{% extends "base.html" %}
{% import "macros.html" as m %}
{% block title %}Settings{% endblock %}
{% macro status(done, yes='done', no='pending') %}<span class="setup-status {{ 'done' if done else 'pending' }}">{{ yes if done else no }}</span>{% endmacro %}
{% macro step_errors(step) %}{% set errs = form_errors.get(step, {}) %}{% if errs %}<div class="errors"><ul>{% for msg in errs.values() %}<li>{{ msg }}</li>{% endfor %}</ul></div>{% endif %}{% endmacro %}
{% macro how(href) %}<a class="how" href="{{ href }}">How it works</a>{% endmacro %}
{#- "or describe it": the same change, built by your own agent (Make it yours). -#}
{% macro describe(section) %}<a class="describe-it" href="{{ starter_link(settings_starters[section]) }}">or describe it</a>{% endmacro %}
{#- The page is five tabs. Each lists the section ids it holds, so a link or a
    redirect to a section (/settings#bcc) opens the tab it is on. -#}
{% set groups = [
  ('general', 'General', ['make-it-yours', 'you', 'enrichment', 'appearance', 'support', 'about']),
  ('mail', 'Email & calendar', ['bcc', 'calendar']),
  ('crm', 'Your CRM', ['playbook', 'fields', 'messaging', 'task-types', 'stages', 'outcomes']),
  ('backup', 'Backup', ['backup']),
  ('advanced', 'Advanced', ['schedule', 'access', 'mcp', 'doctor']),
] %}
{% set lb = local_backup %}
{% set attention = {
  'general': not state.you,
  'mail': inbox_alert,
  'backup': lb.level != 'ok',
} %}
{% macro group_start(key) %}{% for gid, label, sections in groups if gid == key %}<div class="settings-group" id="tab-{{ gid }}"{% for s in sections if s in form_errors %}{% if loop.first %} data-error{% endif %}{% endfor %}>{% endfor %}{% endmacro %}
{% block content %}
<h1>Settings</h1>
{% if setup_pending %}<p class="small">A few steps are still open below. <a href="/">Skip for now</a></p>{% endif %}
<nav class="settings-tabs" aria-label="Settings">
  {% for gid, label, sections in groups %}
  {%- set flagged = attention.get(gid) or (sections | select('in', form_errors) | list) -%}
  <a href="#tab-{{ gid }}" data-group="tab-{{ gid }}">{{ label }}{% if flagged %}<span class="dot" role="img" aria-label="needs a look" title="Needs a look"></span>{% endif %}</a>
  {% endfor %}
</nav>

{# ================================================================= General #}
{{ group_start('general') }}
<section class="setup-step" id="make-it-yours">
  <div class="setting-head"><h2>Make it yours with your AI</h2>{{ how('/help/adjust') }}</div>
  <p class="summary">Describe a change, such as a field, a dashboard, a new look or a routine, and your own AI agent builds it in your data folder. Every change is one commit you can undo.</p>
  <p class="meta">{% if handoff.how == 'copy' %}You get a prompt to paste into your agent; name the agent under AI below for a one-click button.{% else %}Requests go to {{ handoff.label }}; change that under AI below.{% endif %}</p>
  <div class="actions"><a class="button primary" href="/yours">Open Make it yours</a></div>
</section>

<section class="setup-step" id="you">
  <div class="setting-head"><h2>You</h2>{{ status(state.you) }}</div>
  {% if state.you %}
  <p class="summary">{{ you.name }}</p>
  <p class="meta">Sends mail from {{ you.addresses }}</p>
  {% else %}
  <p class="summary">Your name signs the drafts; mail from your addresses counts as outbound.</p>
  {% endif %}
  {{ step_errors('you') }}
  <details class="edit"{% if not state.you or 'you' in form_errors %} open{% endif %}>
    <summary>{{ 'Change name or addresses' if state.you else 'Your name and addresses' }}</summary>
    <form method="post" action="/settings/you" class="record-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <label>Your name <input name="name" value="{{ you.name }}" required></label>
      <label>Addresses you send mail from (comma-separated; the first is your main address)
        <input name="addresses" value="{{ you.addresses }}" required></label>
      <button type="submit">Save</button>
    </form>
  </details>
</section>

