@aglyn/plugins-crm 1.0.0-beta.143
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/LICENSE +201 -0
- package/README.md +7 -0
- package/package.json +57 -0
- package/src/index.d.ts +21 -0
- package/src/index.js +29 -0
- package/src/index.js.map +1 -0
- package/src/lib/components/activity-list.d.ts +98 -0
- package/src/lib/components/activity-list.js +321 -0
- package/src/lib/components/activity-list.js.map +1 -0
- package/src/lib/components/activity-queries.d.ts +117 -0
- package/src/lib/components/activity-queries.js +198 -0
- package/src/lib/components/activity-queries.js.map +1 -0
- package/src/lib/components/add-to-list-button.d.ts +25 -0
- package/src/lib/components/add-to-list-button.js +64 -0
- package/src/lib/components/add-to-list-button.js.map +1 -0
- package/src/lib/components/add-to-list-dialog.d.ts +24 -0
- package/src/lib/components/add-to-list-dialog.js +327 -0
- package/src/lib/components/add-to-list-dialog.js.map +1 -0
- package/src/lib/components/assignment-rule-drawer.d.ts +43 -0
- package/src/lib/components/assignment-rule-drawer.js +293 -0
- package/src/lib/components/assignment-rule-drawer.js.map +1 -0
- package/src/lib/components/companies-bulk-bar.d.ts +29 -0
- package/src/lib/components/companies-bulk-bar.js +274 -0
- package/src/lib/components/companies-bulk-bar.js.map +1 -0
- package/src/lib/components/companies-section.d.ts +54 -0
- package/src/lib/components/companies-section.js +522 -0
- package/src/lib/components/companies-section.js.map +1 -0
- package/src/lib/components/company-contacts-card.d.ts +49 -0
- package/src/lib/components/company-contacts-card.js +435 -0
- package/src/lib/components/company-contacts-card.js.map +1 -0
- package/src/lib/components/company-deals-card.d.ts +20 -0
- package/src/lib/components/company-deals-card.js +38 -0
- package/src/lib/components/company-deals-card.js.map +1 -0
- package/src/lib/components/company-detail-page.d.ts +20 -0
- package/src/lib/components/company-detail-page.js +165 -0
- package/src/lib/components/company-detail-page.js.map +1 -0
- package/src/lib/components/company-edit-drawer.d.ts +65 -0
- package/src/lib/components/company-edit-drawer.js +433 -0
- package/src/lib/components/company-edit-drawer.js.map +1 -0
- package/src/lib/components/company-import-drawer.d.ts +42 -0
- package/src/lib/components/company-import-drawer.js +99 -0
- package/src/lib/components/company-import-drawer.js.map +1 -0
- package/src/lib/components/company-picker.d.ts +127 -0
- package/src/lib/components/company-picker.js +323 -0
- package/src/lib/components/company-picker.js.map +1 -0
- package/src/lib/components/company-properties-card.d.ts +47 -0
- package/src/lib/components/company-properties-card.js +289 -0
- package/src/lib/components/company-properties-card.js.map +1 -0
- package/src/lib/components/contact-address-fields.d.ts +29 -0
- package/src/lib/components/contact-address-fields.js +149 -0
- package/src/lib/components/contact-address-fields.js.map +1 -0
- package/src/lib/components/contact-associations-card.d.ts +72 -0
- package/src/lib/components/contact-associations-card.js +296 -0
- package/src/lib/components/contact-associations-card.js.map +1 -0
- package/src/lib/components/contact-custom-columns.d.ts +38 -0
- package/src/lib/components/contact-custom-columns.js +102 -0
- package/src/lib/components/contact-custom-columns.js.map +1 -0
- package/src/lib/components/contact-custom-fields-card.d.ts +39 -0
- package/src/lib/components/contact-custom-fields-card.js +204 -0
- package/src/lib/components/contact-custom-fields-card.js.map +1 -0
- package/src/lib/components/contact-deals-card.d.ts +20 -0
- package/src/lib/components/contact-deals-card.js +38 -0
- package/src/lib/components/contact-deals-card.js.map +1 -0
- package/src/lib/components/contact-detail-page.d.ts +46 -0
- package/src/lib/components/contact-detail-page.js +535 -0
- package/src/lib/components/contact-detail-page.js.map +1 -0
- package/src/lib/components/contact-duplicates-card.d.ts +42 -0
- package/src/lib/components/contact-duplicates-card.js +167 -0
- package/src/lib/components/contact-duplicates-card.js.map +1 -0
- package/src/lib/components/contact-field-drawer.d.ts +64 -0
- package/src/lib/components/contact-field-drawer.js +251 -0
- package/src/lib/components/contact-field-drawer.js.map +1 -0
- package/src/lib/components/contact-import-drawer.d.ts +46 -0
- package/src/lib/components/contact-import-drawer.js +149 -0
- package/src/lib/components/contact-import-drawer.js.map +1 -0
- package/src/lib/components/contact-known-by-card.d.ts +39 -0
- package/src/lib/components/contact-known-by-card.js +142 -0
- package/src/lib/components/contact-known-by-card.js.map +1 -0
- package/src/lib/components/contact-list-columns.d.ts +53 -0
- package/src/lib/components/contact-list-columns.js +288 -0
- package/src/lib/components/contact-list-columns.js.map +1 -0
- package/src/lib/components/contact-merge-dialog.d.ts +79 -0
- package/src/lib/components/contact-merge-dialog.js +405 -0
- package/src/lib/components/contact-merge-dialog.js.map +1 -0
- package/src/lib/components/contact-properties-card.d.ts +89 -0
- package/src/lib/components/contact-properties-card.js +492 -0
- package/src/lib/components/contact-properties-card.js.map +1 -0
- package/src/lib/components/contact-timeline-card.d.ts +68 -0
- package/src/lib/components/contact-timeline-card.js +435 -0
- package/src/lib/components/contact-timeline-card.js.map +1 -0
- package/src/lib/components/contacts-bulk-bar.d.ts +91 -0
- package/src/lib/components/contacts-bulk-bar.js +493 -0
- package/src/lib/components/contacts-bulk-bar.js.map +1 -0
- package/src/lib/components/contacts-section.d.ts +26 -0
- package/src/lib/components/contacts-section.js +1025 -0
- package/src/lib/components/contacts-section.js.map +1 -0
- package/src/lib/components/copy-capture-address-button.d.ts +33 -0
- package/src/lib/components/copy-capture-address-button.js +60 -0
- package/src/lib/components/copy-capture-address-button.js.map +1 -0
- package/src/lib/components/crm-attribution-zone.d.ts +38 -0
- package/src/lib/components/crm-attribution-zone.js +36 -0
- package/src/lib/components/crm-attribution-zone.js.map +1 -0
- package/src/lib/components/crm-booking-zone.d.ts +61 -0
- package/src/lib/components/crm-booking-zone.js +50 -0
- package/src/lib/components/crm-booking-zone.js.map +1 -0
