npm - @aglyn/plugins-crm - Versions diffs - 1.0.0-beta.181 → 1.0.0-beta.182 - Mend

@aglyn/plugins-crm 1.0.0-beta.181 → 1.0.0-beta.182

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Files changed (10) hide show

package/package.json +13 -13
package/src/lib/components/companies-section.js +2 -6
package/src/lib/components/companies-section.js.map +1 -1
package/src/lib/components/crm-list-toolbar.d.ts +27 -0
package/src/lib/components/crm-list-toolbar.js +63 -0
package/src/lib/components/crm-list-toolbar.js.map +1 -0
package/src/lib/components/deals-section.js +48 -49
package/src/lib/components/deals-section.js.map +1 -1
package/src/lib/components/leads-section.js +166 -162
package/src/lib/components/leads-section.js.map +1 -1

package/package.json CHANGED Viewed

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.181",
+  "version": "1.0.0-beta.182",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.181",
-    "@aglyn/shared-data-enums": "1.0.0-beta.181",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.181",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.181",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.181",
-    "@aglyn/shared-ui-next": "1.0.0-beta.181",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.181",
-    "@aglyn/shared-util-email": "1.0.0-beta.181",
-    "@aglyn/shared-util-http": "1.0.0-beta.181",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.181",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.181",
-    "@aglyn/tenant-runtime": "1.0.0-beta.181",
+    "@aglyn/aglyn": "1.0.0-beta.182",
+    "@aglyn/shared-data-enums": "1.0.0-beta.182",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.182",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.182",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.182",
+    "@aglyn/shared-ui-next": "1.0.0-beta.182",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.182",
+    "@aglyn/shared-util-email": "1.0.0-beta.182",
+    "@aglyn/shared-util-http": "1.0.0-beta.182",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.182",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.182",
+    "@aglyn/tenant-runtime": "1.0.0-beta.182",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/companies-section.js CHANGED Viewed

@@ -27,6 +27,7 @@ import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { NoNextActivityToggle, nextActivityColumn } from "./crm-next-activity-column.js";
 import CrmViewsControl from "./crm-views-control.js";
+import { CrmListActions } from "./crm-list-toolbar.js";
 import { TABLE_ROW_HEIGHT } from "@aglyn/shared-ui-jsx/const/table-pagination";
 import { listFilterConstraints, usePagedCollection, useFirestore } from "@aglyn/tenant-feature-instance";
 import { Button, Chip, Stack, Typography } from "@mui/material";
@@ -396,12 +397,7 @@ import { customFieldColumns } from "./contact-custom-columns.js";
         contentGutterY: true,
         contentBordered: "all",
         HeaderProps: {
-            action: /*#__PURE__*/ _jsxs(Stack, {
-                direction: "row",
-                spacing: 1,
-                sx: {
-                    alignItems: 'center'
-                },
+            action: /*#__PURE__*/ _jsxs(CrmListActions, {
                 children: [
                     /*#__PURE__*/ _jsx(CrmViewsControl, {
                         controller: views,

