@aglyn/plugins-crm 1.0.0-beta.143

package/src/lib/components/pipelines-dialog.js

@@ -0,0 +1,517 @@
+/**
+ * @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, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
+import { CRM_COLLECTIONS, isPipelineArchived } from "@aglyn/aglyn";
+import { mdiArchiveArrowDownOutline, mdiArchiveArrowUpOutline, mdiFormatListBulleted, mdiPencilOutline, mdiStarOutline } from "@aglyn/shared-data-mdi";
+import { MdiIcon } from "@aglyn/shared-ui-jsx";
+import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
+import { useSnackbar } from "@aglyn/shared-ui-snackstack";
+import { useFirestore, useUser, writeGuardedBySeed } from "@aglyn/tenant-feature-instance";
+import { Button, Chip, Dialog, DialogActions, DialogContent, DialogTitle, Divider, Stack, TextField, Typography } from "@mui/material";
+import { addDoc, collection, doc, getCountFromServer, query, updateDoc, where, writeBatch } from "firebase/firestore";
+import { useCallback, useEffect, useState } from "react";
+import { activePipelines, newPipelineDocument, PIPELINE_NAME_MAX, pipelineArchiveRefusal, pipelineNameProblem, sortedStages } from "../model/deal-board-model.js";
+import { PipelineStagesDialog } from "./pipeline-stages-dialog.js";
+/**
+ * The org's pipelines (AGL-2620): list, create, rename, set as default,
+ * archive, and a door into each one's stages.
+ *
+ * ## Org documents, scoped like every CRM row
+ *
+ * A pipeline lives at `orgs/{orgId}/pipelines` and is stamped with the same
+ * scope tokens a contact captured on this site would carry, so an agency's
+ * client sees its own pipelines and the org-wide ones — the same rule the
+ * board reads by. Nothing here assumes one site: the tokens come in as
+ * props from `useCrmScope`, and an org-level mount passes its own.
+ *
+ * ## What each verb writes
+ *
+ * - **New pipeline** — one `addDoc` of `newPipelineDocument`: a COPY of the
+ *   default stages, not the default, active. The field sits UNDER the list.
+ * - **Rename** — `name` on the one document, refused when an active
+ *   pipeline already has the name (`pipelineNameProblem`).
+ * - **Set as default** — one batch: the flag on, and off on every other
+ *   document that had it. A batch rather than two updates because two
+ *   defaults for the length of a network round trip is a board that opens
+ *   on either.
+ * - **Archive** — `archivedAt: now`, after the server has counted the
+ *   pipeline's OPEN deals and `pipelineArchiveRefusal` has agreed; the
+ *   count is taken at the click because a deal can be created into the
+ *   pipeline from another tab meanwhile. The default pipeline and the last
+ *   active one refuse. **Restore** clears the stamp.
+ * - **Edit stages** — opens the stages dialog for that pipeline, unchanged.
+ */ export function PipelinesDialog(props) {
+    var _pipelines_find;
+    const { open, onClose, orgId, hostId, pipelines, fromCache, unreadable, visibleToTokens, createTokens } = props;
+    const firestore = useFirestore();
+    const { enqueueSnackbar } = useSnackbar();
+    const { data: user } = useUser();
+    const [busy, setBusy] = useState(null);
+    const [newName, setNewName] = useState('');
+    const [renaming, setRenaming] = useState(null);
+    const [editingStages, setEditingStages] = useState(null);
+    useEffect(()=>{
+        if (!open) return;
+        setNewName('');
+        setRenaming(null);
+        setEditingStages(null);
+    }, [
+        open
+    ]);
+    const pipelineRef = useCallback((id)=>doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, id), [
+        firestore,
+        orgId
+    ]);
+    /** One guarded write, reported as a snackbar either way. */ const run = useCallback(async (key, write, done)=>{
+        setBusy(key);
+        try {
+            const verdict = await writeGuardedBySeed({
+                subject: 'pipeline',
+                unreadable,
+                fromCache
+            }, write);
+            if (!verdict.ok) {
+                enqueueSnackbar(verdict.message, {
+                    variant: 'warning',
+                    persist: false
+                });
+                return false;
+            }
+            enqueueSnackbar(done, {
+                variant: 'success',
+                persist: false
+            });
+            return true;
+        } catch (error) {
+            console.error(error);
+            enqueueSnackbar('An error has occurred', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return false;
+        } finally{
+            setBusy(null);
+        }
+    }, [
+        unreadable,
+        fromCache,
+        enqueueSnackbar
+    ]);
+    const newProblem = newName.trim() ? pipelineNameProblem(newName, pipelines) : null;
+    const handleCreate = useCallback(async ()=>{
+        if (!(user == null ? void 0 : user.uid) || newProblem || !newName.trim()) return;
+        const ok = await run('create', async ()=>{