<section class="setup-step" id="enrichment">
  <div class="setting-head"><h2>AI: Enrich and Ask the Hermit</h2>
    {%- if enrich_status.available %}<span class="setup-status done">In use: {{ enrich_status.provider }}</span>
    {%- else %}<span class="setup-status pending">Unavailable</span>{% endif %}{{ how('/help/settings#ai-enrich-and-ask-the-hermit') }}</div>
  <p class="summary">Fills a record's empty fields and answers questions about your CRM, using an AI command-line tool you already have.</p>
  {% if not enrich_status.available %}
  <p class="warning">Unavailable: {{ enrich_status.reason }}</p>
  <p class="small">Started by launchd or systemd (<code>hermitcrm schedule install --serve</code>), Hermit CRM has a bare PATH: put the CLI in <code>/usr/local/bin</code>, <code>/opt/homebrew/bin</code> or <code>~/.local/bin</code>, or give its full path as the command below.</p>
  {% endif %}
  {{ step_errors('enrichment') }}
  <form method="post" action="/settings/enrichment" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <label>Tool
      <select name="provider">
        {% for p in enrich_providers %}<option value="{{ p }}"{% if p == enrich_form.provider %} selected{% endif %}>{{ 'auto: the first of claude, codex, gemini, grok' if p == 'auto' else p }}</option>{% endfor %}
      </select>
    </label>
    <fieldset class="switch across">
      <legend>Account</legend>
      <label><input type="radio" name="account" value="subscription"{% if enrich_form.account != 'api' %} checked{% endif %}> Subscription: a ChatGPT, Claude or Gemini plan</label>
      <label><input type="radio" name="account" value="api"{% if enrich_form.account == 'api' %} checked{% endif %}> API key</label>
    </fieldset>
    <fieldset class="switch across">
      <legend>Model</legend>
      <label><input type="radio" name="tier" value="medium"{% if enrich_form.tier != 'strong' %} checked{% endif %}> Medium: {{ model_label(tier_models.medium) }} (default)</label>
      <label><input type="radio" name="tier" value="strong"{% if enrich_form.tier == 'strong' %} checked{% endif %}> Strong: {{ model_label(tier_models.strong) }}</label>
    </fieldset>
    {% if tier_models.strong %}<p class="small">Answers made on the medium model offer "Retry with {{ model_label(tier_models.strong) }}".</p>{% endif %}
    <details class="edit"{% if enrich_form.provider == 'custom' or 'enrichment' in form_errors %} open{% endif %}>
      <summary>Command, timeout and model ids</summary>
      <div class="row">
        <label class="grow">Command (empty: the tool's own) <input name="command" value="{{ enrich_form.command }}" placeholder="/opt/homebrew/bin/claude"></label>
        <label>Timeout (seconds) <input name="timeout" value="{{ enrich_form.timeout }}" inputmode="numeric" size="6"></label>
      </div>
      <div class="row">
        <label class="grow">Medium model (empty: the default) <input name="model" value="{{ enrich_form.model }}" placeholder="{{ tier_models.medium if not enrich_form.model else '' }}"></label>
        <label class="grow">Strong model (empty: the default) <input name="model_strong" value="{{ enrich_form.model_strong }}" placeholder="{{ tier_models.strong if not enrich_form.model_strong else '' }}"></label>
      </div>
      <p class="small">Only for a CLI that names a model differently; an id set here is used on any account. A subscription is not entitled to every API model id, so on one Hermit CRM asks for no particular model where that matters.</p>
    </details>
    <button type="submit">Save</button>
  </form>
  <h3>Make it yours hands requests to</h3>
  <form method="post" action="/settings/adjust-agent" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <label>Agent
      <select name="agent">
        {% for value, label in agent_choices %}<option value="{{ value }}"{% if value == handoff.chosen %} selected{% endif %}>{{ label }}</option>{% endfor %}
      </select>
    </label>
    <p class="small">The agent that builds what you describe under <a href="/yours">Make it yours</a>, in <code>{{ handoff.folder_shown }}</code>. Claude Code and Cursor open with one click; Codex and Gemini CLI get a command to paste in a terminal; with none you copy the prompt into any agent.</p>
    <button type="submit">Save</button>
  </form>
</section>

<section class="setup-step" id="appearance">
  <div class="setting-head"><h2>Appearance</h2></div>
  {{ step_errors('appearance') }}
  <form method="post" action="/settings/appearance" class="record-form theme-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <fieldset class="switch across">
      <legend>Night mode</legend>
      {% for t, label in [('light', 'Off'), ('dark', 'On'), ('system', 'Follow the system')] %}
      <label><input type="radio" name="theme" value="{{ t }}"{% if t == theme %} checked{% endif %}> {{ label }}</label>
      {% endfor %}
    </fieldset>
    <button type="submit">Save</button>
  </form>
  <details class="edit"{% if theme_file.problems %} open{% endif %}>
    <summary>Your own look: {{ 'in use' if theme_file.active else 'not in use' }}</summary>
    {% if theme_file.active %}
    <p class="small theme-status"><strong>In use:</strong> <code>{{ theme_file.path }}</code>. It changes colours and fonts on top of the default. Delete the file to go back to the default look.</p>
    {% if theme_file.problems %}
    <ul class="small provider-note warning">
      {% for line, problem in theme_file.problems %}<li>Line {{ line }}: {{ problem }}</li>{% endfor %}
    </ul>
    {% endif %}
    {% else %}
    <p class="small theme-status"><strong>Not in use.</strong> To change colours or fonts, ask your AI tool to write <code>{{ theme_file.path }}</code>, for example "make my Hermit CRM blue". It is one block like this; <a href="/help/settings">Help > Settings</a> lists what you can change.</p>
    <pre class="small theme-example">{{ theme_example }}</pre>
    {% endif %}
  </details>
</section>

