@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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15
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+
* limitations under the License.
|
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16
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+
*/ 'use client';
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17
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+
import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
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18
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+
import { dealStageById, filterByNextActivity, findOrgMember, isNoNextActivityClause, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
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import { mdiCogOutline, mdiPlus, mdiTableLarge, mdiViewColumnOutline } from "@aglyn/shared-data-mdi";
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import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
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import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
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22
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import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
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23
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import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
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24
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import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
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25
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import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
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26
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+
import { NoNextActivityToggle, nextActivityColumn } from "./crm-next-activity-column.js";
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27
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import CrmViewsControl from "./crm-views-control.js";
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28
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+
import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
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import { useSnackbar } from "@aglyn/shared-ui-snackstack";
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+
import { Alert, Button, Chip, CircularProgress, MenuItem, Stack, TextField, ToggleButton, ToggleButtonGroup, Typography } from "@mui/material";
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import { useRouter } from "next/navigation";
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32
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+
import { useCallback, useEffect, useMemo, useState } from "react";
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33
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+
import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
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34
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+
import { useCrmScope } from "../hooks/use-crm-scope.js";
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35
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+
import { useDealStageApi } from "../hooks/use-deal-stage-api.js";
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36
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import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, useDealsByStatus, usePagedDeals } from "../hooks/use-deals.js";
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37
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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 { downloadTextFile } from "../model/contacts-csv.js";
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+
import { crmRoutes } from "../model/crm-routes.js";
|
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41
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+
import { dealsCsv } from "../model/deals-csv.js";
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42
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+
import { boardSummary, DEAL_STATUS_LABELS, formatAmountByCurrency, formatMoney } from "../model/deal-board-model.js";
|
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43
|
+
import { customFieldColumns } from "./contact-custom-columns.js";
|
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44
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import { DealBoard } from "./deal-board.js";
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45
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+
import { DealEditDrawer } from "./deal-edit-drawer.js";
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46
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+
import { DealImportButton } from "./deal-import-drawer.js";
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import DealsBulkBar from "./deals-bulk-bar.js";
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48
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import { LostReasonDialog } from "./lost-reason-dialog.js";
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49
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import { OwnerAvatar } from "./owner-avatar.js";
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50
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+
import { PipelinesDialog } from "./pipelines-dialog.js";
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51
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+
/** What a pipeline made at the organization level is stamped with — the org's own token. */ const ORG_PIPELINE_TOKENS = [
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ORG_SCOPE_TOKEN
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];
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+
/**
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+
* `/crm/deals` — the pipeline (AGL-2598).
|
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56
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+
*
|
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57
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+
* ## Two views of one pipeline
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*
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* The BOARD is one pipeline's open deals, one column per open stage, read
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* in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`
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* and sorted into columns here — a listener per column would be five
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* subscriptions for one board. The TABLE is the same pipeline's deals,
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* paged by the query, with a status toggle; it is where the closed history
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* is found. The three figures above both come from the board's read, so
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* they describe what is in play whichever view is showing.
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*
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67
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* ## Which pipeline
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*
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* The switcher in the header (AGL-2620) picks among the ACTIVE pipelines
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* and opens on the default; the board, the table, the figures and the New
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* deal drawer all follow it. It is section state rather than a route: a
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* pipeline is a lens on the section, and a saved view that names one
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* composes with it. **Pipelines** opens the dialog that creates, renames,
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* defaults, archives and — through it — edits the stages of each.
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*
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* ## Every move goes through the route
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*
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* A drag, a card's "Move to", "Mark won" and "Mark lost" all end in
|
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* `useDealStageApi`, never a Firestore write: the stage is the fact the
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* automations listen for, and only the server emits the event. The section
|
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81
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+
* marks the card pending while the request runs and lets the listener land
|
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* it — see `DealBoard` for why a move is not applied optimistically.
|
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*
|
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84
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* ## Creation is a button
|
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*
|
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* "New deal" opens a drawer; there is no form above the list. The drawer
|
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* writes client-direct against the rules, stamped with this console's scope.
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*
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+
* ## The table selects and exports (AGL-2621)
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*
|
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* The table's rows are selectable, and a selection raises `DealsBulkBar`
|
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* over it — whose stage moves go through the same `useDealStageApi` as a
|
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93
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* drag. Export CSV beside the status toggle writes the page through
|
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+
* `dealsCsv()`, naming the pipeline, the stage and the owner; the bar
|
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+
* writes the same file over the selection.
|
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96
|
+
*/ export function DealsSection(props) {
|
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+
var _ref, _ref1, _ref2, _ref3, _ref4, _scope_orgId, _ref5;
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+
const { hostId, org, basePath } = props;
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const routes = crmRoutes(basePath != null ? basePath : '');
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const router = useRouter();
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const { enqueueSnackbar } = useSnackbar();
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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 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 { activePipelines } = pipelineState;
|
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const [pipelineId, setPipelineId] = useState(null);
|
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+
// The chosen pipeline while it is still active; else the default. A
|
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+
// pipeline archived from another tab falls back rather than leaving the
|
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+
// board on a pipeline the picker no longer lists.