+            await addDoc(collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines), newPipelineDocument(newName, {
+                visibleTo: createTokens,
+                hostId,
+                uid: user.uid,
+                nowMs: Date.now()
+            }));
+        }, 'Pipeline created');
+        if (ok) setNewName('');
+    }, [
+        user,
+        newProblem,
+        newName,
+        run,
+        firestore,
+        orgId,
+        createTokens,
+        hostId
+    ]);
+    const handleRename = useCallback(async ()=>{
+        if (!renaming) return;
+        const problem = pipelineNameProblem(renaming.name, pipelines, renaming.id);
+        if (problem) {
+            enqueueSnackbar(problem, {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
+        const ok = await run(`rename:${renaming.id}`, async ()=>{
+            await updateDoc(pipelineRef(renaming.id), {
+                name: renaming.name.trim().slice(0, PIPELINE_NAME_MAX),
+                updatedAt: new Date()
+            });
+        }, 'Pipeline renamed');
+        if (ok) setRenaming(null);
+    }, [
+        renaming,
+        pipelines,
+        enqueueSnackbar,
+        run,
+        pipelineRef
+    ]);
+    const handleSetDefault = useCallback((pipeline)=>void run(`default:${pipeline.$id}`, async ()=>{
+            const batch = writeBatch(firestore);
+            const now = new Date();
+            for (const entry of pipelines){
+                if (entry.$id === pipeline.$id) {
+                    batch.update(pipelineRef(entry.$id), {
+                        isDefault: true,
+                        updatedAt: now
+                    });
+                } else if (entry.isDefault) {
+                    batch.update(pipelineRef(entry.$id), {
+                        isDefault: false,
+                        updatedAt: now
+                    });
+                }
+            }
+            await batch.commit();
+        }, `${pipeline.name} is now the default pipeline`), [
+        run,
+        firestore,
+        pipelines,
+        pipelineRef
+    ]);
+    const handleArchive = useCallback(async (pipeline)=>{
+        setBusy(`archive:${pipeline.$id}`);
+        let openDeals;
+        try {
+            const snapshot = await getCountFromServer(query(collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals), where('visibleTo', 'array-contains-any', [
+                ...visibleToTokens
+            ]), where('pipelineId', '==', pipeline.$id), where('status', '==', 'open')));
+            openDeals = snapshot.data().count;
+        } catch (error) {
+            console.error(error);
+            setBusy(null);
+            enqueueSnackbar('The open deals in this pipeline could not be counted, so it stays.', {
+                variant: 'error',
+                allowDuplicate: true
+            });
+            return;
+        }
+        const refusal = pipelineArchiveRefusal(pipeline, pipelines, openDeals);
+        if (refusal) {
+            setBusy(null);
+            enqueueSnackbar(refusal, {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
+        await run(`archive:${pipeline.$id}`, async ()=>{
+            await updateDoc(pipelineRef(pipeline.$id), {
+                archivedAt: Date.now(),
+                isDefault: false,
+                updatedAt: new Date()
+            });
+        }, `${pipeline.name} archived`);
+    }, [
+        firestore,
+        orgId,
+        visibleToTokens,
+        pipelines,
+        run,
+        pipelineRef,
+        enqueueSnackbar
+    ]);
+    const handleRestore = useCallback((pipeline)=>{
+        const problem = pipelineNameProblem(pipeline.name, pipelines, pipeline.$id);
+        if (problem) {
+            enqueueSnackbar(`${problem} Rename it after restoring, or rename the other one first.`, {
+                variant: 'warning',
+                persist: false
+            });
+            return;
+        }
+        void run(`restore:${pipeline.$id}`, async ()=>{
+            await updateDoc(pipelineRef(pipeline.$id), {
+                archivedAt: null,
+                updatedAt: new Date()
+            });
+        }, `${pipeline.name} restored`);
+    }, [
+        pipelines,
+        enqueueSnackbar,
+        run,
+        pipelineRef
+    ]);
+    const actionsFor = (pipeline)=>{
+        const archived = isPipelineArchived(pipeline);
+        const working = busy !== null;
+        return archived ? [
+            {
+                key: 'restore',
+                label: 'Restore',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiArchiveArrowUpOutline.path,
+                    size: 0.8
+                }),
+                disabled: working,
+                onClick: ()=>handleRestore(pipeline)
+            }
+        ] : [
+            {
+                key: 'stages',