<section class="setup-step" id="support">
  <div class="setting-head"><h2>Support Hermit</h2></div>
  <p>Hermit CRM is free and open source, and stays that way. If it earns its place in your week, you can support its development with a tip on Ko-fi.</p>
  <p><a class="button" href="{{ support_url }}" target="_blank" rel="noopener">Support Hermit on Ko-fi</a></p>
  <p class="small">Opens <code>{{ support_url | replace('https://', '') }}</code> in your browser. Nothing in the app depends on it, and Hermit CRM sends nothing to Ko-fi.</p>
</section>

<section class="setup-step" id="about">
  <div class="setting-head"><h2>About</h2></div>
  <table class="about">
    <tr><th>Version</th><td>Hermit CRM v{{ about.version }}{% if update_notice and update_notice.available %} &mdash; <span class="update-notice">v{{ update_notice.available }} available: <code>{{ update_notice.hint }}</code></span>{% elif about.update_note %} <span class="small">({{ about.update_note }})</span>{% endif %} <a class="small" href="/help/changelog">Changelog</a></td></tr>
    <tr><th>Data folder</th><td><code>{{ about.data_dir }}</code></td></tr>
    <tr><th>Data format</th><td>{% if about.data_format is none %}unknown{% else %}{{ about.data_format }}{% if about.data_format != about.latest_format %} (this Hermit CRM writes {{ about.latest_format }}; run <code>hermitcrm migrate</code>){% endif %}{% endif %}</td></tr>
    <tr><th>Help</th><td><a href="/help">All help topics</a>, or <code>hermitcrm help</code></td></tr>
  </table>
</section>
</div>

{# ======================================================== Email & calendar #}
{{ group_start('mail') }}
<section class="setup-step" id="bcc">
  <div class="setting-head"><h2>BCC capture</h2>{{ status(state.bcc) }}{{ how('/help/settings#bcc-capture') }}</div>
  {% if state.bcc and bcc_form.address %}
  <p class="summary">BCC <code>{{ bcc_form.address }}</code> when you email a prospect, or forward a thread to it, and the mail is logged on the right company.</p>
  {% else %}
  <p class="summary">Put a tracking address in BCC when you email a prospect, and the mail is logged on the right company. With Gmail, <code>you+crm@gmail.com</code> reaches your own inbox, so no second account is needed.</p>
  {% endif %}
  <div class="bcc-status">
    {% if last_run %}
      {% if last_run.ok %}
        <p class="meta">Last import {{ last_run.at | replace('T', ' ') }}: {{ last_run.summary }}</p>
      {% else %}
        <p class="error">Last import {{ last_run.at | replace('T', ' ') }} failed: {{ last_run.error }}</p>
      {% endif %}
    {% else %}
      <p class="meta">No import has run yet.</p>
    {% endif %}
    {% if inbox_alert and last_run and last_run.ok %}<p class="error">{{ inbox_alert }}</p>{% endif %}
    <p class="meta">Mail it cannot place waits on <a href="/#to-file">Home, under To file</a>.</p>
  </div>
  <div class="actions">
    <form method="post" action="/bcc/import" class="inline"><button type="submit">Import now</button></form>
    {% if gmail_filter %}
    <form method="post" action="/settings/bcc/test" class="inline">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <button type="submit">Test connection (dry run)</button>
    </form>
    {% endif %}
  </div>
  {{ step_errors('bcc') }}
  <details class="edit"{% if not state.bcc or 'bcc' in form_errors or (last_run and not last_run.ok) %} open{% endif %}>
    <summary>{{ 'Change mailbox' if state.bcc else 'Set up the mailbox' }}</summary>
    <form method="post" action="/settings/bcc" class="record-form" id="bcc-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <label>Mail provider
        <select id="bcc-provider" aria-describedby="bcc-provider-note">
          <option value="">other (type the server yourself)</option>
          {% for key, p in mail_providers.items() %}<option value="{{ key }}" data-host="{{ p.imap_host }}"{% if bcc_form.imap_host == p.imap_host %} selected{% endif %}>{{ p.label }}</option>{% endfor %}
        </select>
      </label>
      {% for key, p in mail_providers.items() %}
      <p class="small provider-note{% if not p.works %} warning{% endif %}" data-provider="{{ key }}" id="{{ 'bcc-provider-note' if loop.first else '' }}"{% if bcc_form.imap_host != p.imap_host %} hidden{% endif %}>
        <strong>{{ p.label }}:</strong> {{ p.note }}{% if p.password_url %} <a href="{{ p.password_url }}" target="_blank" rel="noopener">Create the app password</a>.{% endif %}
      </p>
      {% endfor %}
      <div class="row">
        <label class="grow">BCC address <input name="address" value="{{ bcc_form.address }}" placeholder="you+crm@gmail.com"></label>
        <label class="grow">IMAP server <input name="imap_host" id="bcc-imap-host" value="{{ bcc_form.imap_host }}" placeholder="imap.gmail.com"></label>
      </div>
      <label>App password <input type="password" name="password" value="" autocomplete="new-password" placeholder="{{ 'stored; leave empty to keep it' if state.bcc else '' }}"></label>
      {% if os_store %}<label class="check"><input type="checkbox" name="keychain" value="1" checked> Store the password in {{ os_store_label }}</label>{% endif %}
      <p class="small">{% if os_store %}Secrets are stored in <code>.secrets.toml</code> (mode 600) or {{ os_store_label }}, never in <code>config.toml</code>.{% if os_store == 'secret-service' %} A keyring is locked while you are logged out, so a daily import that runs then cannot read the password; keep it in <code>.secrets.toml</code> if the machine imports without you logged in.{% endif %}{% elif is_windows %}Secrets are stored in <code>.secrets.toml</code>, never in <code>config.toml</code>. They are plain text, readable only by your user account and never committed to git.{% else %}Secrets are stored in <code>.secrets.toml</code>, never in <code>config.toml</code>. No system keyring was found (install <code>libsecret-tools</code> and run a Secret Service such as GNOME Keyring or KWallet to use one), so they are plain text, readable only by your user account (mode 600) and never committed to git.{% endif %}</p>
      <button type="submit">Save</button>
    </form>
    {% if gmail_filter %}
    <h3>Gmail filter</h3>
    <p class="small">Keeps these copies out of your inbox. In Gmail: Settings → Filters → Create new filter.</p>
    <pre class="copy"><code>{{ gmail_filter }}</code></pre>
    {% endif %}
  </details>
</section>

