@aglyn/plugins-crm 1.0.0 → 1.1.0

package/src/lib/components/crm-related-to-picker.d.ts

@@ -0,0 +1,33 @@
+import type { CrmActivityRelated } from '../model/crm-activity-link';
+export interface CrmRelatedToPickerProps {
+    /** The org root, or `null` until it is known. */
+    scope: readonly [string, string] | null;
+    orgId: string | null;
+    /** The reader's tokens, or `null` at the organization level. */
+    readTokens: readonly string[] | null;
+    /** The contact the entry is with, whose open deals lead the list. */
+    contactId: string | null;
+    /** The company the entry is about, whose open deals lead the list. */
+    companyId: string | null;
+    value: CrmActivityRelated | null;
+    /** The current value's name, shown while the lists do not hold the record. */
+    valueLabel?: string;
+    onChange: (next: CrmActivityRelated | null) => void;
+    disabled?: boolean;
+}
+/**
+ * An activity's **Related To** (AGL-4123), Salesforce's What: one company or
+ * one deal.
+ *
+ * The open deals of the person and the company on the entry lead the list,
+ * because logging a call with someone who has a deal in flight is the case
+ * this field exists for: naming that deal puts the entry on it too. Below
+ * them sit the windows every record picker offers, so an older record stays
+ * one search away. Nothing listens until the menu is first opened, because
+ * most entries are saved with the field as it opened.
+ */
+export declare function CrmRelatedToPicker(props: CrmRelatedToPickerProps): import("react").JSX.Element;
+export declare namespace CrmRelatedToPicker {
+    var displayName: string;
+}
+export default CrmRelatedToPicker;

package/src/lib/components/crm-related-to-picker.js

@@ -0,0 +1,135 @@
+/**
+ * @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 { _ as _extends } from "@swc/helpers/_/_extends";
+import { jsx as _jsx } from "react/jsx-runtime";
+import { Autocomplete, TextField } from "@mui/material";
+import { useMemo, useState } from "react";
+import { useCrmFoldsScope } from "../hooks/use-crm-list-query.js";
+import { useContactRoleDeals, useLinkedDeals } from "../hooks/use-deals.js";
+import { CRM_RECORD_PICKER_LIMIT, useCrmRecordWindow } from "./crm-record-picker.js";
+const OPEN_DEALS_GROUP = 'Open deals';
+const sameRecord = (a, b)=>a.kind === b.kind && a.id === b.id;
+const byLabel = (a, b)=>a.label.localeCompare(b.label);
+/**
+ * An activity's **Related To** (AGL-4123), Salesforce's What: one company or
+ * one deal.
+ *
+ * The open deals of the person and the company on the entry lead the list,
+ * because logging a call with someone who has a deal in flight is the case
+ * this field exists for: naming that deal puts the entry on it too. Below
+ * them sit the windows every record picker offers, so an older record stays
+ * one search away. Nothing listens until the menu is first opened, because
+ * most entries are saved with the field as it opened.
+ */ export function CrmRelatedToPicker(props) {
+    var _ref, _ref1;
+    var _companies_data, _deals_data;
+    const { scope, orgId, readTokens, contactId, companyId, value, valueLabel, onChange, disabled } = props;
+    const [opened, setOpened] = useState(false);
+    const companies = useCrmRecordWindow('company', scope, readTokens, opened);
+    const deals = useCrmRecordWindow('deal', scope, readTokens, opened);
+    const foldsScope = useCrmFoldsScope(orgId, readTokens);
+    const contactDeals = useLinkedDeals(orgId, readTokens, {
+        contactId: opened ? contactId != null ? contactId : '' : ''
+    });
+    const roleDeals = useContactRoleDeals(orgId, readTokens, foldsScope, opened ? contactId : null);
+    const companyDeals = useLinkedDeals(orgId, readTokens, {
+        companyId: opened ? companyId != null ? companyId : '' : ''
+    });
+    const options = useMemo(()=>{
+        var _contactDeals_data, _roleDeals_data, _companyDeals_data, _deals_data, _companies_data;
+        const open = new Map();
+        for (const deal of [
+            ...(_contactDeals_data = contactDeals.data) != null ? _contactDeals_data : [],
+            ...(_roleDeals_data = roleDeals.data) != null ? _roleDeals_data : [],
+            ...(_companyDeals_data = companyDeals.data) != null ? _companyDeals_data : []
+        ]){
+            if (deal.status !== 'open') continue;
+            open.set(deal.$id, {
+                kind: 'deal',
+                id: deal.$id,
+                label: deal.title || 'Untitled deal',
+                group: OPEN_DEALS_GROUP
+            });
+        }
+        const named = (row, field)=>{
+            var _row_field;
+            return String((_row_field = row[field]) != null ? _row_field : '') || row.$id;
+        };
+        const otherDeals = ((_deals_data = deals.data) != null ? _deals_data : []).filter((row)=>!open.has(row.$id)).map((row)=>({
+                kind: 'deal',
+                id: row.$id,
+                label: named(row, 'title'),
+                group: 'Deals'
+            }));
+        const listed = ((_companies_data = companies.data) != null ? _companies_data : []).map((row)=>({
+                kind: 'company',
+                id: row.$id,
+                label: named(row, 'name'),
+                group: 'Companies'
+            }));
+        return [
+            ...[
+                ...open.values()
+            ].sort(byLabel),
+            ...listed.sort(byLabel),
+            ...otherDeals.sort(byLabel)
