@aglyn/plugins-crm 1.0.0-beta.184 → 1.0.0-beta.186

package/package.json

@@ -1,6 +1,6 @@
 {
   "name": "@aglyn/plugins-crm",
-  "version": "1.0.0-beta.184",
+  "version": "1.0.0-beta.186",
   "license": "Apache-2.0",
   "homepage": "https://aglyn.com",
   "repository": {
@@ -25,18 +25,18 @@
     "./package.json": "./package.json"
   },
   "dependencies": {
-    "@aglyn/aglyn": "1.0.0-beta.184",
-    "@aglyn/shared-data-enums": "1.0.0-beta.184",
-    "@aglyn/shared-data-mdi": "1.0.0-beta.184",
-    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.184",
-    "@aglyn/shared-ui-jsx": "1.0.0-beta.184",
-    "@aglyn/shared-ui-next": "1.0.0-beta.184",
-    "@aglyn/shared-ui-snackstack": "1.0.0-beta.184",
-    "@aglyn/shared-util-email": "1.0.0-beta.184",
-    "@aglyn/shared-util-http": "1.0.0-beta.184",
-    "@aglyn/tenant-data-admin": "1.0.0-beta.184",
-    "@aglyn/tenant-feature-instance": "1.0.0-beta.184",
-    "@aglyn/tenant-runtime": "1.0.0-beta.184",
+    "@aglyn/aglyn": "1.0.0-beta.186",
+    "@aglyn/shared-data-enums": "1.0.0-beta.186",
+    "@aglyn/shared-data-mdi": "1.0.0-beta.186",
+    "@aglyn/shared-ui-email-campaigns": "1.0.0-beta.186",
+    "@aglyn/shared-ui-jsx": "1.0.0-beta.186",
+    "@aglyn/shared-ui-next": "1.0.0-beta.186",
+    "@aglyn/shared-ui-snackstack": "1.0.0-beta.186",
+    "@aglyn/shared-util-email": "1.0.0-beta.186",
+    "@aglyn/shared-util-http": "1.0.0-beta.186",
+    "@aglyn/tenant-data-admin": "1.0.0-beta.186",
+    "@aglyn/tenant-feature-instance": "1.0.0-beta.186",
+    "@aglyn/tenant-runtime": "1.0.0-beta.186",
     "@dnd-kit/core": "^6.3.1",
     "@dnd-kit/utilities": "^3.2.2",
     "@swc/helpers": "0.5.23",

package/src/lib/components/contacts-section.js

@@ -886,11 +886,7 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                         byForm && contactsStatus === 'error' ? /*#__PURE__*/ _jsx(Alert, {
                             severity: "info",
                             children: 'The contacts this form captured could not be listed. Your ' + 'access is limited to specific sites, and a form filter ' + 'cannot be narrowed to them — an organization administrator ' + 'can see it.'
-                        }) : contacts.length === 0 && filter ? /*#__PURE__*/ _jsx(Typography, {
-                            variant: "body2",
-                            color: "text.secondary",
-                            children: contactsStatus === 'loading' ? 'Loading…' : 'No contacts match this filter.'
-                        }) : contacts.length === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
+                        }) : contacts.length === 0 && !views.state.filters.length ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
                             label: contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet',
                             description: contactsStatus === 'loading' ? undefined : suiteIncluded ? 'Form submissions, member sign-ups, orders and bookings become contacts on their own; add one by hand or bring a list in from a CSV.' : 'Form submissions, member sign-ups, orders and bookings become contacts on their own.',
                             action: contactsStatus === 'loading' ? undefined : !suiteIncluded ? /*#__PURE__*/ _jsxs(Stack, {
@@ -969,6 +965,9 @@ import { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from "./crm-su
                                         onFilterModelChange: gridFilter.onFilterModelChange,
                                         quickFilter: true,
                                         onPreferencePanelOpen: ()=>setFilterOpened(true),
+                                        // A filter that matched nothing is said inside the grid,
+                                        // so the toolbar that set it stays to change it.
