@aglyn/plugins-crm 1.0.0-beta.181 → 1.0.0-beta.183

package/src/lib/components/deals-section.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-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 ConsolePluginPageProps,\n  type CrmDealStatus,\n  dealStageById,\n  filterByNextActivity,\n  findOrgMember,\n  isNoNextActivityClause,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} 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 { 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 EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n  usePagedDeals,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealImportButton } from './deal-import-drawer'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by the query, with a status toggle; it is where the closed history\n * is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Export CSV beside the status toggle writes the page through\n * `dealsCsv()`, naming the pipeline, the stage and the owner; the bar\n * writes the same file over the selection.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // The status is the query's clause; the \"No next activity\" clause beside\n  // it (AGL-2661) narrows the loaded page and survives a status change.\n  const viewFilters = views.state.filters\n  const setStatusFilter = useCallback(\n    (next: StatusFilter) =>\n      views.setFilters([\n        ...(next === 'all' ? [] : [{ field: 'status', op: 'equals', value: next }]),\n        ...viewFilters.filter(isNoNextActivityClause),\n      ]),\n    [views.setFilters, viewFilters],\n  )\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  const paged = usePagedDeals(\n    view === 'table' ? scope.orgId : null,\n    scope.visibleTo,\n    statusFilter,\n    pipeline?.$id ?? null,\n  )\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [statusFilter, paged.page])\n  const csvOptions: DealCsvOptions = useMemo(\n    () => ({\n      pipelineName: (id) => pipelineState.pipelineById(id)?.name,\n      stageName: (pipelineId, stageId) =>\n        dealStageById(pipelineState.pipelineById(pipelineId), stageId)?.name,\n      ownerEmail: (uid) => {\n        const member = findOrgMember(roster.members, uid)\n        return member?.email || member?.label || uid\n      },\n    }),\n    [pipelineState, roster.members],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions))\n  }, [paged.rows, csvOptions])\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs],\n  )\n  const tableRows = useMemo(\n    () => filterByNextActivity(paged.rows, viewFilters),\n    [paged.rows, viewFilters],\n  )\n  /* The table's column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        actions={\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <Button\n              size=\"small\"\n              startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n              disabled={!scope.orgId || pipelineState.status === 'loading'}\n              onClick={() => setManagingPipelines(true)}\n            >\n              {'Pipelines'}\n            </Button>\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n              disabled={!pipeline || !scope.orgId}\n              onClick={() => setCreating(true)}\n            >\n              {'New deal'}\n            </Button>\n          </Stack>\n        }\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          <Stack\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Figure label=\"Open deals\" value={summary.openCount.toLocaleString()} />\n            <Figure label=\"Pipeline value\" value={formatAmountByCurrency(summary.valueByCurrency)} />\n            <Figure label=\"Weighted value\" value={formatAmountByCurrency(summary.weightedByCurrency)} />\n            <Stack sx={{ flex: 1 }} />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? (\n            <Alert severity=\"info\">\n              {'This site has no organization, so it has no pipeline.'}\n            </Alert>\n          ) : pipelineState.status === 'error' ? (\n            <Alert severity=\"warning\">\n              {'The pipeline could not be read. Deals need the \"Manage data\" permission.'}\n            </Alert>\n          ) : pipelineLoading ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <CircularProgress size={18} />\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {pipelineState.seeding ? 'Setting up your Sales pipeline…' : 'Loading the pipeline…'}\n              </Typography>\n            </Stack>\n          ) : view === 'board' && pipeline ? (\n            <>\n              {open.status === 'success' && open.data.length === 0 ? (\n                <EmptyStateComponent\n                  compact\n                  label={'No open deals yet'}\n                  description={'A deal is a sale in progress, moved across the stages below as it advances.'}\n                  action={\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                      disabled={!pipeline || !scope.orgId}\n                      onClick={() => setCreating(true)}\n                    >\n                      {'New deal'}\n                    </Button>\n                  }\n                />\n              ) : null}\n              <DealBoard\n                pipeline={pipeline}\n                deals={open.data}\n                won={closedExpanded && won.status !== 'loading' ? won.data : null}\n                lost={closedExpanded && lost.status !