@aglyn/plugins-crm 1.0.0-beta.183 → 1.0.0-beta.185

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-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  CRM_COLLECTIONS,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\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 { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_VIEW_LIMIT,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n} from '../model/task-views'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  const setView = useCallback(\n    (next: CrmTaskView) =>\n      views.setFilters([{ field: 'view', op: 'equals', value: next }]),\n    [views.setFilters],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n  })\n  const { tasks, status, fromCache, truncated, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view is a different set of rows; a selection made on the last one\n  // would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const grid = useCrmViewGrid(views, columns)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              color=\"primary\"\n              onClick={() => setDrawer({ open: true, task: null })}\n            >\n              {'New task'}\n            </Button>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/* The saved view this list is showing, beside the task view it narrows to (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 tasks\" />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={view}\n              onChange={(_event, next) => {\n                if (next) setView(next as CrmTaskView)\n              }}\n              aria-label=\"Task view\"\n            >\n              {CRM_TASK_VIEWS.map((option) => (\n                <ToggleButton key={option.id} value={option.id}>\n                  {option.label}\n                </ToggleButton>\n              ))}\n            </ToggleButtonGroup>\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n            <Stack sx={{ flex: 1 }} />\n            <TaskImportButton hostId={hostId} />\n            <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n              {'Export CSV'}\n            </Button>\n          </Stack>\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : status === 'success' && !tasks.length ? (\n            <EmptyStateComponent\n              label={EMPTY_LABEL[view]}\n              description={EMPTY_COPY[view]}\n              action={\n                <Button\n                  size=\"small\"\n                  variant=\"contained\"\n                  color=\"primary\"\n                  onClick={() => setDrawer({ open: true, task: null })}\n                >\n                  {'New task'}\n                </Button>\n              }\n            />\n          ) : (\n            <>\n              {truncated ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`Showing the first ${CRM_TASK_VIEW_LIMIT} — narrow the view to see the rest.`}\n                </Typography>\n              ) : null}\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={truncated}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  disableColumnFilter\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                />\n              </CrmColumnOrderProvider>\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-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  CRM_COLLECTIONS,\n  type CrmViewFilterClause,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\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 { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  CRM_TASK_VIEW_LIMIT,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n} from '../model/task-views'\nimport {\n  type ListFilterField,\n  matchListFilter,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { crmFilterColumns, crmRowMatchesSearch } from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\nimport CrmFilterBar from './crm-filter-bar'\nimport { CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query serves — a hidden column, since it is no field of a task — and\n * the rest narrow the rows that view loaded.\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  { column: 'kind', kind: 'exact', path: 'kind', operators: ['equals', 'isAnyOf'] },\n  { column: 'priority', kind: 'exact', path: 'priority', operators: ['equals', 'isAnyOf'] },\n  { column: 'assigneeUid', kind: 'exact', path: 'assigneeUid', operators: ['equals', 'isAnyOf'] },\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Kind',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\n/** What the quick search reads on a task. */\nconst TASK_SEARCH_FIELDS = ['title', 'notes'] as const\n\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query serves — the hidden\n   * `view` column, as the toggle stored it, with none meaning \"My tasks\" —\n   * and Kind, Priority and Assignee narrow the rows it loaded.\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useCrmGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n  })\n  const { tasks: loaded, status, fromCache, truncated, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({ value: kind, label: CRM_TASK_KIND_LABELS[kind] })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: CRM_TASK_PRIORITY_LABELS[priority],\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members],\n  )\n  // Every clause but the served view, and the search, over the loaded rows.