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const pipeline = (_ref = pipelineId ? activePipelines.find((entry)=>entry.$id === pipelineId) : null) != null ? _ref : pipelineState.pipeline;
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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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+
// The org's deal fields, for the table's optional columns (AGL-2661).
|
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+
const dealFields = useContactFieldDefinitions(scope.orgId, 'deal');
|
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+
const [view, setView] = useState('board');
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const [closedExpanded, setClosedExpanded] = useState(false);
|
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/*
|
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* The table's status filter is the saved VIEW'S (AGL-2617): a view of
|
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+
* deals is a view of the table, and it holds the status beside the
|
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+
* columns and the sort. Opening one shows the table, because the board
|
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127
|
+
* has no columns to arrange and answers to the pipeline's stages alone.
|
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+
*/ const views = useCrmSavedView({
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|
+
section: 'deals',
|
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|
+
hostId,
|
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|
+
org,
|
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|
+
basePath: basePath != null ? basePath : ''
|
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|
+
});
|
|
134
|
+
const statusFilter = useMemo(()=>{
|
|
135
|
+
var _views_state_filters_find;
|
|
136
|
+
const value = (_views_state_filters_find = views.state.filters.find((clause)=>clause.field === 'status')) == null ? void 0 : _views_state_filters_find.value;
|
|
137
|
+
return value === 'open' || value === 'won' || value === 'lost' ? value : 'all';
|
|
138
|
+
}, [
|
|
139
|
+
views.state.filters
|
|
140
|
+
]);
|
|
141
|
+
// The status is the query's clause; the "No next activity" clause beside
|
|
142
|
+
// it (AGL-2661) narrows the loaded page and survives a status change.
|
|
143
|
+
const viewFilters = views.state.filters;
|
|
144
|
+
const setStatusFilter = useCallback((next)=>views.setFilters([
|
|
145
|
+
...next === 'all' ? [] : [
|
|
146
|
+
{
|
|
147
|
+
field: 'status',
|
|
148
|
+
op: 'equals',
|
|
149
|
+
value: next
|
|
150
|
+
}
|
|
151
|
+
],
|
|
152
|
+
...viewFilters.filter(isNoNextActivityClause)
|
|
153
|
+
]), [
|
|
154
|
+
views.setFilters,
|
|
155
|
+
viewFilters
|
|
156
|
+
]);
|
|
157
|
+
useEffect(()=>{
|
|
158
|
+
if (views.currentId) setView('table');
|
|
159
|
+
}, [
|
|
160
|
+
views.currentId
|
|
161
|
+
]);
|
|
162
|
+
// The board's read stays on in the table view too: it is what the summary
|
|
163
|
+
// above both views is computed from, and it is already bounded.
|
|
164
|
+
const open = useDealsByStatus(scope.orgId, scope.visibleTo, (_ref1 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref1 : null, 'open', BOARD_OPEN_LIMIT);
|
|
165
|
+
const closedPipelineId = view === 'board' && closedExpanded ? (_ref2 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref2 : null : null;
|
|
166
|
+
const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT);
|
|
167
|
+
const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT);
|
|
168
|
+
const paged = usePagedDeals(view === 'table' ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : null);
|
|
169
|
+
const summary = useMemo(()=>boardSummary(open.data, pipeline), [
|
|
170
|
+
open.data,
|
|
171
|
+
pipeline
|
|
172
|
+
]);
|
|
173
|
+
/*
|
|
174
|
+
* MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged
|
|
175
|
+
* again until the route answers; the listener is what moves it.