+                label: 'Edit stages',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiFormatListBulleted.path,
+                    size: 0.8
+                }),
+                disabled: working,
+                onClick: ()=>setEditingStages(pipeline.$id)
+            },
+            {
+                key: 'rename',
+                label: 'Rename',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiPencilOutline.path,
+                    size: 0.8
+                }),
+                disabled: working,
+                onClick: ()=>setRenaming({
+                        id: pipeline.$id,
+                        name: pipeline.name
+                    })
+            },
+            {
+                key: 'default',
+                label: 'Set as default',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiStarOutline.path,
+                    size: 0.8
+                }),
+                disabled: working || Boolean(pipeline.isDefault),
+                disabledReason: pipeline.isDefault ? 'Already the default' : undefined,
+                onClick: ()=>handleSetDefault(pipeline)
+            },
+            {
+                key: 'archive',
+                label: 'Archive',
+                icon: /*#__PURE__*/ _jsx(MdiIcon, {
+                    path: mdiArchiveArrowDownOutline.path,
+                    size: 0.8
+                }),
+                disabled: working,
+                destructive: true,
+                onClick: ()=>void handleArchive(pipeline)
+            }
+        ];
+    };
+    const active = activePipelines(pipelines);
+    const archived = pipelines.filter((pipeline)=>isPipelineArchived(pipeline));
+    const stagesPipeline = editingStages ? (_pipelines_find = pipelines.find((pipeline)=>pipeline.$id === editingStages)) != null ? _pipelines_find : null : null;
+    const row = (pipeline)=>{
+        const stageCount = sortedStages(pipeline).filter((stage)=>stage.kind === 'open').length;
+        const isRenaming = (renaming == null ? void 0 : renaming.id) === pipeline.$id;
+        return /*#__PURE__*/ _jsx(Stack, {
+            direction: "row",
+            spacing: 1,
+            sx: {
+                alignItems: 'center',
+                py: 0.5
+            },
+            "data-pipeline-id": pipeline.$id,
+            children: isRenaming ? /*#__PURE__*/ _jsxs(_Fragment, {
+                children: [
+                    /*#__PURE__*/ _jsx(TextField, {
+                        size: "small",
+                        label: "Name",
+                        value: renaming.name,
+                        autoFocus: true,
+                        onChange: (event)=>setRenaming({
+                                id: pipeline.$id,
+                                name: event.target.value
+                            }),
+                        onKeyDown: (event)=>{
+                            if (event.key === 'Enter') {
+                                event.preventDefault();
+                                void handleRename();
+                            }
+                            if (event.key === 'Escape') setRenaming(null);
+                        },
+                        sx: {
+                            flex: 1
+                        },
+                        slotProps: {
+                            htmlInput: {
+                                maxLength: PIPELINE_NAME_MAX
+                            }
+                        }
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        onClick: ()=>setRenaming(null),
+                        disabled: busy !== null,
+                        children: 'Cancel'
+                    }),
+                    /*#__PURE__*/ _jsx(Button, {
+                        size: "small",
+                        variant: "contained",
+                        disabled: busy !== null || !renaming.name.trim(),
+                        onClick: ()=>void handleRename(),
+                        children: 'Save'
+                    })
+                ]
+            }) : /*#__PURE__*/ _jsxs(_Fragment, {
+                children: [
+                    /*#__PURE__*/ _jsxs(Stack, {
+                        sx: {
+                            flex: 1,
+                            minWidth: 0,
+                            lineHeight: 1.25
+                        },
+                        children: [
+                            /*#__PURE__*/ _jsx(Typography, {
+                                variant: "body2",
+                                noWrap: true,
+                                children: pipeline.name || 'Untitled pipeline'
+                            }),
+                            /*#__PURE__*/ _jsx(Typography, {
+                                variant: "caption",
+                                color: "text.secondary",
+                                children: `${stageCount} open ${stageCount === 1 ? 'stage' : 'stages'}`
+                            })
+                        ]