+        ];
+    }, [
+        contactDeals.data,
+        roleDeals.data,
+        companyDeals.data,
+        deals.data,
+        companies.data
+    ]);
+    const windowFull = ((_ref = (_companies_data = companies.data) == null ? void 0 : _companies_data.length) != null ? _ref : 0) >= CRM_RECORD_PICKER_LIMIT || ((_ref1 = (_deals_data = deals.data) == null ? void 0 : _deals_data.length) != null ? _ref1 : 0) >= CRM_RECORD_PICKER_LIMIT;
+    const selected = useMemo(()=>{
+        var _options_find;
+        if (!value) return null;
+        return (_options_find = options.find((option)=>sameRecord(option, value))) != null ? _options_find : _extends({}, value, {
+            label: valueLabel || (value.kind === 'deal' ? 'Deal' : 'Company'),
+            group: ''
+        });
+    }, [
+        options,
+        value,
+        valueLabel
+    ]);
+    return /*#__PURE__*/ _jsx(Autocomplete, {
+        options: options,
+        value: selected,
+        onChange: (_event, next)=>onChange(next ? {
+                kind: next.kind,
+                id: next.id
+            } : null),
+        onOpen: ()=>setOpened(true),
+        getOptionLabel: (option)=>option.label,
+        getOptionKey: (option)=>`${option.kind}:${option.id}`,
+        isOptionEqualToValue: (option, current)=>sameRecord(option, current),
+        groupBy: (option)=>option.group,
+        loading: opened && (companies.status === 'loading' || deals.status === 'loading'),
+        disabled: disabled,
+        size: "small",
+        renderInput: (params)=>/*#__PURE__*/ _jsx(TextField, _extends({}, params, {
+                label: "Related To",
+                helperText: windowFull ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.` : undefined
+            }))
+    });
+}
+CrmRelatedToPicker.displayName = 'CrmRelatedToPicker';
+export default CrmRelatedToPicker;
+
+//# sourceMappingURL=crm-related-to-picker.js.map

package/src/lib/components/crm-related-to-picker.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-related-to-picker.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 { Autocomplete, TextField } from '@mui/material'\nimport { useMemo, useState } from 'react'\nimport { useCrmFoldsScope } from '../hooks/use-crm-list-query'\nimport { useContactRoleDeals, useLinkedDeals } from '../hooks/use-deals'\nimport type { CrmActivityRelated } from '../model/crm-activity-link'\nimport { CRM_RECORD_PICKER_LIMIT, useCrmRecordWindow } from './crm-record-picker'\n\nexport interface CrmRelatedToPickerProps {\n  /** The org root, or `null` until it is known. */\n  scope: readonly [string, string] | null\n  orgId: string | null\n  /** The reader's tokens, or `null` at the organization level. */\n  readTokens: readonly string[] | null\n  /** The contact the entry is with, whose open deals lead the list. */\n  contactId: string | null\n  /** The company the entry is about, whose open deals lead the list. */\n  companyId: string | null\n  value: CrmActivityRelated | null\n  /** The current value's name, shown while the lists do not hold the record. */\n  valueLabel?: string\n  onChange: (next: CrmActivityRelated | null) => void\n  disabled?: boolean\n}\n\ninterface RelatedOption extends CrmActivityRelated {\n  label: string\n  group: string\n}\n\nconst OPEN_DEALS_GROUP = 'Open deals'\n\nconst sameRecord = (a: CrmActivityRelated, b: CrmActivityRelated) =>\n  a.kind === b.kind && a.id === b.id\n\nconst byLabel = (a: RelatedOption, b: RelatedOption) => a.label.localeCompare(b.label)\n\n/**\n * An activity's **Related To** (AGL-4123), Salesforce's What: one company or\n * one deal.\n *\n * The open deals of the person and the company on the entry lead the list,\n * because logging a call with someone who has a deal in flight is the case\n * this field exists for: naming that deal puts the entry on it too. Below\n * them sit the windows every record picker offers, so an older record stays\n * one search away. Nothing listens until the menu is first opened, because\n * most entries are saved with the field as it opened.\n */\nexport function CrmRelatedToPicker(props: CrmRelatedToPickerProps) {\n  const { scope, orgId, readTokens, contactId, companyId, value, valueLabel, onChange, disabled } =\n    props\n  const [opened, setOpened] = useState(false)\n  const companies = useCrmRecordWindow('company', scope, readTokens, opened)\n  const deals = useCrmRecordWindow('deal', scope, readTokens, opened)\n  const foldsScope = useCrmFoldsScope(orgId, readTokens)\n  const contactDeals = useLinkedDeals(orgId, readTokens, {\n    contactId: opened ? (contactId ?? '') : '',\n  })\n  const roleDeals = useContactRoleDeals(\n    orgId,\n    readTokens,\n    foldsScope,\n    opened ? contactId : null,\n  )\n  const companyDeals = useLinkedDeals(orgId, readTokens, {\n    companyId: opened ? (companyId ?? '') : '',\n  })\n\n  const options = useMemo<RelatedOption[]>(() => {\n    const open = new Map<string, RelatedOption>()\n    for (const deal of [\n      ...(contactDeals.data ?? []),\n      ...(roleDeals.data ?? []),\n      ...(companyDeals.data ?? []),\n    ]) {\n      if (deal.status !== 'open') continue\n      open.set(deal.$id, {\n        kind: 'deal',\n        id: deal.$id,\n        label: deal.title || 'Untitled deal',\n        group: OPEN_DEALS_GROUP,\n      })\n    }\n    const named = (row: Record<string, unknown> & { $id: string }, field: string) =>\n      String(row[field] ?? '') || row.$id\n    const otherDeals = (deals.data ?? [])\n      .filter((row) => !open.has(row.