|
|
176
|
+
*/ const [moving, setMoving] = useState(()=>new Set());
|
|
177
|
+
const track = useCallback(async (deal, request, done)=>{
|
|
178
|
+
setMoving((current)=>new Set(current).add(deal.$id));
|
|
179
|
+
try {
|
|
180
|
+
await request();
|
|
181
|
+
enqueueSnackbar(done, {
|
|
182
|
+
variant: 'success',
|
|
183
|
+
persist: false
|
|
184
|
+
});
|
|
185
|
+
return true;
|
|
186
|
+
} catch (error) {
|
|
187
|
+
enqueueSnackbar(error instanceof Error ? error.message : 'The deal could not be moved.', {
|
|
188
|
+
variant: 'warning',
|
|
189
|
+
allowDuplicate: true
|
|
190
|
+
});
|
|
191
|
+
return false;
|
|
192
|
+
} finally{
|
|
193
|
+
setMoving((current)=>{
|
|
194
|
+
const next = new Set(current);
|
|
195
|
+
next.delete(deal.$id);
|
|
196
|
+
return next;
|
|
197
|
+
});
|
|
198
|
+
}
|
|
199
|
+
}, [
|
|
200
|
+
enqueueSnackbar
|
|
201
|
+
]);
|
|
202
|
+
const handleMove = useCallback((deal, stageId)=>{
|
|
203
|
+
var _ref;
|
|
204
|
+
const stage = dealStageById(pipeline, stageId);
|
|
205
|
+
void track(deal, ()=>api.moveToStage(deal, stageId), `Moved to ${(_ref = stage == null ? void 0 : stage.name) != null ? _ref : 'stage'}`);
|
|
206
|
+
}, [
|
|
207
|
+
api,
|
|
208
|
+
pipeline,
|
|
209
|
+
track
|
|
210
|
+
]);
|
|
211
|
+
const handleWon = useCallback((deal)=>void track(deal, ()=>api.markWon(deal), 'Deal won'), [
|
|
212
|
+
api,
|
|
213
|
+
track
|
|
214
|
+
]);
|
|
215
|
+
const [losing, setLosing] = useState(null);
|
|
216
|
+
const handleLost = useCallback((deal)=>setLosing(deal), []);
|
|
217
|
+
const confirmLost = useCallback((reason)=>{
|
|
218
|
+
const deal = losing;
|
|
219
|
+
if (!deal) return;
|
|
220
|
+
setLosing(null);
|
|
221
|
+
void track(deal, ()=>api.markLost(deal, reason), 'Deal marked lost');
|
|
222
|
+
}, [
|
|
223
|
+
api,
|
|
224
|
+
losing,
|
|
225
|
+
track
|
|
226
|
+
]);
|
|
227
|
+
const openDeal = useCallback((deal)=>router.push(routes.deal(deal.$id)), [
|
|
228
|
+
router,
|
|
229
|
+
routes
|
|
230
|
+
]);
|
|
231
|
+
const [creating, setCreating] = useState(false);
|
|
232
|
+
const [managingPipelines, setManagingPipelines] = useState(false);
|
|
233
|
+
const [selectedIds, setSelectedIds] = useState([]);
|
|
234
|
+
// A page or a status is a different set of rows; a selection made on
|
|
235
|
+
// the last one would be a count over rows no longer on screen.
|
|
236
|
+
useEffect(()=>setSelectedIds([]), [
|
|
237
|
+
statusFilter,
|
|
238
|
+
paged.page
|
|
239
|
+
]);
|
|
240
|
+
const csvOptions = useMemo(()=>({
|
|
241
|
+
pipelineName: (id)=>{
|
|
242
|
+
var _pipelineState_pipelineById;
|
|
243
|
+
return (_pipelineState_pipelineById = pipelineState.pipelineById(id)) == null ? void 0 : _pipelineState_pipelineById.name;
|
|
244
|
+
},
|
|
245
|
+
stageName: (pipelineId, stageId)=>{
|
|
246
|
+
var _dealStageById;
|
|
247
|
+
return (_dealStageById = dealStageById(pipelineState.pipelineById(pipelineId), stageId)) == null ? void 0 : _dealStageById.name;
|
|
248
|
+
},
|
|
249
|
+
ownerEmail: (uid)=>{
|
|
250
|
+
const member = findOrgMember(roster.members, uid);
|
|
251
|
+
return (member == null ? void 0 : member.email) || (member == null ? void 0 : member.label) || uid;
|
|
252
|
+
}
|
|
253
|
+
}), [
|
|
254
|
+
pipelineState,
|
|
255
|
+
roster.members
|
|
256
|
+
]);
|
|
257
|
+
const handleExport = useCallback(()=>{
|
|
258
|
+
downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions));
|
|
259
|
+
}, [
|
|
260
|
+
paged.rows,
|
|
261
|
+
csvOptions
|
|
262
|
+
]);
|
|
263
|
+
const columns = useMemo(()=>[