\n  const searchKey = gridFilter.searchWords.join(' ')\n  const tasks = useMemo(\n    () =>\n      loaded.filter(\n        (task) =>\n          clauses.every(\n            (clause) =>\n              clause.field === 'view' || matchListFilter(task, TASK_FILTER_FIELDS, clause),\n          ) && crmRowMatchesSearch(task, TASK_SEARCH_FIELDS, gridFilter.searchWords),\n      ),\n    // `searchKey` stands for the words, which are a new array each render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [loaded, clauses, searchKey],\n  )\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view is a different set of rows; a selection made on the last one\n  // would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => crmFilterColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              color=\"primary\"\n              onClick={() => setDrawer({ open: true, task: null })}\n            >\n              {'New task'}\n            </Button>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <CrmFilterBar\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              servedField=\"view\"\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n            <Stack sx={{ flex: 1 }} />\n            <TaskImportButton hostId={hostId} />\n            <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n              {'Export CSV'}\n            </Button>\n          </CrmListToolbar>\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : status === 'success' && !loaded.length ? (\n            <EmptyStateComponent\n              label={EMPTY_LABEL[view]}\n              description={EMPTY_COPY[view]}\n              action={\n                <Button\n                  size=\"small\"\n                  variant=\"contained\"\n                  color=\"primary\"\n                  onClick={() => setDrawer({ open: true, task: null })}\n                >\n                  {'New task'}\n                </Button>\n              }\n            />\n          ) : (\n            <>\n              {truncated ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {`Showing the first ${CRM_TASK_VIEW_LIMIT} — narrow the view to see the rest.`}\n                </Typography>\n              ) : null}\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={truncated}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  // The panel and the search are the grid's; the section\n                  // answers them, the view through the query (AGL-3313).\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\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                />\n              </CrmColumnOrderProvider>\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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package/src/lib/hooks/use-crm-grid-filter.d.ts

@@ -0,0 +1,77 @@
+/**
+ * @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 { CrmViewFilterClause } from '@aglyn/aglyn';
+import type { GridFilterModel } from '@mui/x-data-grid';
+import { type CrmGridFilterCodec } from '../model/crm-grid-filter';
+export interface CrmGridFilterOptions {
+    /** The clauses the list is narrowed by — the saved view's working filters. */
+    clauses: readonly CrmViewFilterClause[];
+    onChange: (clauses: CrmViewFilterClause[]) => void;
+    /** Fields whose values are picked, which the panel shows as a select. */
+    selectFields?: readonly string[];
+    /** A field whose stored clauses predate the panel, translated its own way. */
+    codecs?: Readonly<Record<string, CrmGridFilterCodec>>;
+    /**
+     * The query serves ONE clause, so the panel's replaces every other — a
+     * server-paged list, which has no loaded window to narrow further.
+     * `keepAlongside` names the clauses that do narrow the loaded page and so
+     * may stand beside it ("No next activity").
+     */
+    single?: boolean;
+    keepAlongside?: (clause: CrmViewFilterClause) => boolean;
+    /**
+     * The quick search's words, held by the list when it needs them before
+     * the grid's columns exist; the hook holds them itself otherwise.
+     */
+    search?: {
+        words: string[];
+        onChange: (words: string[]) => void;
+    };
+}
+/** What the grid is handed, and what the list filters its rows by. */
+export interface CrmGridFilter {
+    /** Controlled: the panel's one item, and the quick search's words. */
+    filterModel: GridFilterModel;
+    onFilterModelChange: (model: GridFilterModel) => void;
+    /** The quick search's words, for the list to match its rows against. */
+    searchWords: string[];
+}
+/**
+ * The grid's Filters panel and quick search, bound to a list's view clauses
+ * (AGL-3313). See `model/crm-grid-filter.ts` for the shape both sides keep.
+ *
+ * ## One field, one clause; the panel edits one at a time
+ *
+ * The free DataGrid's panel holds a single item, while a saved view
+ * holds several clauses. So each FIELD holds one clause, and the panel is a
+ * window onto whichever field was last filtered: setting a value writes
+ * that field's clause, clearing it or deleting the row removes it, and
+ * choosing another column in the panel moves the window without touching
+ * the clause the reader just set. Filtering Lead source and then Status is
+ * therefore both, which is what a reader who does it means; the chips over
+ * the grid (`CrmFilterBar`) show every clause and remove any of them.