- package/src/lib/components/crm-bulk-bar-frame.d.ts +47 -0
- package/src/lib/components/crm-bulk-bar-frame.js +137 -0
- package/src/lib/components/crm-bulk-bar-frame.js.map +1 -0
- package/src/lib/components/crm-call-actions.d.ts +65 -0
- package/src/lib/components/crm-call-actions.js +110 -0
- package/src/lib/components/crm-call-actions.js.map +1 -0
- package/src/lib/components/crm-column-menu.d.ts +21 -0
- package/src/lib/components/crm-column-menu.js +103 -0
- package/src/lib/components/crm-column-menu.js.map +1 -0
- package/src/lib/components/crm-console-page.d.ts +19 -0
- package/src/lib/components/crm-console-page.js +151 -0
- package/src/lib/components/crm-console-page.js.map +1 -0
- package/src/lib/components/crm-console-sections.d.ts +52 -0
- package/src/lib/components/crm-console-sections.js +83 -0
- package/src/lib/components/crm-console-sections.js.map +1 -0
- package/src/lib/components/crm-custom-field-control.d.ts +26 -0
- package/src/lib/components/crm-custom-field-control.js +131 -0
- package/src/lib/components/crm-custom-field-control.js.map +1 -0
- package/src/lib/components/crm-email-template-tools.d.ts +69 -0
- package/src/lib/components/crm-email-template-tools.js +240 -0
- package/src/lib/components/crm-email-template-tools.js.map +1 -0
- package/src/lib/components/crm-export-all-button.d.ts +39 -0
- package/src/lib/components/crm-export-all-button.js +98 -0
- package/src/lib/components/crm-export-all-button.js.map +1 -0
- package/src/lib/components/crm-filter-bar.d.ts +53 -0
- package/src/lib/components/crm-filter-bar.js +294 -0
- package/src/lib/components/crm-filter-bar.js.map +1 -0
- package/src/lib/components/crm-glance-card.d.ts +54 -0
- package/src/lib/components/crm-glance-card.js +219 -0
- package/src/lib/components/crm-glance-card.js.map +1 -0
- package/src/lib/components/crm-next-activity-column.d.ts +35 -0
- package/src/lib/components/crm-next-activity-column.js +100 -0
- package/src/lib/components/crm-next-activity-column.js.map +1 -0
- package/src/lib/components/crm-record-header.d.ts +97 -0
- package/src/lib/components/crm-record-header.js +160 -0
- package/src/lib/components/crm-record-header.js.map +1 -0
- package/src/lib/components/crm-record-insights-zone.d.ts +50 -0
- package/src/lib/components/crm-record-insights-zone.js +169 -0
- package/src/lib/components/crm-record-insights-zone.js.map +1 -0
- package/src/lib/components/crm-record-picker.d.ts +42 -0
- package/src/lib/components/crm-record-picker.js +104 -0
- package/src/lib/components/crm-record-picker.js.map +1 -0
- package/src/lib/components/crm-send-email-button.d.ts +39 -0
- package/src/lib/components/crm-send-email-button.js +81 -0
- package/src/lib/components/crm-send-email-button.js.map +1 -0
- package/src/lib/components/crm-send-email-dialog.d.ts +61 -0
- package/src/lib/components/crm-send-email-dialog.js +851 -0
- package/src/lib/components/crm-send-email-dialog.js.map +1 -0
- package/src/lib/components/crm-site-picker.d.ts +61 -0
- package/src/lib/components/crm-site-picker.js +99 -0
- package/src/lib/components/crm-site-picker.js.map +1 -0
- package/src/lib/components/crm-suite-lock.d.ts +29 -0
- package/src/lib/components/crm-suite-lock.js +114 -0
- package/src/lib/components/crm-suite-lock.js.map +1 -0
- package/src/lib/components/crm-tasks-due-card.d.ts +42 -0
- package/src/lib/components/crm-tasks-due-card.js +225 -0
- package/src/lib/components/crm-tasks-due-card.js.map +1 -0
- package/src/lib/components/crm-views-control.d.ts +65 -0
- package/src/lib/components/crm-views-control.js +518 -0
- package/src/lib/components/crm-views-control.js.map +1 -0
- package/src/lib/components/csv-import-drawer.d.ts +132 -0
- package/src/lib/components/csv-import-drawer.js +746 -0
- package/src/lib/components/csv-import-drawer.js.map +1 -0
- package/src/lib/components/deal-board.d.ts +70 -0
- package/src/lib/components/deal-board.js +478 -0
- package/src/lib/components/deal-board.js.map +1 -0
- package/src/lib/components/deal-detail-page.d.ts +18 -0
- package/src/lib/components/deal-detail-page.js +323 -0
- package/src/lib/components/deal-detail-page.js.map +1 -0
- package/src/lib/components/deal-edit-drawer.d.ts +59 -0
- package/src/lib/components/deal-edit-drawer.js +640 -0
- package/src/lib/components/deal-edit-drawer.js.map +1 -0
- package/src/lib/components/deal-import-drawer.d.ts +24 -0
- package/src/lib/components/deal-import-drawer.js +83 -0
- package/src/lib/components/deal-import-drawer.js.map +1 -0
- package/src/lib/components/deal-products-card.d.ts +48 -0
- package/src/lib/components/deal-products-card.js +614 -0
- package/src/lib/components/deal-products-card.js.map +1 -0
- package/src/lib/components/deal-properties-card.d.ts +29 -0
- package/src/lib/components/deal-properties-card.js +144 -0
- package/src/lib/components/deal-properties-card.js.map +1 -0
- package/src/lib/components/deal-stage-card.d.ts +24 -0
- package/src/lib/components/deal-stage-card.js +199 -0
- package/src/lib/components/deal-stage-card.js.map +1 -0
- package/src/lib/components/deals-bulk-bar.d.ts +31 -0
- package/src/lib/components/deals-bulk-bar.js +340 -0
- package/src/lib/components/deals-bulk-bar.js.map +1 -0
- package/src/lib/components/deals-section.d.ts +49 -0
- package/src/lib/components/deals-section.js +767 -0
- package/src/lib/components/deals-section.js.map +1 -0
- package/src/lib/components/email-capture-card.d.ts +42 -0
- package/src/lib/components/email-capture-card.js +134 -0
- package/src/lib/components/email-capture-card.js.map +1 -0
- package/src/lib/components/email-template-drawer.d.ts +33 -0
- package/src/lib/components/email-template-drawer.js +209 -0
- package/src/lib/components/email-template-drawer.js.map +1 -0
- package/src/lib/components/email-templates-card.d.ts +33 -0
- package/src/lib/components/email-templates-card.js +370 -0
- package/src/lib/components/email-templates-card.js.map +1 -0
- package/src/lib/components/erase-person-action.d.ts +92 -0
- package/src/lib/components/erase-person-action.js +261 -0
- package/src/lib/components/erase-person-action.js.map +1 -0
- package/src/lib/components/fields-section.d.ts +37 -0
- package/src/lib/components/fields-section.js +641 -0
- package/src/lib/components/fields-section.js.map +1 -0
- package/src/lib/components/form-contact-fields-card.d.ts +46 -0
