@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/deal-edit-drawer.js.map

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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          {\n            ...dealDocumentFromForm(values, {\n              visibleTo: [...createTokens],\n              hostId: createHostId,\n              uid: user.uid,\n              nowMs,\n            }),\n            ...(customDocument ? { custom: customDocument } : {}),\n          },\n        )\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\n        // feed. Creation only — an edit is a save the card reports.\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {member.label}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 'Save deal' : 'Create deal'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nDealEditDrawer.displayName = 'DealEditDrawer'\n\nexport default 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package/src/lib/components/deal-import-drawer.d.ts

@@ -0,0 +1,24 @@
+import { type DealImportField, type DealImportRawRow, type DealImportSkippedRow } from '../model/crm-deal-import';
+import { type CsvImportVocabulary } from './csv-import-drawer';
+/** The browser-side address of the route one chunk is posted to. */
+export declare const DEALS_IMPORT_URL = "/api/crm/deals-import";
+/** Built once: nothing in it depends on a render. */
+export declare const DEAL_IMPORT_VOCABULARY: CsvImportVocabulary<DealImportField, DealImportRawRow & Record<string, unknown>, DealImportSkippedRow>;
+export interface DealImportDrawerProps {
+    open: boolean;
+    onClose: () => void;
+    /** The site the file is filed under, or `null` at the organization level. */
+    hostId: string | null;
+}
+export declare function DealImportDrawer(props: DealImportDrawerProps): import("react").JSX.Element;
+export declare namespace DealImportDrawer {
+    var displayName: string;
+}
+/** The "Import CSV" action on the deals table, with the drawer it opens. */
+export declare function DealImportButton(props: {
+    hostId: string | null;
+}): import("react").JSX.Element;
+export declare namespace DealImportButton {
+    var displayName: string;
+}
+export default DealImportDrawer;

package/src/lib/components/deal-import-drawer.js

@@ -0,0 +1,83 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { jsx as _jsx } from "react/jsx-runtime";
+/**
+ * IMPORTING A DEALS FILE — the deal vocabulary over the shared drawer
+ * (AGL-2662).
+ *
+ * The server half is `server/deals-import.ts`. What is particular to
+ * deals: the title is the one cell every row needs, the pipeline and the
+ * stage travel as NAMES the server resolves (and refuses, by name, when
+ * the org has no such pipeline or stage), and nothing is merged — a deal
+ * has no key, so every row is a new deal.
+ */ import { pluginDocsHelp } from "@aglyn/aglyn";
+import { DEAL_IMPORT_CHUNK_SIZE, DEAL_IMPORT_FIELD_LABELS, DEAL_IMPORT_FIELDS, DEAL_IMPORT_MAX_ROWS, DEAL_IMPORT_PREVIEW_ROWS, DEAL_IMPORT_SKIP_LABELS, dealImportSkippedCsv, emptyDealImportResult, guessDealImportMapping, mapDealImportRow, mergeDealImportResults } from "../model/crm-deal-import.js";
+import { dealsCsv } from "../model/deals-csv.js";
+import { CsvImportButton, CsvImportDrawer } from "./csv-import-drawer.js";
+/** The browser-side address of the route one chunk is posted to. */ export const DEALS_IMPORT_URL = '/api/crm/deals-import';
+/** Built once: nothing in it depends on a render. */ export const DEAL_IMPORT_VOCABULARY = {
+    title: 'Import deals from CSV',
+    collection: 'deals',
+    help: pluginDocsHelp('deals', {
+        anchor: '#import-from-csv'
+    }),
+    sitePickerHelperText: 'The site these deals are filed under — it decides which of your sites ' + 'may see them.',
+    intro: 'A CSV with a header row. Match its columns to deal fields below, check ' + 'the preview, then import. Name the pipeline and the stage as they ' + 'appear in your settings; a row naming neither lands in the default ' + 'pipeline’s first stage. Every row becomes a new deal — importing a ' + `file twice files it twice. Up to ${DEAL_IMPORT_MAX_ROWS.toLocaleString()} ` + 'rows per file — split a larger one.',
+    fields: DEAL_IMPORT_FIELDS,
+    fieldLabels: DEAL_IMPORT_FIELD_LABELS,
+    requiredField: 'title',
+    requiredWarning: 'Choose which column holds the deal title. It is the one field every ' + 'row needs.',
+    unusableNotice: (count, total)=>`${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` + 'title and will be skipped. You can download them after the import.',
+    guessMapping: guessDealImportMapping,
+    mapRow: (cells, mapping)=>mapDealImportRow(cells, mapping),
+    route: DEALS_IMPORT_URL,
+    maxRows: DEAL_IMPORT_MAX_ROWS,
+    chunkSize: DEAL_IMPORT_CHUNK_SIZE,
+    previewRows: DEAL_IMPORT_PREVIEW_ROWS,
+    emptyResult: emptyDealImportResult,
+    mergeResults: mergeDealImportResults,
+    skipLabels: DEAL_IMPORT_SKIP_LABELS,
+    skippedCsv: dealImportSkippedCsv,
+    skippedFileName: 'skipped-deals.csv',
+    // The export's own header over no rows, so an export re-imports as is.
+    templateCsv: ()=>dealsCsv([]),
+    templateFileName: 'deals-template.csv'
+};
+export function DealImportDrawer(props) {
+    const { open, onClose, hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportDrawer, {
+        open: open,
+        onClose: onClose,
+        hostId: hostId,
+        vocabulary: DEAL_IMPORT_VOCABULARY
+    });
+}
+DealImportDrawer.displayName = 'DealImportDrawer';
+/** The "Import CSV" action on the deals table, with the drawer it opens. */ export function DealImportButton(props) {
+    const { hostId } = props;
+    return /*#__PURE__*/ _jsx(CsvImportButton, {
+        children: (open, onClose)=>/*#__PURE__*/ _jsx(DealImportDrawer, {
+                open: open,
+                onClose: onClose,
+                hostId: hostId
+            })
+    });
+}
+DealImportButton.displayName = 'DealImportButton';
+export default DealImportDrawer;
+
+//# sourceMappingURL=deal-import-drawer.js.map