== 'loading' ? lost.data : null}\n                closedExpanded={closedExpanded}\n                onToggleClosed={() => setClosedExpanded((current) => !current)}\n                labelFor={roster.nameOf}\n                moving={moving}\n                onOpen={openDeal}\n                onMove={handleMove}\n                onWon={handleWon}\n                onLost={handleLost}\n                nowMs={nowMs}\n              />\n            </>\n          ) : (\n            <Stack spacing={1.5}>\n              {/* The view this table is showing, beside the status it narrows by (AGL-2617). */}\n              <Stack\n                direction=\"row\"\n                spacing={2}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <ToggleButtonGroup\n                  exclusive\n                  size=\"small\"\n                  value={statusFilter}\n                  onChange={(_event, next) => {\n                    if (next) setStatusFilter(next as StatusFilter)\n                  }}\n                  aria-label=\"Status\"\n                >\n                  <ToggleButton value=\"all\">{'All'}</ToggleButton>\n                  <ToggleButton value=\"open\">{'Open'}</ToggleButton>\n                  <ToggleButton value=\"won\">{'Won'}</ToggleButton>\n                  <ToggleButton value=\"lost\">{'Lost'}</ToggleButton>\n                </ToggleButtonGroup>\n                <NoNextActivityToggle filters={viewFilters} onChange={views.setFilters} />\n                <Stack sx={{ flex: 1 }} />\n                <DealImportButton hostId={hostId} />\n                <Button size=\"small\" onClick={handleExport} disabled={!paged.rows.length}>\n                  {'Export CSV'}\n                </Button>\n              </Stack>\n              {paged.status === 'success' && paged.rows.length === 0 && paged.page === 0 ? (\n                <EmptyStateComponent\n                  label={statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`}\n                  description={\n                    statusFilter === 'all'\n                      ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n                      : undefined\n                  }\n                  action={\n                    statusFilter === 'all' ? (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                        disabled={!pipeline || !scope.orgId}\n                        onClick={() => setCreating(true)}\n                      >\n                        {'New deal'}\n                      </Button>\n                    ) : undefined\n                  }\n                />\n              ) : (\n                <>\n                  <DealsBulkBar\n                    hostId={hostId}\n                    scope={scope.scope}\n                    rows={tableRows}\n                    selected={selectedIds}\n                    onSelectedChange={setSelectedIds}\n                    pipelineById={pipelineState.pipelineById}\n                    roster={roster}\n                    api={api}\n                    csv={csvOptions}\n                  />\n                  <CrmColumnOrderProvider value={grid.columnOrder}>\n                    <ListTable\n                      rows={tableRows}\n                      columns={grid.columns}\n                      slots={CRM_LIST_SLOTS}\n                      selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                      onOpen={(_id, row) => openDeal(row as DealDoc)}\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                      hideFooter\n                    />\n                  </CrmColumnOrderProvider>\n                  <ListPagination\n                    page={paged.page}\n                    pageSize={paged.pageSize}\n                    rowCount={paged.rows.length}\n                    hasMore={paged.hasMore}\n                    onPageChange={paged.setPage}\n                    onPageSizeChange={paged.setPageSize}\n                  />\n                </>\n              )}\n            </Stack>\n          )}\n        </Stack>\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        pipelines={activePipelines}\n        defaultPipeline={pipeline}\n      />\n      <PipelinesDialog\n        open={managingPipelines}\n        onClose={() => setManagingPipelines(false)}\n        orgId={scope.orgId ?? ''}\n        // A pipeline made here is stamped the way the seeded default is\n        // (`usePipeline`): the site's own tokens under a site; at the\n        // organization level the org token, with the picked site as its\n        // provenance (AGL-2630).\n        hostId={scope.createHostId}\n        pipelines={pipelineState.pipelines}\n        fromCache={pipelineState.fromCache}\n        unreadable={pipelineState.status === 'error'}\n        visibleToTokens={scope.visibleTo}\n        createTokens={scope.level === 'site' ? scope.createTokens : ORG_PIPELINE_TOKENS}\n      />\n      <LostReasonDialog\n        open={Boolean(losing)}\n        dealTitle={losing?.title ?? ''}\n        onClose={() => setLosing(null)}\n        onConfirm={confirmLost}\n      />\n    </>\n  )\n}\nDealsSection.displayName = 'DealsSection'\n\nfunction Figure(props: { label: string; value: string }) {\n  return (\n    <Stack sx={{ lineHeight: 1.2 }}>\n      <Typography variant=\"caption\" color=\"text.secondary\">\n        {props.label}\n      </Typography>\n      <Typography variant=\"h6\" component=\"span\">\n        {props.value}\n      </Typography>\n    </Stack>\n  )\n}\nFigure.displayName = 'Figure'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deals-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 ConsolePluginPageProps,\n  type CrmDealStatus,\n  dealStageById,\n  filterByNextActivity,\n  findOrgMember,\n  isNoNextActivityClause,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport {\n  mdiCogOutline,\n  mdiPlus,\n  mdiTableLarge,\n  mdiViewColumnOutline,\n} 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 { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CrmListActions } from './crm-list-toolbar'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport { NoNextActivityToggle, nextActivityColumn } from './crm-next-activity-column'\nimport CrmViewsControl from './crm-views-control'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  Alert,\n  Button,\n  Chip,\n  CircularProgress,\n  MenuItem,\n  Stack,\n  TextField,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { useRouter } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useDealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n  BOARD_CLOSED_LIMIT,\n  BOARD_OPEN_LIMIT,\n  useDealsByStatus,\n  usePagedDeals,\n} from '../hooks/use-deals'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { usePipeline } from '../hooks/use-pipeline'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { type DealCsvOptions, dealsCsv } from '../model/deals-csv'\nimport {\n  boardSummary,\n  DEAL_STATUS_LABELS,\n  type DealDoc,\n  formatAmountByCurrency,\n  formatMoney,\n} from '../model/deal-board-model'\nimport { customFieldColumns } from './contact-custom-columns'\nimport { DealBoard } from './deal-board'\nimport { DealEditDrawer } from './deal-edit-drawer'\nimport { DealImportButton } from './deal-import-drawer'\nimport DealsBulkBar from './deals-bulk-bar'\nimport { LostReasonDialog } from './lost-reason-dialog'\nimport { OwnerAvatar } from './owner-avatar'\nimport { PipelinesDialog } from './pipelines-dialog'\n\ntype View = 'board' | 'table'\ntype StatusFilter = CrmDealStatus | 'all'\n\n\n/** What a pipeline made at the organization level is stamped with — the org's own token. */\nconst ORG_PIPELINE_TOKENS: readonly string[] = [ORG_SCOPE_TOKEN]\n\n/**\n * `/crm/deals` — the pipeline (AGL-2598).\n *\n * ## Two views of one pipeline\n *\n * The BOARD is one pipeline's open deals, one column per open stage, read\n * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`\n * and sorted into columns here — a listener per column would be five\n * subscriptions for one board. The TABLE is the same pipeline's deals,\n * paged by the query, with a status toggle; it is where the closed history\n * is found. The three figures above both come from the board's read, so\n * they describe what is in play whichever view is showing.\n *\n * ## Which pipeline\n *\n * The switcher in the header (AGL-2620) picks among the ACTIVE pipelines\n * and opens on the default; the board, the table, the figures and the New\n * deal drawer all follow it. It is section state rather than a route: a\n * pipeline is a lens on the section, and a saved view that names one\n * composes with it. **Pipelines** opens the dialog that creates, renames,\n * defaults, archives and — through it — edits the stages of each.\n *\n * ## Every move goes through the route\n *\n * A drag, a card's \"Move to\", \"Mark won\" and \"Mark lost\" all end in\n * `useDealStageApi`, never a Firestore write: the stage is the fact the\n * automations listen for, and only the server emits the event. The section\n * marks the card pending while the request runs and lets the listener land\n * it — see `DealBoard` for why a move is not applied optimistically.\n *\n * ## Creation is a button\n *\n * \"New deal\" opens a drawer; there is no form above the list. The drawer\n * writes client-direct against the rules, stamped with this console's scope.\n *\n * ## The table selects and exports (AGL-2621)\n *\n * The table's rows are selectable, and a selection raises `DealsBulkBar`\n * over it — whose stage moves go through the same `useDealStageApi` as a\n * drag. Export CSV beside the status toggle writes the page through\n * `dealsCsv()`, naming the pipeline, the stage and the owner; the bar\n * writes the same file over the selection.\n */\nexport function DealsSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath } = props\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  const { enqueueSnackbar } = useSnackbar()\n  const scope = useCrmScope({ hostId, org })\n  const pipelineState = usePipeline(scope.orgId, {\n    hostId,\n    org: (org ?? null) as Record<string, unknown> | null,\n  })\n  const { activePipelines } = pipelineState\n  const [pipelineId, setPipelineId] = useState<string | null>(null)\n  // The chosen pipeline while it is still active; else the default. A\n  // pipeline archived from another tab falls back rather than leaving the\n  // board on a pipeline the picker no longer lists.\n  const pipeline =\n    (pipelineId ? activePipelines.find((entry) => entry.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // The status is the query's clause; the \"No next activity\" clause beside\n  // it (AGL-2661) narrows the loaded page and survives a status change.\n  const viewFilters = views.state.filters\n  const setStatusFilter = useCallback(\n    (next: StatusFilter) =>\n      views.setFilters([\n        ...(next === 'all' ? [] : [{ field: 'status', op: 'equals', value: next }]),\n        ...viewFilters.filter(isNoNextActivityClause),\n      ]),\n    [views.setFilters, viewFilters],\n  )\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$id ?? null,\n    'open',\n    BOARD_OPEN_LIMIT,\n  )\n  const closedPipelineId =\n    view === 'board' && closedExpanded ? (pipeline?.$id ?? null) : null\n  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT)\n  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT)\n  const paged = usePagedDeals(\n    view === 'table' ? scope.orgId : null,\n    scope.visibleTo,\n    statusFilter,\n    pipeline?.$id ?? null,\n  )\n\n  const summary = useMemo(() => boardSummary(open.data, pipeline), [open.data, pipeline])\n\n  /*\n   * MOVES IN FLIGHT. A card in this set is dimmed and cannot be dragged\n   * again until the route answers; the listener is what moves it.