package/src/lib/components/companies-section.js.map CHANGED Viewed

	@@ -1 +1 @@
1	- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.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 type AglynOrgBilling,\n CRM_COLLECTIONS,\n type CrmCompany,\n filterByNextActivity,\n isNoNextActivityClause,\n pluginDocsHelp,\n crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n gridFilterRequest,\n listFilterColumn,\n type ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { NoNextActivityToggle, nextActivityColumn } from './crm-next-activity-column'\nimport CrmViewsControl from './crm-views-control'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport {\n listFilterConstraints,\n usePagedCollection,\n useFirestore,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n getGridSingleSelectOperators,\n type GridColDef,\n} from '@mui/x-data-grid'\nimport { collection, limit, orderBy, query, where } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { COMPANY_LIST_FILTER_FIELDS } from '../constants/company-filters'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CompanyCsvOptions, companiesCsv } from '../model/companies-csv'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CompanyImportButton } from './company-import-drawer'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n /* The site the list is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling>\n /* The CRM hub URL, which every company route hangs beneath. /\n basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/\n `/crm/companies` — the organizations behind the people (AGL-2597).\n \n A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n \n ## What the listener carries\n \n Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n \n ## What a filter may be\n \n The scope predicate is an array clause, and Firestore carries one per\n * query, so the word-prefix search the contact list offers cannot run here.\n * The name is a prefix range and an exact match instead, and the owner is a\n * choice from the roster — each reaching the whole collection, which is the\n * property a search must have: a company on page four is found, not reported\n * missing. `COMPANY_LIST_FILTER_FIELDS` states what the indexes serve.\n \n ## Creating is a drawer\n \n \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n \n ## Selection, the bar and the file (AGL-2621)\n \n The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Export CSV writes the loaded page through `companiesCsv()` —\n * the same file the bar writes over the selection, headed as the import\n * reads it — and Import CSV opens the companies drawer beside it.\n /\nexport function CompaniesSection(props: CompaniesSectionProps) {\n const { hostId, org, basePath } = props\n const routes = crmRoutes(basePath)\n const router = useRouter()\n const firestore = useFirestore()\n const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n /\n * The team, read once for this surface: the Owner column names a person\n * from a uid, and the create drawer picks from the same roster. One fetch\n * serves both, which is why the drawer takes it as a prop.\n /\n const members = useOrgMemberOptions(orgId)\n // The org's company fields, for the optional columns below (AGL-2661).\n const companyFields = useContactFieldDefinitions(orgId, 'company')\n\n /\n * The column filter is the saved VIEW'S first clause (AGL-2617): this\n * grid's panel holds one, and a view of companies holds that one beside\n * the columns and the sort. Declared BEFORE the listener that reads it,\n * as the filter always was — the query is rebuilt from it.\n /\n const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n /\n * ...beside the \"No next activity\" clause (AGL-2661), which is not a\n * query the listener can run — absence has no index — and narrows the\n * loaded page below instead. The grid's one clause is the first that is\n * not it, and setting the grid's clause keeps it.\n /\n const viewFilters = views.state.filters\n const filter: ListFilterRequest \| null =\n viewFilters.find((clause) => !isNoNextActivityClause(clause)) ?? null\n const setFilter = useCallback(\n (request: ListFilterRequest \| null) =>\n views.setFilters([\n ...(request ? [request] : []),\n ...viewFilters.filter(isNoNextActivityClause),\n ]),\n [views.setFilters, viewFilters],\n )\n\n const {\n rows: loaded,\n status,\n hasMore,\n page,\n setPage,\n pageSize,\n setPageSize,\n } = usePagedCollection<CompanyRow>(\n (pageLimit) => {\n if (!scope) return null\n const constraints = listFilterConstraints(\n COMPANY_LIST_FILTER_FIELDS,\n filter,\n )\n return query(\n collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n // Absent at the organization level, where the tokens are `null` (AGL-2630).\n ...crmVisibleToClause(visibleTo),\n ...(constraints ?? [orderBy('updatedAt', 'desc')]),\n limit(pageLimit),\n )\n },\n [firestore, scope, visibleTo, filter],\n { idField: '$id' },\n )\n const companies = useMemo(\n () => filterByNextActivity(loaded, viewFilters),\n [loaded, viewFilters],\n )\n const nowMs = useMemo(() => Date.now(), [])\n\n const [createOpen, setCreateOpen] = useState(false)\n const [selectedIds, setSelectedIds] = useState<string[]>([])\n /\n * The owner is written by ADDRESS, because the companies import resolves\n * an owner by email; the same options reach the bar, so the page's file\n * and the selection's are one format.