- package/src/lib/components/form-contact-fields-card.js +253 -0
- package/src/lib/components/form-contact-fields-card.js.map +1 -0
- package/src/lib/components/insert-link-at-caret.d.ts +28 -0
- package/src/lib/components/insert-link-at-caret.js +37 -0
- package/src/lib/components/insert-link-at-caret.js.map +1 -0
- package/src/lib/components/lead-convert-dialog.d.ts +32 -0
- package/src/lib/components/lead-convert-dialog.js +493 -0
- package/src/lib/components/lead-convert-dialog.js.map +1 -0
- package/src/lib/components/lead-detail-page.d.ts +16 -0
- package/src/lib/components/lead-detail-page.js +163 -0
- package/src/lib/components/lead-detail-page.js.map +1 -0
- package/src/lib/components/lead-history-card.d.ts +32 -0
- package/src/lib/components/lead-history-card.js +165 -0
- package/src/lib/components/lead-history-card.js.map +1 -0
- package/src/lib/components/lead-import-drawer.d.ts +24 -0
- package/src/lib/components/lead-import-drawer.js +95 -0
- package/src/lib/components/lead-import-drawer.js.map +1 -0
- package/src/lib/components/lead-owner-select.d.ts +35 -0
- package/src/lib/components/lead-owner-select.js +91 -0
- package/src/lib/components/lead-owner-select.js.map +1 -0
- package/src/lib/components/lead-properties-card.d.ts +61 -0
- package/src/lib/components/lead-properties-card.js +395 -0
- package/src/lib/components/lead-properties-card.js.map +1 -0
- package/src/lib/components/lead-status-chip.d.ts +12 -0
- package/src/lib/components/lead-status-chip.js +43 -0
- package/src/lib/components/lead-status-chip.js.map +1 -0
- package/src/lib/components/lead-surfaces-note.d.ts +126 -0
- package/src/lib/components/lead-surfaces-note.js +262 -0
- package/src/lib/components/lead-surfaces-note.js.map +1 -0
- package/src/lib/components/lead-unqualify-dialog.d.ts +24 -0
- package/src/lib/components/lead-unqualify-dialog.js +125 -0
- package/src/lib/components/lead-unqualify-dialog.js.map +1 -0
- package/src/lib/components/leads-bulk-bar.d.ts +58 -0
- package/src/lib/components/leads-bulk-bar.js +307 -0
- package/src/lib/components/leads-bulk-bar.js.map +1 -0
- package/src/lib/components/leads-section.d.ts +23 -0
- package/src/lib/components/leads-section.js +664 -0
- package/src/lib/components/leads-section.js.map +1 -0
- package/src/lib/components/linked-deals-card.d.ts +32 -0
- package/src/lib/components/linked-deals-card.js +163 -0
- package/src/lib/components/linked-deals-card.js.map +1 -0
- package/src/lib/components/log-activity-dialog.d.ts +60 -0
- package/src/lib/components/log-activity-dialog.js +368 -0
- package/src/lib/components/log-activity-dialog.js.map +1 -0
- package/src/lib/components/lost-reason-dialog.d.ts +26 -0
- package/src/lib/components/lost-reason-dialog.js +95 -0
- package/src/lib/components/lost-reason-dialog.js.map +1 -0
- package/src/lib/components/new-contact-drawer.d.ts +78 -0
- package/src/lib/components/new-contact-drawer.js +343 -0
- package/src/lib/components/new-contact-drawer.js.map +1 -0
- package/src/lib/components/org-lead-surfaces-note.d.ts +57 -0
- package/src/lib/components/org-lead-surfaces-note.js +172 -0
- package/src/lib/components/org-lead-surfaces-note.js.map +1 -0
- package/src/lib/components/owner-avatar.d.ts +18 -0
- package/src/lib/components/owner-avatar.js +61 -0
- package/src/lib/components/owner-avatar.js.map +1 -0
- package/src/lib/components/pipeline-stages-dialog.d.ts +43 -0
- package/src/lib/components/pipeline-stages-dialog.js +339 -0
- package/src/lib/components/pipeline-stages-dialog.js.map +1 -0
- package/src/lib/components/pipelines-dialog.d.ts +55 -0
- package/src/lib/components/pipelines-dialog.js +517 -0
- package/src/lib/components/pipelines-dialog.js.map +1 -0
- package/src/lib/components/recent-activity-feed.d.ts +39 -0
- package/src/lib/components/recent-activity-feed.js +103 -0
- package/src/lib/components/recent-activity-feed.js.map +1 -0
- package/src/lib/components/recipes-card.d.ts +39 -0
- package/src/lib/components/recipes-card.js +485 -0
- package/src/lib/components/recipes-card.js.map +1 -0
- package/src/lib/components/record-activity-card.d.ts +26 -0
- package/src/lib/components/record-activity-card.js +121 -0
- package/src/lib/components/record-activity-card.js.map +1 -0
- package/src/lib/components/record-files-card.d.ts +67 -0
- package/src/lib/components/record-files-card.js +290 -0
- package/src/lib/components/record-files-card.js.map +1 -0
- package/src/lib/components/record-tasks-card.d.ts +32 -0
- package/src/lib/components/record-tasks-card.js +306 -0
- package/src/lib/components/record-tasks-card.js.map +1 -0
- package/src/lib/components/reports/activity-card.d.ts +57 -0
- package/src/lib/components/reports/activity-card.js +281 -0
- package/src/lib/components/reports/activity-card.js.map +1 -0
- package/src/lib/components/reports/closed-deals-card.d.ts +20 -0
- package/src/lib/components/reports/closed-deals-card.js +194 -0
- package/src/lib/components/reports/closed-deals-card.js.map +1 -0
- package/src/lib/components/reports/contacts-mix-card.d.ts +27 -0
- package/src/lib/components/reports/contacts-mix-card.js +161 -0
- package/src/lib/components/reports/contacts-mix-card.js.map +1 -0
- package/src/lib/components/reports/contacts-trend-card.d.ts +31 -0
- package/src/lib/components/reports/contacts-trend-card.js +144 -0
- package/src/lib/components/reports/contacts-trend-card.js.map +1 -0
- package/src/lib/components/reports/forecast-card.d.ts +22 -0
- package/src/lib/components/reports/forecast-card.js +251 -0
- package/src/lib/components/reports/forecast-card.js.map +1 -0
- package/src/lib/components/reports/lead-counts.d.ts +32 -0
- package/src/lib/components/reports/lead-counts.js +44 -0
- package/src/lib/components/reports/lead-counts.js.map +1 -0
- package/src/lib/components/reports/lead-funnel-card.d.ts +38 -0
- package/src/lib/components/reports/lead-funnel-card.js +375 -0
- package/src/lib/components/reports/lead-funnel-card.js.map +1 -0
- package/src/lib/components/reports/pipeline-card.d.ts +19 -0
- package/src/lib/components/reports/pipeline-card.js +338 -0
- package/src/lib/components/reports/pipeline-card.js.map +1 -0
- package/src/lib/components/reports/report-bar-chart.d.ts +39 -0
- package/src/lib/components/reports/report-bar-chart.js +133 -0
- package/src/lib/components/reports/report-bar-chart.js.map +1 -0
- package/src/lib/components/reports/report-breakdown.d.ts +32 -0