+                    }),
+                    pipeline.isDefault && !isPipelineArchived(pipeline) ? /*#__PURE__*/ _jsx(Chip, {
+                        size: "small",
+                        color: "primary",
+                        variant: "outlined",
+                        label: "Default"
+                    }) : null,
+                    isPipelineArchived(pipeline) ? /*#__PURE__*/ _jsx(Chip, {
+                        size: "small",
+                        label: "Archived"
+                    }) : null,
+                    /*#__PURE__*/ _jsx(RowActionsMenu, {
+                        items: actionsFor(pipeline),
+                        label: pipeline.name
+                    })
+                ]
+            })
+        }, pipeline.$id);
+    };
+    return /*#__PURE__*/ _jsxs(_Fragment, {
+        children: [
+            /*#__PURE__*/ _jsxs(Dialog, {
+                open: open,
+                onClose: busy ? undefined : onClose,
+                fullWidth: true,
+                maxWidth: "sm",
+                children: [
+                    /*#__PURE__*/ _jsx(DialogTitle, {
+                        children: 'Pipelines'
+                    }),
+                    /*#__PURE__*/ _jsx(DialogContent, {
+                        children: /*#__PURE__*/ _jsxs(Stack, {
+                            spacing: 1,
+                            sx: {
+                                pt: 1
+                            },
+                            children: [
+                                /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    color: "text.secondary",
+                                    children: 'A pipeline is one way your business sells — its own stages, its own board. ' + 'New deals land in the default pipeline unless the drawer picks another.'
+                                }),
+                                active.length ? active.map(row) : /*#__PURE__*/ _jsx(Typography, {
+                                    variant: "body2",
+                                    color: "text.secondary",
+                                    children: 'No active pipeline. Create one below.'
+                                }),
+                                archived.length ? /*#__PURE__*/ _jsxs(_Fragment, {
+                                    children: [
+                                        /*#__PURE__*/ _jsx(Divider, {
+                                            sx: {
+                                                my: 1
+                                            }
+                                        }),
+                                        /*#__PURE__*/ _jsx(Typography, {
+                                            variant: "caption",
+                                            color: "text.secondary",
+                                            children: 'Archived — kept so closed deals still show their stages'
+                                        }),
+                                        archived.map(row)
+                                    ]
+                                }) : null,
+                                /*#__PURE__*/ _jsx(Divider, {
+                                    sx: {
+                                        my: 1
+                                    }
+                                }),
+                                /*#__PURE__*/ _jsxs(Stack, {
+                                    direction: "row",
+                                    spacing: 1,
+                                    sx: {
+                                        alignItems: 'flex-start'
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(TextField, {
+                                            size: "small",
+                                            label: "New pipeline",
+                                            placeholder: "Renewals",
+                                            value: newName,
+                                            onChange: (event)=>setNewName(event.target.value),
+                                            onKeyDown: (event)=>{
+                                                if (event.key !== 'Enter' || !newName.trim() || newProblem) return;
+                                                event.preventDefault();
+                                                void handleCreate();
+                                            },
+                                            error: Boolean(newProblem),
+                                            helperText: newProblem != null ? newProblem : 'Starts with the default stages, which you can then edit.',
+                                            sx: {
+                                                flex: 1
+                                            },
+                                            slotProps: {
+                                                htmlInput: {
