo<CrmOrgMount>(\n    () => ({\n      orgId,\n      orgSlug,\n      hosts,\n      hostsReady,\n      hostsPath,\n      createHostId,\n      setCreateHostId,\n      siteName,\n      siteSubdomain,\n      siteHubHref,\n    }),\n    [\n      orgId,\n      orgSlug,\n      hosts,\n      hostsReady,\n      hostsPath,\n      createHostId,\n      setCreateHostId,\n      siteName,\n      siteSubdomain,\n      siteHubHref,\n    ],\n  )\n  return (\n    <CrmOrgMountContext.Provider value={value}>\n      {children}\n    </CrmOrgMountContext.Provider>\n  )\n}\nCrmOrgMountProvider.displayName = 'CrmOrgMountProvider'\n\n/** The org-level mount, or `null` under a site. */\nexport function useCrmOrgMount(): CrmOrgMount | null {\n  return useContext(CrmOrgMountContext)\n}\n\n/**\n * `Card` beneath the org-level mount the SHELL hands it as a prop (AGL-2636).\n *\n * The hub page mounts the provider itself, because the shell hands the hub\n * page an `orgMount` and the page owns everything under it. A widget on the\n * org's `orgDashboard` slot is dropped into a console page the CRM does not\n * own — the org's sites list — and the console never imports a plugin, so\n * the page cannot mount this plugin's provider around the slot. The slot\n * hands each widget the same `orgMount` instead, and this puts the provider\n * where the hub page puts it: around the surface, one level down. `Card`\n * then reads `useCrmOrgMount()` and `useCrmScope({ hostId: null })` exactly\n * as it does under the hub, and stays one component for both mounts.\n *\n * Handed no mount — a slot that names a site, or a shell older than the org\n * zone — the card renders as it is, and `useCrmOrgMount` answers `null` the\n * way it does under a site.\n */\nexport function withCrmOrgMount<P extends object>(\n  Card: ComponentType<P>,\n): ComponentType<P & { orgMount?: ConsolePluginOrgMount }> {\n  function CrmOrgMounted(props: P & { orgMount?: ConsolePluginOrgMount }) {\n    const { orgMount, ...rest } = props\n    const card = <Card {...(rest as P)} />\n    return orgMount ? (\n      <CrmOrgMountProvider mount={orgMount}>{card}</CrmOrgMountProvider>\n    ) : (\n      card\n    )\n  }\n  CrmOrgMounted.displayName = `CrmOrgMounted(${\n    Card.displayName ?? (Card as { name?: string }).name ?? 'Card'\n  })`\n  return CrmOrgMounted\n}\n\n/**\n * THE SITE A CREATE OPENED FROM A RECORD DEFAULTS TO (AGL-2630).\n *\n * A task, an activity or a deal filed from a contact's page belongs, nine\n * times in ten, with the site that captured the contact — not with the\n * site the reader last picked in a list's drawer. So a record page wraps\n * its cards in this, naming its record's own capturing site, and every\n * create under it defaults its Site picker there. A pick the reader makes\n * INSIDE such a create is held for that page alone; the session's pick,\n * which a create opened from a list keeps defaulting to, is untouched.\n *\n * Nothing under a site, nothing for a record no site has captured, and\n * nothing for a site the mount's list does not carry — the reader may not\n * have it: the children render as they are and the session's pick stands.\n */\nexport function CrmCreateSiteDefault(props: {\n  hostId: string | null | undefined\n  children: ReactNode\n}) {\n  const { hostId, children } = props\n  const mount = useContext(CrmOrgMountContext)\n  const [picked, setPicked] = useState<string | null>(null)\n  // Another record on the same page starts from its own site again.