+ *
+ * ## The list answers, never the grid
+ *
+ * Every list passes `filterMode="server"`: the grid holds one page, or a
+ * window the query already narrowed, so a filter the grid ran itself would
+ * answer "no match" for a row on the next page. The list reads the clauses
+ * — onto its query where it can, over its loaded rows where it cannot —
+ * and the quick search's words, and hands the grid the rows that answer.
+ */
+export declare function useCrmGridFilter(options: CrmGridFilterOptions): CrmGridFilter;
+export default useCrmGridFilter;

package/src/lib/hooks/use-crm-grid-filter.js

@@ -0,0 +1,143 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ 'use client';
+import { _ as _extends } from "@swc/helpers/_/_extends";
+import { useCallback, useMemo, useState } from "react";
+import { crmPlainCodec, crmSelectCodec, crmUpsertClause } from "../model/crm-grid-filter.js";
+/**
+ * The grid's Filters panel and quick search, bound to a list's view clauses
+ * (AGL-3313). See `model/crm-grid-filter.ts` for the shape both sides keep.
+ *
+ * ## One field, one clause; the panel edits one at a time
+ *
+ * The free DataGrid's panel holds a single item, while a saved view
+ * holds several clauses. So each FIELD holds one clause, and the panel is a
+ * window onto whichever field was last filtered: setting a value writes
+ * that field's clause, clearing it or deleting the row removes it, and
+ * choosing another column in the panel moves the window without touching
+ * the clause the reader just set. Filtering Lead source and then Status is
+ * therefore both, which is what a reader who does it means; the chips over
+ * the grid (`CrmFilterBar`) show every clause and remove any of them.
+ *
+ * ## The list answers, never the grid
+ *
+ * Every list passes `filterMode="server"`: the grid holds one page, or a
+ * window the query already narrowed, so a filter the grid ran itself would
+ * answer "no match" for a row on the next page. The list reads the clauses
+ * — onto its query where it can, over its loaded rows where it cannot —
+ * and the quick search's words, and hands the grid the rows that answer.
+ */ export function useCrmGridFilter(options) {
+    var _ref, _ref1;
+    var _options_search, _options_search1;
+    const { clauses, onChange, selectFields = [], codecs = {}, single = false, keepAlongside } = options;
+    const codecFor = useCallback((field)=>{
+        var _codecs_field;
+        return (_codecs_field = codecs[field]) != null ? _codecs_field : selectFields.includes(field) ? crmSelectCodec : crmPlainCodec;
+    }, [
+        codecs,
+        selectFields
+    ]);
+    /** The field the panel shows, once the reader has pointed it anywhere. */ const [focus, setFocus] = useState(null);
+    /** The panel's row while it holds no value yet — a column chosen, a value not. */ const [pending, setPending] = useState(null);
+    const [ownWords, setOwnWords] = useState([]);
+    const searchWords = (_ref = (_options_search = options.search) == null ? void 0 : _options_search.words) != null ? _ref : ownWords;
+    const setSearchWords = (_ref1 = (_options_search1 = options.search) == null ? void 0 : _options_search1.onChange) != null ? _ref1 : setOwnWords;
+    /** Whatever the panel last pointed at, else the newest clause it can show. */ const shownField = useMemo(()=>{
+        if (focus) return focus;
+        for(let at = clauses.length - 1; at >= 0; at -= 1){
+            if (codecFor(clauses[at].field).toItem(clauses[at])) return clauses[at].field;
+        }
+        return null;
+    }, [
+        focus,
+        clauses,
+        codecFor
+    ]);
+    const filterModel = useMemo(()=>{
+        const clause = shownField ? clauses.find((entry)=>entry.field === shownField) : undefined;
+        const shown = clause ? codecFor(clause.field).toItem(clause) : null;
+        const item = pending && pending.field === shownField ? pending : clause && shown ? _extends({
+            id: 'crm',
+            field: clause.field
+        }, shown) : null;
+        return {
+            items: item ? [
+                item
+            ] : [],
+            quickFilterValues: searchWords
+        };
+    }, [
+        shownField,
+        clauses,
+        codecFor,
+        pending,
+        searchWords
+    ]);
+    const onFilterModelChange = useCallback((model)=>{
+        var _model_quickFilterValues;
+        const words = ((_model_quickFilterValues = model.quickFilterValues) != null ? _model_quickFilterValues : []).map((word)=>String(word));
+        if (words.join(' ') !== searchWords.join(' ')) setSearchWords(words);
+        const item = model.items[0];
+        // The row deleted: the field it showed is no longer filtered.