|
|
264
|
+
{
|
|
265
|
+
field: 'title',
|
|
266
|
+
headerName: 'Deal',
|
|
267
|
+
flex: 1.6,
|
|
268
|
+
minWidth: 220,
|
|
269
|
+
renderCell: ({ row })=>{
|
|
270
|
+
const withWhom = [
|
|
271
|
+
row.contactName,
|
|
272
|
+
row.companyName
|
|
273
|
+
].filter(Boolean).join(' · ');
|
|
274
|
+
return /*#__PURE__*/ _jsxs(Stack, {
|
|
275
|
+
sx: {
|
|
276
|
+
justifyContent: 'center',
|
|
277
|
+
lineHeight: 1.25
|
|
278
|
+
},
|
|
279
|
+
children: [
|
|
280
|
+
/*#__PURE__*/ _jsx(Typography, {
|
|
281
|
+
variant: "body2",
|
|
282
|
+
sx: {
|
|
283
|
+
lineHeight: 1.25
|
|
284
|
+
},
|
|
285
|
+
children: row.title || 'Untitled deal'
|
|
286
|
+
}),
|
|
287
|
+
withWhom ? /*#__PURE__*/ _jsx(Typography, {
|
|
288
|
+
variant: "caption",
|
|
289
|
+
color: "text.secondary",
|
|
290
|
+
noWrap: true,
|
|
291
|
+
sx: {
|
|
292
|
+
lineHeight: 1.25
|
|
293
|
+
},
|
|
294
|
+
children: withWhom
|
|
295
|
+
}) : null
|
|
296
|
+
]
|
|
297
|
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nextActivityColumn(nowMs),
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384
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|
626
|
+
value: "lost",
|
|
627
|
+
children: 'Lost'
|
|
628
|
+
})
|
|
629
|
+
]
|
|
630
|
+
}),
|
|
631
|
+
/*#__PURE__*/ _jsx(NoNextActivityToggle, {
|
|
632
|
+
filters: viewFilters,
|
|
633
|
+
onChange: views.setFilters
|
|
634
|
+
}),
|
|
635
|
+
/*#__PURE__*/ _jsx(Stack, {
|
|
636
|
+
sx: {
|
|
637
|
+
flex: 1
|
|
638
|
+
}
|
|
639
|
+
}),
|
|
640
|
+
/*#__PURE__*/ _jsx(DealImportButton, {
|
|
641
|
+
hostId: hostId
|
|
642
|
+
}),
|
|
643
|
+
/*#__PURE__*/ _jsx(Button, {
|
|
644
|
+
size: "small",
|
|
645
|
+
onClick: handleExport,
|
|
646
|
+
disabled: !paged.rows.length,
|
|
647
|
+
children: 'Export CSV'
|
|
648
|
+
})
|
|
649
|
+
]
|
|
650
|
+
}),
|
|
651
|
+
paged.status === 'success' && paged.rows.length === 0 && paged.page === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
|
|
652
|
+
label: statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
|
|
653
|
+
description: statusFilter === 'all' ? 'A deal is a sale in progress, moved across the pipeline as it advances.' : undefined,
|
|
654
|
+
action: statusFilter === 'all' ? /*#__PURE__*/ _jsx(Button, {
|
|
655
|
+
size: "small",
|
|
656
|
+
variant: "contained",
|
|
657
|
+
startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
|
|
658
|
+
path: mdiPlus.path,
|
|
659
|
+
size: 0.8
|
|
660
|
+
}),
|
|
661
|
+
disabled: !pipeline || !scope.orgId,
|
|
662
|
+
onClick: ()=>setCreating(true),
|
|
663
|
+
children: 'New deal'
|
|
664
|
+
}) : undefined
|
|
665
|
+
}) : /*#__PURE__*/ _jsxs(_Fragment, {
|
|
666
|
+
children: [
|
|
667
|
+
/*#__PURE__*/ _jsx(DealsBulkBar, {
|
|
668
|
+
hostId: hostId,
|
|
669
|
+
scope: scope.scope,
|
|
670
|
+
rows: tableRows,
|
|
671
|
+
selected: selectedIds,
|
|
672
|
+
onSelectedChange: setSelectedIds,
|
|
673
|
+
pipelineById: pipelineState.pipelineById,
|
|
674
|
+
roster: roster,
|
|
675
|
+
api: api,
|
|
676
|
+
csv: csvOptions
|
|
677
|
+
}),
|
|
678
|
+
/*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
|
|
679
|
+
value: grid.columnOrder,
|
|
680
|
+
children: /*#__PURE__*/ _jsx(ListTable, {
|
|
681
|
+
rows: tableRows,
|
|
682
|
+
columns: grid.columns,
|
|
683
|
+
slots: CRM_LIST_SLOTS,
|
|
684
|
+
selectable: {
|
|
685
|
+
selected: selectedIds,
|
|
686
|
+
onChange: setSelectedIds
|
|
687
|
+
},
|
|
688
|
+
onOpen: (_id, row)=>openDeal(row),
|
|
689
|
+
// Columns and sort are the view's, controlled (AGL-2617).