\n  useEffect(() => {\n    setPicked(null)\n  }, [hostId])\n  const value = useMemo<CrmOrgMount | null>(() => {\n    if (!mount || !hostId) return mount\n    if (!mount.hosts.some((host) => host.id === hostId)) return mount\n    return {\n      ...mount,\n      createHostId: picked ?? hostId,\n      setCreateHostId: setPicked,\n    }\n  }, [mount, hostId, picked])\n  return (\n    <CrmOrgMountContext.Provider value={value}>\n      {children}\n    </CrmOrgMountContext.Provider>\n  )\n}\nCrmCreateSiteDefault.displayName = 'CrmCreateSiteDefault'\n\nexport default useCrmOrgMount\n"],"names":["createContext","useCallback","useContext","useEffect","useMemo","useState","CrmOrgMountContext","pickStorageKey","orgId","readRememberedPick","window","sessionStorage","getItem","writeRememberedPick","hostId","setItem","CrmOrgMountProvider","props","mount","children","orgSlug","hosts","hostsReady","hostsPath","picked","setPicked","byId","index","Map","host","set","id","createHostId","has","length","setCreateHostId","siteName","get","name","siteSubdomain","subdomain","siteHubHref","encodeURIComponent","value","Provider","displayName","useCrmOrgMount","withCrmOrgMount","Card","CrmOrgMounted","orgMount","rest","card","CrmCreateSiteDefault","some"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;;AAGA,SAEEA,aAAa,EAEbC,WAAW,EACXC,UAAU,EACVC,SAAS,EACTC,OAAO,EACPC,QAAQ,QACH,QAAO;AAuCd,MAAMC,mCAAqBN,cAAkC;AAE7D;;;;;CAKC,GACD,MAAMO,iBAAiB,CAACC,QAAkB,CAAC,qBAAqB,EAAEA,OAAO;AAEzE,SAASC,mBAAmBD,KAAa;IACvC,IAAI;QACF,OAAOE,OAAOC,cAAc,CAACC,OAAO,CAACL,eAAeC;IACtD,EAAE,eAAM;QACN,OAAO;IACT;AACF;AAEA,SAASK,oBAAoBL,KAAa,EAAEM,MAAc;IACxD,IAAI;QACFJ,OAAOC,cAAc,CAACI,OAAO,CAACR,eAAeC,QAAQM;IACvD,EAAE,eAAM;IACN,oEAAoE;IACtE;AACF;AAEA;;;;;;CAMC,GACD,OAAO,SAASE,oBAAoBC,KAGnC;IACC,MAAM,EAAEC,KAAK,EAAEC,QAAQ,EAAE,GAAGF;IAC5B,MAAM,EAAET,KAAK,EAAEY,OAAO,EAAEC,KAAK,EAAEC,UAAU,EAAEC,SAAS,EAAE,GAAGL;IACzD,MAAM,CAACM,QAAQC,UAAU,GAAGpB,SAAwB;IACpD,yEAAyE;IACzE,yEAAyE;IACzE,oBAAoB;IACpBF,UAAU;QACRsB,UAAUhB,mBAAmBD;IAC/B,GAAG;QAACA;KAAM;IAEV,MAAMkB,OAAOtB,QAAQ;QACnB,MAAMuB,QAAQ,IAAIC;QAClB,KAAK,MAAMC,QAAQR,MAAOM,MAAMG,GAAG,CAACD,KAAKE,EAAE,EAAEF;QAC7C,OAAOF;IACT,GAAG;QAACN;KAAM;IAEV;;;;;;GAMC,GACD,MAAMW,eAAe5B,QAAQ;QAC3B,IAAIoB,UAAUE,KAAKO,GAAG,CAACT,SAAS,OAAOA;QACvC,IAAIF,cAAcD,MAAMa,MAAM,KAAK,GAAG,OAAOb,KAAK,CAAC,EAAE,CAACU,EAAE;QACxD,OAAO;IACT,GAAG;QAACP;QAAQE;QAAMJ;QAAYD;KAAM;IAEpC,MAAMc,kBAAkBlC,YACtB,CAACa;QACCW,UAAUX;QACVD,oBAAoBL,OAAOM;IAC7B,GACA;QAACN;KAAM;IAET,MAAM4B,WAAWnC,YACf,CAACa;YAAmBY;eAAAA,EAAAA,YAAAA,KAAKW,GAAG,CAACvB,4BAATY,UAAkBY,IAAI,KAAIxB;OAC9C;QAACY;KAAK;IAER,MAAMa,gBAAgBtC,YACpB,CAACa;;YAAmBY;wBAAAA,YAAAA,KAAKW,GAAG,CAACvB,4BAATY,UAAkBc,SAAS,mBAAI;OACnD;QAACd;KAAK;IAER,MAAMe,cAAcxC,YAClB,CAACa;YACmBY;QAAlB,MAAMc,aAAYd,YAAAA,KAAKW,GAAG,CAACvB,4BAATY,UAAkBc,SAAS;QAC7C,OAAOA,YAAY,GAAGjB,UAAU,CAAC,EAAEmB,mBAAmBF,WAAW,IAAI,CAAC,GAAG;IAC3E,GACA;QAACd;QAAMH;KAAU;IAGnB,MAAMoB,QAAQvC,QACZ,IAAO,CAAA;YACLI;YACAY;YACAC;YACAC;YACAC;YACAS;YACAG;YACAC;YACAG;YACAE;QACF,CAAA,GACA;QACEjC;QACAY;QACAC;QACAC;QACAC;QACAS;QACAG;QACAC;QACAG;QACAE;KACD;IAEH,qBACE,KAACnC,mBAAmBsC,QAAQ;QAACD,OAAOA;kBACjCxB;;AAGP;AACAH,oBAAoB6B,WAAW,GAAG;AAElC,iDAAiD,GACjD,OAAO,SAASC;IACd,OAAO5C,WAAWI;AACpB;AAEA;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASyC,gBACdC,IAAsB;QAYpBA,MAAAA;IAVF,SAASC,cAAchC,KAA+C;QACpE,MAAM,EAAEiC,QAAQ,EAAW,GAAGjC,OAATkC,wCAASlC;;;QAC9B,MAAMmC,qBAAO,KAACJ,mBAAUG;QACxB,OAAOD,yBACL,KAAClC;YAAoBE,OAAOgC;sBAAWE;aAEvCA;IAEJ;IACAH,cAAcJ,WAAW,GAAG,CAAC,cAAc,GACzCG,QAAAA,oBAAAA,KAAKH,WAAW,YAAhBG,oBAAoB,AAACA,KAA2BV,IAAI,YAApDU,OAAwD,OACzD,CAAC,CAAC;IACH,OAAOC;AACT;AAEA;;;;;;;;;;;;;;CAcC,GACD,OAAO,SAASI,qBAAqBpC,KAGpC;IACC,MAAM,EAAEH,MAAM,EAAEK,QAAQ,EAAE,GAAGF;IAC7B,MAAMC,QAAQhB,WAAWI;IACzB,MAAM,CAACkB,QAAQC,UAAU,GAAGpB,SAAwB;IACpD,kEAAkE;IAClEF,UAAU;QACRsB,UAAU;IACZ,GAAG;QAACX;KAAO;IACX,MAAM6B,QAAQvC,QAA4B;QACxC,IAAI,CAACc,SAAS,CAACJ,QAAQ,OAAOI;QAC9B,IAAI,CAACA,MAAMG,KAAK,CAACiC,IAAI,CAAC,CAACzB,OAASA,KAAKE,EAAE,KAAKjB,SAAS,OAAOI;QAC5D,OAAO,aACFA;YACHc,YAAY,EAAER,iBAAAA,SAAUV;YACxBqB,iBAAiBV;;IAErB,GAAG;QAACP;QAAOJ;QAAQU;KAAO;IAC1B,qBACE,KAAClB,mBAAmBsC,QAAQ;QAACD,OAAOA;kBACjCxB;;AAGP;AACAkC,qBAAqBR,WAAW,GAAG;AAEnC,eAAeC,eAAc"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-org-mount.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 type { ConsolePluginOrgHost, ConsolePluginOrgMount } from '@aglyn/aglyn'\nimport {\n  type ComponentType,\n  createContext,\n  type ReactNode,\n  useCallback,\n  useContext,\n  useEffect,\n  useMemo,\n  useState,\n} from 'react'\n\n/**\n * The organization-level mount, as every CRM surface beneath the hub reads\n * it (AGL-2630).\n *\n * The shell hands the hub page an org and its sites; the hub publishes them\n * through this context so a drawer four components down — the one that has\n * to ask which site a new record is captured by — reaches them without four\n * components threading a prop they never read. `useCrmScope` reads it too:\n * a surface handed `hostId: null` learns from here which org it is under,\n * which is what lets every existing `useCrmScope({ hostId, org })` call\n * serve the org level unchanged.\n */\nexport interface CrmOrgMount extends ConsolePluginOrgMount {\n  /**\n   * The site the next create comes from: the reader's last pick this\n   * session, or the org's only site when it has exactly one, else `null`.\n   * In an org that keeps each site's records apart a record must come from\n   * a site — its `visibleTo` and the consent group its profile lives on\n   * follow from it — so a create holds until one is picked; in an org whose\n   * records belong to every site, `null` is an answer: a record from no site.\n   */\n  createHostId: string | null\n  /** Picks the site the next create comes from; `null` picks none. */\n  setCreateHostId: (hostId: string | null) => void\n  /** How a site reads on screen — its name, or its id when the list cannot name it. */\n  siteName: (hostId: string) => string\n  /**\n   * The subdomain a console URL under `/hosts/[host]` takes, or `null` for\n   * a site the list did not answer for — named, never linked.\n   */\n  siteSubdomain: (hostId: string) => string | null\n  /**\n   * The site's own CRM hub — `${hostsPath}/${subdomain}/crm` — or `null`\n   * for a site whose subdomain the list could not answer, which is named\n   * and not linked.\n   */\n  siteHubHref: (hostId: string) => string | null\n}\n\nconst CrmOrgMountContext = createContext<CrmOrgMount | null>(null)\n\n/**\n * The session's memory of the picked site, per org. Session storage rather\n * than local: the pick is a working convenience for one sitting, and a\n * site remembered across weeks would stamp a record onto a site the reader\n * had forgotten choosing.\n */\nconst pickStorageKey = (orgId: string) => `aglyn.crm.createSite.${orgId}`\n\nfunction readRememberedPick(orgId: string): string | null {\n  try {\n    return window.sessionStorage.getItem(pickStorageKey(orgId))\n  } catch {\n    return null\n  }\n}\n\nfunction writeRememberedPick(orgId: string, hostId: string | null): void {\n  try {\n    if (hostId) window.sessionStorage.setItem(pickStorageKey(orgId), hostId)\n    else window.sessionStorage.removeItem(pickStorageKey(orgId))\n  } catch {\n    // A browser that refuses storage still gets the pick for this page.