+        if (!item) {
+            if (shownField && clauses.some((clause)=>clause.field === shownField)) {
+                onChange(crmUpsertClause(clauses, shownField, null));
+            }
+            setPending(null);
+            setFocus(null);
+            return;
+        }
+        const field = String(item.field);
+        const moved = field !== shownField;
+        setFocus(field);
+        const clause = codecFor(field).toClause(item);
+        if (!clause) {
+            // No value yet. A value cleared on the field already shown removes
+            // its clause; a column just chosen leaves the last one standing.
+            setPending(_extends({}, item, {
+                id: 'crm'
+            }));
+            if (!moved && clauses.some((entry)=>entry.field === field)) {
+                onChange(crmUpsertClause(clauses, field, null));
+            }
+            return;
+        }
+        setPending(null);
+        // A clause that stands alongside the served one is added beside it;
+        // any other replaces whatever the query was serving.
+        const base = single && !(keepAlongside == null ? void 0 : keepAlongside(clause)) ? clauses.filter((entry)=>entry.field === field || (keepAlongside == null ? void 0 : keepAlongside(entry))) : clauses;
+        const next = crmUpsertClause(base, field, clause);
+        const same = next.length === clauses.length && next.every((entry, at)=>entry.field === clauses[at].field && entry.op === clauses[at].op && entry.value === clauses[at].value);
+        if (!same) onChange(next);
+    }, [
+        searchWords,
+        setSearchWords,
+        shownField,
+        clauses,
+        onChange,
+        codecFor,
+        single,
+        keepAlongside
+    ]);
+    return {
+        filterModel,
+        onFilterModelChange,
+        searchWords
+    };
+}
+export default useCrmGridFilter;
+
+//# sourceMappingURL=use-crm-grid-filter.js.map

package/src/lib/hooks/use-crm-grid-filter.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/hooks/use-crm-grid-filter.ts"],"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\n'use client'\n\nimport type { CrmViewFilterClause } from '@aglyn/aglyn'\nimport type { GridFilterItem, GridFilterModel } from '@mui/x-data-grid'\nimport { useCallback, useMemo, useState } from 'react'\nimport {\n  type CrmGridFilterCodec,\n  crmPlainCodec,\n  crmSelectCodec,\n  crmUpsertClause,\n} from '../model/crm-grid-filter'\n\nexport interface CrmGridFilterOptions {\n  /** The clauses the list is narrowed by — the saved view's working filters. */\n  clauses: readonly CrmViewFilterClause[]\n  onChange: (clauses: CrmViewFilterClause[]) => void\n  /** Fields whose values are picked, which the panel shows as a select. */\n  selectFields?: readonly string[]\n  /** A field whose stored clauses predate the panel, translated its own way. */\n  codecs?: Readonly<Record<string, CrmGridFilterCodec>>\n  /**\n   * The query serves ONE clause, so the panel's replaces every other — a\n   * server-paged list, which has no loaded window to narrow further.