+                                                    maxLength: PIPELINE_NAME_MAX
+                                                }
+                                            }
+                                        }),
+                                        /*#__PURE__*/ _jsx(Button, {
+                                            variant: "contained",
+                                            disabled: busy !== null || !newName.trim() || Boolean(newProblem) || !(user == null ? void 0 : user.uid),
+                                            onClick: ()=>void handleCreate(),
+                                            sx: {
+                                                mt: 0.25
+                                            },
+                                            children: 'Create'
+                                        })
+                                    ]
+                                })
+                            ]
+                        })
+                    }),
+                    /*#__PURE__*/ _jsx(DialogActions, {
+                        children: /*#__PURE__*/ _jsx(Button, {
+                            onClick: onClose,
+                            disabled: busy !== null,
+                            children: 'Done'
+                        })
+                    })
+                ]
+            }),
+            /*#__PURE__*/ _jsx(PipelineStagesDialog, {
+                open: Boolean(stagesPipeline),
+                onClose: ()=>setEditingStages(null),
+                orgId: orgId,
+                pipeline: stagesPipeline,
+                fromCache: fromCache,
+                unreadable: unreadable,
+                visibleToTokens: visibleToTokens
+            })
+        ]
+    });
+}
+PipelinesDialog.displayName = 'PipelinesDialog';
+export default PipelinesDialog;
+
+//# sourceMappingURL=pipelines-dialog.js.map

package/src/lib/components/pipelines-dialog.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/pipelines-dialog.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, isPipelineArchived } from '@aglyn/aglyn'\nimport {\n  mdiArchiveArrowDownOutline,\n  mdiArchiveArrowUpOutline,\n  mdiFormatListBulleted,\n  mdiPencilOutline,\n  mdiStarOutline,\n} from '@aglyn/shared-data-mdi'\nimport { MdiIcon } from '@aglyn/shared-ui-jsx'\nimport RowActionsMenu, {\n  type RowActionsMenuItem,\n} from '@aglyn/shared-ui-jsx/components/row-actions-menu.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Chip,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Divider,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  doc,\n  getCountFromServer,\n  query,\n  updateDoc,\n  where,\n  writeBatch,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useState } from 'react'\nimport {\n  activePipelines,\n  newPipelineDocument,\n  PIPELINE_NAME_MAX,\n  type PipelineDoc,\n  pipelineArchiveRefusal,\n  pipelineNameProblem,\n  sortedStages,\n} from '../model/deal-board-model'\nimport { PipelineStagesDialog } from './pipeline-stages-dialog'\n\nexport interface PipelinesDialogProps {\n  open: boolean\n  onClose: () => void\n  orgId: string\n  /**\n   * The site this console is viewed from — provenance on a pipeline created\n   * here — or at the organization level the site the reader picked, `null`\n   * until they have (AGL-2630): a pipeline made there is the org's.\n   */\n  hostId: string | null\n  /** Every pipeline the viewer may read, archived ones included. */\n  pipelines: PipelineDoc[]\n  /** The listener's verdict on the rows, for the stale-seed guard. */\n  fromCache: boolean\n  unreadable: boolean\n  /** The scope tokens the open-deal count is filtered by — the viewer's own. */\n  visibleToTokens: readonly string[]\n  /** What a pipeline created here is stamped with. */\n  createTokens: readonly string[]\n}\n\n/**\n * The org's pipelines (AGL-2620): list, create, rename, set as default,\n * archive, and a door into each one's stages.\n *\n * ## Org documents, scoped like every CRM row\n *\n * A pipeline lives at `orgs/{orgId}/pipelines` and is stamped with the same\n * scope tokens a contact captured on this site would carry, so an agency's\n * client sees its own pipelines and the org-wide ones — the same rule the\n * board reads by. Nothing here assumes one site: the tokens come in as\n * props from `useCrmScope`, and an org-level mount passes its own.\n *\n * ## What each verb writes\n *\n * - **New pipeline** — one `addDoc` of `newPipelineDocument`: a COPY of the\n *   default stages, not the default, active. The field sits UNDER the list.\n * - **Rename** — `name` on the one document, refused when an active\n *   pipeline already has the name (`pipelineNameProblem`).\n * - **Set as default** — one batch: the flag on, and off on every other\n *   document that had it. A batch rather than two updates because two\n *   defaults for the length of a network round trip is a board that opens\n *   on either.