$id))\n      .map<RelatedOption>((row) => ({\n        kind: 'deal',\n        id: row.$id,\n        label: named(row, 'title'),\n        group: 'Deals',\n      }))\n    const listed = (companies.data ?? []).map<RelatedOption>((row) => ({\n      kind: 'company',\n      id: row.$id,\n      label: named(row, 'name'),\n      group: 'Companies',\n    }))\n    return [\n      ...[...open.values()].sort(byLabel),\n      ...listed.sort(byLabel),\n      ...otherDeals.sort(byLabel),\n    ]\n  }, [contactDeals.data, roleDeals.data, companyDeals.data, deals.data, companies.data])\n\n  const windowFull =\n    (companies.data?.length ?? 0) >= CRM_RECORD_PICKER_LIMIT ||\n    (deals.data?.length ?? 0) >= CRM_RECORD_PICKER_LIMIT\n\n  const selected = useMemo<RelatedOption | null>(() => {\n    if (!value) return null\n    return (\n      options.find((option) => sameRecord(option, value)) ?? {\n        ...value,\n        label: valueLabel || (value.kind === 'deal' ? 'Deal' : 'Company'),\n        group: '',\n      }\n    )\n  }, [options, value, valueLabel])\n\n  return (\n    <Autocomplete\n      options={options}\n      value={selected}\n      onChange={(_event, next) =>\n        onChange(next ? { kind: next.kind, id: next.id } : null)\n      }\n      onOpen={() => setOpened(true)}\n      getOptionLabel={(option) => option.label}\n      getOptionKey={(option) => `${option.kind}:${option.id}`}\n      isOptionEqualToValue={(option, current) => sameRecord(option, current)}\n      groupBy={(option) => option.group}\n      loading={opened && (companies.status === 'loading' || deals.status === 'loading')}\n      disabled={disabled}\n      size=\"small\"\n      renderInput={(params) => (\n        <TextField\n          {...params}\n          label=\"Related To\"\n          helperText={\n            windowFull ? `The ${CRM_RECORD_PICKER_LIMIT} most recently updated — type to narrow.` : undefined\n          }\n        />\n      )}\n    />\n  )\n}\nCrmRelatedToPicker.displayName = 'CrmRelatedToPicker'\n\nexport default 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package/src/lib/components/crm-site-picker.d.ts

@@ -10,6 +10,14 @@ export interface CrmSitePickerProps {
     /** What the pick decides, said under the field. */
     helperText?: string;
     disabled?: boolean;
+    /**
+     * The org's records belong to every site, so the site is only the SOURCE a
+     * record came from (`useCrmScope`'s `createNeedsSite` is false): the field
+     * reads "Source site", is not required, and offers **None** first. In an
+     * org that keeps each site's records apart the site decides who may see
+     * the record and the field stays required.
+     */
+    optional?: boolean;
     /**
      * A choice that is no site at all — the organization itself (AGL-2637).
      * Offered under the sites when given, and then the field renders even
@@ -45,7 +53,11 @@ export interface CrmSitePickerProps {
  * that never met them, which is exactly the disclosure the per-site model
  * exists to prevent.
  *
- * Rendered as a required select rather than an autocomplete: an org has at
+ * In an org whose records belong to every site ({@link CrmSitePickerProps.optional})
+ * the field is the record's SOURCE, not its scope: optional, **None** first,
+ * and a record from no site is stamped for the whole org.
+ *
+ * Rendered as a select rather than an autocomplete: an org has at
  * most thirty sites in a consent group and rarely more than a handful at
  * all, and a required field with a fixed list should look like one.
  *

package/src/lib/components/crm-site-picker.js

@@ -41,7 +41,11 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
  * that never met them, which is exactly the disclosure the per-site model
  * exists to prevent.
  *
- * Rendered as a required select rather than an autocomplete: an org has at
+ * In an org whose records belong to every site ({@link CrmSitePickerProps.optional})
+ * the field is the record's SOURCE, not its scope: optional, **None** first,
+ * and a record from no site is stamped for the whole org.
+ *
+ * Rendered as a select rather than an autocomplete: an org has at
  * most thirty sites in a consent group and rarely more than a handful at
  * all, and a required field with a fixed list should look like one.
  *
@@ -50,8 +54,9 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
  * no-site pick is the FORM's, not the session's: the remembered site stays
  * what the next contact or deal defaults to.
  */ export function CrmSitePicker(props) {
-    var _mount_createHostId, _noSite_helperText;
-    const { hostId, label = 'Site', helperText, disabled, noSite } = props;
+    var _props_label, _mount_createHostId, _noSite_helperText;
+    const { hostId, optional = false, helperText, disabled, noSite } = props;
+    const label = (_props_label = props.label) != null ? _props_label : optional ? 'Source site' : 'Site';
     const mount = useCrmOrgMount();
     // Under a site, or with one site and nothing else to choose, there is no
     // question.
@@ -61,7 +66,7 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
     const picked = (noSite == null ? void 0 : noSite.picked) ? NO_SITE_VALUE : (_mount_createHostId = mount.createHostId) != null ? _mount_createHostId : '';
     return /*#__PURE__*/ _jsxs(TextField, {
         select: true,
-        required: true,
+        required: !optional,
         size: "small",
         label: label,