\n /\n const csvOptions: CompanyCsvOptions = useMemo(\n () => ({ ownerEmail: members.emailFor }),\n [members.emailFor],\n )\n const handleExport = useCallback(() => {\n downloadTextFile('companies.csv', 'text/csv', companiesCsv(companies, csvOptions))\n }, [companies, csvOptions])\n const openCompany = useCallback(\n (id: string) => router.push(routes.company(id)),\n [router, routes],\n )\n\n const columns: GridColDef[] = useMemo(\n () => [\n {\n field: 'name',\n headerName: 'Company',\n flex: 1.6,\n minWidth: 240,\n ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Stack\n sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n >\n <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n {row.name}\n </Typography>\n {row.industry ? (\n <Typography\n variant=\"caption\"\n color=\"text.secondary\"\n sx={{ lineHeight: 1.25 }}\n noWrap\n >\n {row.industry}\n </Typography>\n ) : null}\n </Stack>\n ),\n },\n {\n field: 'domain',\n headerName: 'Domain',\n flex: 1,\n minWidth: 160,\n // Stored normalized, so it could be filtered exactly — but a domain\n // lookup is what the company suggestion on a contact does, and a\n // filter here would need an index of its own for one more way to\n // find a row the name filter already finds.\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) =>\n row.domain ? (\n <Typography variant=\"body2\">{row.domain}</Typography>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'—'}\n </Typography>\n ),\n },\n {\n field: 'contactsCount',\n headerName: 'Contacts',\n width: 110,\n align: 'right',\n headerAlign: 'right',\n /\n * The denormalized count every link moves (AGL-2613) — a stored\n * number, so a page of companies costs no read per row. Absent on a\n * company nobody has linked since the counter existed, which reads\n * as zero; the company's own page takes the live aggregate.\n /\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography\n variant=\"body2\"\n color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n >\n {Number(row.contactsCount ?? 0).toLocaleString()}\n </Typography>\n ),\n },\n {\n field: 'tags',\n headerName: 'Tags',\n flex: 1,\n minWidth: 140,\n // Written by the drawer and the bulk bar (AGL-2621); read here, not\n // filtered — a tag filter would need an `array-contains` index of\n // its own beside the scope predicate.\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n renderCell: ({ row }: { row: CompanyRow }) =>\n row.tags?.length ? (\n <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n {row.tags.slice(0, 3).map((tag) => (\n <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n ))}\n {row.tags.length > 3 ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`+${row.tags.length - 3}`}\n </Typography>\n ) : null}\n </Stack>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'—'}\n </Typography>\n ),\n },\n {\n field: 'ownerUid',\n headerName: 'Owner',\n flex: 1,\n minWidth: 160,\n sortable: false,\n /\n * A CHOICE from the roster, not a text box for a uid. The grid's\n * single-select `is` operator is what the panel offers; the handler\n * below maps it onto the declared field's `equals`, which the\n * translator turns into the equality the index serves.\n /\n type: 'singleSelect',\n valueOptions: members.options.map((option) => ({\n value: option.uid,\n label: crmMemberPickerLabel(option),\n })),\n filterable: members.options.length > 0,\n filterOperators: getGridSingleSelectOperators().filter(\n (operator) => operator.value === 'is',\n ),\n valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography\n variant=\"body2\"\n color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n >\n {row.ownerUid\n ? members.ready\n ? members.labelFor(row.ownerUid)\n : '…'\n : '—'}\n </Typography>\n ),\n },\n {\n field: 'updatedAt',\n headerName: 'Updated',\n flex: 0.8,\n minWidth: 140,\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) =>\n row.updatedAt?.seconds ? new Date(row.updatedAt.seconds 1000) : null,\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {row.updatedAt?.seconds\n ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n : '—'}\n </Typography>\n ),\n },\n // When the earliest open task against the company is due (AGL-2661).\n nextActivityColumn(nowMs),\n // The org's company fields as optional columns (AGL-2661), read off\n // the row's own `custom` map the way the contacts list reads its own.\n ...customFieldColumns(companyFields.active),\n ],\n [members, companyFields.active, nowMs],\n )\n\n /\n The grid's models are the view's (AGL-2617). The filter model shows the\n * view's clause in the panel as a typed one would appear — the owner's\n * stored `equals` back as the single-select `is` the panel offers — so a\n * view opened from its address reads as filtered, not as a mystery.\n /\n const grid = useCrmViewGrid(views, columns)\n const filterModel = useMemo(\n () => ({\n items: filter\n ? [\n {\n id: 'view',\n field: filter.field,\n operator:\n filter.field === 'ownerUid' && filter.op === 'equals' ? 'is' : filter.op,\n value: filter.value,\n },\n ]\n : [],\n }),\n [filter],\n )\n\n const newCompanyButton = (\n <Button\n size=\"small\"\n variant=\"contained\"\n color=\"primary\"\n disabled={!scope}\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n onClick={() => setCreateOpen(true)}\n >\n {'New company'}\n </Button>\n )\n\n return (\n <CardDisplay\n header={'Companies'}\n help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n HeaderProps={{\n action: (\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <CrmViewsControl controller={views} allLabel=\"All companies\" />\n <NoNextActivityToggle filters={viewFilters} onChange={views.setFilters} />\n {newCompanyButton}\n </Stack>\n ),\n }}\n >\n <Stack spacing={1.5}>\n <Stack\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n >\n <Typography variant=\"body2\" color=\"text.secondary\" sx={{ flex: 1 }}>\n {'The organizations your contacts belong to. Open one to see its ' +\n 'people, its deals and its open tasks, or to link a contact ' +\n 'to it.'}\n </Typography>\n <CompanyImportButton hostId={hostId} org={org} />\n <Button size=\"small\" onClick={handleExport} disabled={!companies.length}>\n {'Export CSV'}\n </Button>\n </Stack>\n <CompaniesBulkBar\n hostId={hostId}\n scope={scope}\n rows={companies}\n selected={selectedIds}\n onSelectedChange={setSelectedIds}\n members={members}\n csv={csvOptions}\n />\n <CrmColumnOrderProvider value={grid.columnOrder}>\n <ListTable\n rowHeight={TABLE_ROW_HEIGHT}\n columns={grid.columns}\n slots={CRM_LIST_SLOTS}\n rows={companies}\n selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n noRowsLabel=\"No companies yet\"\n noRowsDescription=\"A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.