package/src/lib/components/deal-import-drawer.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-import-drawer.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\n/**\n * IMPORTING A DEALS FILE — the deal vocabulary over the shared drawer\n * (AGL-2662).\n *\n * The server half is `server/deals-import.ts`. What is particular to\n * deals: the title is the one cell every row needs, the pipeline and the\n * stage travel as NAMES the server resolves (and refuses, by name, when\n * the org has no such pipeline or stage), and nothing is merged — a deal\n * has no key, so every row is a new deal.\n */\n\nimport { pluginDocsHelp } from '@aglyn/aglyn'\nimport {\n  DEAL_IMPORT_CHUNK_SIZE,\n  DEAL_IMPORT_FIELD_LABELS,\n  DEAL_IMPORT_FIELDS,\n  DEAL_IMPORT_MAX_ROWS,\n  DEAL_IMPORT_PREVIEW_ROWS,\n  DEAL_IMPORT_SKIP_LABELS,\n  type DealImportField,\n  type DealImportRawRow,\n  type DealImportSkippedRow,\n  dealImportSkippedCsv,\n  emptyDealImportResult,\n  guessDealImportMapping,\n  mapDealImportRow,\n  mergeDealImportResults,\n} from '../model/crm-deal-import'\nimport { dealsCsv } from '../model/deals-csv'\nimport {\n  CsvImportButton,\n  CsvImportDrawer,\n  type CsvImportVocabulary,\n} from './csv-import-drawer'\n\n/** The browser-side address of the route one chunk is posted to. */\nexport const DEALS_IMPORT_URL = '/api/crm/deals-import'\n\n/** Built once: nothing in it depends on a render. */\nexport const DEAL_IMPORT_VOCABULARY: CsvImportVocabulary<\n  DealImportField,\n  DealImportRawRow & Record<string, unknown>,\n  DealImportSkippedRow\n> = {\n  title: 'Import deals from CSV',\n  collection: 'deals',\n  help: pluginDocsHelp('deals', { anchor: '#import-from-csv' }),\n  sitePickerHelperText:\n    'The site these deals are filed under — it decides which of your sites ' +\n    'may see them.',\n  intro:\n    'A CSV with a header row. Match its columns to deal fields below, check ' +\n    'the preview, then import. Name the pipeline and the stage as they ' +\n    'appear in your settings; a row naming neither lands in the default ' +\n    'pipeline’s first stage. Every row becomes a new deal — importing a ' +\n    `file twice files it twice. Up to ${DEAL_IMPORT_MAX_ROWS.toLocaleString()} ` +\n    'rows per file — split a larger one.',\n  fields: DEAL_IMPORT_FIELDS,\n  fieldLabels: DEAL_IMPORT_FIELD_LABELS,\n  requiredField: 'title',\n  requiredWarning:\n    'Choose which column holds the deal title. It is the one field every ' +\n    'row needs.',\n  unusableNotice: (count, total) =>\n    `${count.toLocaleString()} of ${total.toLocaleString()} rows have no ` +\n    'title and will be skipped. You can download them after the import.',\n  guessMapping: guessDealImportMapping,\n  mapRow: (cells, mapping) =>\n    mapDealImportRow(cells, mapping) as DealImportRawRow & Record<string, unknown>,\n  route: DEALS_IMPORT_URL,\n  maxRows: DEAL_IMPORT_MAX_ROWS,\n  chunkSize: DEAL_IMPORT_CHUNK_SIZE,\n  previewRows: DEAL_IMPORT_PREVIEW_ROWS,\n  emptyResult: emptyDealImportResult,\n  mergeResults: mergeDealImportResults,\n  skipLabels: DEAL_IMPORT_SKIP_LABELS,\n  skippedCsv: dealImportSkippedCsv,\n  skippedFileName: 'skipped-deals.csv',\n  // The export's own header over no rows, so an export re-imports as is.