+                                        noRowsLabel: contactsStatus === 'loading' ? 'Loading…' : 'No contacts match these filters',
                                         columnVisibilityModel: grid.columnVisibilityModel,
                                         onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
                                         sortModel: grid.sortModel,

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contacts-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 * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_SOURCE_LABELS,\n  CRM_CONTACT_VIEW_FIELDS,\n  type CrmViewFilterClause,\n  crmContactCustomColumn,\n  crmViewFiltersFromSegment,\n  crmViewSegmentFilters,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport {\n  hiddenFilterVisibility,\n  matchListFilter,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n  contactCustomFilterFields,\n  contactCustomFilterHeaders,\n} from '../constants/contact-filters'\nimport {\n  type ContactRecord,\n  contactPrimaryGroup,\n  contactRecordFromDoc,\n} from '../model/contact-record'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { contactsListSeed } from '../model/contacts-list-seed'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  type ContactCsvOptions,\n  contactsCsv,\n  downloadTextFile,\n} from '../model/contacts-csv'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ContactsBulkBar from './contacts-bulk-bar'\nimport { ContactImportButton } from './contact-import-drawer'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  listFilterPlan,\n  useFirestore,\n  useFirestoreCollection,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport RecentActivityFeed from './recent-activity-feed'\nimport {\n  CONTACT_FILTER_COLUMNS,\n  CONTACT_OPTIONAL_COLUMNS,\n  contactListColumns,\n} from './contact-list-columns'\nimport NewContactDrawer, { type NewContactValues } from './new-contact-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { useOrgMembers } from './use-org-members'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\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 { useCompanyOptions } from './company-picker'\nimport CrmFilterBar from './crm-filter-bar'\nimport {\n  type CrmFilterOption,\n  crmFilterColumns,\n  crmRowMatchesSearch,\n} from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\nimport CrmViewsControl, { type CrmViewPreset } from './crm-views-control'\nimport { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from './crm-suite-lock'\n\n/**\n * The shared labels, under the name this file has always called them.\n *\n * The map lives beside the `ContactSource` union so the dynamic-list rule\n * editor and this filter cannot disagree about what `order` is called.\n */\nconst SOURCE_LABELS = CONTACT_SOURCE_LABELS\n\n/** What the grid's quick search reads on a contact: who they are, and their tags. */\nconst CONTACT_SEARCH_FIELDS = ['name', 'email', 'phone', 'company', 'tags'] as const\n\n/**\n * What the list keeps out of sight until a view says otherwise: the\n * filter-only columns, which never show, and the optional columns\n * (AGL-2616), which start hidden and come back through the column menu or\n * a saved view's column list.\n */\nconst HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  ...hiddenFilterVisibility(CONTACT_LIST_FILTER_FIELDS, CONTACT_FILTER_COLUMNS),\n  ...Object.fromEntries(CONTACT_OPTIONAL_COLUMNS.map((field) => [field, false])),\n}\n\n/**\n * Why a refund found no contact to record itself against (AGL-2329).\n *\n * The three reasons `recordContactRefund` distinguishes, in the operator's\n * language rather than the writer's enum. They are not interchangeable: two\n * of them are things the merchant can act on and one is a deletion nothing\n * should undo, and collapsing them into \"unmatched\" would turn an actionable\n * fact into a statistic.\n */\nconst UNMATCHED_REFUND_REASON: Record<string, string> = {\n  'no-email': 'the order carried no email address',\n  'no-contact': 'no contact record matched the buyer',\n  'contact-deleted': 'the contact was deleted between the sale and the refund',\n}\n\n/**\n * Contacts CRM (AGL-198): the unified people list fed by AGL-197's\n * ingestion — search, source badges, a profile drawer with the\n * interaction timeline plus tags/notes editing, and CSV export. Part of\n * the CRM, included from Starter (AGL-2851); the contactsPerHost band\n * counts the records in it.