- package/src/lib/components/reports/report-breakdown.js +105 -0
- package/src/lib/components/reports/report-breakdown.js.map +1 -0
- package/src/lib/components/reports/report-export.d.ts +37 -0
- package/src/lib/components/reports/report-export.js +66 -0
- package/src/lib/components/reports/report-export.js.map +1 -0
- package/src/lib/components/reports/report-format.d.ts +36 -0
- package/src/lib/components/reports/report-format.js +43 -0
- package/src/lib/components/reports/report-format.js.map +1 -0
- package/src/lib/components/reports/report-scope.d.ts +81 -0
- package/src/lib/components/reports/report-scope.js +58 -0
- package/src/lib/components/reports/report-scope.js.map +1 -0
- package/src/lib/components/reports/report-stat-tile.d.ts +47 -0
- package/src/lib/components/reports/report-stat-tile.js +96 -0
- package/src/lib/components/reports/report-stat-tile.js.map +1 -0
- package/src/lib/components/reports/source-conversion-card.d.ts +28 -0
- package/src/lib/components/reports/source-conversion-card.js +205 -0
- package/src/lib/components/reports/source-conversion-card.js.map +1 -0
- package/src/lib/components/reports/tasks-card.d.ts +26 -0
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* distributed under the License is distributed on an "AS IS" BASIS,
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* WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
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* See the License for the specific language governing permissions and
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* limitations under the License.
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*/ 'use client';
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import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
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import { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from "@aglyn/aglyn";
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import { mdiDeleteOutline, mdiPencilOutline } from "@aglyn/shared-data-mdi";
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import { MdiIcon, useConfirmationContext } from "@aglyn/shared-ui-jsx";
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import { useSnackbar } from "@aglyn/shared-ui-snackstack";
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import { useFirestore } from "@aglyn/tenant-feature-instance";
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import { Button, Stack, Typography } from "@mui/material";
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import { deleteDoc, doc } from "firebase/firestore";
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import { useRouter } from "next/navigation";
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import { useCallback, useMemo, useState } from "react";
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import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
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import { useCrmActivityLogger } from "../hooks/use-crm-activity-logger.js";
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import { CrmCreateSiteDefault } from "../hooks/use-crm-org-mount.js";
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import { useCrmScope } from "../hooks/use-crm-scope.js";
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import { useDealStageApi } from "../hooks/use-deal-stage-api.js";
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import { useDeal } from "../hooks/use-deals.js";
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import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
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import { usePipeline } from "../hooks/use-pipeline.js";
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import { crmRoutes } from "../model/crm-routes.js";
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import { DEAL_STATUS_LABELS, formatMoney } from "../model/deal-board-model.js";
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import { CrmRecordChip, CrmRecordHeader } from "./crm-record-header.js";
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import { CrmRecordInsightsZone } from "./crm-record-insights-zone.js";
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import { RecordActivityCard } from "./record-activity-card.js";
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import { CrmSendEmailButton } from "./crm-send-email-button.js";
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import { DealEditDrawer } from "./deal-edit-drawer.js";
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import { DealProductsCard } from "./deal-products-card.js";
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import { DealPropertiesCard } from "./deal-properties-card.js";
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import { DealStageCard } from "./deal-stage-card.js";
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import RecordFilesCard from "./record-files-card.js";
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import { RecordTasksCard } from "./record-tasks-card.js";
|
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/**
|
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* `/crm/deals/{dealId}` — one deal (AGL-2598).
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*
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* The record behind a card: its stage and the controls that move it, what
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* it is worth and who it is with, the products behind the amount
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* (AGL-2620), and the tasks and activity filed against it. One live
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* document read; the pipeline and the roster are the same bounded reads
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* the board makes. Editing opens the same drawer the board creates with,
|
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55
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* and deleting is the one destructive act here — confirmed, then a
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* client-direct delete the rules allow the same people who could have
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* created it.