<section class="setup-step" id="calendar">
  <div class="setting-head"><h2>Calendar</h2>{% if state.calendar %}{{ status(true) }}{% endif %}{{ how('/help/calendar') }}</div>
  <p class="summary">{% if not state.calendar %}Optional. {% endif %}Logs past meetings with people at your companies.</p>
  <div class="bcc-status">
    {% if calendar_last_run %}
      {% if calendar_last_run.ok %}
        <p class="meta">Last meeting import {{ calendar_last_run.at | replace('T', ' ') }}: {{ calendar_last_run.summary }}</p>
      {% else %}
        <p class="error">Last meeting import {{ calendar_last_run.at | replace('T', ' ') }} failed: {{ calendar_last_run.error }}</p>
      {% endif %}
    {% else %}
      <p class="meta">No meeting import has run yet. Past meetings whose attendees match no company wait on <a href="/#to-file">Home, under To file</a>.</p>
    {% endif %}
  </div>
  <div class="actions">
    <form method="post" action="/calendar/import" class="inline"><input type="hidden" name="back" value="/settings"><button type="submit">Import meetings now</button></form>
  </div>
  {{ step_errors('calendar') }}
  <details class="edit"{% if 'calendar' in form_errors or (calendar_last_run and not calendar_last_run.ok) %} open{% endif %}>
    <summary>{{ 'Change calendar address' if state.calendar else 'Add your calendar' }}</summary>
    <form method="post" action="/settings/calendar" class="record-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <label>Secret ICS address <input type="password" name="url" value="" autocomplete="off" placeholder="{{ 'stored; leave empty to keep it' if state.calendar else '' }}"></label>
      <p class="small">Google: Settings → your calendar → Integrate calendar → Secret address in iCal format. Treat it like a password.</p>
      <button type="submit">Save and test (dry run)</button>
    </form>
  </details>
</section>
</div>

{# ================================================================ Your CRM #}
{{ group_start('crm') }}
<section class="setup-step" id="playbook">
  <div class="setting-head"><h2>Playbook</h2>{{ status(playbook_status.ready, 'ready', 'not ready') }}{{ how('/help/playbook') }}</div>
  <p class="summary">What you sell, to whom, and how you write (<code>MESSAGING.md</code>), one part per approach.
  {%- if playbook_status.problem %} {{ playbook_status.problem }}.
  {%- elif playbook_status.ready %} Ready for the outreach bot: {{ playbook_status.ready | join(', ') }}.
  {%- else %} No approach is ready for the outreach bot yet.{% endif %}
  {%- set waiting = playbook_status.approaches | reject('in', playbook_status.ready) | list %}
  {%- if waiting and playbook_status.ready %} Not ready yet: {{ waiting | join(', ') }}.{% endif %}</p>
  <p><a class="button" href="/settings/playbook">Open the playbook</a></p>
</section>