\n   */\n  const [moving, setMoving] = useState<ReadonlySet<string>>(() => new Set())\n  const track = useCallback(\n    async (deal: DealDoc, request: () => Promise<unknown>, done: string) => {\n      setMoving((current) => new Set(current).add(deal.$id))\n      try {\n        await request()\n        enqueueSnackbar(done, { variant: 'success', persist: false })\n        return true\n      } catch (error) {\n        enqueueSnackbar(\n          error instanceof Error ? error.message : 'The deal could not be moved.',\n          { variant: 'warning', allowDuplicate: true },\n        )\n        return false\n      } finally {\n        setMoving((current) => {\n          const next = new Set(current)\n          next.delete(deal.$id)\n          return next\n        })\n      }\n    },\n    [enqueueSnackbar],\n  )\n  const handleMove = useCallback(\n    (deal: DealDoc, stageId: string) => {\n      const stage = dealStageById(pipeline, stageId)\n      void track(\n        deal,\n        () => api.moveToStage(deal, stageId),\n        `Moved to ${stage?.name ?? 'stage'}`,\n      )\n    },\n    [api, pipeline, track],\n  )\n  const handleWon = useCallback(\n    (deal: DealDoc) => void track(deal, () => api.markWon(deal), 'Deal won'),\n    [api, track],\n  )\n  const [losing, setLosing] = useState<DealDoc | null>(null)\n  const handleLost = useCallback((deal: DealDoc) => setLosing(deal), [])\n  const confirmLost = useCallback(\n    (reason: string) => {\n      const deal = losing\n      if (!deal) return\n      setLosing(null)\n      void track(deal, () => api.markLost(deal, reason), 'Deal marked lost')\n    },\n    [api, losing, track],\n  )\n\n  const openDeal = useCallback(\n    (deal: DealDoc) => router.push(routes.deal(deal.$id)),\n    [router, routes],\n  )\n\n  const [creating, setCreating] = useState(false)\n  const [managingPipelines, setManagingPipelines] = useState(false)\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A page or a status is a different set of rows; a selection made on\n  // the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [statusFilter, paged.page])\n  const csvOptions: DealCsvOptions = useMemo(\n    () => ({\n      pipelineName: (id) => pipelineState.pipelineById(id)?.name,\n      stageName: (pipelineId, stageId) =>\n        dealStageById(pipelineState.pipelineById(pipelineId), stageId)?.name,\n      ownerEmail: (uid) => {\n        const member = findOrgMember(roster.members, uid)\n        return member?.email || member?.label || uid\n      },\n    }),\n    [pipelineState, roster.members],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions))\n  }, [paged.rows, csvOptions])\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'title',\n        headerName: 'Deal',\n        flex: 1.6,\n        minWidth: 220,\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const withWhom = [row.contactName, row.companyName].filter(Boolean).join(' · ')\n          return (\n            <Stack sx={{ justifyContent: 'center', lineHeight: 1.25 }}>\n              <Typography variant=\"body2\" sx={{ lineHeight: 1.25 }}>\n                {row.title || 'Untitled deal'}\n              </Typography>\n              {withWhom ? (\n                <Typography variant=\"caption\" color=\"text.secondary\" noWrap sx={{ lineHeight: 1.25 }}>\n                  {withWhom}\n                </Typography>\n              ) : null}\n            </Stack>\n          )\n        },\n      },\n      {\n        field: 'stageId',\n        headerName: 'Stage',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          dealStageById(pipelineState.pipelineById(row.pipelineId), row.stageId)?.name ??\n          row.stageId,\n      },\n      {\n        field: 'amountCents',\n        headerName: 'Amount',\n        flex: 0.8,\n        minWidth: 120,\n        align: 'right',\n        headerAlign: 'right',\n        valueGetter: (_value: unknown, row: DealDoc) => row.amountCents ?? null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.amountCents === 'number' ? formatMoney(row.amountCents, row.currency) : '—',\n      },\n      {\n        field: 'ownerUid',\n        headerName: 'Owner',\n        flex: 0.9,\n        minWidth: 140,\n        valueGetter: (_value: unknown, row: DealDoc) => roster.nameOf(row.ownerUid),\n        renderCell: ({ row }: { row: DealDoc }) => {\n          const label = roster.nameOf(row.ownerUid)\n          return label ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <OwnerAvatar label={label} size={22} />\n              <Typography variant=\"body2\" noWrap>\n                {label}\n              </Typography>\n            </Stack>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'—'}\n            </Typography>\n          )\n        },\n      },\n      {\n        field: 'expectedCloseAtMs',\n        headerName: 'Expected close',\n        flex: 0.8,\n        minWidth: 130,\n        type: 'date',\n        valueGetter: (_value: unknown, row: DealDoc) =>\n          typeof row.expectedCloseAtMs === 'number' ? new Date(row.expectedCloseAtMs) : null,\n        renderCell: ({ row }: { row: DealDoc }) =>\n          typeof row.expectedCloseAtMs === 'number'\n            ? new Date(row.expectedCloseAtMs).toLocaleDateString()\n            : '—',\n      },\n      {\n        field: 'status',\n        headerName: 'Status',\n        flex: 0.6,\n        minWidth: 100,\n        renderCell: ({ row }: { row: DealDoc }) => (\n          <Chip\n            size=\"small\"\n            label={DEAL_STATUS_LABELS[row.status] ?? row.status}\n            color={row.status === 'won' ? 'success' : row.status === 'lost' ? 'default' : 'primary'}\n            variant={row.status === 'open' ? 