         value: picked,
@@ -72,16 +77,20 @@ import { useCrmOrgMount } from "../hooks/use-crm-org-mount.js";
                 return;
             }
             noSite == null ? void 0 : noSite.onPick(false);
-            mount.setCreateHostId(next);
+            mount.setCreateHostId(next || null);
         },
         disabled: disabled || !mount.hostsReady,
-        helperText: !mount.hostsReady ? 'Loading your sites…' : (noSite == null ? void 0 : noSite.picked) ? (_noSite_helperText = noSite.helperText) != null ? _noSite_helperText : helperText : mount.hosts.length === 0 && !noSite ? 'This organization has no sites yet, so nothing can be filed.' : helperText != null ? helperText : 'The site this record belongs to — it decides which of your ' + 'sites may see it.',
+        helperText: !mount.hostsReady ? 'Loading your sites…' : (noSite == null ? void 0 : noSite.picked) ? (_noSite_helperText = noSite.helperText) != null ? _noSite_helperText : helperText : optional ? helperText != null ? helperText : 'Where it came from, if anywhere. Every site in the organization ' + 'can see it either way.' : mount.hosts.length === 0 && !noSite ? 'This organization has no sites yet, so nothing can be filed.' : helperText != null ? helperText : 'The site this record belongs to — it decides which of your ' + 'sites may see it.',
         slotProps: {
             inputLabel: {
                 shrink: true
             }
         },
         children: [
+            optional && !noSite ? /*#__PURE__*/ _jsx(MenuItem, {
+                value: "",
+                children: 'None'
+            }) : null,
             mount.hosts.map((host)=>/*#__PURE__*/ _jsx(MenuItem, {
                     value: host.id,
                     children: host.name

package/src/lib/components/crm-site-picker.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-site-picker.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 { MenuItem, TextField } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\nexport interface CrmSitePickerProps {\n  /**\n   * The site the surface is mounted under. Under a site the picker renders\n   * NOTHING — the site is known — so a drawer mounts this unconditionally\n   * and only the organization-level reader ever sees a field.\n   */\n  hostId: string | null\n  /** The field's label; \"Site\" unless the form has a reason to say more. */\n  label?: string\n  /** What the pick decides, said under the field. */\n  helperText?: string\n  disabled?: boolean\n  /**\n   * A choice that is no site at all — the organization itself (AGL-2637).\n   * Offered under the sites when given, and then the field renders even\n   * for an org with one site, because there is a choice to make. `picked`\n   * says the form holds that choice; picking a site clears it. Only a task\n   * offers this: every other CRM record is a fact about a person some site\n   * met, and is captured BY that site.\n   */\n  noSite?: {\n    label: string\n    /** What the choice decides, said under the field while it is picked. */\n    helperText?: string\n    picked: boolean\n    onPick: (picked: boolean) => void\n  }\n}\n\n/**\n * The select's value for the no-site choice. Never a site's id, which is a\n * Firestore document id and cannot begin with an underscore-and-word the\n * console minted itself.\n */\nconst NO_SITE_VALUE = '__organization'\n\n/**\n * THE SITE A CREATE IS CAPTURED BY, at the organization level (AGL-2630).\n *\n * Every CRM record names the site that created it: its `hostId`, the\n * `visibleTo` that decides who may read it, and — for a contact — the\n * consent group whose facet holds the profile and whose name the consent\n * checkbox records a basis for. Under a site all three follow from the\n * URL. At `/[orgSlug]/crm` nothing does, so every create and import drawer\n * mounted there asks, with this field, and holds its submit until it is\n * answered. The REST API asks the same question as `consentSiteId`; this is\n * that parameter with a list attached.\n *\n * The pick is REMEMBERED for the session (`useCrmOrgMount`), so a reader\n * filing ten records for one brand picks once; an org with exactly one\n * site never sees the field, because there is nothing to choose. Nothing\n * else is picked silently — a wrong guess files a person under a brand\n * that never met them, which is exactly the disclosure the per-site model\n * exists to prevent.\n *\n * Rendered as a required select rather than an autocomplete: an org has at\n * most thirty sites in a consent group and rarely more than a handful at\n * all, and a required field with a fixed list should look like one.\n *\n * With a {@link CrmSitePickerProps.noSite} choice the field is a question\n * even for an org with one site — the site, or the organization — and the\n * no-site pick is the FORM's, not the session's: the remembered site stays\n * what the next contact or deal defaults to.\n */\nexport function CrmSitePicker(props: CrmSitePickerProps) {\n  const { hostId, label = 'Site', helperText, disabled, noSite } = props\n  const mount = useCrmOrgMount()\n  // Under a site, or with one site and nothing else to choose, there is no\n  // question.