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*/ export function DealDetailPage(props) {
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var _ref, _ref1, _ref2, _ref3, _DEAL_STATUS_LABELS_deal_status, _ref4;
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60
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const { id, basePath, hostId, org } = props;
|
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61
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+
const routes = crmRoutes(basePath);
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const router = useRouter();
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const firestore = useFirestore();
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const { enqueueSnackbar } = useSnackbar();
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const { confirm } = useConfirmationContext();
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const scope = useCrmScope({
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hostId,
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org
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});
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const { data: deal, status, fromCache } = useDeal(scope.orgId, id);
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// The feed the act is logged in, decided by the level it was performed
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// at (AGL-2738): this site's under a site, the organization's at the org
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+
// hub, where a client-direct append to the deal's own site would face a
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// gate the record write never had to pass.
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const logActivity = useCrmActivityLogger(hostId);
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const pipelineState = usePipeline(scope.orgId, {
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hostId,
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org: org != null ? org : null
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});
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const pipeline = pipelineState.pipelineById(deal == null ? void 0 : deal.pipelineId);
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const roster = useOrgMemberDirectory(scope.orgId);
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const api = useDealStageApi(hostId);
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const nowMs = useMemo(()=>Date.now(), []);
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const [editing, setEditing] = useState(false);
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+
const [deleting, setDeleting] = useState(false);
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86
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+
// The org's deal fields (AGL-2661), for the properties card's rows.
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+
const dealFields = useContactFieldDefinitions(scope.orgId, 'deal');
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const notFound = scope.ready && (!scope.orgId || status !== 'loading' && !deal);
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const handleDelete = useCallback(async ()=>{
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+
if (!deal || !scope.orgId) return;
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const agreed = await confirm({
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title: 'Delete this deal?',
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+
description: `"${deal.title}" is removed from the pipeline along with its notes. ` + 'The contact and the company it names are not touched.',
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confirmationText: 'Delete deal',
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confirmationButtonProps: {
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color: 'error'
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}
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+
}).then(()=>true).catch(()=>false);
|
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+
if (!agreed) return;
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setDeleting(true);
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try {
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await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id));
|
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// Setup → Activity shows CRM work (AGL-2622): the deal is org data,
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// but the act happened in this site's console and belongs in its feed.
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logActivity('Deleted deal', {
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type: 'deal',
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id: deal.$id,
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name: deal.title
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});
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enqueueSnackbar('Deal deleted', {
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variant: 'success',
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persist: false
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});
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router.push(routes.section('deals'));
|
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+
} catch (error) {
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console.error(error);
|
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+
enqueueSnackbar('An error has occurred', {
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variant: 'error',
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+
allowDuplicate: true
|
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});
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setDeleting(false);
|
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}
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+
}, [
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deal,
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scope.orgId,
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confirm,
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+
firestore,
|
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+
logActivity,
|
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+
enqueueSnackbar,
|
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router,
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+
routes
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+
]);
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+
const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined;
|
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+
return(// A create opened from this page — a task, an activity — files under
|
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135
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+
// the deal's own site unless the reader says otherwise (AGL-2630).
|
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+
/*#__PURE__*/ _jsxs(CrmCreateSiteDefault, {
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hostId: (_ref = deal == null ? void 0 : deal.hostId) != null ? _ref : null,
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children: [
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/*#__PURE__*/ _jsxs(Stack, {
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spacing: 2,
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children: [
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/*#__PURE__*/ _jsx(CrmRecordHeader, {
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+
kind: "Deal",
|
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+
title: deal == null ? void 0 : deal.title,
|
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|
+
subtitle: deal ? [
|
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+
pipeline == null ? void 0 : pipeline.name,
|
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147
|
+
(_ref1 = stage == null ? void 0 : stage.name) != null ? _ref1 : deal.stageId
|
|
148
|
+
].filter(Boolean).join(' · ') : undefined,
|
|
149
|
+
help: pluginDocsHelp('deals', {
|
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150
|
+
anchor: '#a-deals-page'
|
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151
|
+
}),
|
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|
+
backHref: routes.section('deals'),
|
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|
+
backLabel: "Back to deals",
|
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|
+
loading: !deal && !notFound,
|
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155
|
+
// The booking door (AGL-2660): the deal's own site's services.
|
|
156
|
+
booking: deal ? {
|
|
157
|
+
hostId: (_ref2 = hostId != null ? hostId : deal.hostId) != null ? _ref2 : null,
|
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|
+
org,
|
|
159
|
+
kind: 'deal',
|
|
160
|
+
recordId: deal.$id
|
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161
|
+
} : undefined,
|
|
162
|
+
actions: deal ? /*#__PURE__*/ _jsxs(_Fragment, {
|
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|
+
children: [
|
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|
+
/*#__PURE__*/ _jsx(Button, {
|
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|
+
size: "small",
|
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|
+
variant: "outlined",
|
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|
+
startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
|
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|
+
path: mdiPencilOutline.path,
|
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|
+
size: 0.8
|
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|
+
}),
|
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|
+
onClick: ()=>setEditing(true),
|
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172
|
+
children: 'Edit'
|
|
173
|
+
}),
|
|
174
|
+
/*#__PURE__*/ _jsx(CrmSendEmailButton, {
|
|
175
|
+
hostId: (_ref3 = hostId != null ? hostId : deal.hostId) != null ? _ref3 : null,
|
|
176
|
+
org: org,
|
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177
|
+
dealId: deal.$id,
|
|
178
|
+
contactId: deal.contactId,
|
|
179
|
+
name: deal.contactName
|
|
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|
+
})
|
|
181
|
+
]
|
|
182
|
+
}) : null,
|
|
183
|
+
menuItems: deal ? [
|
|
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|
+
{
|
|
185
|
+
key: 'delete',
|
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|
+
label: 'Delete deal',
|
|
187
|
+
icon: /*#__PURE__*/ _jsx(MdiIcon, {
|
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|
+
path: mdiDeleteOutline.path,
|
|
189
|
+
size: 0.8
|
|
190
|
+
}),
|
|
191
|
+
destructive: true,
|
|
192
|
+
disabled: deleting,
|
|
193
|
+
disabledReason: 'The deal is being deleted',
|
|
194
|
+
onClick: ()=>void handleDelete()
|
|
195
|
+
}
|
|
196
|
+
] : undefined,
|
|
197
|
+
chips: deal ? /*#__PURE__*/ _jsxs(_Fragment, {
|
|
198
|
+
children: [
|
|
199
|
+
/*#__PURE__*/ _jsx(CrmRecordChip, {
|
|
200
|
+
label: "Status",
|
|
201
|
+
value: (_DEAL_STATUS_LABELS_deal_status = DEAL_STATUS_LABELS[deal.status]) != null ? _DEAL_STATUS_LABELS_deal_status : deal.status,
|
|
202
|
+
color: deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'
|
|
203
|
+
}),
|
|
204
|
+
/*#__PURE__*/ _jsx(CrmRecordChip, {
|
|
205
|
+
label: "Amount",
|
|
206
|
+
value: typeof deal.amountCents === 'number' ? formatMoney(deal.amountCents, deal.currency) : undefined
|
|
207
|
+
}),
|
|
208
|
+
/*#__PURE__*/ _jsx(CrmRecordChip, {
|
|
209
|
+
label: "Owner",
|
|
210
|
+
value: roster.nameOf(deal.ownerUid) || undefined
|
|
211
|
+
})
|
|
212
|
+
]
|
|
213
|
+
}) : null,
|
|
214
|
+
children: notFound ? /*#__PURE__*/ _jsx(Typography, {
|
|
215
|
+
variant: "body2",
|
|
216
|
+
color: "text.secondary",
|
|
217
|
+
children: 'This deal does not exist, or is not visible to this site.'