\"\n noRowsAction={newCompanyButton}\n onOpen={(id) => openCompany(String(id))}\n // An empty table while the read is in flight reads as \"you have\n // none\" rather than \"these are on their way\".\n loading={!scope \|\| status === 'loading'}\n /\n * The grid must NOT also filter. The query answers it, so a client\n * pass could only drop rows the query already matched.\n /\n filterMode=\"server\"\n filterModel={filterModel}\n onFilterModelChange={(model) => {\n const request = gridFilterRequest(model)\n setFilter(\n request && request.field === 'ownerUid' && request.op === 'is'\n ? { ...request, op: 'equals' }\n : request,\n )\n }}\n // Columns and sort are the view's, controlled (AGL-2617).\n columnVisibilityModel={grid.columnVisibilityModel}\n onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n sortModel={grid.sortModel}\n onSortModelChange={grid.onSortModelChange}\n // Paged by the footer below, so the grid must not also slice.\n hideFooter\n />\n </CrmColumnOrderProvider>\n <ListPagination\n page={page}\n pageSize={pageSize}\n rowCount={companies.length}\n hasMore={hasMore}\n onPageChange={setPage}\n onPageSizeChange={setPageSize}\n />\n </Stack>\n {/\n Mounted only while it is open, so the list pays for none of the\n drawer's state — and a fresh mount is what seeds an empty form.\n */}\n {createOpen ? (\n <CompanyEditDrawer\n open\n onClose={() => setCreateOpen(false)}\n hostId={hostId}\n org={org}\n members={members}\n onSaved={openCompany}\n />\n ) : null}\n </CardDisplay>\n )\n}\nCompaniesSection.displayName = 'CompaniesSection'\n\nexport default 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1	+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/companies-section.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 type AglynOrgBilling,\n CRM_COLLECTIONS,\n type CrmCompany,\n filterByNextActivity,\n isNoNextActivityClause,\n pluginDocsHelp,\n crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { mdiPlus } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n gridFilterRequest,\n listFilterColumn,\n type ListFilterRequest,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { NoNextActivityToggle, nextActivityColumn } from './crm-next-activity-column'\nimport CrmViewsControl from './crm-views-control'\nimport { CrmListActions } from './crm-list-toolbar'\nimport { TABLE_ROW_HEIGHT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport {\n listFilterConstraints,\n usePagedCollection,\n useFirestore,\n} from '@aglyn/tenant-feature-instance'\nimport { Button, Chip, Stack, Typography } from '@mui/material'\nimport {\n getGridSingleSelectOperators,\n type GridColDef,\n} from '@mui/x-data-grid'\nimport { collection, limit, orderBy, query, where } from 'firebase/firestore'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useMemo, useState } from 'react'\nimport { COMPANY_LIST_FILTER_FIELDS } from '../constants/company-filters'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { useOrgMemberOptions } from '../hooks/use-org-member-options'\nimport { type CompanyCsvOptions, companiesCsv } from '../model/companies-csv'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport CompaniesBulkBar from './companies-bulk-bar'\nimport CompanyEditDrawer from './company-edit-drawer'\nimport { CompanyImportButton } from './company-import-drawer'\nimport { customFieldColumns } from './contact-custom-columns'\n\nexport interface CompaniesSectionProps {\n /* The site the list is read under, or `null` at the organization level. /\n hostId: string \| null\n org?: Partial<AglynOrgBilling>\n /* The CRM hub URL, which every company route hangs beneath. /\n basePath: string\n}\n\ntype CompanyRow = Partial<CrmCompany> & { $id: string; updatedAt?: any }\n\n/\n `/crm/companies` — the organizations behind the people (AGL-2597).\n \n A section of its own rather than a column on the contact list, because a\n * company is known by several contacts and carries records of its own: a\n * domain the email suggestion keys on, an address, an owner, and the deals\n * and tasks filed against it. The row opens `/crm/companies/{id}`, where all\n * of that lives; this list is the cheaper surface and reads nothing a row\n * does not show.\n \n ## What the listener carries\n \n Paged and ordered by the server — `updatedAt desc`, so a company somebody\n * just touched is on page one — and SCOPED by the same `visibleTo\n * array-contains-any` predicate the contact list runs. That predicate is what\n * the rules evaluate: a filtered query is provable per document, and an\n * unfiltered one is refused rather than quietly returning the whole org's\n * accounts to a site that may see one client's.\n \n ## What a filter may be\n \n The scope predicate is an array clause, and Firestore carries one per\n * query, so the word-prefix search the contact list offers cannot run here.\n * The name is a prefix range and an exact match instead, and the owner is a\n * choice from the roster — each reaching the whole collection, which is the\n * property a search must have: a company on page four is found, not reported\n * missing. `COMPANY_LIST_FILTER_FIELDS` states what the indexes serve.\n \n ## Creating is a drawer\n \n \"New company\" opens the same eight-field drawer the company's page edits\n * with, and the new record's page opens when it is saved. A form above a\n * list has nowhere to grow, and this one has an address in it.\n \n ## Selection, the bar and the file (AGL-2621)\n \n The rows are selectable, and a selection raises `CompaniesBulkBar` over\n * the table. Export CSV writes the loaded page through `companiesCsv()` —\n * the same file the bar writes over the selection, headed as the import\n * reads it — and Import CSV opens the companies drawer beside it.