\n * - **Archive** — `archivedAt: now`, after the server has counted the\n *   pipeline's OPEN deals and `pipelineArchiveRefusal` has agreed; the\n *   count is taken at the click because a deal can be created into the\n *   pipeline from another tab meanwhile. The default pipeline and the last\n *   active one refuse. **Restore** clears the stamp.\n * - **Edit stages** — opens the stages dialog for that pipeline, unchanged.\n */\nexport function PipelinesDialog(props: PipelinesDialogProps) {\n  const {\n    open,\n    onClose,\n    orgId,\n    hostId,\n    pipelines,\n    fromCache,\n    unreadable,\n    visibleToTokens,\n    createTokens,\n  } = props\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const [busy, setBusy] = useState<string | null>(null)\n  const [newName, setNewName] = useState('')\n  const [renaming, setRenaming] = useState<{ id: string; name: string } | null>(null)\n  const [editingStages, setEditingStages] = useState<string | null>(null)\n\n  useEffect(() => {\n    if (!open) return\n    setNewName('')\n    setRenaming(null)\n    setEditingStages(null)\n  }, [open])\n\n  const pipelineRef = useCallback(\n    (id: string) => doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines, id),\n    [firestore, orgId],\n  )\n\n  /** One guarded write, reported as a snackbar either way. */\n  const run = useCallback(\n    async (key: string, write: () => Promise<void>, done: string) => {\n      setBusy(key)\n      try {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'pipeline', unreadable, fromCache },\n          write,\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return false\n        }\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        console.error(error)\n        enqueueSnackbar('An error has occurred', { variant: 'error', allowDuplicate: true })\n        return false\n      } finally {\n        setBusy(null)\n      }\n    },\n    [unreadable, fromCache, enqueueSnackbar],\n  )\n\n  const newProblem = newName.trim() ? pipelineNameProblem(newName, pipelines) : null\n  const handleCreate = useCallback(async () => {\n    if (!user?.uid || newProblem || !newName.trim()) return\n    const ok = await run(\n      'create',\n      async () => {\n        await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.pipelines),\n          newPipelineDocument(newName, {\n            visibleTo: createTokens,\n            hostId,\n            uid: user.uid,\n            nowMs: Date.now(),\n          }),\n        )\n      },\n      'Pipeline created',\n    )\n    if (ok) setNewName('')\n  }, [user, newProblem, newName, run, firestore, orgId, createTokens, hostId])\n\n  const handleRename = useCallback(async () => {\n    if (!renaming) return\n    const problem = pipelineNameProblem(renaming.name, pipelines, renaming.id)\n    if (problem) {\n      enqueueSnackbar(problem, { variant: 'warning', persist: false })\n      return\n    }\n    const ok = await run(\n      `rename:${renaming.id}`,\n      async () => {\n        await updateDoc(pipelineRef(renaming.id), {\n          name: renaming.name.trim().slice(0, PIPELINE_NAME_MAX),\n          updatedAt: new Date(),\n        })\n      },\n      'Pipeline renamed',\n    )\n    if (ok) setRenaming(null)\n  }, [renaming, pipelines, enqueueSnackbar, run, pipelineRef])\n\n  const handleSetDefault = useCallback(\n    (pipeline: PipelineDoc) =>\n      void run(\n        `default:${pipeline.$id}`,\n        async () => {\n          const batch = writeBatch(firestore)\n          const now = new Date()\n          for (const entry of pipelines) {\n            if (entry.$id === pipeline.$id) {\n              batch.update(pipelineRef(entry.$id), { isDefault: true, updatedAt: now })\n            } else if (entry.isDefault) {\n              batch.update(pipelineRef(entry.$id), { isDefault: false, updatedAt: now })\n            }\n          }\n          await batch.commit()\n        },\n        `${pipeline.name} is now the default pipeline`,\n      ),\n    [run, firestore, pipelines, pipelineRef],\n  )\n\n  const handleArchive = useCallback(\n    async (pipeline: PipelineDoc) => {\n      setBusy(`archive:${pipeline.$id}`)\n      let openDeals: number\n      try {\n        const snapshot = await getCountFromServer(\n          query(\n            collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n            where('visibleTo', 'array-contains-any', [...visibleToTokens]),\n            where('pipelineId', '==', pipeline.