\n   * `keepAlongside` names the clauses that do narrow the loaded page and so\n   * may stand beside it (\"No next activity\").\n   */\n  single?: boolean\n  keepAlongside?: (clause: CrmViewFilterClause) => boolean\n  /**\n   * The quick search's words, held by the list when it needs them before\n   * the grid's columns exist; the hook holds them itself otherwise.\n   */\n  search?: { words: string[]; onChange: (words: string[]) => void }\n}\n\n/** What the grid is handed, and what the list filters its rows by. */\nexport interface CrmGridFilter {\n  /** Controlled: the panel's one item, and the quick search's words. */\n  filterModel: GridFilterModel\n  onFilterModelChange: (model: GridFilterModel) => void\n  /** The quick search's words, for the list to match its rows against. */\n  searchWords: string[]\n}\n\n/**\n * The grid's Filters panel and quick search, bound to a list's view clauses\n * (AGL-3313). See `model/crm-grid-filter.ts` for the shape both sides keep.\n *\n * ## One field, one clause; the panel edits one at a time\n *\n * The free DataGrid's panel holds a single item, while a saved view\n * holds several clauses. So each FIELD holds one clause, and the panel is a\n * window onto whichever field was last filtered: setting a value writes\n * that field's clause, clearing it or deleting the row removes it, and\n * choosing another column in the panel moves the window without touching\n * the clause the reader just set. Filtering Lead source and then Status is\n * therefore both, which is what a reader who does it means; the chips over\n * the grid (`CrmFilterBar`) show every clause and remove any of them.\n *\n * ## The list answers, never the grid\n *\n * Every list passes `filterMode=\"server\"`: the grid holds one page, or a\n * window the query already narrowed, so a filter the grid ran itself would\n * answer \"no match\" for a row on the next page. The list reads the clauses\n * — onto its query where it can, over its loaded rows where it cannot —\n * and the quick search's words, and hands the grid the rows that answer.\n */\nexport function useCrmGridFilter(options: CrmGridFilterOptions): CrmGridFilter {\n  const { clauses, onChange, selectFields = [], codecs = {}, single = false, keepAlongside } =\n    options\n\n  const codecFor = useCallback(\n    (field: string): CrmGridFilterCodec =>\n      codecs[field] ?? (selectFields.includes(field) ? crmSelectCodec : crmPlainCodec),\n    [codecs, selectFields],\n  )\n\n  /** The field the panel shows, once the reader has pointed it anywhere. */\n  const [focus, setFocus] = useState<string | null>(null)\n  /** The panel's row while it holds no value yet — a column chosen, a value not. */\n  const [pending, setPending] = useState<GridFilterItem | null>(null)\n  const [ownWords, setOwnWords] = useState<string[]>([])\n  const searchWords = options.search?.words ?? ownWords\n  const setSearchWords = options.search?.onChange ?? setOwnWords\n\n  /** Whatever the panel last pointed at, else the newest clause it can show. */\n  const shownField = useMemo(() => {\n    if (focus) return focus\n    for (let at = clauses.length - 1; at >= 0; at -= 1) {\n      if (codecFor(clauses[at].field).toItem(clauses[at])) return clauses[at].field\n    }\n    return null\n  }, [focus, clauses, codecFor])\n\n  const filterModel = useMemo<GridFilterModel>(() => {\n    const clause = shownField\n      ? clauses.find((entry) => entry.field === shownField)\n      : undefined\n    const shown = clause ? codecFor(clause.field).toItem(clause) : null\n    const item: GridFilterItem | null =\n      pending && pending.field === shownField\n        ? pending\n        : clause && shown\n          ? { id: 'crm', field: clause.field, ...shown }\n          : null\n    return { items: item ? [item] : [], quickFilterValues: searchWords }\n  }, [shownField, clauses, codecFor, pending, searchWords])\n\n  const onFilterModelChange = useCallback(\n    (model: GridFilterModel) => {\n      const words = (model.quickFilterValues ?? []).map((word) => String(word))\n      if (words.join(' ') !== searchWords.join(' ')) setSearchWords(words)\n\n      const item = model.items[0]\n      // The row deleted: the field it showed is no longer filtered.\n      if (!item) {\n        if (shownField && clauses.some((clause) => clause.field === shownField)) {\n          onChange(crmUpsertClause(clauses, shownField, null))\n        }\n        setPending(null)\n        setFocus(null)\n        return\n      }\n      const field = String(item.field)\n      const moved = field !== shownField\n      setFocus(field)\n      const clause = codecFor(field).toClause(item)\n      if (!clause) {\n        // No value yet. A value cleared on the field already shown removes\n        // its clause; a column just chosen leaves the last one standing.\n        setPending({ ...item, id: 'crm' })\n        if (!moved && clauses.some((entry) => entry.field === field)) {\n          onChange(crmUpsertClause(clauses, field, null))\n        }\n        return\n      }\n      setPending(null)\n      // A clause that stands alongside the served one is added beside it;\n      // any other replaces whatever the query was serving.\n      const base =\n        single && !keepAlongside?.(clause)\n          ? clauses.filter((entry) => entry.field === field || keepAlongside?.(entry))\n          : clauses\n      const next = crmUpsertClause(base, field, clause)\n      const same =\n        next.length === clauses.length &&\n        next.every(\n          (entry, at) =>\n            entry.field === clauses[at].field &&\n            entry.op === clauses[at].op &&\n            entry.value === clauses[at].value,\n        )\n      if (!same) onChange(next)\n    },\n    [searchWords, setSearchWords, shownField, clauses, onChange, codecFor, single, keepAlongside],\n  )\n\n  return { filterModel, onFilterModelChange, searchWords }\n}\n\nexport default