\n /\nexport function CompaniesSection(props: CompaniesSectionProps) {\n const { hostId, org, basePath } = props\n const routes = crmRoutes(basePath)\n const router = useRouter()\n const firestore = useFirestore()\n const { scope, orgId, visibleTo } = useCrmScope({ hostId, org })\n /\n * The team, read once for this surface: the Owner column names a person\n * from a uid, and the create drawer picks from the same roster. One fetch\n * serves both, which is why the drawer takes it as a prop.\n /\n const members = useOrgMemberOptions(orgId)\n // The org's company fields, for the optional columns below (AGL-2661).\n const companyFields = useContactFieldDefinitions(orgId, 'company')\n\n /\n * The column filter is the saved VIEW'S first clause (AGL-2617): this\n * grid's panel holds one, and a view of companies holds that one beside\n * the columns and the sort. Declared BEFORE the listener that reads it,\n * as the filter always was — the query is rebuilt from it.\n /\n const views = useCrmSavedView({ section: 'companies', hostId, org, basePath })\n /\n * ...beside the \"No next activity\" clause (AGL-2661), which is not a\n * query the listener can run — absence has no index — and narrows the\n * loaded page below instead. The grid's one clause is the first that is\n * not it, and setting the grid's clause keeps it.\n /\n const viewFilters = views.state.filters\n const filter: ListFilterRequest \| null =\n viewFilters.find((clause) => !isNoNextActivityClause(clause)) ?? null\n const setFilter = useCallback(\n (request: ListFilterRequest \| null) =>\n views.setFilters([\n ...(request ? [request] : []),\n ...viewFilters.filter(isNoNextActivityClause),\n ]),\n [views.setFilters, viewFilters],\n )\n\n const {\n rows: loaded,\n status,\n hasMore,\n page,\n setPage,\n pageSize,\n setPageSize,\n } = usePagedCollection<CompanyRow>(\n (pageLimit) => {\n if (!scope) return null\n const constraints = listFilterConstraints(\n COMPANY_LIST_FILTER_FIELDS,\n filter,\n )\n return query(\n collection(firestore, scope[0], scope[1], CRM_COLLECTIONS.companies),\n // Absent at the organization level, where the tokens are `null` (AGL-2630).\n ...crmVisibleToClause(visibleTo),\n ...(constraints ?? [orderBy('updatedAt', 'desc')]),\n limit(pageLimit),\n )\n },\n [firestore, scope, visibleTo, filter],\n { idField: '$id' },\n )\n const companies = useMemo(\n () => filterByNextActivity(loaded, viewFilters),\n [loaded, viewFilters],\n )\n const nowMs = useMemo(() => Date.now(), [])\n\n const [createOpen, setCreateOpen] = useState(false)\n const [selectedIds, setSelectedIds] = useState<string[]>([])\n /\n * The owner is written by ADDRESS, because the companies import resolves\n * an owner by email; the same options reach the bar, so the page's file\n * and the selection's are one format.\n /\n const csvOptions: CompanyCsvOptions = useMemo(\n () => ({ ownerEmail: members.emailFor }),\n [members.emailFor],\n )\n const handleExport = useCallback(() => {\n downloadTextFile('companies.csv', 'text/csv', companiesCsv(companies, csvOptions))\n }, [companies, csvOptions])\n const openCompany = useCallback(\n (id: string) => router.push(routes.company(id)),\n [router, routes],\n )\n\n const columns: GridColDef[] = useMemo(\n () => [\n {\n field: 'name',\n headerName: 'Company',\n flex: 1.6,\n minWidth: 240,\n ...listFilterColumn(COMPANY_LIST_FILTER_FIELDS, 'name'),\n valueGetter: (_value, row: CompanyRow) => String(row.name ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Stack\n sx={{ justifyContent: 'center', height: '100%', lineHeight: 1.25 }}\n >\n <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n {row.name}\n </Typography>\n {row.industry ? (\n <Typography\n variant=\"caption\"\n color=\"text.secondary\"\n sx={{ lineHeight: 1.25 }}\n noWrap\n >\n {row.industry}\n </Typography>\n ) : null}\n </Stack>\n ),\n },\n {\n field: 'domain',\n headerName: 'Domain',\n flex: 1,\n minWidth: 160,\n // Stored normalized, so it could be filtered exactly — but a domain\n // lookup is what the company suggestion on a contact does, and a\n // filter here would need an index of its own for one more way to\n // find a row the name filter already finds.\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => String(row.domain ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) =>\n row.domain ? (\n <Typography variant=\"body2\">{row.domain}</Typography>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'—'}\n </Typography>\n ),\n },\n {\n field: 'contactsCount',\n headerName: 'Contacts',\n width: 110,\n align: 'right',\n headerAlign: 'right',\n /\n * The denormalized count every link moves (AGL-2613) — a stored\n * number, so a page of companies costs no read per row. Absent on a\n * company nobody has linked since the counter existed, which reads\n * as zero; the company's own page takes the live aggregate.\n /\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => Number(row.contactsCount ?? 0),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography\n variant=\"body2\"\n color={row.contactsCount ? 'text.primary' : 'text.secondary'}\n >\n {Number(row.contactsCount ?? 0).toLocaleString()}\n </Typography>\n ),\n },\n {\n field: 'tags',\n headerName: 'Tags',\n flex: 1,\n minWidth: 140,\n // Written by the drawer and the bulk bar (AGL-2621); read here, not\n // filtered — a tag filter would need an `array-contains` index of\n // its own beside the scope predicate.