|
|
218
|
+
}) : null
|
|
219
|
+
}),
|
|
220
|
+
deal ? /*#__PURE__*/ _jsxs(_Fragment, {
|
|
221
|
+
children: [
|
|
222
|
+
/*#__PURE__*/ _jsx(CrmRecordInsightsZone, {
|
|
223
|
+
hostId: hostId,
|
|
224
|
+
org: org,
|
|
225
|
+
kind: "deal",
|
|
226
|
+
recordId: deal.$id,
|
|
227
|
+
name: deal.title,
|
|
228
|
+
taskLink: {
|
|
229
|
+
dealId: deal.$id
|
|
230
|
+
},
|
|
231
|
+
deal: {
|
|
232
|
+
pipeline,
|
|
233
|
+
ref: deal,
|
|
234
|
+
stageId: deal.stageId,
|
|
235
|
+
status: deal.status,
|
|
236
|
+
api
|
|
237
|
+
}
|
|
238
|
+
}),
|
|
239
|
+
/*#__PURE__*/ _jsx(DealStageCard, {
|
|
240
|
+
deal: deal,
|
|
241
|
+
pipeline: pipeline,
|
|
242
|
+
api: api,
|
|
243
|
+
nowMs: nowMs
|
|
244
|
+
}),
|
|
245
|
+
/*#__PURE__*/ _jsxs(Stack, {
|
|
246
|
+
direction: {
|
|
247
|
+
xs: 'column',
|
|
248
|
+
md: 'row'
|
|
249
|
+
},
|
|
250
|
+
spacing: 2,
|
|
251
|
+
sx: {
|
|
252
|
+
alignItems: 'stretch'
|
|
253
|
+
},
|
|
254
|
+
children: [
|
|
255
|
+
/*#__PURE__*/ _jsx(Stack, {
|
|
256
|
+
sx: {
|
|
257
|
+
flex: 1,
|
|
258
|
+
minWidth: 0
|
|
259
|
+
},
|
|
260
|
+
children: /*#__PURE__*/ _jsx(DealPropertiesCard, {
|
|
261
|
+
deal: deal,
|
|
262
|
+
pipeline: pipeline,
|
|
263
|
+
ownerLabel: roster.nameOf(deal.ownerUid),
|
|
264
|
+
routes: routes,
|
|
265
|
+
customFields: dealFields.active
|
|
266
|
+
})
|
|
267
|
+
}),
|
|
268
|
+
/*#__PURE__*/ _jsx(Stack, {
|
|
269
|
+
sx: {
|
|
270
|
+
flex: 1,
|
|
271
|
+
minWidth: 0
|
|
272
|
+
},
|
|
273
|
+
children: /*#__PURE__*/ _jsx(RecordTasksCard, {
|
|
274
|
+
hostId: hostId,
|
|
275
|
+
org: org,
|
|
276
|
+
basePath: basePath,
|
|
277
|
+
dealId: deal.$id
|
|
278
|
+
})
|
|
279
|
+
})
|
|
280
|
+
]
|
|
281
|
+
}),
|
|
282
|
+
scope.orgId ? /*#__PURE__*/ _jsx(DealProductsCard, {
|
|
283
|
+
deal: deal,
|
|
284
|
+
orgId: scope.orgId,
|
|
285
|
+
hostId: (_ref4 = hostId != null ? hostId : deal.hostId) != null ? _ref4 : null,
|
|
286
|
+
org: org,
|
|
287
|
+
fromCache: fromCache,
|
|
288
|
+
unreadable: status === 'error'
|
|
289
|
+
}) : null,
|
|
290
|
+
/*#__PURE__*/ _jsx(RecordFilesCard, {
|
|
291
|
+
scope: scope.scope,
|
|
292
|
+
collection: CRM_COLLECTIONS.deals,
|
|
293
|
+
recordId: deal.$id,
|
|
294
|
+
mediaIds: deal.mediaIds,
|
|
295
|
+
topic: "deals"
|
|
296
|
+
}),
|
|
297
|
+
/*#__PURE__*/ _jsx(RecordActivityCard, {
|
|
298
|
+
hostId: hostId,
|
|
299
|
+
org: org,
|
|
300
|
+
dealId: deal.$id
|
|
301
|
+
})
|
|
302
|
+
]
|
|
303
|
+
}) : null
|
|
304
|
+
]
|
|
305
|
+
}),
|
|
306
|
+
/*#__PURE__*/ _jsx(DealEditDrawer, {
|
|
307
|
+
open: editing,
|
|
308
|
+
onClose: ()=>setEditing(false),
|
|
309
|
+
hostId: hostId,
|
|
310
|
+
org: org,
|
|
311
|
+
deal: deal != null ? deal : null,
|
|
312
|
+
pipelines: pipelineState.activePipelines,
|
|
313
|
+
defaultPipeline: pipeline != null ? pipeline : pipelineState.pipeline,
|
|
314
|
+
unreadable: status === 'error',
|
|
315
|
+
fromCache: fromCache
|
|
316
|
+
})
|
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DealDetailPage.displayName = 'DealDetailPage';
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export default DealDetailPage;
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//# sourceMappingURL=deal-detail-page.js.map
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{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-detail-page.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 { CRM_COLLECTIONS, dealStageById, pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiDeleteOutline, mdiPencilOutline } from '@aglyn/shared-data-mdi'\nimport { MdiIcon, useConfirmationContext } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { Button, Stack, Typography } from '@mui/material'\nimport { deleteDoc, doc } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { CrmCreateSiteDefault } from '../hooks/use-crm-org-mount'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport { useDeal } from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { type CrmDetailPageProps, crmRoutes } from '../model/crm-routes'\nimport { DEAL_STATUS_LABELS, formatMoney } from '../model/deal-board-model'\nimport { CrmRecordChip, CrmRecordHeader } from './crm-record-header'\nimport { CrmRecordInsightsZone } from './crm-record-insights-zone'\nimport { RecordActivityCard } from './record-activity-card'\nimport { CrmSendEmailButton } from './crm-send-email-button'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealProductsCard } from './deal-products-card'\nimport { DealPropertiesCard } from './deal-properties-card'\nimport { DealStageCard } from './deal-stage-card'\nimport RecordFilesCard from './record-files-card'\nimport { RecordTasksCard } from './record-tasks-card'\n\n/**\n * `/crm/deals/{dealId}` — one deal (AGL-2598).\n *\n * The record behind a card: its stage and the controls that move it, what\n * it is worth and who it is with, the products behind the amount\n * (AGL-2620), and the tasks and activity filed against it. One live\n * document read; the pipeline and the roster are the same bounded reads\n * the board makes. Editing opens the same drawer the board creates with,\n * and deleting is the one destructive act here — confirmed, then a\n * client-direct delete the rules allow the same people who could have\n * created it.