useCrmGridFilter\n"],"names":["useCallback","useMemo","useState","crmPlainCodec","crmSelectCodec","crmUpsertClause","useCrmGridFilter","options","clauses","onChange","selectFields","codecs","single","keepAlongside","codecFor","field","includes","focus","setFocus","pending","setPending","ownWords","setOwnWords","searchWords","search","words","setSearchWords","shownField","at","length","toItem","filterModel","clause","find","entry","undefined","shown","item","id","items","quickFilterValues","onFilterModelChange","model","map","word","String","join","some","moved","toClause","base","filter","next","same","every","op","value"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAED;;AAIA,SAASA,WAAW,EAAEC,OAAO,EAAEC,QAAQ,QAAQ,QAAO;AACtD,SAEEC,aAAa,EACbC,cAAc,EACdC,eAAe,QACV,8BAA0B;AAkCjC;;;;;;;;;;;;;;;;;;;;;;CAsBC,GACD,OAAO,SAASC,iBAAiBC,OAA6B;;QAexCA,iBACGA;IAfvB,MAAM,EAAEC,OAAO,EAAEC,QAAQ,EAAEC,eAAe,EAAE,EAAEC,SAAS,CAAC,CAAC,EAAEC,SAAS,KAAK,EAAEC,aAAa,EAAE,GACxFN;IAEF,MAAMO,WAAWd,YACf,CAACe;YACCJ;gBAAAA,gBAAAA,MAAM,CAACI,MAAM,YAAbJ,gBAAkBD,aAAaM,QAAQ,CAACD,SAASX,iBAAiBD;OACpE;QAACQ;QAAQD;KAAa;IAGxB,wEAAwE,GACxE,MAAM,CAACO,OAAOC,SAAS,GAAGhB,SAAwB;IAClD,gFAAgF,GAChF,MAAM,CAACiB,SAASC,WAAW,GAAGlB,SAAgC;IAC9D,MAAM,CAACmB,UAAUC,YAAY,GAAGpB,SAAmB,EAAE;IACrD,MAAMqB,uBAAchB,kBAAAA,QAAQiB,MAAM,qBAAdjB,gBAAgBkB,KAAK,mBAAIJ;IAC7C,MAAMK,2BAAiBnB,mBAAAA,QAAQiB,MAAM,qBAAdjB,iBAAgBE,QAAQ,oBAAIa;IAEnD,4EAA4E,GAC5E,MAAMK,aAAa1B,QAAQ;QACzB,IAAIgB,OAAO,OAAOA;QAClB,IAAK,IAAIW,KAAKpB,QAAQqB,MAAM,GAAG,GAAGD,MAAM,GAAGA,MAAM,EAAG;YAClD,IAAId,SAASN,OAAO,CAACoB,GAAG,CAACb,KAAK,EAAEe,MAAM,CAACtB,OAAO,CAACoB,GAAG,GAAG,OAAOpB,OAAO,CAACoB,GAAG,CAACb,KAAK;QAC/E;QACA,OAAO;IACT,GAAG;QAACE;QAAOT;QAASM;KAAS;IAE7B,MAAMiB,cAAc9B,QAAyB;QAC3C,MAAM+B,SAASL,aACXnB,QAAQyB,IAAI,CAAC,CAACC,QAAUA,MAAMnB,KAAK,KAAKY,cACxCQ;QACJ,MAAMC,QAAQJ,SAASlB,SAASkB,OAAOjB,KAAK,EAAEe,MAAM,CAACE,UAAU;QAC/D,MAAMK,OACJlB,WAAWA,QAAQJ,KAAK,KAAKY,aACzBR,UACAa,UAAUI,QACR;YAAEE,IAAI;YAAOvB,OAAOiB,OAAOjB,KAAK;WAAKqB,SACrC;QACR,OAAO;YAAEG,OAAOF,OAAO;gBAACA;aAAK,GAAG,EAAE;YAAEG,mBAAmBjB;QAAY;IACrE,GAAG;QAACI;QAAYnB;QAASM;QAAUK;QAASI;KAAY;IAExD,MAAMkB,sBAAsBzC,YAC1B,CAAC0C;YACgBA;QAAf,MAAMjB,QAAQ,EAACiB,2BAAAA,MAAMF,iBAAiB,YAAvBE,2BAA2B,EAAE,EAAEC,GAAG,CAAC,CAACC,OAASC,OAAOD;QACnE,IAAInB,MAAMqB,IAAI,CAAC,SAASvB,YAAYuB,IAAI,CAAC,MAAMpB,eAAeD;QAE9D,MAAMY,OAAOK,MAAMH,KAAK,CAAC,EAAE;QAC3B,8DAA8D;QAC9D,IAAI,CAACF,MAAM;YACT,IAAIV,cAAcnB,QAAQuC,IAAI,CAAC,CAACf,SAAWA,OAAOjB,KAAK,KAAKY,aAAa;gBACvElB,SAASJ,gBAAgBG,SAASmB,YAAY;YAChD;YACAP,WAAW;YACXF,SAAS;YACT;QACF;QACA,MAAMH,QAAQ8B,OAAOR,KAAKtB,KAAK;QAC/B,MAAMiC,QAAQjC,UAAUY;QACxBT,SAASH;QACT,MAAMiB,SAASlB,SAASC,OAAOkC,QAAQ,CAACZ;QACxC,IAAI,CAACL,QAAQ;YACX,mEAAmE;YACnE,iEAAiE;YACjEZ,WAAW,aAAKiB;gBAAMC,IAAI;;YAC1B,IAAI,CAACU,SAASxC,QAAQuC,IAAI,CAAC,CAACb,QAAUA,MAAMnB,KAAK,KAAKA,QAAQ;gBAC5DN,SAASJ,gBAAgBG,SAASO,OAAO;YAC3C;YACA;QACF;QACAK,WAAW;QACX,oEAAoE;QACpE,qDAAqD;QACrD,MAAM8B,OACJtC,UAAU,EAACC,iCAAAA,cAAgBmB,WACvBxB,QAAQ2C,MAAM,CAAC,CAACjB,QAAUA,MAAMnB,KAAK,KAAKA,UAASF,iCAAAA,cAAgBqB,WACnE1B;QACN,MAAM4C,OAAO/C,gBAAgB6C,MAAMnC,OAAOiB;QAC1C,MAAMqB,OACJD,KAAKvB,MAAM,KAAKrB,QAAQqB,MAAM,IAC9BuB,KAAKE,KAAK,CACR,CAACpB,OAAON,KACNM,MAAMnB,KAAK,KAAKP,OAAO,CAACoB,GAAG,CAACb,KAAK,IACjCmB,MAAMqB,EAAE,KAAK/C,OAAO,CAACoB,GAAG,CAAC2B,EAAE,IAC3BrB,MAAMsB,KAAK,KAAKhD,OAAO,CAACoB,GAAG,CAAC4B,KAAK;QAEvC,IAAI,CAACH,MAAM5C,SAAS2C;IACtB,GACA;QAAC7B;QAAaG;QAAgBC;QAAYnB;QAASC;QAAUK;QAAUF;QAAQC;KAAc;IAG/F,OAAO;QAAEkB;QAAaU;QAAqBlB;IAAY;AACzD;AAEA,eAAejB,iBAAgB"}