'outlined' : 'filled'}\n          />\n        ),\n      },\n      // When the earliest open task against the deal is due (AGL-2661).\n      nextActivityColumn(nowMs),\n      // The org's deal fields as optional columns (AGL-2661).\n      ...customFieldColumns(dealFields.active),\n    ],\n    [pipelineState, roster, dealFields.active, nowMs],\n  )\n  const tableRows = useMemo(\n    () => filterByNextActivity(paged.rows, viewFilters),\n    [paged.rows, viewFilters],\n  )\n  /* The table's column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  const noOrg = scope.ready && !scope.orgId\n  const pipelineLoading =\n    !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || (!pipeline && pipelineState.status !== 'error'))\n\n  return (\n    <>\n      <CardDisplay\n        header={'Deals'}\n        help={pluginDocsHelp('deals', { anchor: '#the-board-and-the-table' })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <Button\n                size=\"small\"\n                startIcon={<MdiIcon path={mdiCogOutline.path} size={0.8} />}\n                disabled={!scope.orgId || pipelineState.status === 'loading'}\n                onClick={() => setManagingPipelines(true)}\n              >\n                {'Pipelines'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                disabled={!pipeline || !scope.orgId}\n                onClick={() => setCreating(true)}\n              >\n                {'New deal'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          <Stack\n            direction=\"row\"\n            spacing={3}\n            sx={{ alignItems: 'flex-end', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Figure label=\"Open deals\" value={summary.openCount.toLocaleString()} />\n            <Figure label=\"Pipeline value\" value={formatAmountByCurrency(summary.valueByCurrency)} />\n            <Figure label=\"Weighted value\" value={formatAmountByCurrency(summary.weightedByCurrency)} />\n            <Stack sx={{ flex: 1 }} />\n            {/* Which pipeline the board and table show, above them rather than under (AGL-3311). */}\n            {activePipelines.length > 1 ? (\n              <TextField\n                select\n                size=\"small\"\n                label=\"Pipeline\"\n                value={pipeline?.$id ?? ''}\n                onChange={(event) => setPipelineId(event.target.value)}\n                sx={{ minWidth: 160 }}\n                slotProps={{ select: { 'aria-label': 'Pipeline' } }}\n              >\n                {activePipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            ) : null}\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as View)\n              }}\n              aria-label=\"View\"\n            >\n              <ToggleButton value=\"board\" aria-label=\"Board\">\n                <MdiIcon path={mdiViewColumnOutline.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Board'}\n                </Typography>\n              </ToggleButton>\n              <ToggleButton value=\"table\" aria-label=\"Table\">\n                <MdiIcon path={mdiTableLarge.path} size={0.8} />\n                <Typography variant=\"button\" sx={{ ml: 0.5 }}>\n                  {'Table'}\n                </Typography>\n              </ToggleButton>\n            </ToggleButtonGroup>\n          </Stack>\n\n          {noOrg ? (\n            <Alert severity=\"info\">\n              {'This site has no organization, so it has no pipeline.'}\n            </Alert>\n          ) : pipelineState.status === 'error' ? (\n            <Alert severity=\"warning\">\n              {'The pipeline could not be read. Deals need the \"Manage data\" permission.'}\n            </Alert>\n          ) : pipelineLoading ? (\n            <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n              <CircularProgress size={18} />\n              <Typography variant=\"body2\" color=\"text.secondary\">\n                {pipelineState.seeding ? 'Setting up your Sales pipeline…' : 'Loading the pipeline…'}\n              </Typography>\n            </Stack>\n          ) : view === 'board' && pipeline ? (\n            <>\n              {open.status === 'success' && open.data.length === 0 ? (\n                <EmptyStateComponent\n                  compact\n                  label={'No open deals yet'}\n                  description={'A deal is a sale in progress, moved across the stages below as it advances.'}\n                  action={\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                      disabled={!pipeline || !scope.orgId}\n                      onClick={() => setCreating(true)}\n                    >\n                      {'New deal'}\n                    </Button>\n                  }\n                />\n              ) : null}\n              <DealBoard\n                pipeline={pipeline}\n                deals={open.data}\n                won={closedExpanded && won.status !== 'loading' ? won.data : null}\n                lost={closedExpanded && lost.status !