\n */\nexport function DealDetailPage(props: CrmDetailPageProps) {\n const { id, basePath, hostId, org } = props\n const routes = crmRoutes(basePath)\n const router = useRouter()\n const firestore = useFirestore()\n const { enqueueSnackbar } = useSnackbar()\n const { confirm } = useConfirmationContext()\n const scope = useCrmScope({ hostId, org })\n const { data: deal, status, fromCache } = useDeal(scope.orgId, id)\n // The feed the act is logged in, decided by the level it was performed\n // at (AGL-2738): this site's under a site, the organization's at the org\n // hub, where a client-direct append to the deal's own site would face a\n // gate the record write never had to pass.\n const logActivity = useCrmActivityLogger(hostId)\n const pipelineState = usePipeline(scope.orgId, {\n hostId,\n org: (org ?? null) as Record<string, unknown> | null,\n })\n const pipeline = pipelineState.pipelineById(deal?.pipelineId)\n const roster = useOrgMemberDirectory(scope.orgId)\n const api = useDealStageApi(hostId)\n const nowMs = useMemo(() => Date.now(), [])\n const [editing, setEditing] = useState(false)\n const [deleting, setDeleting] = useState(false)\n // The org's deal fields (AGL-2661), for the properties card's rows.\n const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n const notFound = scope.ready && (!scope.orgId || (status !== 'loading' && !deal))\n\n const handleDelete = useCallback(async () => {\n if (!deal || !scope.orgId) return\n const agreed = await confirm({\n title: 'Delete this deal?',\n description:\n `\"${deal.title}\" is removed from the pipeline along with its notes. ` +\n 'The contact and the company it names are not touched.',\n confirmationText: 'Delete deal',\n confirmationButtonProps: { color: 'error' },\n })\n .then(() => true)\n .catch(() => false)\n if (!agreed) return\n setDeleting(true)\n try {\n await deleteDoc(doc(firestore, 'orgs', scope.orgId, CRM_COLLECTIONS.deals, deal.$id))\n // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n // but the act happened in this site's console and belongs in its feed.\n logActivity('Deleted deal', { type: 'deal', id: deal.$id, name: deal.title })\n enqueueSnackbar('Deal deleted', { variant: 'success', persist: false })\n router.push(routes.section('deals'))\n } catch (error) {\n console.error(error)\n enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n setDeleting(false)\n }\n }, [deal, scope.orgId, confirm, firestore, logActivity, enqueueSnackbar, router, routes])\n\n const stage = deal ? dealStageById(pipeline, deal.stageId) : undefined\n\n return (\n // A create opened from this page — a task, an activity — files under\n // the deal's own site unless the reader says otherwise (AGL-2630).\n <CrmCreateSiteDefault hostId={deal?.hostId ?? null}>\n <Stack spacing={2}>\n <CrmRecordHeader\n kind=\"Deal\"\n title={deal?.title}\n subtitle={\n deal\n ? [pipeline?.name, stage?.name ?? deal.stageId].filter(Boolean).join(' · ')\n : undefined\n }\n help={pluginDocsHelp('deals', { anchor: '#a-deals-page' })}\n backHref={routes.section('deals')}\n backLabel=\"Back to deals\"\n loading={!deal && !notFound}\n // The booking door (AGL-2660): the deal's own site's services.\n booking={\n deal\n ? { hostId: hostId ?? deal.hostId ?? null, org, kind: 'deal', recordId: deal.$id }\n : undefined\n }\n actions={\n deal ? (\n <>\n <Button\n size=\"small\"\n variant=\"outlined\"\n startIcon={<MdiIcon path={mdiPencilOutline.path} size={0.8} />}\n onClick={() => setEditing(true)}\n >\n {'Edit'}\n </Button>\n <CrmSendEmailButton\n hostId={hostId ?? deal.hostId ?? null}\n org={org}\n dealId={deal.$id}\n contactId={deal.contactId}\n name={deal.contactName}\n />\n </>\n ) : null\n }\n menuItems={\n deal\n ? [\n {\n key: 'delete',\n label: 'Delete deal',\n icon: <MdiIcon path={mdiDeleteOutline.path} size={0.8} />,\n destructive: true,\n disabled: deleting,\n disabledReason: 'The deal is being deleted',\n onClick: () => void handleDelete(),\n },\n ]\n : undefined\n }\n chips={\n deal ? (\n <>\n <CrmRecordChip\n label=\"Status\"\n value={DEAL_STATUS_LABELS[deal.status] ?? deal.status}\n color={deal.status === 'won' ? 'success' : deal.status === 'lost' ? 'default' : 'primary'}\n />\n <CrmRecordChip\n label=\"Amount\"\n value={\n typeof deal.amountCents === 'number'\n ? formatMoney(deal.amountCents, deal.currency)\n : undefined\n }\n />\n <CrmRecordChip label=\"Owner\" value={roster.nameOf(deal.ownerUid) || undefined} />\n </>\n ) : null\n }\n >\n {notFound ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'This deal does not exist, or is not visible to this site.'}\n </Typography>\n ) : null}\n </CrmRecordHeader>\n {deal ? (\n <>\n {/* What an assistant proposes about the deal, its stage included (AGL-2917). */}\n <CrmRecordInsightsZone\n hostId={hostId}\n org={org as Record<string, unknown> | undefined}\n kind=\"deal\"\n recordId={deal.