$id),\n            where('status', '==', 'open'),\n          ),\n        )\n        openDeals = snapshot.data().count\n      } catch (error) {\n        console.error(error)\n        setBusy(null)\n        enqueueSnackbar('The open deals in this pipeline could not be counted, so it stays.', {\n          variant: 'error',\n          allowDuplicate: true,\n        })\n        return\n      }\n      const refusal = pipelineArchiveRefusal(pipeline, pipelines, openDeals)\n      if (refusal) {\n        setBusy(null)\n        enqueueSnackbar(refusal, { variant: 'warning', persist: false })\n        return\n      }\n      await run(\n        `archive:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), {\n            archivedAt: Date.now(),\n            isDefault: false,\n            updatedAt: new Date(),\n          })\n        },\n        `${pipeline.name} archived`,\n      )\n    },\n    [firestore, orgId, visibleToTokens, pipelines, run, pipelineRef, enqueueSnackbar],\n  )\n\n  const handleRestore = useCallback(\n    (pipeline: PipelineDoc) => {\n      const problem = pipelineNameProblem(pipeline.name, pipelines, pipeline.$id)\n      if (problem) {\n        enqueueSnackbar(`${problem} Rename it after restoring, or rename the other one first.`, {\n          variant: 'warning',\n          persist: false,\n        })\n        return\n      }\n      void run(\n        `restore:${pipeline.$id}`,\n        async () => {\n          await updateDoc(pipelineRef(pipeline.$id), { archivedAt: null, updatedAt: new Date() })\n        },\n        `${pipeline.name} restored`,\n      )\n    },\n    [pipelines, enqueueSnackbar, run, pipelineRef],\n  )\n\n  const actionsFor = (pipeline: PipelineDoc): RowActionsMenuItem[] => {\n    const archived = isPipelineArchived(pipeline)\n    const working = busy !== null\n    return archived\n      ? [\n          {\n            key: 'restore',\n            label: 'Restore',\n            icon: <MdiIcon path={mdiArchiveArrowUpOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => handleRestore(pipeline),\n          },\n        ]\n      : [\n          {\n            key: 'stages',\n            label: 'Edit stages',\n            icon: <MdiIcon path={mdiFormatListBulleted.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setEditingStages(pipeline.$id),\n          },\n          {\n            key: 'rename',\n            label: 'Rename',\n            icon: <MdiIcon path={mdiPencilOutline.path} size={0.8} />,\n            disabled: working,\n            onClick: () => setRenaming({ id: pipeline.$id, name: pipeline.name }),\n          },\n          {\n            key: 'default',\n            label: 'Set as default',\n            icon: <MdiIcon path={mdiStarOutline.path} size={0.8} />,\n            disabled: working || Boolean(pipeline.isDefault),\n            disabledReason: pipeline.isDefault ? 'Already the default' : undefined,\n            onClick: () => handleSetDefault(pipeline),\n          },\n          {\n            key: 'archive',\n            label: 'Archive',\n            icon: <MdiIcon path={mdiArchiveArrowDownOutline.path} size={0.8} />,\n            disabled: working,\n            destructive: true,\n            onClick: () => void handleArchive(pipeline),\n          },\n        ]\n  }\n\n  const active = activePipelines(pipelines)\n  const archived = pipelines.filter((pipeline) => isPipelineArchived(pipeline))\n  const stagesPipeline = editingStages\n    ? (pipelines.find((pipeline) => pipeline.$id === editingStages) ?? null)\n    : null\n\n  const row = (pipeline: PipelineDoc) => {\n    const stageCount = sortedStages(pipeline).filter((stage) => stage.kind === 'open').length\n    const isRenaming = renaming?.id === pipeline.$id\n    return (\n      <Stack\n        key={pipeline.$id}\n        direction=\"row\"\n        spacing={1}\n        sx={{ alignItems: 'center', py: 0.5 }}\n        data-pipeline-id={pipeline.$id}\n      >\n        {isRenaming ? (\n          <>\n            <TextField\n              size=\"small\"\n              label=\"Name\"\n              value={renaming.name}\n              autoFocus\n              onChange={(event) => setRenaming({ id: pipeline.$id, name: event.target.value })}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleRename()\n                }\n                if (event.key === 'Escape') setRenaming(null)\n              }}\n              sx={{ flex: 1 }}\n              slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n            />\n            <Button size=\"small\" onClick={() => setRenaming(null)} disabled={busy !== null}>\n              {'Cancel'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              disabled={busy !== null || !renaming.name.trim()}\n              onClick={() => void handleRename()}\n            >\n              {'Save'}\n            </Button>\n          </>\n        ) : (\n          <>\n            <Stack sx={{ flex: 1, minWidth: 0, lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" noWrap>\n                {pipeline.name || 'Untitled pipeline'}\n              </Typography>\n              <Typography variant=\"caption\" color=\"text.secondary\">\n                {`${stageCount} open ${stageCount === 1 ? 