\n  if (\n    hostId ||\n    !mount ||\n    (!noSite && mount.hostsReady && mount.hosts.length === 1)\n  ) {\n    return null\n  }\n  const picked = noSite?.picked ? NO_SITE_VALUE : (mount.createHostId ?? '')\n  return (\n    <TextField\n      select\n      required\n      size=\"small\"\n      label={label}\n      value={picked}\n      onChange={(event) => {\n        const next = String(event.target.value)\n        if (next === NO_SITE_VALUE) {\n          noSite?.onPick(true)\n          return\n        }\n        noSite?.onPick(false)\n        mount.setCreateHostId(next)\n      }}\n      disabled={disabled || !mount.hostsReady}\n      helperText={\n        !mount.hostsReady\n          ? 'Loading your sites…'\n          : noSite?.picked\n            ? (noSite.helperText ?? helperText)\n            : mount.hosts.length === 0 && !noSite\n              ? 'This organization has no sites yet, so nothing can be filed.'\n              : (helperText ??\n                'The site this record belongs to — it decides which of your ' +\n                  'sites may see it.')\n      }\n      slotProps={{ inputLabel: { shrink: true } }}\n    >\n      {mount.hosts.map((host) => (\n        <MenuItem key={host.id} value={host.id}>\n          {host.name}\n        </MenuItem>\n      ))}\n      {noSite ? <MenuItem value={NO_SITE_VALUE}>{noSite.label}</MenuItem> : null}\n    </TextField>\n  )\n}\nCrmSitePicker.displayName = 'CrmSitePicker'\n\nexport default CrmSitePicker\n"],"names":["MenuItem","TextField","useCrmOrgMount","NO_SITE_VALUE","CrmSitePicker","props","mount","noSite","hostId","label","helperText","disabled","hostsReady","hosts","length","picked","createHostId","select","required","size","value","onChange","event","next","String","target","onPick","setCreateHostId","slotProps","inputLabel","shrink","map","host","id","name","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AACnD,SAASC,cAAc,QAAQ,gCAA4B;AA+B3D;;;;CAIC,GACD,MAAMC,gBAAgB;AAEtB;;;;;;;;;;;;;;;;;;;;;;;;;;;CA2BC,GACD,OAAO,SAASC,cAAcC,KAAyB;QAYJC,qBAsBpCC;IAjCb,MAAM,EAAEC,MAAM,EAAEC,QAAQ,MAAM,EAAEC,UAAU,EAAEC,QAAQ,EAAEJ,MAAM,EAAE,GAAGF;IACjE,MAAMC,QAAQJ;IACd,yEAAyE;IACzE,YAAY;IACZ,IACEM,UACA,CAACF,SACA,CAACC,UAAUD,MAAMM,UAAU,IAAIN,MAAMO,KAAK,CAACC,MAAM,KAAK,GACvD;QACA,OAAO;IACT;IACA,MAAMC,SAASR,CAAAA,0BAAAA,OAAQQ,MAAM,IAAGZ,iBAAiBG,sBAAAA,MAAMU,YAAY,YAAlBV,sBAAsB;IACvE,qBACE,MAACL;QACCgB,MAAM;QACNC,QAAQ;QACRC,MAAK;QACLV,OAAOA;QACPW,OAAOL;QACPM,UAAU,CAACC;YACT,MAAMC,OAAOC,OAAOF,MAAMG,MAAM,CAACL,KAAK;YACtC,IAAIG,SAASpB,eAAe;gBAC1BI,0BAAAA,OAAQmB,MAAM,CAAC;gBACf;YACF;YACAnB,0BAAAA,OAAQmB,MAAM,CAAC;YACfpB,MAAMqB,eAAe,CAACJ;QACxB;QACAZ,UAAUA,YAAY,CAACL,MAAMM,UAAU;QACvCF,YACE,CAACJ,MAAMM,UAAU,GACb,wBACAL,CAAAA,0BAAAA,OAAQQ,MAAM,KACXR,qBAAAA,OAAOG,UAAU,YAAjBH,qBAAqBG,aACtBJ,MAAMO,KAAK,CAACC,MAAM,KAAK,KAAK,CAACP,SAC3B,iEACCG,qBAAAA,aACD,gEACE;QAEZkB,WAAW;YAAEC,YAAY;gBAAEC,QAAQ;YAAK;QAAE;;YAEzCxB,MAAMO,KAAK,CAACkB,GAAG,CAAC,CAACC,qBAChB,KAAChC;oBAAuBoB,OAAOY,KAAKC,EAAE;8BACnCD,KAAKE,IAAI;mBADGF,KAAKC,EAAE;YAIvB1B,uBAAS,KAACP;gBAASoB,OAAOjB;0BAAgBI,OAAOE,KAAK;iBAAe;;;AAG5E;AACAL,cAAc+B,WAAW,GAAG;AAE5B,eAAe/B,cAAa"}
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-site-picker.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 { MenuItem, TextField } from '@mui/material'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\n\nexport interface CrmSitePickerProps {\n  /**\n   * The site the surface is mounted under. Under a site the picker renders\n   * NOTHING — the site is known — so a drawer mounts this unconditionally\n   * and only the organization-level reader ever sees a field.\n   */\n  hostId: string | null\n  /** The field's label; \"Site\" unless the form has a reason to say more. */\n  label?: string\n  /** What the pick decides, said under the field. */\n  helperText?: string\n  disabled?: boolean\n  /**\n   * The org's records belong to every site, so the site is only the SOURCE a\n   * record came from (`useCrmScope`'s `createNeedsSite` is false): the field\n   * reads \"Source site\", is not required, and offers **None** first. In an\n   * org that keeps each site's records apart the site decides who may see\n   * the record and the field stays required.\n   */\n  optional?: boolean\n  /**\n   * A choice that is no site at all — the organization itself (AGL-2637).\n   * Offered under the sites when given, and then the field renders even\n   * for an org with one site, because there is a choice to make. `picked`\n   * says the form holds that choice; picking a site clears it. Only a task\n   * offers this: every other CRM record is a fact about a person some site\n   * met, and is captured BY that site.\n   */\n  noSite?: {\n    label: string\n    /** What the choice decides, said under the field while it is picked. */\n    helperText?: string\n    picked: boolean\n    onPick: (picked: boolean) => void\n  }\n}\n\n/**\n * The select's value for the no-site choice. Never a site's id, which is a\n * Firestore document id and cannot begin with an underscore-and-word the\n * console minted itself.\n */\nconst NO_SITE_VALUE = '__organization'\n\n/**\n * THE SITE A CREATE IS CAPTURED BY, at the organization level (AGL-2630).\n *\n * Every CRM record names the site that created it: its `hostId`, the\n * `visibleTo` that decides who may read it, and — for a contact — the\n * consent group whose facet holds the profile and whose name the consent\n * checkbox records a basis for. Under a site all three follow from the\n * URL. At `/[orgSlug]/crm` nothing does, so every create and import drawer\n * mounted there asks, with this field, and holds its submit until it is\n * answered. The REST API asks the same question as `consentSiteId`; this is\n * that parameter with a list attached.