|
|
690
|
+
columnVisibilityModel: grid.columnVisibilityModel,
|
|
691
|
+
onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
|
|
692
|
+
sortModel: grid.sortModel,
|
|
693
|
+
onSortModelChange: grid.onSortModelChange,
|
|
694
|
+
hideFooter: true
|
|
695
|
+
})
|
|
696
|
+
}),
|
|
697
|
+
/*#__PURE__*/ _jsx(ListPagination, {
|
|
698
|
+
page: paged.page,
|
|
699
|
+
pageSize: paged.pageSize,
|
|
700
|
+
rowCount: paged.rows.length,
|
|
701
|
+
hasMore: paged.hasMore,
|
|
702
|
+
onPageChange: paged.setPage,
|
|
703
|
+
onPageSizeChange: paged.setPageSize
|
|
704
|
+
})
|
|
705
|
+
]
|
|
706
|
+
})
|
|
707
|
+
]
|
|
708
|
+
})
|
|
709
|
+
]
|
|
710
|
+
})
|
|
711
|
+
}),
|
|
712
|
+
/*#__PURE__*/ _jsx(DealEditDrawer, {
|
|
713
|
+
open: creating,
|
|
714
|
+
onClose: ()=>setCreating(false),
|
|
715
|
+
hostId: hostId,
|
|
716
|
+
org: org,
|
|
717
|
+
pipelines: activePipelines,
|
|
718
|
+
defaultPipeline: pipeline
|
|
719
|
+
}),
|
|
720
|
+
/*#__PURE__*/ _jsx(PipelinesDialog, {
|
|
721
|
+
open: managingPipelines,
|
|
722
|
+
onClose: ()=>setManagingPipelines(false),
|
|
723
|
+
orgId: (_scope_orgId = scope.orgId) != null ? _scope_orgId : '',
|
|
724
|
+
// A pipeline made here is stamped the way the seeded default is
|
|
725
|
+
// (`usePipeline`): the site's own tokens under a site; at the
|
|
726
|
+
// organization level the org token, with the picked site as its
|
|
727
|
+
// provenance (AGL-2630).
|
|
728
|
+
hostId: scope.createHostId,
|
|
729
|
+
pipelines: pipelineState.pipelines,
|
|
730
|
+
fromCache: pipelineState.fromCache,
|
|
731
|
+
unreadable: pipelineState.status === 'error',
|
|
732
|
+
visibleToTokens: scope.visibleTo,
|
|
733
|
+
createTokens: scope.level === 'site' ? scope.createTokens : ORG_PIPELINE_TOKENS
|
|
734
|
+
}),
|
|
735
|
+
/*#__PURE__*/ _jsx(LostReasonDialog, {
|
|
736
|
+
open: Boolean(losing),
|
|
737
|
+
dealTitle: (_ref5 = losing == null ? void 0 : losing.title) != null ? _ref5 : '',
|
|
738
|
+
onClose: ()=>setLosing(null),
|
|
739
|
+
onConfirm: confirmLost
|
|
740
|
+
})
|
|
741
|
+
]
|
|
742
|
+
});
|
|
743
|
+
}
|
|
744
|
+
DealsSection.displayName = 'DealsSection';
|
|
745
|
+
function Figure(props) {
|
|
746
|
+
return /*#__PURE__*/ _jsxs(Stack, {
|
|
747
|
+
sx: {
|
|
748
|
+
lineHeight: 1.2
|
|
749
|
+
},
|
|
750
|
+
children: [
|
|
751
|
+
/*#__PURE__*/ _jsx(Typography, {
|
|
752
|
+
variant: "caption",
|
|
753
|
+
color: "text.secondary",
|
|
754
|
+
children: props.label
|
|
755
|
+
}),
|
|
756
|
+
/*#__PURE__*/ _jsx(Typography, {
|
|
757
|
+
variant: "h6",
|
|
758
|
+
component: "span",
|
|
759
|
+
children: props.value
|
|
760
|
+
})
|
|
761
|
+
]
|
|
762
|
+
});
|
|
763
|
+
}
|
|
764
|
+
Figure.displayName = 'Figure';
|
|
765
|
+
export default DealsSection;
|
|
766
|
+
|
|
767
|
+
//# sourceMappingURL=deals-section.js.map
|