\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) => (row.tags ?? []).join(', '),\n renderCell: ({ row }: { row: CompanyRow }) =>\n row.tags?.length ? (\n <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', overflow: 'hidden' }}>\n {row.tags.slice(0, 3).map((tag) => (\n <Chip key={tag} size=\"small\" variant=\"outlined\" label={tag} />\n ))}\n {row.tags.length > 3 ? (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {`+${row.tags.length - 3}`}\n </Typography>\n ) : null}\n </Stack>\n ) : (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {'—'}\n </Typography>\n ),\n },\n {\n field: 'ownerUid',\n headerName: 'Owner',\n flex: 1,\n minWidth: 160,\n sortable: false,\n /\n * A CHOICE from the roster, not a text box for a uid. The grid's\n * single-select `is` operator is what the panel offers; the handler\n * below maps it onto the declared field's `equals`, which the\n * translator turns into the equality the index serves.\n /\n type: 'singleSelect',\n valueOptions: members.options.map((option) => ({\n value: option.uid,\n label: crmMemberPickerLabel(option),\n })),\n filterable: members.options.length > 0,\n filterOperators: getGridSingleSelectOperators().filter(\n (operator) => operator.value === 'is',\n ),\n valueGetter: (_value, row: CompanyRow) => String(row.ownerUid ?? ''),\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography\n variant=\"body2\"\n color={row.ownerUid ? 'text.primary' : 'text.secondary'}\n >\n {row.ownerUid\n ? members.ready\n ? members.labelFor(row.ownerUid)\n : '…'\n : '—'}\n </Typography>\n ),\n },\n {\n field: 'updatedAt',\n headerName: 'Updated',\n flex: 0.8,\n minWidth: 140,\n filterable: false,\n sortable: false,\n valueGetter: (_value, row: CompanyRow) =>\n row.updatedAt?.seconds ? new Date(row.updatedAt.seconds 1000) : null,\n renderCell: ({ row }: { row: CompanyRow }) => (\n <Typography variant=\"caption\" color=\"text.secondary\">\n {row.updatedAt?.seconds\n ? new Date(row.updatedAt.seconds * 1000).toLocaleDateString()\n : '—'}\n </Typography>\n ),\n },\n // When the earliest open task against the company is due (AGL-2661).\n nextActivityColumn(nowMs),\n // The org's company fields as optional columns (AGL-2661), read off\n // the row's own `custom` map the way the contacts list reads its own.\n ...customFieldColumns(companyFields.active),\n ],\n [members, companyFields.active, nowMs],\n )\n\n /\n The grid's models are the view's (AGL-2617). The filter model shows the\n * view's clause in the panel as a typed one would appear — the owner's\n * stored `equals` back as the single-select `is` the panel offers — so a\n * view opened from its address reads as filtered, not as a mystery.\n /\n const grid = useCrmViewGrid(views, columns)\n const filterModel = useMemo(\n () => ({\n items: filter\n ? [\n {\n id: 'view',\n field: filter.field,\n operator:\n filter.field === 'ownerUid' && filter.op === 'equals' ? 'is' : filter.op,\n value: filter.value,\n },\n ]\n : [],\n }),\n [filter],\n )\n\n const newCompanyButton = (\n <Button\n size=\"small\"\n variant=\"contained\"\n color=\"primary\"\n disabled={!scope}\n startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n onClick={() => setCreateOpen(true)}\n >\n {'New company'}\n </Button>\n )\n\n return (\n <CardDisplay\n header={'Companies'}\n help={pluginDocsHelp('companies', { anchor: '#the-companies-list' })}\n contentGutterX\n contentGutterY\n contentBordered=\"all\"\n HeaderProps={{\n action: (\n <CrmListActions>\n <CrmViewsControl controller={views} allLabel=\"All companies\" />\n <NoNextActivityToggle filters={viewFilters} onChange={views.setFilters} />\n {newCompanyButton}\n </CrmListActions>\n ),\n }}\n >\n <Stack spacing={1.5}>\n <Stack\n direction=\"row\"\n spacing={1}\n sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n >\n <Typography variant=\"body2\" color=\"text.secondary\" sx={{ flex: 1 }}>\n {'The organizations your contacts belong to. Open one to see its ' +\n 'people, its deals and its open tasks, or to link a contact ' +\n 'to it.'}\n </Typography>\n <CompanyImportButton hostId={hostId} org={org} />\n <Button size=\"small\" onClick={handleExport} disabled={!companies.length}>\n {'Export CSV'}\n </Button>\n </Stack>\n <CompaniesBulkBar\n hostId={hostId}\n scope={scope}\n rows={companies}\n selected={selectedIds}\n onSelectedChange={setSelectedIds}\n members={members}\n csv={csvOptions}\n />\n <CrmColumnOrderProvider value={grid.columnOrder}>\n <ListTable\n rowHeight={TABLE_ROW_HEIGHT}\n columns={grid.columns}\n slots={CRM_LIST_SLOTS}\n rows={companies}\n selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n noRowsLabel=\"No companies yet\"\n noRowsDescription=\"A company groups the contacts who work at one business, with its domain, owner and address. Create the first one, or link a contact to a company from their page.\"\n noRowsAction={newCompanyButton}\n onOpen={(id) => openCompany(String(id))}\n // An empty table while the read is in flight reads as \"you have\n // none\" rather than \"these are on their way\".\n loading={!scope \|\| status === 'loading'}\n /\n * The grid must NOT also filter. The query answers it, so a client\n * pass could only drop rows the query already matched.\n /\n filterMode=\"server\"\n filterModel={filterModel}\n onFilterModelChange={(model) => {\n const request = gridFilterRequest(model)\n setFilter(\n request && request.field === 'ownerUid' && request.op === 'is'\n ? { ...request, op: 'equals' }\n : request,\n )\n }}\n // Columns and sort are the view's, controlled (AGL-2617).\n columnVisibilityModel={grid.columnVisibilityModel}\n onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n sortModel={grid.sortModel}\n onSortModelChange={grid.onSortModelChange}\n // Paged by the footer below, so the grid must not also slice.\n hideFooter\n />\n </CrmColumnOrderProvider>\n <ListPagination\n page={page}\n pageSize={pageSize}\n rowCount={companies.length}\n hasMore={hasMore}\n onPageChange={setPage}\n onPageSizeChange={setPageSize}\n />\n </Stack>\n {/\n Mounted only while it is open, so the list pays for none of the\n drawer's state — and a fresh mount is what seeds an empty form.\n */}\n {createOpen ? 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package/src/lib/components/crm-list-toolbar.d.ts ADDED Viewed