\n *\n * The pick is REMEMBERED for the session (`useCrmOrgMount`), so a reader\n * filing ten records for one brand picks once; an org with exactly one\n * site never sees the field, because there is nothing to choose. Nothing\n * else is picked silently — a wrong guess files a person under a brand\n * that never met them, which is exactly the disclosure the per-site model\n * exists to prevent.\n *\n * In an org whose records belong to every site ({@link CrmSitePickerProps.optional})\n * the field is the record's SOURCE, not its scope: optional, **None** first,\n * and a record from no site is stamped for the whole org.\n *\n * Rendered as a select rather than an autocomplete: an org has at\n * most thirty sites in a consent group and rarely more than a handful at\n * all, and a required field with a fixed list should look like one.\n *\n * With a {@link CrmSitePickerProps.noSite} choice the field is a question\n * even for an org with one site — the site, or the organization — and the\n * no-site pick is the FORM's, not the session's: the remembered site stays\n * what the next contact or deal defaults to.\n */\nexport function CrmSitePicker(props: CrmSitePickerProps) {\n  const { hostId, optional = false, helperText, disabled, noSite } = props\n  const label = props.label ?? (optional ? 'Source site' : 'Site')\n  const mount = useCrmOrgMount()\n  // Under a site, or with one site and nothing else to choose, there is no\n  // question.\n  if (\n    hostId ||\n    !mount ||\n    (!noSite && mount.hostsReady && mount.hosts.length === 1)\n  ) {\n    return null\n  }\n  const picked = noSite?.picked ? NO_SITE_VALUE : (mount.createHostId ?? '')\n  return (\n    <TextField\n      select\n      required={!optional}\n      size=\"small\"\n      label={label}\n      value={picked}\n      onChange={(event) => {\n        const next = String(event.target.value)\n        if (next === NO_SITE_VALUE) {\n          noSite?.onPick(true)\n          return\n        }\n        noSite?.onPick(false)\n        mount.setCreateHostId(next || null)\n      }}\n      disabled={disabled || !mount.hostsReady}\n      helperText={\n        !mount.hostsReady\n          ? 'Loading your sites…'\n          : noSite?.picked\n            ? (noSite.helperText ?? helperText)\n            : optional\n              ? (helperText ??\n                'Where it came from, if anywhere. Every site in the organization ' +\n                  'can see it either way.')\n              : mount.hosts.length === 0 && !noSite\n                ? 'This organization has no sites yet, so nothing can be filed.'\n                : (helperText ??\n                  'The site this record belongs to — it decides which of your ' +\n                    'sites may see it.')\n      }\n      slotProps={{ inputLabel: { shrink: true } }}\n    >\n      {optional && !noSite ? <MenuItem value=\"\">{'None'}</MenuItem> : null}\n      {mount.hosts.map((host) => (\n        <MenuItem key={host.id} value={host.id}>\n          {host.name}\n        </MenuItem>\n      ))}\n      {noSite ? <MenuItem value={NO_SITE_VALUE}>{noSite.label}</MenuItem> : null}\n    </TextField>\n  )\n}\nCrmSitePicker.displayName = 'CrmSitePicker'\n\nexport default CrmSitePicker\n"],"names":["MenuItem","TextField","useCrmOrgMount","NO_SITE_VALUE","CrmSitePicker","props","mount","noSite","hostId","optional","helperText","disabled","label","hostsReady","hosts","length","picked","createHostId","select","required","size","value","onChange","event","next","String","target","onPick","setCreateHostId","slotProps","inputLabel","shrink","map","host","id","name","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA,SAASA,QAAQ,EAAEC,SAAS,QAAQ,gBAAe;AACnD,SAASC,cAAc,QAAQ,gCAA4B;AAuC3D;;;;CAIC,GACD,MAAMC,gBAAgB;AAEtB;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;;CA+BC,GACD,OAAO,SAASC,cAAcC,KAAyB;QAEvCA,cAWmCC,qBAsBpCC;IAlCb,MAAM,EAAEC,MAAM,EAAEC,WAAW,KAAK,EAAEC,UAAU,EAAEC,QAAQ,EAAEJ,MAAM,EAAE,GAAGF;IACnE,MAAMO,SAAQP,eAAAA,MAAMO,KAAK,YAAXP,eAAgBI,WAAW,gBAAgB;IACzD,MAAMH,QAAQJ;IACd,yEAAyE;IACzE,YAAY;IACZ,IACEM,UACA,CAACF,SACA,CAACC,UAAUD,MAAMO,UAAU,IAAIP,MAAMQ,KAAK,CAACC,MAAM,KAAK,GACvD;QACA,OAAO;IACT;IACA,MAAMC,SAAST,CAAAA,0BAAAA,OAAQS,MAAM,IAAGb,iBAAiBG,sBAAAA,MAAMW,YAAY,YAAlBX,sBAAsB;IACvE,qBACE,MAACL;QACCiB,MAAM;QACNC,UAAU,CAACV;QACXW,MAAK;QACLR,OAAOA;QACPS,OAAOL;QACPM,UAAU,CAACC;YACT,MAAMC,OAAOC,OAAOF,MAAMG,MAAM,CAACL,KAAK;YACtC,IAAIG,SAASrB,eAAe;gBAC1BI,0BAAAA,OAAQoB,MAAM,CAAC;gBACf;YACF;YACApB,0BAAAA,OAAQoB,MAAM,CAAC;YACfrB,MAAMsB,eAAe,CAACJ,QAAQ;QAChC;QACAb,UAAUA,YAAY,CAACL,MAAMO,UAAU;QACvCH,YACE,CAACJ,MAAMO,UAAU,GACb,wBACAN,CAAAA,0BAAAA,OAAQS,MAAM,KACXT,qBAAAA,OAAOG,UAAU,YAAjBH,qBAAqBG,aACtBD,WACGC,qBAAAA,aACD,qEACE,2BACFJ,MAAMQ,KAAK,CAACC,MAAM,KAAK,KAAK,CAACR,SAC3B,iEACCG,qBAAAA,aACD,gEACE;QAEdmB,WAAW;YAAEC,YAAY;gBAAEC,QAAQ;YAAK;QAAE;;YAEzCtB,YAAY,CAACF,uBAAS,KAACP;gBAASqB,OAAM;0BAAI;iBAAqB;YAC/Df,MAAMQ,KAAK,CAACkB,GAAG,CAAC,CAACC,qBAChB,KAACjC;oBAAuBqB,OAAOY,KAAKC,EAAE;8BACnCD,KAAKE,IAAI;mBADGF,KAAKC,EAAE;YAIvB3B,uBAAS,KAACP;gBAASqB,OAAOlB;0BAAgBI,OAAOK,KAAK;iBAAe;;;AAG5E;AACAR,cAAcgC,WAAW,GAAG;AAE5B,eAAehC,cAAa"}

package/src/lib/components/crm-transfer-buttons.d.ts

@@ -27,6 +27,11 @@ export interface CrmImportButtonProps {
     /** What the `importMapping` zone's widgets know the file as (`contacts`). */
     mappingZone?: string;
     label?: string;
+    /**
+     * The file needs no site: the org's records belong to every site, so a site
+     * is only where these came from, and the reader may name none (AGL-4122).