\n  }\n}\n\n/**\n * Publishes the org-level mount to every surface beneath it.\n *\n * Mounted by the hub page ONLY when the shell handed it an `orgMount`; under\n * a site there is no provider and `useCrmOrgMount` answers `null`, which is\n * how a surface tells the two levels apart without a second prop.\n */\nexport function CrmOrgMountProvider(props: {\n  mount: ConsolePluginOrgMount\n  children: ReactNode\n}) {\n  const { mount, children } = props\n  const { orgId, orgSlug, hosts, hostsReady, hostsPath } = mount\n  const [picked, setPicked] = useState<string | null>(null)\n  // Read after mount rather than in the initializer, so the server and the\n  // first client paint agree: the pick only ever affects a drawer somebody\n  // has since opened.\n  useEffect(() => {\n    setPicked(readRememberedPick(orgId))\n  }, [orgId])\n\n  const byId = useMemo(() => {\n    const index = new Map<string, ConsolePluginOrgHost>()\n    for (const host of hosts) index.set(host.id, host)\n    return index\n  }, [hosts])\n\n  /*\n   * A remembered site the list no longer carries is forgotten rather than\n   * stamped — the reader may have lost the site, or the site may be gone.\n   * An org with exactly one site needs no picker at all; nothing else is\n   * picked silently, because a wrong guess files a person under a brand\n   * that never met them.\n   */\n  const createHostId = useMemo(() => {\n    if (picked && byId.has(picked)) return picked\n    if (hostsReady && hosts.length === 1) return hosts[0].id\n    return null\n  }, [picked, byId, hostsReady, hosts])\n\n  const setCreateHostId = useCallback(\n    (hostId: string | null) => {\n      setPicked(hostId)\n      writeRememberedPick(orgId, hostId)\n    },\n    [orgId],\n  )\n  const siteName = useCallback(\n    (hostId: string) => byId.get(hostId)?.name || hostId,\n    [byId],\n  )\n  const siteSubdomain = useCallback(\n    (hostId: string) => byId.get(hostId)?.subdomain ?? null,\n    [byId],\n  )\n  const siteHubHref = useCallback(\n    (hostId: string) => {\n      const subdomain = byId.get(hostId)?.subdomain\n      return subdomain ? `${hostsPath}/${encodeURIComponent(subdomain)}/crm` : null\n    },\n    [byId, hostsPath],\n  )\n\n  const value = useMemo<CrmOrgMount>(\n    () => ({\n      orgId,\n      orgSlug,\n      hosts,\n      hostsReady,\n      hostsPath,\n      createHostId,\n      setCreateHostId,\n      siteName,\n      siteSubdomain,\n      siteHubHref,\n    }),\n    [\n      orgId,\n      orgSlug,\n      hosts,\n      hostsReady,\n      hostsPath,\n      createHostId,\n      setCreateHostId,\n      siteName,\n      siteSubdomain,\n      siteHubHref,\n    ],\n  )\n  return (\n    <CrmOrgMountContext.Provider value={value}>\n      {children}\n    </CrmOrgMountContext.Provider>\n  )\n}\nCrmOrgMountProvider.displayName = 'CrmOrgMountProvider'\n\n/** The org-level mount, or `null` under a site. */\nexport function useCrmOrgMount(): CrmOrgMount | null {\n  return useContext(CrmOrgMountContext)\n}\n\n/**\n * `Card` beneath the org-level mount the SHELL hands it as a prop (AGL-2636).