'stage' : 'stages'}`}\n              </Typography>\n            </Stack>\n            {pipeline.isDefault && !isPipelineArchived(pipeline) ? (\n              <Chip size=\"small\" color=\"primary\" variant=\"outlined\" label=\"Default\" />\n            ) : null}\n            {isPipelineArchived(pipeline) ? <Chip size=\"small\" label=\"Archived\" /> : null}\n            <RowActionsMenu items={actionsFor(pipeline)} label={pipeline.name} />\n          </>\n        )}\n      </Stack>\n    )\n  }\n\n  return (\n    <>\n      <Dialog open={open} onClose={busy ? undefined : onClose} fullWidth maxWidth=\"sm\">\n        <DialogTitle>{'Pipelines'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={1} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'A pipeline is one way your business sells — its own stages, its own board. ' +\n                'New deals land in the default pipeline unless the drawer picks another.'}\n            </Typography>\n            {active.length ? (\n              active.map(row)\n            ) : (\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {'No active pipeline. Create one below.'}\n              </Typography>\n            )}\n            {archived.length ? (\n              <>\n                <Divider sx={{ my: 1 }} />\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {'Archived — kept so closed deals still show their stages'}\n                </Typography>\n                {archived.map(row)}\n              </>\n            ) : null}\n            <Divider sx={{ my: 1 }} />\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n              <TextField\n                size=\"small\"\n                label=\"New pipeline\"\n                placeholder=\"Renewals\"\n                value={newName}\n                onChange={(event) => setNewName(event.target.value)}\n                onKeyDown={(event) => {\n                  if (event.key !== 'Enter' || !newName.trim() || newProblem) return\n                  event.preventDefault()\n                  void handleCreate()\n                }}\n                error={Boolean(newProblem)}\n                helperText={newProblem ?? 'Starts with the default stages, which you can then edit.'}\n                sx={{ flex: 1 }}\n                slotProps={{ htmlInput: { maxLength: PIPELINE_NAME_MAX } }}\n              />\n              <Button\n                variant=\"contained\"\n                disabled={busy !== null || !newName.trim() || Boolean(newProblem) || !user?.uid}\n                onClick={() => void handleCreate()}\n                sx={{ mt: 0.25 }}\n              >\n                {'Create'}\n              </Button>\n            </Stack>\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={onClose} disabled={busy !== null}>\n            {'Done'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      <PipelineStagesDialog\n        open={Boolean(stagesPipeline)}\n        onClose={() => setEditingStages(null)}\n        orgId={orgId}\n        pipeline={stagesPipeline}\n        fromCache={fromCache}\n        unreadable={unreadable}\n        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package/src/lib/components/recent-activity-feed.d.ts

@@ -0,0 +1,39 @@
+import { type CrmOrg } from './activity-queries';
+/** The feed's default depth — a glance, not a log. */
+export declare const RECENT_ACTIVITY_LIMIT = 10;
+export interface RecentActivityFeedProps {
+    /** The site the record is read under, or `null` at the organization level. */
+    hostId: string | null;
+    org: CrmOrg;
+    /** The newest this many, across every record. */
+    limit?: number;
+    /**
+     * The hub's mount path, for the link each row carries to its record. The
+     * shell supplies it on every hub page; a mount without one draws the
+     * record's label with no link rather than a link into nowhere.
+     */
+    basePath?: string;
+}
+/**
+ * The newest logged activity across the CRM (AGL-2600): the last few calls,
+ * emails, meetings and notes anyone on the team filed against any record,
+ * each linking to the record it is about.
+ *
+ * What the contacts landing shows under its list, so that opening the CRM
+ * answers "what has the team been doing" before anybody opens a record. One
+ * bounded listener on `(visibleTo, atMs DESC)` — the index that exists for
+ * exactly this query — filtered to what this reader may see, the same
+ * predicate the rules evaluate. Bounded to `limit` and no further: a feed
+ * is a glance, and the record's own page is where the whole log lives.
+ *
+ * A row links to its CONTACT when it has one, else its deal, else its
+ * company — `crmActivityRecordLink`'s precedence — through `crmRoutes`, so
+ * the address it builds is the one the hub resolves. Nothing is looked up
+ * to name the record: a name per row would be a document read per row of a
+ * feed drawn on every visit to the list, and the record's page names itself.
+ */
+export declare function RecentActivityFeed(props: RecentActivityFeedProps): import("react").JSX.Element;
+export declare namespace RecentActivityFeed {
+    var displayName: string;
+}
+export default RecentActivityFeed;