<section class="setup-step" id="fields">
  <div class="setting-head"><h2>Fields</h2>{{ how('/help/settings#fields') }}{{ describe('fields') }}</div>
  <p class="summary">Fields of your own, on top of the ones Hermit CRM has. Their values live in your records' front matter; <code>fields.toml</code> describes them.</p>
  {{ step_errors('fields') }}
  {% if custom_field_defs %}
  <div class="table-scroll"><table class="fields-list small">
    <tr><th>key</th><th>label</th><th>type</th><th>on</th><th>shown in</th></tr>
    {% for f in custom_field_defs %}
    <tr>
      <td><code>{{ f.key }}</code></td><td>{{ f.label }}</td><td>{{ f.type }}</td>
      <td>{{ f.applies_to }}</td><td>{{ f.show_in | join(', ') }}</td>
    </tr>
    {% endfor %}
  </table></div>
  {% else %}
  <p class="meta">No fields of your own yet.</p>
  {% endif %}

  <details class="edit"{% if not custom_field_defs or 'fields' in form_errors %} open{% endif %}>
    <summary>Add a field</summary>
    <form method="post" action="/settings/fields/add" class="record-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <div class="row">
        <label>key <input name="key" placeholder="segment" required></label>
        <label class="grow">label (empty: the key) <input name="label"></label>
        <label>type
          <select name="type">{% for t in field_types %}<option value="{{ t }}">{{ t }}</option>{% endfor %}</select>
        </label>
        <label>on
          <select name="applies_to" id="field-applies-to">{% for sc in field_scopes %}<option value="{{ sc }}">{{ sc }}</option>{% endfor %}</select>
        </label>
      </div>
      <div class="row">
        <label class="grow">options, comma separated (select only) <input name="options" placeholder="smb, mid-market, enterprise"></label>
        <label class="grow">help text under the input <input name="help"></label>
      </div>
      <fieldset class="switch across" id="field-show-in">
        <legend>Shown in</legend>
        {% for view in ['detail', 'board', 'companies', 'contacts', 'messages'] %}
        <label data-scopes="{% for sc in field_scopes if view in field_views[sc] %}{{ sc }} {% endfor %}"><input type="checkbox" name="show_in" value="{{ view }}"{% if view == 'detail' %} checked{% endif %}> {{ view }}</label>
        {% endfor %}
      </fieldset>
      <label class="check"><input type="checkbox" name="messaging" value="on" checked> Outreach templates may use it as <code>{key}</code></label>
      <button type="submit">Add field</button>
    </form>
  </details>
  <details class="edit"{% if 'fields' in form_errors %} open{% endif %}>
    <summary>Edit fields.toml directly</summary>
    <form method="post" action="/settings/fields" class="record-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <label class="grow">fields.toml <textarea name="fields_toml" rows="12" spellcheck="false">{{ fields_form.toml }}</textarea></label>
      <p class="small">This is the file itself. Removing a field stops Hermit CRM showing it; the values stay in your records, and putting the field back brings them back.</p>
      <button type="submit">Save fields</button>
    </form>
  </details>
</section>

<section class="setup-step" id="messaging">
  <div class="setting-head"><h2>Drafts</h2>{{ how('/help/messages') }}{{ describe('messaging') }}</div>
  <p class="summary">Outreach drafts can use any field of your own as <code>{{ '{' }}key{{ '}' }}</code>. These two also fill the sentences about team size; with neither set, those sentences leave a line for you to fill in.</p>
  {{ step_errors('messaging') }}
  <form method="post" action="/settings/messaging" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <div class="row">
      <label>Headcount field
        <select name="size_field">
          <option value="">none</option>
          {% for k in company_field_keys %}<option value="{{ k }}"{% if messaging_form.size_field == k %} selected{% endif %}>{{ k }}</option>{% endfor %}
        </select>
      </label>
      <label>Sales-team-size field
        <select name="team_field">
          <option value="">none</option>
          {% for k in company_field_keys %}<option value="{{ k }}"{% if messaging_form.team_field == k %} selected{% endif %}>{{ k }}</option>{% endfor %}
        </select>
      </label>
      <button type="submit">Save</button>
    </div>
  </form>
</section>

<section class="setup-step" id="task-types">
  <div class="setting-head"><h2>Task types</h2>{{ describe('task-types') }}</div>
  <p class="summary">Your own labels for tasks and next steps, used as filters. Renaming one renames it on every task; deleting one leaves it on its tasks, in grey.</p>
  {{ step_errors('task-types') }}
  <form method="post" action="/settings/task-types" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <table class="task-types">
      {% for t in task_types_form.rows %}
      <tr>
        <td><input name="name" value="{{ t.name }}" maxlength="40" aria-label="type name"><input type="hidden" name="old" value="{{ t.name }}"></td>
        <td><select name="colour" aria-label="colour">{% for p in palette %}<option value="{{ p }}"{% if p == t.colour %} selected{% endif %}>{{ p }}</option>{% endfor %}</select></td>
        <td>{{ m.type_chip(t.name) }}</td>
        <td class="actions">
          {% if not loop.first %}<button type="submit" name="move" value="{{ loop.index0 }}-up" title="Move up">Up</button>{% endif %}
          {% if not loop.last %}<button type="submit" name="move" value="{{ loop.index0 }}-down" title="Move down">Down</button>{% endif %}
          <button type="submit" name="delete" value="{{ loop.index0 }}" title="Remove this type">Delete</button>
        </td>
      </tr>
      {% endfor %}
      <tr>
        <td><input name="name" value="" maxlength="40" placeholder="new type" aria-label="new type name"><input type="hidden" name="old" value=""></td>
        <td><select name="colour" aria-label="colour">{% for p in palette %}<option value="{{ p }}">{{ p }}</option>{% endfor %}</select></td>
        <td></td><td></td>
      </tr>
    </table>
    <button type="submit">Save task types</button>
  </form>
</section>