+     */
+    siteOptional?: boolean;
 }
 /** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */
 export declare function CrmImportButton(props: CrmImportButtonProps): import("react").JSX.Element;

package/src/lib/components/crm-transfer-buttons.js

@@ -53,7 +53,7 @@ import { CrmSitePicker } from "./crm-site-picker.js";
 }
 /** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */ export function CrmImportButton(props) {
     var _ref;
-    const { resource, noun, hostId, mappingZone, label = 'Import' } = props;
+    const { resource, noun, hostId, mappingZone, label = 'Import', siteOptional = false } = props;
     const transfer = useTransferLauncher();
     const mount = useCrmOrgMount();
     const [asking, setAsking] = useState(false);
@@ -105,12 +105,14 @@ import { CrmSitePicker } from "./crm-site-picker.js";
                                 sx: {
                                     mb: 2
                                 },
-                                children: `Every new record is filed under a site — it decides which of your sites may see the ${noun}.`
+                                children: siteOptional ? `Every site in the organization can see these ${noun}. Name the site they came from, if any.` : `Every new record is filed under a site — it decides which of your sites may see the ${noun}.`
                             }),
-                            /*#__PURE__*/ _jsx(CrmSitePicker, {
+                            /*#__PURE__*/ _jsx(CrmSitePicker, _extends({
                                 hostId: null,
+                                optional: siteOptional
+                            }, siteOptional ? {} : {
                                 helperText: `The site these ${noun} are imported into.`
-                            })
+                            }))
                         ]
                     }),
                     /*#__PURE__*/ _jsxs(DialogActions, {
@@ -121,10 +123,11 @@ import { CrmSitePicker } from "./crm-site-picker.js";
                             }),
                             /*#__PURE__*/ _jsx(Button, {
                                 variant: "contained",
-                                disabled: !(mount == null ? void 0 : mount.createHostId),
+                                disabled: !siteOptional && !(mount == null ? void 0 : mount.createHostId),
                                 onClick: ()=>{
+                                    var _ref;
                                     setAsking(false);
-                                    if (mount == null ? void 0 : mount.createHostId) open(mount.createHostId);
+                                    open((_ref = mount == null ? void 0 : mount.createHostId) != null ? _ref : null);
                                 },
                                 children: 'Continue'
                             })

package/src/lib/components/crm-transfer-buttons.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-transfer-buttons.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\n'use client'\n\n/*==========================================\n * IMPORT AND EXPORT, FROM ANY CRM LIST (AGL-3527).\n *\n * The CRM never draws the wizard or the dialog itself: the console does,\n * and hands the plugin a launcher (`useTransferLauncher`). These buttons are\n * all a list needs — Import opens the wizard on the list's resource, Export\n * the field-picking dialog on its selection, its filter or everything.\n * Outside the console shell there is no launcher, and no button.\n *\n * At the organization level an import is filed under a site, as every CRM\n * create is (AGL-2630): with one site it is that one, with several the\n * button asks first, remembering the pick for the session like every other\n * create.\n *=========================================*/\n\nimport { TransferResumeImport } from '@aglyn/aglyn/app-utils/transfer-resume-import'\nimport { useTransferLauncher } from '@aglyn/aglyn/app-utils/transfer-launcher-context'\nimport type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Typography,\n} from '@mui/material'\nimport { useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** A list's served query as an export's filter: its predicates and its order, dates kept as dates. */\nexport function crmExportFilterOf(plan: Pick<ListQueryPlan, 'filters' | 'orderBy'>): Record<string, unknown> {\n  const value = (raw: unknown): unknown =>\n    raw instanceof Date ? { $date: raw.toISOString() } : Array.isArray(raw) ? raw.map(value) : raw\n  return {\n    filters: plan.filters.map((filter) => ({ path: filter.path, op: filter.op, value: value(filter.value) })),\n    orderBy: { path: plan.orderBy.path, direction: plan.orderBy.direction },\n  }\n}\n\nexport interface CrmImportButtonProps {\n  /** The resource key the CRM declared (`crm.contacts`). */\n  resource: string\n  /** What one batch is called in a sentence (\"contacts\"). */\n  noun: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** What the `importMapping` zone's widgets know the file as (`contacts`). */\n  mappingZone?: string\n  label?: string\n}\n\n/** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */\nexport function CrmImportButton(props: CrmImportButtonProps) {\n  const { resource, noun, hostId, mappingZone, label = 'Import' } = props\n  const transfer = useTransferLauncher()\n  const mount = useCrmOrgMount()\n  const [asking, setAsking] = useState(false)\n  // Importing needs \"Manage data\" (AGL-3546); a reader sees no Import.\n  if (!transfer?.can('import', { resource, scope: 'org', hostId })) return null\n\n  const open = (site: string) =>\n    transfer.openImport({ resource, scope: 'org', hostId: site, ...(mappingZone ? { mappingZone } : {}) })\n\n  const site = hostId ?? mount?.createHostId ?? null\n  return (\n    <>\n      {/* An import left unfinished, reopened where it stopped (AGL-3549). */}\n      <TransferResumeImport target={{ resource, scope: 'org', hostId }} />\n      <Button\n        size=\"small\"\n        onClick={() => {\n          if (site && (hostId || (mount?.hostsReady && mount.hosts.length === 1))) open(site)\n          else setAsking(true)\n        }}\n      >\n        {label}\n      </Button>\n      <Dialog open={asking} onClose={() => setAsking(false)} aria-labelledby={`${resource}-import-site`}>\n        <DialogTitle id={`${resource}-import-site`}>{`Import ${noun}`}</DialogTitle>\n        <DialogContent>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ mb: 2 }}>\n            {`Every new record is filed under a site — it decides which of your sites may see the ${noun}.`}\n          </Typography>\n          <CrmSitePicker hostId={null} helperText={`The site these ${noun} are imported into.