\n  templateCsv: () => dealsCsv([]),\n  templateFileName: 'deals-template.csv',\n}\n\nexport interface DealImportDrawerProps {\n  open: boolean\n  onClose: () => void\n  /** The site the file is filed under, or `null` at the organization level. */\n  hostId: string | null\n}\n\nexport function DealImportDrawer(props: DealImportDrawerProps) {\n  const { open, onClose, hostId } = props\n  return (\n    <CsvImportDrawer\n      open={open}\n      onClose={onClose}\n      hostId={hostId}\n      vocabulary={DEAL_IMPORT_VOCABULARY}\n    />\n  )\n}\nDealImportDrawer.displayName = 'DealImportDrawer'\n\n/** The \"Import CSV\" action on the deals table, with the drawer it opens. */\nexport function DealImportButton(props: { hostId: string | null }) {\n  const { hostId } = props\n  return (\n    <CsvImportButton>\n      {(open, onClose) => <DealImportDrawer open={open} onClose={onClose} hostId={hostId} />}\n    </CsvImportButton>\n  )\n}\nDealImportButton.displayName = 'DealImportButton'\n\nexport default DealImportDrawer\n"],"names":["pluginDocsHelp","DEAL_IMPORT_CHUNK_SIZE","DEAL_IMPORT_FIELD_LABELS","DEAL_IMPORT_FIELDS","DEAL_IMPORT_MAX_ROWS","DEAL_IMPORT_PREVIEW_ROWS","DEAL_IMPORT_SKIP_LABELS","dealImportSkippedCsv","emptyDealImportResult","guessDealImportMapping","mapDealImportRow","mergeDealImportResults","dealsCsv","CsvImportButton","CsvImportDrawer","DEALS_IMPORT_URL","DEAL_IMPORT_VOCABULARY","title","collection","help","anchor","sitePickerHelperText","intro","toLocaleString","fields","fieldLabels","requiredField","requiredWarning","unusableNotice","count","total","guessMapping","mapRow","cells","mapping","route","maxRows","chunkSize","previewRows","emptyResult","mergeResults","skipLabels","skippedCsv","skippedFileName","templateCsv","templateFileName","DealImportDrawer","props","open","onClose","hostId","vocabulary","displayName","DealImportButton"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;AAEA;;;;;;;;;CASC,GAED,SAASA,cAAc,QAAQ,eAAc;AAC7C,SACEC,sBAAsB,EACtBC,wBAAwB,EACxBC,kBAAkB,EAClBC,oBAAoB,EACpBC,wBAAwB,EACxBC,uBAAuB,EAIvBC,oBAAoB,EACpBC,qBAAqB,EACrBC,sBAAsB,EACtBC,gBAAgB,EAChBC,sBAAsB,QACjB,8BAA0B;AACjC,SAASC,QAAQ,QAAQ,wBAAoB;AAC7C,SACEC,eAAe,EACfC,eAAe,QAEV,yBAAqB;AAE5B,kEAAkE,GAClE,OAAO,MAAMC,mBAAmB,wBAAuB;AAEvD,mDAAmD,GACnD,OAAO,MAAMC,yBAIT;IACFC,OAAO;IACPC,YAAY;IACZC,MAAMnB,eAAe,SAAS;QAAEoB,QAAQ;IAAmB;IAC3DC,sBACE,2EACA;IACFC,OACE,4EACA,uEACA,wEACA,wEACA,CAAC,iCAAiC,EAAElB,qBAAqBmB,cAAc,GAAG,CAAC,CAAC,GAC5E;IACFC,QAAQrB;IACRsB,aAAavB;IACbwB,eAAe;IACfC,iBACE,yEACA;IACFC,gBAAgB,CAACC,OAAOC,QACtB,GAAGD,MAAMN,cAAc,GAAG,IAAI,EAAEO,MAAMP,cAAc,GAAG,cAAc,CAAC,GACtE;IACFQ,cAActB;IACduB,QAAQ,CAACC,OAAOC,UACdxB,iBAAiBuB,OAAOC;IAC1BC,OAAOpB;IACPqB,SAAShC;IACTiC,WAAWpC;IACXqC,aAAajC;IACbkC,aAAa/B;IACbgC,cAAc7B;IACd8B,YAAYnC;IACZoC,YAAYnC;IACZoC,iBAAiB;IACjB,uEAAuE;IACvEC,aAAa,IAAMhC,SAAS,EAAE;IAC9BiC,kBAAkB;AACpB,EAAC;AASD,OAAO,SAASC,iBAAiBC,KAA4B;IAC3D,MAAM,EAAEC,IAAI,EAAEC,OAAO,EAAEC,MAAM,EAAE,GAAGH;IAClC,qBACE,KAACjC;QACCkC,MAAMA;QACNC,SAASA;QACTC,QAAQA;QACRC,YAAYnC;;AAGlB;AACA8B,iBAAiBM,WAAW,GAAG;AAE/B,0EAA0E,GAC1E,OAAO,SAASC,iBAAiBN,KAAgC;IAC/D,MAAM,EAAEG,MAAM,EAAE,GAAGH;IACnB,qBACE,KAAClC;kBACE,CAACmC,MAAMC,wBAAY,KAACH;gBAAiBE,MAAMA;gBAAMC,SAASA;gBAASC,QAAQA;;;AAGlF;AACAG,iBAAiBD,WAAW,GAAG;AAE/B,eAAeN,iBAAgB"}