== 'loading' ? lost.data : null}\n                closedExpanded={closedExpanded}\n                onToggleClosed={() => setClosedExpanded((current) => !current)}\n                labelFor={roster.nameOf}\n                moving={moving}\n                onOpen={openDeal}\n                onMove={handleMove}\n                onWon={handleWon}\n                onLost={handleLost}\n                nowMs={nowMs}\n              />\n            </>\n          ) : (\n            <Stack spacing={1.5}>\n              {/* The view this table is showing, beside the status it narrows by (AGL-2617). */}\n              <Stack\n                direction=\"row\"\n                spacing={2}\n                sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n              >\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <ToggleButtonGroup\n                  exclusive\n                  size=\"small\"\n                  value={statusFilter}\n                  onChange={(_event, next) => {\n                    if (next) setStatusFilter(next as StatusFilter)\n                  }}\n                  aria-label=\"Status\"\n                >\n                  <ToggleButton value=\"all\">{'All'}</ToggleButton>\n                  <ToggleButton value=\"open\">{'Open'}</ToggleButton>\n                  <ToggleButton value=\"won\">{'Won'}</ToggleButton>\n                  <ToggleButton value=\"lost\">{'Lost'}</ToggleButton>\n                </ToggleButtonGroup>\n                <NoNextActivityToggle filters={viewFilters} onChange={views.setFilters} />\n                <Stack sx={{ flex: 1 }} />\n                <DealImportButton hostId={hostId} />\n                <Button size=\"small\" onClick={handleExport} disabled={!paged.rows.length}>\n                  {'Export CSV'}\n                </Button>\n              </Stack>\n              {paged.status === 'success' && paged.rows.length === 0 && paged.page === 0 ? (\n                <EmptyStateComponent\n                  label={statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`}\n                  description={\n                    statusFilter === 'all'\n                      ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n                      : undefined\n                  }\n                  action={\n                    statusFilter === 'all' ? (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        startIcon={<MdiIcon path={mdiPlus.path} size={0.8} />}\n                        disabled={!pipeline || !scope.orgId}\n                        onClick={() => setCreating(true)}\n                      >\n                        {'New deal'}\n                      </Button>\n                    ) : undefined\n                  }\n                />\n              ) : (\n                <>\n                  <DealsBulkBar\n                    hostId={hostId}\n                    scope={scope.scope}\n                    rows={tableRows}\n                    selected={selectedIds}\n                    onSelectedChange={setSelectedIds}\n                    pipelineById={pipelineState.pipelineById}\n                    roster={roster}\n                    api={api}\n                    csv={csvOptions}\n                  />\n                  <CrmColumnOrderProvider value={grid.columnOrder}>\n                    <ListTable\n                      rows={tableRows}\n                      columns={grid.columns}\n                      slots={CRM_LIST_SLOTS}\n                      selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                      onOpen={(_id, row) => openDeal(row as DealDoc)}\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                      hideFooter\n                    />\n                  </CrmColumnOrderProvider>\n                  <ListPagination\n                    page={paged.page}\n                    pageSize={paged.pageSize}\n                    rowCount={paged.rows.length}\n                    hasMore={paged.hasMore}\n                    onPageChange={paged.setPage}\n                    onPageSizeChange={paged.setPageSize}\n                  />\n                </>\n              )}\n            </Stack>\n          )}\n        </Stack>\n      </CardDisplay>\n      <DealEditDrawer\n        open={creating}\n        onClose={() => setCreating(false)}\n        hostId={hostId}\n        org={org}\n        pipelines={activePipelines}\n        defaultPipeline={pipeline}\n      />\n      <PipelinesDialog\n        open={managingPipelines}\n        onClose={() => setManagingPipelines(false)}\n        orgId={scope.orgId ?? ''}\n        // A pipeline made here is stamped the way the seeded default is\n        // (`usePipeline`): the site's own tokens under a site; at the\n        // organization level the org token, with the picked site as its\n        // provenance (AGL-2630).\n        hostId={scope.createHostId}\n        pipelines={pipelineState.pipelines}\n        fromCache={pipelineState.fromCache}\n        unreadable={pipelineState.status === 'error'}\n        visibleToTokens={scope.visibleTo}\n        createTokens={scope.level === 'site' ? scope.createTokens : ORG_PIPELINE_TOKENS}\n      />\n      <LostReasonDialog\n        open={Boolean(losing)}\n        dealTitle={losing?.title ?? 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package/src/lib/components/leads-section.js

@@ -33,6 +33,7 @@ import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { useOrgLeads } from "../hooks/use-org-leads.js";
 import CrmViewsControl from "./crm-views-control.js";
+import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
 import RowActionsMenu from "@aglyn/shared-ui-jsx/components/row-actions-menu.component";
 import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
@@ -726,185 +727,188 @@ import OrgLeadSurfacesNote from "./org-lead-surfaces-note.js";
                 help: Aglyn.pluginDocsHelp('contacts', {
                     anchor: '#whats-in-the-crm-area'
                 }),
-                actions: /*#__PURE__*/ _jsxs(Stack, {
-                    direction: "row",
-                    spacing: 1,
-                    sx: {
-                        alignItems: 'center'
-                    },
+                contentGutterX: true,
+                contentGutterY: true,
+                HeaderProps: {
+                    // The record actions, top right and never clipped (AGL-3311).