@@ -0,0 +1,27 @@
+/**
+ * @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.
+ */
+import type { ReactNode } from 'react';
+/** The card's record actions, top right, wrapping under the title when narrow. */
+export declare function CrmListActions({ children }: {
+    children: ReactNode;
+}): import("react").JSX.Element;
+/** The list's filters, above the grid, left-aligned and wrapping. */
+export declare function CrmListToolbar({ label, children, }: {
+    /** What the toolbar filters, for assistive technology ("Lead filters"). */
+    label: string;
+    children: ReactNode;
+}): import("react").JSX.Element;

package/src/lib/components/crm-list-toolbar.js ADDED Viewed

@@ -0,0 +1,63 @@
+import { jsx as _jsx } from "react/jsx-runtime";
+/**
+ * @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.
+ */ import { Stack } from "@mui/material";
+/*
+ * The two halves of a CRM list card's chrome (AGL-3311).
+ *
+ * A list card has record actions (Import CSV, Export CSV, New …) and list
+ * filters (the saved view, the selects, the search). Neither belongs in
+ * `CardDisplay`'s `actions`: that is MUI's `CardActions`, a footer, so a list
+ * that passes them there draws its filters under the grid and, once the row
+ * outgrows the card, clips the create button off its right edge.
+ *
+ * The record actions go in the card header's action slot, as
+ * `HeaderProps={{ action: <CrmListActions>…</CrmListActions> }}`; the filters
+ * go in `<CrmListToolbar>` directly above the grid. Both wrap rather than
+ * overflow, so the card holds at any width.
+ */ /** The card's record actions, top right, wrapping under the title when narrow. */ export function CrmListActions({ children }) {
+    return /*#__PURE__*/ _jsx(Stack, {
+        direction: "row",
+        useFlexGap: true,
+        sx: {
+            alignItems: 'center',
+            justifyContent: 'flex-end',
+            flexWrap: 'wrap',
+            gap: 1,
+            // A button wraps as a whole, never its label across two lines.
+            '& .MuiButton-root': {
+                whiteSpace: 'nowrap'
+            }
+        },
+        children: children
+    });
+}
+/** The list's filters, above the grid, left-aligned and wrapping. */ export function CrmListToolbar({ label, children }) {
+    return /*#__PURE__*/ _jsx(Stack, {
+        direction: "row",
+        role: "toolbar",
+        "aria-label": label,
+        useFlexGap: true,
+        sx: {
+            alignItems: 'center',
+            flexWrap: 'wrap',
+            gap: 1
+        },
+        children: children
+    });
+}
+//# sourceMappingURL=crm-list-toolbar.js.map

package/src/lib/components/crm-list-toolbar.js.map ADDED Viewed

@@ -0,0 +1 @@

+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/crm-list-toolbar.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\nimport { Stack } from '@mui/material'\nimport type { ReactNode } from 'react'\n\n/*\n * The two halves of a CRM list card's chrome (AGL-3311).\n *\n * A list card has record actions (Import CSV, Export CSV, New …) and list\n * filters (the saved view, the selects, the search). Neither belongs in\n * `CardDisplay`'s `actions`: that is MUI's `CardActions`, a footer, so a list\n * that passes them there draws its filters under the grid and, once the row\n * outgrows the card, clips the create button off its right edge.\n *\n * The record actions go in the card header's action slot, as\n * `HeaderProps={{ action: <CrmListActions>…</CrmListActions> }}`; the filters\n * go in `<CrmListToolbar>` directly above the grid. Both wrap rather than\n * overflow, so the card holds at any width.\n */\n\n/** The card's record actions, top right, wrapping under the title when narrow. */\nexport function CrmListActions({ children }: { children: ReactNode }) {\n return (\n <Stack\n direction=\"row\"\n useFlexGap\n sx={{\n alignItems: 'center',\n justifyContent: 'flex-end',\n flexWrap: 'wrap',\n gap: 1,\n // A button wraps as a whole, never its label across two lines.\n '& .MuiButton-root': { whiteSpace: 'nowrap' },\n }}\n >\n {children}\n </Stack>\n )\n}\n\n/** The list's filters, above the grid, left-aligned and wrapping. */\nexport function CrmListToolbar({\n label,\n children,\n}: {\n /** What the toolbar filters, for assistive technology (\"Lead filters\"). */\n label: string\n children: ReactNode\n}) {\n return (\n <Stack\n direction=\"row\"\n role=\"toolbar\"\n aria-label={label}\n useFlexGap\n sx={{ alignItems: 'center', flexWrap: 'wrap', gap: 1 }}\n >\n {children}\n </Stack>\n )\n}\n"],"names":["Stack","CrmListActions","children","direction","useFlexGap","sx","alignItems","justifyContent","flexWrap","gap","whiteSpace","CrmListToolbar","label","role","aria-label"],"mappings":";AAAA;;;;;;;;;;;;;;;CAeC,GAED,SAASA,KAAK,QAAQ,gBAAe;AAGrC;;;;;;;;;;;;;CAaC,GAED,gFAAgF,GAChF,OAAO,SAASC,eAAe,EAAEC,QAAQ,EAA2B;IAClE,qBACE,KAACF;QACCG,WAAU;QACVC,UAAU;QACVC,IAAI;YACFC,YAAY;YACZC,gBAAgB;YAChBC,UAAU;YACVC,KAAK;YACL,+DAA+D;YAC/D,qBAAqB;gBAAEC,YAAY;YAAS;QAC9C;kBAECR;;AAGP;AAEA,mEAAmE,GACnE,OAAO,SAASS,eAAe,EAC7BC,KAAK,EACLV,QAAQ,EAKT;IACC,qBACE,KAACF;QACCG,WAAU;QACVU,MAAK;QACLC,cAAYF;QACZR,UAAU;QACVC,IAAI;YAAEC,YAAY;YAAUE,UAAU;YAAQC,KAAK;QAAE;kBAEpDP;;AAGP"}