package/src/lib/components/deal-products-card.d.ts

@@ -0,0 +1,48 @@
+import type { CrmOrgDoc } from '../hooks/use-crm-scope';
+import { type DealDoc } from '../model/deal-board-model';
+export interface DealProductsCardProps {
+    deal: DealDoc;
+    orgId: string;
+    /**
+     * The site whose catalog the search reads — the console's own, or
+     * `null` at the organization level (AGL-2630), where the deal's own
+     * capturing site is searched; a deal with none takes lines by hand only.
+     */
+    hostId: string | null;
+    org: CrmOrgDoc;
+    /** The listener's verdict on the deal, for the stale-seed guard. */
+    fromCache: boolean;
+    unreadable: boolean;
+}
+/**
+ * The products behind a deal's amount (AGL-2620).
+ *
+ * ## The amount follows the lines
+ *
+ * Every write here stores `lineItems` AND `amountCents` as their sum, in
+ * one update, so the board, the reports and the API keep reading the one
+ * field they always read and no reader adds up lines. Once a deal has a
+ * line, the drawer's Amount goes read-only and says why; remove the last
+ * line and the amount is typed again, keeping the last sum rather than
+ * dropping to nothing. The currency is the deal's — a line cannot be in
+ * another, because their sum is one number.
+ *
+ * ## Two doors to a line
+ *
+ * **From the catalog** searches THIS site's products — a prefix on
+ * `nameTokens` over active products, the query the products hub runs and
+ * the `(status, nameTokens, nameLower)` index serves — and offers each
+ * variant priced. The catalog is USD; a deal in another currency is told
+ * so and can edit the unit amount after. **By hand** takes a name and a
+ * price with no product behind them, which is also all a plan without
+ * commerce gets: the catalog door is not drawn for it, because the site
+ * has no catalog to search.
+ *
+ * Adding opens a dialog rather than a row of fields above the table, and
+ * a quantity is edited in place and written on blur.
+ */
+export declare function DealProductsCard(props: DealProductsCardProps): import("react").JSX.Element;
+export declare namespace DealProductsCard {
+    var displayName: string;
+}
+export default DealProductsCard;