+                    action: /*#__PURE__*/ _jsxs(CrmListActions, {
+                        children: [
+                            /*#__PURE__*/ _jsx(LeadImportButton, {
+                                hostId: hostId,
+                                orgId: orgId
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                onClick: handleExport,
+                                disabled: !rows.length,
+                                children: 'Export CSV'
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                onClick: ()=>setCreateOpen(true),
+                                children: 'New lead'
+                            })
+                        ]
+                    })
+                },
+                children: /*#__PURE__*/ _jsxs(Stack, {
+                    spacing: 2,
                     children: [
-                        /*#__PURE__*/ _jsx(CrmViewsControl, {
-                            controller: views,
-                            allLabel: "All leads"
-                        }),
-                        /*#__PURE__*/ _jsxs(FormControl, {
-                            size: "small",
-                            sx: {
-                                minWidth: 160
-                            },
+                        hostId ? /*#__PURE__*/ _jsx(LeadSurfacesNote, {
+                            hostId: hostId
+                        }) : /*#__PURE__*/ _jsx(OrgLeadSurfacesNote, {}),
+                        /*#__PURE__*/ _jsxs(CrmListToolbar, {
+                            label: "Lead filters",
                             children: [
-                                /*#__PURE__*/ _jsx(InputLabel, {
-                                    id: filterLabelId,
-                                    children: 'Show'
+                                /*#__PURE__*/ _jsx(CrmViewsControl, {
+                                    controller: views,
+                                    allLabel: "All leads"
                                 }),
-                                /*#__PURE__*/ _jsx(Select, {
-                                    labelId: filterLabelId,
-                                    label: "Show",
-                                    value: filter,
-                                    onChange: (event)=>setFilter(event.target.value),
-                                    children: LEAD_FILTERS.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                            value: option,
-                                            children: LEAD_FILTER_LABELS[option]
-                                        }, option))
-                                })
-                            ]
-                        }),
-                        /*#__PURE__*/ _jsxs(FormControl, {
-                            size: "small",
-                            sx: {
-                                minWidth: 160
-                            },
-                            children: [
-                                /*#__PURE__*/ _jsx(InputLabel, {
-                                    id: emailFilterLabelId,
-                                    children: 'Email'
+                                /*#__PURE__*/ _jsxs(FormControl, {
+                                    size: "small",
+                                    sx: {
+                                        minWidth: 160
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(InputLabel, {
+                                            id: filterLabelId,
+                                            children: 'Show'
+                                        }),
+                                        /*#__PURE__*/ _jsx(Select, {
+                                            labelId: filterLabelId,
+                                            label: "Show",
+                                            value: filter,
+                                            onChange: (event)=>setFilter(event.target.value),
+                                            children: LEAD_FILTERS.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: option,
+                                                    children: LEAD_FILTER_LABELS[option]
+                                                }, option))
+                                        })
+                                    ]
                                 }),
-                                /*#__PURE__*/ _jsx(Select, {
-                                    labelId: emailFilterLabelId,
-                                    label: "Email",
-                                    value: emailFilter,
-                                    onChange: (event)=>setEmailFilter(event.target.value),
-                                    children: LEAD_EMAIL_FILTERS.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                            value: option,
-                                            children: LEAD_EMAIL_FILTER_LABELS[option]
-                                        }, option))
-                                })
-                            ]
-                        }),
-                        /*#__PURE__*/ _jsxs(FormControl, {
-                            size: "small",
-                            sx: {
-                                minWidth: 180
-                            },
-                            children: [
-                                /*#__PURE__*/ _jsx(InputLabel, {
-                                    id: campaignFilterLabelId,
-                                    shrink: true,
-                                    children: 'Campaign'
+                                /*#__PURE__*/ _jsxs(FormControl, {
+                                    size: "small",
+                                    sx: {
+                                        minWidth: 160
+                                    },
+                                    children: [
+                                        /*#__PURE__*/ _jsx(InputLabel, {
+                                            id: emailFilterLabelId,
+                                            children: 'Email'
+                                        }),
+                                        /*#__PURE__*/ _jsx(Select, {
+                                            labelId: emailFilterLabelId,
+                                            label: "Email",
+                                            value: emailFilter,
+                                            onChange: (event)=>setEmailFilter(event.target.value),
+                                            children: LEAD_EMAIL_FILTERS.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: option,
+                                                    children: LEAD_EMAIL_FILTER_LABELS[option]
+                                                }, option))
+                                        })
+                                    ]
                                 }),
-                                /*#__PURE__*/ _jsxs(Select, {
-                                    labelId: campaignFilterLabelId,
-                                    label: "Campaign",
-                                    notched: true,
-                                    value: campaignFilter,
-                                    onChange: (event)=>setCampaignFilter(String(event.target.value)),
-                                    displayEmpty: true,
+                                /*#__PURE__*/ _jsxs(FormControl, {
+                                    size: "small",
+                                    sx: {
+                                        minWidth: 180
+                                    },
                                     children: [
-                                        /*#__PURE__*/ _jsx(MenuItem, {
-                                            value: "",
-                                            children: 'Any campaign'
+                                        /*#__PURE__*/ _jsx(InputLabel, {
+                                            id: campaignFilterLabelId,
+                                            shrink: true,
+                                            children: 'Campaign'
                                         }),