\n */\n/**\n * Contacts CRM (AGL-109 → AGL-395): the unified contacts list, segments,\n * and profile drawer, owned by the contacts plugin and rendered by the\n * shell's generic plugin route. The shell applies the `release_crm`\n * gate (via the nav tab) and passes the resolved `org` doc for the\n * `contactsPerHost` quota check.\n *\n * Since AGL-2595 this is the `people` SECTION of the Contacts hub rather\n * than the whole page: `crm-console-page.tsx` routes to it, and the\n * companies, deals, tasks, reports and fields sections sit beside it. The\n * body is the v1 page unchanged, and it takes the shell's full prop bag so\n * nothing the v1 page read has to be threaded through the hub by name.\n */\nexport function ContactsPeopleSection(props: ConsolePluginPageProps) {\n  const { hostId, org, releaseFlag, basePath } = props\n  /*\n   * A row is a LINK now (AGL-2596): opening a person navigates to their own\n   * page rather than a drawer over the list, so the address can be pasted\n   * and every other CRM record can point at it. `basePath` is what the hub\n   * hands every section; the empty fallback only exists for a direct mount\n   * without the shell, where there is nowhere to navigate to anyway.\n   */\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  // Whether the audience overage on this page is actually INVOICED\n  // (AGL-1662), and whether that question has been answered yet.\n  //\n  // AGL-1604 stopped the usage cron putting `contactsOverageUsd` into\n  // `billedCents` while `release_crm` is off for the org; `db5ecdf2b`\n  // taught the console billing page's caption the same thing. This page's own\n  // alert still quoted the dollar figure with no flag check — and this is the\n  // surface a staff member reaches with the flag OFF, because the shell's\n  // `FeatureGate` admits them on `visible` (`released || isStaff`). Support\n  // then reads that number back to a customer whose invoice will not carry it.\n  //\n  // The shell resolves this from `released`, never `visible`: staff opening a\n  // page does not put a line on the customer's bill.\n  //\n  // Both default to the WITHHELD answer when the prop is absent, which only\n  // happens in a direct mount — the shell always supplies it for a surface\n  // with a nav-tab flag. A caller that has not resolved the verdict has not\n  // earned the right to quote a charge.\n  const contactsBilled = releaseFlag?.released ?? false\n  const releaseFlagsReady = releaseFlag?.ready ?? false\n  // Org-shared data root (AGL-237). Null until the org lookup settles\n  // (AGL-1061), and for a host with no owning org — the pre-migration host\n  // path this used to fall back to is gone (AGL-1050), so the CRM lists\n  // nothing rather than listing somewhere else. Resolved by the one scope\n  // hook (AGL-2614), which also answers for the organization-level mount\n  // (AGL-2630): there `hostId` is null, the org comes from the hub's mount,\n  // and the viewing group and the scope clause are both `null`.\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope: dataScope, orgId, consentGroup, visibleTo: visibleToTokens } = crmScope\n  /*\n   * THE CRM (AGL-2788). This list is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). The locks below — adding a person\n   * by hand, importing a file, a saved view, the owner, stage and company of\n   * a selection — draw only for an org whose plan lacks the CRM. The shell\n   * mounts this page only once the org has settled, so the plan read here\n   * is an answer.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n  // The org's site list, at the organization level only — what names the\n  // sites in the \"Known by\" column (AGL-2630).\n  const mount = useCrmOrgMount()\n  // The org's custom fields, for the optional columns below (AGL-2601).\n  const customFields = useContactFieldDefinitions(dataScope?.[1] ?? null)\n  /*==========================================\n   * THE CONTROLLER THIS PAGE IS SHOWING.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one row, which is the dedupe the shared address book\n   * exists for and the reason the org is billed once for them. Almost nothing\n   * ON that row is shared: the notes, tags, timeline and lifetime value are\n   * the holder's own business records, and while they lived at the top of the\n   * document every site in an agency's account could read every client's.\n   *\n   * So the page resolves the group it is being viewed as — the sites declared\n   * to be one sender, or this site alone — and reads that group's facet.