package/src/lib/components/deals-section.js CHANGED Viewed

@@ -22,6 +22,7 @@ import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.
 import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
 import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
+import { CrmListActions } from "./crm-list-toolbar.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { NoNextActivityToggle, nextActivityColumn } from "./crm-next-activity-column.js";
 import CrmViewsControl from "./crm-views-control.js";
@@ -401,57 +402,36 @@ import { PipelinesDialog } from "./pipelines-dialog.js";
                 help: pluginDocsHelp('deals', {
                     anchor: '#the-board-and-the-table'
                 }),
-                actions: /*#__PURE__*/ _jsxs(Stack, {
-                    direction: "row",
-                    spacing: 1,
-                    sx: {
-                        alignItems: 'center'
-                    },
-                    children: [
-                        activePipelines.length > 1 ? /*#__PURE__*/ _jsx(TextField, {
-                            select: true,
-                            size: "small",
-                            label: "Pipeline",
-                            value: (_ref4 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref4 : '',
-                            onChange: (event)=>setPipelineId(event.target.value),
-                            sx: {
-                                minWidth: 160
-                            },
-                            slotProps: {
-                                select: {
-                                    'aria-label': 'Pipeline'
-                                }
-                            },
-                            children: activePipelines.map((entry)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                    value: entry.$id,
-                                    children: entry.name
-                                }, entry.$id))
-                        }) : null,
-                        /*#__PURE__*/ _jsx(Button, {
-                            size: "small",
-                            startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
-                                path: mdiCogOutline.path,
-                                size: 0.8
-                            }),
-                            disabled: !scope.orgId || pipelineState.status === 'loading',
-                            onClick: ()=>setManagingPipelines(true),
-                            children: 'Pipelines'
-                        }),
-                        /*#__PURE__*/ _jsx(Button, {
-                            size: "small",
-                            variant: "contained",
-                            startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
-                                path: mdiPlus.path,
-                                size: 0.8
-                            }),
-                            disabled: !pipeline || !scope.orgId,
-                            onClick: ()=>setCreating(true),
-                            children: 'New deal'
-                        })
-                    ]
-                }),
                 contentGutterX: true,
                 contentGutterY: true,
+                HeaderProps: {
+                    // The record actions, top right and never clipped (AGL-3311).
+                    action: /*#__PURE__*/ _jsxs(CrmListActions, {
+                        children: [
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                    path: mdiCogOutline.path,
+                                    size: 0.8
+                                }),
+                                disabled: !scope.orgId || pipelineState.status === 'loading',
+                                onClick: ()=>setManagingPipelines(true),
+                                children: 'Pipelines'
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                    path: mdiPlus.path,
+                                    size: 0.8
+                                }),
+                                disabled: !pipeline || !scope.orgId,
+                                onClick: ()=>setCreating(true),
+                                children: 'New deal'
+                            })
+                        ]
+                    })
+                },
                 children: /*#__PURE__*/ _jsxs(Stack, {
                     spacing: 2,
                     children: [
@@ -481,6 +461,25 @@ import { PipelinesDialog } from "./pipelines-dialog.js";
                                         flex: 1
                                     }
                                 }),
+                                activePipelines.length > 1 ? /*#__PURE__*/ _jsx(TextField, {
+                                    select: true,
+                                    size: "small",
+                                    label: "Pipeline",
+                                    value: (_ref4 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref4 : '',
+                                    onChange: (event)=>setPipelineId(event.target.value),
+                                    sx: {
+                                        minWidth: 160
+                                    },
+                                    slotProps: {
+                                        select: {
+                                            'aria-label': 'Pipeline'
+                                        }
+                                    },
+                                    children: activePipelines.map((entry)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                            value: entry.$id,
+                                            children: entry.name
+                                        }, entry.$id))
+                                }) : null,
                                 /*#__PURE__*/ _jsxs(ToggleButtonGroup, {
                                     exclusive: true,
                                     size: "small",