package/src/lib/model/crm-grid-filter.d.ts

@@ -0,0 +1,64 @@
+/**
+ * @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 { CrmViewFilterClause } from '@aglyn/aglyn';
+import { type ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
+import { type GridColDef, type GridFilterItem } from '@mui/x-data-grid';
+/** A choice for a field whose value is picked rather than typed. */
+export interface CrmFilterOption {
+    value: string;
+    label: string;
+}
+/**
+ * How one field's stored clause and the panel's item translate. A field
+ * with choices uses {@link crmSelectCodec}; a typed one, {@link crmPlainCodec}.
+ * A list whose clauses predate the panel supplies its own.
+ */
+export interface CrmGridFilterCodec {
+    toItem: (clause: CrmViewFilterClause) => Pick<GridFilterItem, 'operator' | 'value'> | null;
+    toClause: (item: GridFilterItem) => CrmViewFilterClause | null;
+}
+/** A typed field: the stored operator IS the grid's. */
+export declare const crmPlainCodec: CrmGridFilterCodec;
+/** A picked field: `equals` shows as `is`, and `isAnyOf` holds a comma list. */
+export declare const crmSelectCodec: CrmGridFilterCodec;
+/** The select operators a field's allowed clause operators map to. */
+export declare function crmSelectOperators(allowed: readonly string[]): import("@mui/x-data-grid").GridFilterOperator<any, any, any, import("@mui/x-data-grid").GridFilterInputValueProps>[];
+/**
+ * The list's columns, each made filterable exactly as far as its field is
+ * declared, and every declared field that is not a column added as a
+ * permanently hidden one — the panel lists columns, so a field with none
+ * could not be reached (`hiddenFilterColumns`).
+ *
+ * A field with choices becomes a `singleSelect` over them, whatever the
+ * column rendered before; one without keeps the grammar's operators; a
+ * column no field declares offers no filter, because the list, not the
+ * grid, answers every filter and would have nothing to answer it with.
+ */
+export declare function crmFilterColumns(columns: readonly GridColDef[], fields: readonly ListFilterField[], options?: Readonly<Record<string, readonly CrmFilterOption[]>>, headers?: Readonly<Record<string, string>>): GridColDef[];
+/**
+ * Whether a row answers a quick search: every whitespace-separated word
+ * appears, case-insensitively, in SOME of the row's searched values. A
+ * blank search matches every row, so an emptied box is the list unfiltered.
+ * An array value (tags) is searched member by member.
+ */
+export declare function crmRowMatchesSearch(row: object, paths: readonly string[], words: readonly string[]): boolean;
+/**
+ * The clauses with one field's clause set: replaced in place where the field
+ * already had one, appended where it did not, removed when `next` is null.
+ * A field holds ONE clause, which is what the panel edits.
+ */
+export declare function crmUpsertClause(clauses: readonly CrmViewFilterClause[], field: string, next: CrmViewFilterClause | null): CrmViewFilterClause[];