\n *\n * The hub page mounts the provider itself, because the shell hands the hub\n * page an `orgMount` and the page owns everything under it. A widget on the\n * org's `orgDashboard` slot is dropped into a console page the CRM does not\n * own — the org's sites list — and the console never imports a plugin, so\n * the page cannot mount this plugin's provider around the slot. The slot\n * hands each widget the same `orgMount` instead, and this puts the provider\n * where the hub page puts it: around the surface, one level down. `Card`\n * then reads `useCrmOrgMount()` and `useCrmScope({ hostId: null })` exactly\n * as it does under the hub, and stays one component for both mounts.\n *\n * Handed no mount — a slot that names a site, or a shell older than the org\n * zone — the card renders as it is, and `useCrmOrgMount` answers `null` the\n * way it does under a site.\n */\nexport function withCrmOrgMount<P extends object>(\n  Card: ComponentType<P>,\n): ComponentType<P & { orgMount?: ConsolePluginOrgMount }> {\n  function CrmOrgMounted(props: P & { orgMount?: ConsolePluginOrgMount }) {\n    const { orgMount, ...rest } = props\n    const card = <Card {...(rest as P)} />\n    return orgMount ? (\n      <CrmOrgMountProvider mount={orgMount}>{card}</CrmOrgMountProvider>\n    ) : (\n      card\n    )\n  }\n  CrmOrgMounted.displayName = `CrmOrgMounted(${\n    Card.displayName ?? (Card as { name?: string }).name ?? 'Card'\n  })`\n  return CrmOrgMounted\n}\n\n/**\n * THE SITE A CREATE OPENED FROM A RECORD DEFAULTS TO (AGL-2630).\n *\n * A task, an activity or a deal filed from a contact's page belongs, nine\n * times in ten, with the site that captured the contact — not with the\n * site the reader last picked in a list's drawer. So a record page wraps\n * its cards in this, naming its record's own capturing site, and every\n * create under it defaults its Site picker there. 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package/src/lib/hooks/use-crm-scope.d.ts

@@ -47,16 +47,28 @@ export interface CrmScope {
      */
     visibleTo: readonly ScopeToken[] | null;
     /**
-     * The site a record this viewer CREATES is captured by: the mounted site,
-     * or at the org level the site the reader picked (`null` until they
-     * have). A create must hold until this is known — the tokens below are
-     * empty without it, and a record stamped with none is visible to nobody.
+     * The site a record this viewer CREATES came from: the mounted site, or at
+     * the org level the site the reader picked — `null` when they picked none.
      */
     createHostId: string | null;
     /** The consent group of {@link createHostId} — what a create records consent for. */
     createGroup: ConsentGroup | null;
-    /** What a record this viewer CREATES is stamped with; empty until {@link createHostId} is known. */
+    /**
+     * What a record this viewer CREATES is stamped with. With a site, what
+     * `crmScopeTokens` says for it; with none, the whole org when the org's
+     * records belong to every site, and EMPTY when the org keeps its sites
+     * apart (or its document has not loaded) — there a record must come from
+     * a site, and a create holds until one is picked, because a record stamped
+     * with no tokens is visible to nobody.
+     */
     createTokens: readonly ScopeToken[];
+    /**
+     * Whether a create must name a site: true when the org keeps each site's
+     * records apart, where the site decides who may see the record. False when
+     * every record belongs to the whole org, where a site is only the source it
+     * came from and may be left empty.
+     */
+    createNeedsSite: boolean;
 }
 /**
  * The scope facts every CRM surface needs, resolved once (AGL-2597, one