-                                        campaigns.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                                value: option.value,
-                                                children: option.label
-                                            }, option.value)),
-                                        campaignFilter && !campaigns.options.some((option)=>option.value === campaignFilter) ? /*#__PURE__*/ _jsx(MenuItem, {
+                                        /*#__PURE__*/ _jsxs(Select, {
+                                            labelId: campaignFilterLabelId,
+                                            label: "Campaign",
+                                            notched: true,
                                             value: campaignFilter,
-                                            children: campaignFilter
-                                        }) : null
+                                            onChange: (event)=>setCampaignFilter(String(event.target.value)),
+                                            displayEmpty: true,
+                                            children: [
+                                                /*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: "",
+                                                    children: 'Any campaign'
+                                                }),
+                                                campaigns.options.map((option)=>/*#__PURE__*/ _jsx(MenuItem, {
+                                                        value: option.value,
+                                                        children: option.label
+                                                    }, option.value)),
+                                                campaignFilter && !campaigns.options.some((option)=>option.value === campaignFilter) ? /*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: campaignFilter,
+                                                    children: campaignFilter
+                                                }) : null
+                                            ]
+                                        })
                                     ]
-                                })
-                            ]
-                        }),
-                        /*#__PURE__*/ _jsxs(FormControl, {
-                            size: "small",
-                            sx: {
-                                minWidth: 180
-                            },
-                            children: [
-                                /*#__PURE__*/ _jsx(InputLabel, {
-                                    id: leadSourceFilterLabelId,
-                                    shrink: true,
-                                    children: 'Lead source'
                                 }),
-                                /*#__PURE__*/ _jsxs(Select, {
-                                    labelId: leadSourceFilterLabelId,
-                                    label: "Lead source",
-                                    notched: true,
-                                    value: leadSourceFilter,
-                                    onChange: (event)=>setLeadSourceFilter(String(event.target.value)),
-                                    displayEmpty: true,
+                                /*#__PURE__*/ _jsxs(FormControl, {
+                                    size: "small",
+                                    sx: {
+                                        minWidth: 180
+                                    },
                                     children: [
-                                        /*#__PURE__*/ _jsx(MenuItem, {
-                                            value: "",
-                                            children: 'Any lead source'
-                                        }),
-                                        leadSourceList.picklist.values.map((value)=>/*#__PURE__*/ _jsx(MenuItem, {
-                                                value: value.label,
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-                                            value: LEAD_SOURCE_FILTER_NONE,
-                                            children: 'No lead source'
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+                                            id: leadSourceFilterLabelId,
+                                            shrink: true,
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                                         }),
-                                        leadSourceFilter && leadSourceFilter !== LEAD_SOURCE_FILTER_NONE && !Aglyn.crmPicklistValueByLabel(leadSourceList.picklist, leadSourceFilter) ? /*#__PURE__*/ _jsx(MenuItem, {
+                                        /*#__PURE__*/ _jsxs(Select, {
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                                             value: leadSourceFilter,
-                                            children: leadSourceFilter
-                                        }) : null
+                                            onChange: (event)=>setLeadSourceFilter(String(event.target.value)),
+                                            displayEmpty: true,
+                                            children: [
+                                                /*#__PURE__*/ _jsx(MenuItem, {
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+                                                    children: 'Any lead source'
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+                                                /*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: LEAD_SOURCE_FILTER_NONE,
+                                                    children: 'No lead source'
+                                                }),
+                                                leadSourceFilter && leadSourceFilter !== LEAD_SOURCE_FILTER_NONE && !Aglyn.crmPicklistValueByLabel(leadSourceList.picklist, leadSourceFilter) ? /*#__PURE__*/ _jsx(MenuItem, {
+                                                    value: leadSourceFilter,
+                                                    children: leadSourceFilter
+                                                }) : null
+                                            ]
+                                        })
                                     ]
+                                }),
+                                /*#__PURE__*/ _jsx(TextField, {
+                                    size: "small",
+                                    value: search,
+                                    onChange: (event)=>setSearch(event.target.value),
+                                    placeholder: "Search leads",
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+                                        input: {
+                                            startAdornment: /*#__PURE__*/ _jsx(InputAdornment, {
+                                                position: "start",
+                                                children: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                    path: mdiMagnify.path,
+                                                    size: 0.8
+                                                })
+                                            })
+                                        },
+                                        htmlInput: {
+                                            'aria-label': 'Search leads',
+                                            type: 'search'
+                                        }
+                                    },
+                                    sx: {
+                                        minWidth: 200
+                                    }
                                 })
                             ]
                         }),
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                             label: 'No leads yet',
                             description: 'Bookings and lead-routed forms on your site become leads on their own — or add one with New lead, or bring a list in with Import CSV.'