<section class="setup-step" id="stages">
  <div class="setting-head"><h2>Deal stages</h2>{{ how('/help/settings#deal-stages') }}</div>
  <p class="summary">The steps a deal goes through, in order: the Pipeline columns, the filters and the funnel follow this list. Each stage has a role that tells Hermit what it means.
    <strong>open</strong> is a column on the board (the first one is where new companies start and where a requalified one returns).
    <strong>won</strong> and <strong>lost</strong> end a deal (lost needs a reason).
    <strong>closed</strong> is any other end, such as disqualified. <strong>parked</strong> is out of the pipeline for now, with a date to come back.
    Renaming a stage renames it on every company and in its history; deleting one asks where its companies go.</p>
  {{ step_errors('stages') }}
  <form method="post" action="/settings/stages" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    {#- Enter in a name box submits the form's first button: make that Save, not a row's Delete. -#}
    <button type="submit" class="default-submit" tabindex="-1" aria-hidden="true">Save stages</button>
    {% if stages_form.confirm %}
    {% set ask = stages_form.confirm %}
    <div class="warning-box stage-move">
      <strong>{{ ask.count }} {{ 'company is' if ask.count == 1 else 'companies are' }} still in {{ ask.names | join(', ') }}.</strong>
      Move {{ 'it' if ask.count == 1 else 'them' }} to
      <select name="move_to" aria-label="move companies to">{% for t in ask.targets %}<option value="{{ t }}"{% if t == ask.move_to %} selected{% endif %}>{{ t }}</option>{% endfor %}</select>
      <input name="move_reason" placeholder="reason (needed for a lost stage)" aria-label="reason for the move">
      <input type="hidden" name="delete" value="{{ ask.index }}">
      <button type="submit">Move and delete</button>
    </div>
    {% endif %}
    <div class="table-scroll"><table class="stages-table">
      <tr><th>stage</th><th>role</th><th title="Show the monthly value in the PIPELINE.md heading">valued</th><th>companies</th><th></th></tr>
      {% for r in stages_form.rows %}
      <tr>
        <td><input name="name" value="{{ r.name }}" maxlength="30" aria-label="stage name"><input type="hidden" name="old" value="{{ r.old }}"></td>
        <td><select name="role" aria-label="role">{% for x in stages_form.roles %}<option value="{{ x }}"{% if x == r.role %} selected{% endif %}>{{ x }}</option>{% endfor %}</select></td>
        <td><input type="checkbox" name="valued" value="{{ loop.index0 }}"{% if r.valued %} checked{% endif %} aria-label="show value"></td>
        <td class="num">{{ r.count }}</td>
        <td class="actions">
          {% if not loop.first %}<button type="submit" name="move" value="{{ loop.index0 }}-up" title="Move up">Up</button>{% endif %}
          {% if not loop.last %}<button type="submit" name="move" value="{{ loop.index0 }}-down" title="Move down">Down</button>{% endif %}
          <button type="submit" name="delete" value="{{ loop.index0 }}" title="Remove this stage">Delete</button>
        </td>
      </tr>
      {% endfor %}
      <tr>
        <td><input name="name" value="" maxlength="30" placeholder="new stage" aria-label="new stage name"><input type="hidden" name="old" value=""></td>
        <td><select name="role" aria-label="role">{% for x in stages_form.roles %}<option value="{{ x }}">{{ x }}</option>{% endfor %}</select></td>
        <td><input type="checkbox" name="valued" value="{{ stages_form.rows | length }}" aria-label="show value"></td>
        <td></td><td></td>
      </tr>
    </table></div>
    <button type="submit">Save stages</button>
  </form>
</section>

<section class="setup-step" id="outcomes">
  <div class="setting-head"><h2>Outcomes</h2>{{ how('/help/settings#outcomes') }}{{ describe('outcomes') }}</div>
  <p class="summary">One per line, in order. The <strong>first</strong> is what a detected reply counts as; the <strong>last</strong> is what silence past the message window counts as.</p>
  {{ step_errors('outcomes') }}
  <form method="post" action="/settings/outcomes" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <div class="row">
      <label class="grow">Outcomes (one per line) <textarea name="outcomes" rows="4">{{ outcomes_form.outcomes }}</textarea></label>
      <label>Message window (days) <input name="message_window_days" value="{{ outcomes_form.message_window_days }}" inputmode="numeric" size="6"></label>
      <label>Silent after (days) <input name="silent_days" value="{{ outcomes_form.silent_days }}" inputmode="numeric" size="6"></label>
    </div>
    <button type="submit">Save</button>
  </form>
</section>
</div>