$id}\n name={deal.title}\n taskLink={{ dealId: deal.$id }}\n deal={{ pipeline, ref: deal, stageId: deal.stageId, status: deal.status, api }}\n />\n <DealStageCard deal={deal} pipeline={pipeline} api={api} nowMs={nowMs} />\n <Stack direction={{ xs: 'column', md: 'row' }} spacing={2} sx={{ alignItems: 'stretch' }}>\n <Stack sx={{ flex: 1, minWidth: 0 }}>\n <DealPropertiesCard\n deal={deal}\n pipeline={pipeline}\n ownerLabel={roster.nameOf(deal.ownerUid)}\n routes={routes}\n customFields={dealFields.active}\n />\n </Stack>\n <Stack sx={{ flex: 1, minWidth: 0 }}>\n <RecordTasksCard hostId={hostId} org={org} basePath={basePath} dealId={deal.$id} />\n </Stack>\n </Stack>\n {scope.orgId ? (\n <DealProductsCard\n deal={deal}\n orgId={scope.orgId}\n hostId={hostId ?? deal.hostId ?? null}\n org={org}\n fromCache={fromCache}\n unreadable={status === 'error'}\n />\n ) : null}\n <RecordFilesCard\n scope={scope.scope}\n collection={CRM_COLLECTIONS.deals}\n recordId={deal.$id}\n mediaIds={deal.mediaIds}\n topic=\"deals\"\n />\n <RecordActivityCard hostId={hostId} org={org} dealId={deal.$id} />\n </>\n ) : null}\n </Stack>\n <DealEditDrawer\n open={editing}\n onClose={() => setEditing(false)}\n hostId={hostId}\n org={org}\n deal={deal ?? null}\n pipelines={pipelineState.activePipelines}\n defaultPipeline={pipeline ?? pipelineState.pipeline}\n unreadable={status === 'error'}\n fromCache={fromCache}\n />\n </CrmCreateSiteDefault>\n )\n}\nDealDetailPage.displayName = 'DealDetailPage'\n\nexport default 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1
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+
import { type CrmOrgDoc } from '../hooks/use-crm-scope';
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2
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+
import { type DealDoc, type PipelineDoc } from '../model/deal-board-model';
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3
|
+
import { type DealFormValues } from '../model/deal-form-model';
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4
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+
export interface DealEditDrawerProps {
|
|
5
|
+
open: boolean;
|
|
6
|
+
onClose: () => void;
|
|
7
|
+
/**
|
|
8
|
+
* The site the drawer is opened under, or `null` at the organization
|
|
9
|
+
* level (AGL-2630), where a NEW deal asks which site captures it and an
|
|
10
|
+
* edit keeps the deal's own.
|
|
11
|
+
*/
|
|
12
|
+
hostId: string | null;
|
|
13
|
+
org: CrmOrgDoc;
|
|
14
|
+
/** The deal being edited; absent for a new one. */
|
|
15
|
+
deal?: DealDoc | null;
|
|
16
|
+
/** Links and values a new deal opens with — a contact's page passes itself. */
|
|
17
|
+
defaults?: Partial<DealFormValues>;
|
|
18
|
+
pipelines: PipelineDoc[];
|
|
19
|
+
/** Where a new deal lands when nobody picks a pipeline. */
|
|
20
|
+
defaultPipeline: PipelineDoc | null;
|
|
21
|
+
/** The listener's verdict on the row being edited, for the stale-seed guard. */
|
|
22
|
+
unreadable?: boolean;
|
|
23
|
+
fromCache?: boolean;
|
|
24
|
+
/** After a save, with the id of the deal written. */
|
|
25
|
+
onSaved?: (dealId: string, mode: 'create' | 'edit') => void;
|
|
26
|
+
}
|
|
27
|
+
/**
|
|
28
|
+
* The one form a deal is created and edited through (AGL-2598).
|
|
29
|
+
*
|
|
30
|
+
* ## What it writes, and what it does not
|
|
31
|
+
*
|
|
32
|
+
* Client-direct against the rules, like a contact's notes: the title, the
|
|
33
|
+
* amount and its currency, the expected close, the owner, the linked
|
|
34
|
+
* contact and company, and the notes. The stage and the status are shown on
|
|
35
|
+
* a new deal — it has to start somewhere — and never on an existing one,
|
|
36
|
+
* because a stage change is the moment an automation listens for and only
|
|
37
|
+
* the server route can emit that event. A drawer that wrote `stageId`
|
|
38
|
+
* directly would move a deal without anybody hearing it.
|
|
39
|
+
*
|
|
40
|
+
* Nor the amount of a deal that has line items (AGL-2620): it is their
|
|
41
|
+
* sum, the products card on the deal's page owns it, and the field here
|
|
42
|
+
* is read-only with a caption saying so. The pipeline picker on a new
|
|
43
|
+
* deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the
|
|
44
|
+
* caller was looking at.
|
|
45
|
+
*
|
|
46
|
+
* ## The pickers
|
|
47
|
+
*
|
|
48
|
+
* The owner is picked from the org's roster, the company by a server-side
|
|
49
|
+
* prefix on `nameLower` (indexed with the scope), and the contact from a
|
|
50
|
+
* bounded window of the newest contacts matched in memory — see
|
|
51
|
+
* `contactChoicesFor` for why the contact search cannot be a query. Both
|
|
52
|
+
* pickers copy the chosen NAME onto the deal beside the id, so a board of
|
|
53
|
+
* cards can caption itself without a read per card.
|
|
54
|
+
*/
|
|
55
|
+
export declare function DealEditDrawer(props: DealEditDrawerProps): import("react").JSX.Element;
|
|
56
|
+
export declare namespace DealEditDrawer {
|
|
57
|
+
var displayName: string;
|
|
58
|
+
}
|
|
59
|
+
export default DealEditDrawer;
|