`} />\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setAsking(false)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!mount?.createHostId}\n            onClick={() => {\n              setAsking(false)\n              if (mount?.createHostId) open(mount.createHostId)\n            }}\n          >\n            {'Continue'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </>\n  )\n}\nCrmImportButton.displayName = 'CrmImportButton'\n\nexport interface CrmExportButtonProps {\n  resource: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The rows the reader ticked; the dialog offers exporting just these. */\n  selection?: readonly string[]\n  /** The list's filter, when one is applied: a name for it and its served query. */\n  filter?: { label: string; plan: Pick<ListQueryPlan, 'filters' | 'orderBy'> } | null\n  label?: string\n  disabled?: boolean\n}\n\n/** Opens the export dialog on a CRM resource: the selection, the list's filter, or every record. */\nexport function CrmExportButton(props: CrmExportButtonProps) {\n  const { resource, hostId, selection, filter, label = 'Export…', disabled } = props\n  const transfer = useTransferLauncher()\n  if (!transfer?.can('export', { resource, scope: 'org', hostId })) return null\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      onClick={() =>\n        transfer.openExport({\n          resource,\n          scope: 'org',\n          hostId,\n          ...(selection?.length ? 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-transfer-buttons.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\n'use client'\n\n/*==========================================\n * IMPORT AND EXPORT, FROM ANY CRM LIST (AGL-3527).\n *\n * The CRM never draws the wizard or the dialog itself: the console does,\n * and hands the plugin a launcher (`useTransferLauncher`). These buttons are\n * all a list needs — Import opens the wizard on the list's resource, Export\n * the field-picking dialog on its selection, its filter or everything.\n * Outside the console shell there is no launcher, and no button.\n *\n * At the organization level an import is filed under a site, as every CRM\n * create is (AGL-2630): with one site it is that one, with several the\n * button asks first, remembering the pick for the session like every other\n * create.\n *=========================================*/\n\nimport { TransferResumeImport } from '@aglyn/aglyn/app-utils/transfer-resume-import'\nimport { useTransferLauncher } from '@aglyn/aglyn/app-utils/transfer-launcher-context'\nimport type { ListQueryPlan } from '@aglyn/shared-ui-jsx/const/list-query-plan'\nimport {\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Typography,\n} from '@mui/material'\nimport { useState } from 'react'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { CrmSitePicker } from './crm-site-picker'\n\n/** A list's served query as an export's filter: its predicates and its order, dates kept as dates. */\nexport function crmExportFilterOf(plan: Pick<ListQueryPlan, 'filters' | 'orderBy'>): Record<string, unknown> {\n  const value = (raw: unknown): unknown =>\n    raw instanceof Date ? { $date: raw.toISOString() } : Array.isArray(raw) ? raw.map(value) : raw\n  return {\n    filters: plan.filters.map((filter) => ({ path: filter.path, op: filter.op, value: value(filter.value) })),\n    orderBy: { path: plan.orderBy.path, direction: plan.orderBy.direction },\n  }\n}\n\nexport interface CrmImportButtonProps {\n  /** The resource key the CRM declared (`crm.contacts`). */\n  resource: string\n  /** What one batch is called in a sentence (\"contacts\"). */\n  noun: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** What the `importMapping` zone's widgets know the file as (`contacts`). */\n  mappingZone?: string\n  label?: string\n  /**\n   * The file needs no site: the org's records belong to every site, so a site\n   * is only where these came from, and the reader may name none (AGL-4122).\n   */\n  siteOptional?: boolean\n}\n\n/** Opens the import wizard on a CRM resource, under the list's site or one the reader picks. */\nexport function CrmImportButton(props: CrmImportButtonProps) {\n  const { resource, noun, hostId, mappingZone, label = 'Import', siteOptional = false } = props\n  const transfer = useTransferLauncher()\n  const mount = useCrmOrgMount()\n  const [asking, setAsking] = useState(false)\n  // Importing needs \"Manage data\" (AGL-3546); a reader sees no Import.\n  if (!transfer?.can('import', { resource, scope: 'org', hostId })) return null\n\n  const open = (site: string | null) =>\n    transfer.openImport({ resource, scope: 'org', hostId: site, ...(mappingZone ? { mappingZone } : {}) })\n\n  const site = hostId ?? mount?.createHostId ?? null\n  return (\n    <>\n      {/* An import left unfinished, reopened where it stopped (AGL-3549). */}\n      <TransferResumeImport target={{ resource, scope: 'org', hostId }} />\n      <Button\n        size=\"small\"\n        onClick={() => {\n          if (site && (hostId || (mount?.hostsReady && mount.hosts.length === 1))) open(site)\n          else setAsking(true)\n        }}\n      >\n        {label}\n      </Button>\n      <Dialog open={asking} onClose={() => setAsking(false)} aria-labelledby={`${resource}-import-site`}>\n        <DialogTitle id={`${resource}-import-site`}>{`Import ${noun}`}</DialogTitle>\n        <DialogContent>\n          <Typography variant=\"body2\" color=\"text.secondary\" sx={{ mb: 2 }}>\n            {siteOptional\n              ? `Every site in the organization can see these ${noun}. Name the site they came from, if any.`\n              : `Every new record is filed under a site — it decides which of your sites may see the ${noun}.`}\n          </Typography>\n          <CrmSitePicker\n            hostId={null}\n            optional={siteOptional}\n            {...(siteOptional ? {} : { helperText: `The site these ${noun} are imported into.` })}\n          />\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setAsking(false)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!siteOptional && !mount?.createHostId}\n            onClick={() => {\n              setAsking(false)\n              open(mount?.createHostId ?? null)\n            }}\n          >\n            {'Continue'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n    </>\n  )\n}\nCrmImportButton.displayName = 'CrmImportButton'\n\nexport interface CrmExportButtonProps {\n  resource: string\n  /** The site the list is read under, or `null` at the organization level. */\n  hostId: string | null\n  /** The rows the reader ticked; the dialog offers exporting just these. */\n  selection?: readonly string[]\n  /** The list's filter, when one is applied: a name for it and its served query. */\n  filter?: { label: string; plan: Pick<ListQueryPlan, 'filters' | 'orderBy'> } | null\n  label?: string\n  disabled?: boolean\n}\n\n/** Opens the export dialog on a CRM resource: the selection, the list's filter, or every record. */\nexport function CrmExportButton(props: CrmExportButtonProps) {\n  const { resource, hostId, selection, filter, label = 'Export…', disabled } = props\n  const transfer = useTransferLauncher()\n  if (!transfer?.can('export', { resource, scope: 'org', hostId })) return null\n  return (\n    <Button\n      size=\"small\"\n      disabled={disabled}\n      onClick={() =>\n        transfer.openExport({\n          resource,\n          scope: 'org',\n          hostId,\n          ...(selection?.length ? 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