{# ================================================================== Backup #}
{{ group_start('backup') }}
<section class="setup-step" id="backup">
  <div class="setting-head"><h2>Backup</h2>{{ status(state.backup) }}<a class="how" href="/help/backups">How to roll back</a></div>
  {{ step_errors('backup') }}
  <h3>On this computer</h3>
  <p class="{{ 'warning' if lb.level != 'ok' else 'summary' }} local-backup-summary">
    {%- if lb.level == 'ok' and lb.age_minutes is not none -%}
      Last backup {{ 'just now' if lb.age_minutes < 1 else lb.age_minutes ~ ' min ago' }} ({{ lb.size }}).
    {%- elif not lb.last_ok -%}
      No backup yet.
    {%- else -%}
      {{ lb.summary }}
    {%- endif -%}
    {% if lb.last_ok and not schedule.backup_installed %} It does not repeat on its own yet.{% endif %}
  </p>
  <p class="meta">Every few minutes, to a repository outside this folder that can only grow, so any version can be put back.</p>
  {% if schedule.backup_elsewhere %}
  <p class="warning">This computer's backup job is set up for another folder, <code>{{ schedule.backup_elsewhere }}</code>; there is one per computer. To back up this folder instead, run <code>hermitcrm --data {{ about.data_dir }} schedule install</code>; that folder is then no longer backed up.</p>
  {% elif not schedule.backup_installed or not lb.last_ok %}
  <form method="post" action="/settings/backup/local" class="record-form">
    <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
    <button type="submit">Start local backups</button>
    <span class="small">Makes a first backup now, then one every 5 minutes in the background.</span>
  </form>
  {% endif %}
  <details class="edit">
    <summary>Where it is kept</summary>
    <p class="small">In <code>{{ lb.dest }}</code>, outside your CRM folder, so deleting the folder does not delete the backup. To keep it somewhere else, such as another disk or a synced folder, set <code>backup_dir</code> in <code>config.toml</code>.</p>
    {% if lb.lines[1:] %}<ul class="schedule-lines small">{% for line in lb.lines[1:] %}<li><code>{{ line }}</code></li>{% endfor %}</ul>{% endif %}
  </details>

  <h3>Online copy (optional){% if state.remote %} {{ status(true) }}{% endif %}</h3>
  {% if remote_url %}
  <p class="summary">Pushed to <code>{{ remote_url }}</code> after every change.</p>
  {% else %}
  <p class="summary">The backup above lives on the same disk as your data. For a copy that survives a lost laptop, push the folder to a git remote after every change.</p>
  {% endif %}
  {% if remote_warning %}<p class="warning">{{ remote_warning }}</p>
  {% else %}<p class="warning"><strong>The repository must be PRIVATE</strong> on GitHub, GitLab or Bitbucket: it holds your contacts and mail.</p>{% endif %}
  <details class="edit"{% if not remote_url or 'backup' in form_errors %} open{% endif %}>
    <summary>{{ 'Change the repository' if remote_url else 'Set up an online copy' }}</summary>
    <form method="post" action="/settings/backup" class="record-form">
      <input type="hidden" name="csrf_token" value="{{ csrf_token }}">
      <label>Git remote URL <input name="url" value="{{ remote_url }}" placeholder="git@github.com:you/crm.git"></label>
      <button type="submit">Save and test push</button>
    </form>
  </details>
</section>
</div>

{# ================================================================ Advanced #}
{{ group_start('advanced') }}
<p class="small">These are set up from a terminal. This tab shows what is running and the commands to copy.</p>
<section class="setup-step" id="schedule">
  <div class="setting-head"><h2>Schedule</h2>{{ status(schedule.installed) }}{{ how('/help/settings#schedule') }}</div>
  <p class="summary">A daily job runs <code>hermitcrm sync --apply</code>: the BCC import, then the calendar import.</p>
  <details class="edit"{% if not schedule.installed %} open{% endif %}>
    <summary>What is installed, and the install command</summary>
    <ul class="schedule-lines small">
      {% for line in schedule.lines %}<li><code>{{ line }}</code></li>{% endfor %}
    </ul>
    <p class="small">Daily at 07:00; <code>--at HH:MM</code> changes the time, and without <code>--serve</code> the web app is left to you.</p>
    <pre class="copy"><code>{{ schedule.install_command }}</code></pre>
  </details>
</section>

<section class="setup-step" id="access">
  <div class="setting-head"><h2>Access from your phone</h2>{% if access.on_network %}{{ status(true, 'on') }}{% endif %}{{ how('/help/settings#access') }}</div>
  {% set no_password %}<p class="warning">Hermit CRM has no password. Anyone who can reach that port can read and write your CRM, so use it on a network you trust, or a private one (Tailscale, WireGuard) rather than public Wi-Fi.</p>{% endset %}
  {% if access.on_network %}
  <p class="summary">The app answers on your network: open <code>{{ access.lan_url }}</code> on a phone on the same Wi-Fi.</p>
  {{ no_password }}
  {% else %}
  <p class="summary">The app is bound to <code>{{ access.host }}</code>, which only this machine can reach.</p>
  <details class="edit">
    <summary>How to turn it on</summary>
    <pre class="copy"><code>{{ access.serve_command }}</code></pre>
    <p class="small">Then open <code>{{ access.lan_url }}</code> on the phone. To make it permanent, set <code>host = "0.0.0.0"</code> in <code>config.toml</code>.</p>
    {{ no_password }}
  </details>
  {% endif %}
</section>

<section class="setup-step" id="mcp">
  <div class="setting-head"><h2>Access from an AI app (MCP)</h2>{{ how('/help/ai-agents') }}</div>
  <p class="summary">Lets Claude Desktop, ChatGPT desktop or Cursor on this computer read and write this CRM: your pipeline, the replies you owe, a brief before a meeting, and logging the call afterwards. It can also make Hermit yours (fields, dashboards, routines, the look), each change one commit you can undo.</p>
  <details class="edit">
    <summary>The config to paste</summary>
    <p class="small">Your AI app starts it for you: paste this into its MCP config. It talks over stdin and stdout, so the app must run on this computer.</p>
    <pre class="copy"><code>{{ access.mcp_config }}</code></pre>
    <p class="small">The command on its own: <code>{{ access.mcp_command }}</code></p>
  </details>
</section>

<section class="setup-step" id="doctor">
  <div class="setting-head"><h2>Check the installation</h2></div>
  <pre class="copy"><code>hermitcrm --data {{ about.data_dir }} doctor</code></pre>
  <p class="small">Add <code>--online</code> to try the IMAP login as well.</p>
</section>
</div>

<script>
// One tab at a time, picked by the address: #tab-mail opens a tab, and a
// section id (#bcc, where every save and the red "!" in the nav land) opens
// the tab that holds it. A page re-shown with a form error opens that tab.
// Without this script every tab shows, one after the other.
(function () {
  var nav = document.querySelector(".settings-tabs");
  if (!nav) return;
  var groups = [].slice.call(document.querySelectorAll(".settings-group"));
  var tabs = [].slice.call(nav.querySelectorAll("a[data-group]"));
  function show(group) {
    groups.forEach(function (g) { g.hidden = g !== group; });
    tabs.forEach(function (t) {
      if (t.dataset.group === group.id) t.setAttribute("aria-current", "page");
      else t.removeAttribute("aria-current");
    });
  }
  // The browser's own jump to #section comes after this script has picked the
  // tab, and the sections' scroll-margin keeps the tabs and "Saved" in view.
  function fromAddress(event) {
    var target = location.hash && document.getElementById(decodeURIComponent(location.hash.slice(1)));
    var group = target && (target.classList.contains("settings-group") ? target : target.closest(".settings-group"));
    if (group) {
      show(group);
      if (event) target.scrollIntoView();   // a hash change jumped before the tab switched
      return;
    }
    var flagged = document.querySelector(".settings-group[data-error]");
    show(flagged || groups[0]);
    if (flagged) flagged.querySelector(".errors").closest("[id]").scrollIntoView();
  }
  window.addEventListener("hashchange", fromAddress);
  fromAddress();
})();
// Picking a provider fills the server and shows how to get its app password.
// Plain progressive enhancement: without this, the server box is typed by hand.
(function () {
  var select = document.getElementById("bcc-provider");
  var host = document.getElementById("bcc-imap-host");
  if (!select || !host) return;
  select.addEventListener("change", function () {
    var chosen = select.options[select.selectedIndex];
    if (chosen.dataset.host) host.value = chosen.dataset.host;
    document.querySelectorAll(".provider-note").forEach(function (n) {
      n.hidden = n.dataset.provider !== select.value;
    });
  });
})();
// "Shown in" offers only the places a field of the chosen record can appear;
// without this script all five show and the server names a wrong one.
(function () {
  var scope = document.getElementById("field-applies-to");
  var places = document.getElementById("field-show-in");
  if (!scope || !places) return;
  function offer() {
    places.querySelectorAll("label[data-scopes]").forEach(function (label) {
      var fits = label.dataset.scopes.split(" ").indexOf(scope.value) !== -1;
      label.hidden = !fits;
      if (!fits) label.querySelector("input").checked = false;
    });
  }
  scope.addEventListener("change", offer);
  offer();
})();
</script>
{% endblock %}