\n   * Pure, from the org document the shell already passed, so it costs no\n   * read. `consentGroup` above is that group; at the ORGANIZATION level it\n   * is `null`, and each row is flattened through the person's own primary\n   * holder instead (`contactPrimaryGroup`), so an org-wide member reads the\n   * profile the first capturing site keeps — and the \"Known by\" column says\n   * which other sites hold one.\n   *=========================================*/\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n\n  /*\n   * WHAT THE LIST WAS OPENED FOR (AGL-2612).\n   *\n   * Two surfaces address this list with a question rather than a record: a\n   * form's own page (\"who came in through this form\") and an Inbox\n   * submission row (\"open the person with this address\"). Both arrive as\n   * query keys, parsed once into the same filter the grid's panel would\n   * produce, so the seeded query IS a typed query and nothing here is a\n   * second predicate.\n   */\n  const searchParams = useSearchParams()\n  const seed = useMemo(() => contactsListSeed(searchParams), [searchParams])\n  /*\n   * The seed as CLAUSES, in front of everything else (AGL-2617).\n   *\n   * A view holds a list of clauses in the grammar the grid's panel speaks,\n   * and the seed is two of them — the form's captures and the address, plus\n   * the source the form link names. They lead every state the list works\n   * from, whichever view is open, so the query serves the seed (it reaches\n   * the whole collection, as it did before views) and a view narrows what\n   * comes back. The controller keeps them out of what a view SAVES.\n   */\n  const seedFilters = useMemo<CrmViewFilterClause[]>(\n    () => [\n      ...(seed.filter ? [seed.filter] : []),\n      ...(seed.source\n        ? [{ field: CRM_CONTACT_VIEW_FIELDS.source, op: 'equals', value: seed.source }]\n        : []),\n    ],\n    [seed],\n  )\n  const viewInitial = useMemo(() => ({ filters: seedFilters }), [seedFilters])\n  const views = useCrmSavedView({\n    section: 'contacts',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n    initial: viewInitial,\n  })\n  /*\n   * The grammar this list speaks: the declared fields, and one field per\n   * custom contact field the org has defined — so a view can filter on\n   * \"plan is enterprise\" the way it filters on a stage.\n   */\n  const filterFields = useMemo(\n    () => [...CONTACT_LIST_FILTER_FIELDS, ...contactCustomFilterFields(customFields.active)],\n    [customFields.active],\n  )\n  const filterHeaders = useMemo(\n    () => ({\n      ...CONTACT_LIST_FILTER_HEADERS,\n      ...contactCustomFilterHeaders(customFields.active),\n    }),\n    [customFields.active],\n  )\n  /*\n   * ONE clause on the query, the rest over the window.\n   *\n   * Firestore takes one array clause per query and composes the rest only\n   * through indexes nobody built for every pair of columns, so the first\n   * clause the translator can serve is the one that reaches every contact\n   * and every other narrows the thousand the query returned. The caption\n   * under the bar says which is which; the chips mark the served one.\n   */\n  const plan = useMemo(\n    () => listFilterPlan(filterFields, views.state.filters),\n    [filterFields, views.state.filters],\n  )\n  const filter = plan.served\n  /**\n   * The one filter that cannot carry the scope clause.\n   *\n   * `formIds` is an `array-contains` on the mirror, and Firestore takes one\n   * array clause per query — so this listener drops its `visibleTo`\n   * predicate for it, exactly as the company contacts card does for\n   * `companyIds`, and the rules then admit the read to an org-wide member\n   * only. A scoped member's listener errors instead of listing, and the\n   * alert below says so rather than showing an empty form.\n   */\n  const byForm = filter?.field === 'formIds'\n  const {\n    data: contactDocs,\n    status: contactsStatus,\n    /**\n     * The rows the profile drawer is seeded from are unconfirmed by the\n     * server (AGL-1358). This payload is narrower than most sites in this\n     * issue — `email`, `sources` and `interactions` are not in it — but the\n     * two fields that are, `tags` and `notes`, are BOTH written on every\n     * save and both come off the seed. Edit the notes against a cached read\n     * and the tags go back with them, and tags are what\n     * `contactMatchesSegment` runs on: a saved segment is a campaign\n     * audience, so a rollback here silently changes who gets emailed.\n     */\n    fromCache: contactsFromCache,\n  } = useFirestoreCollection<any>(\n    () => {\n      if (!dataScope) return null\n      /*\n       * ORDERED, and filtered by the QUERY (AGL-2501, AGL-2292).\n       *\n       * Two bugs shared this one line. `limit(1000)` with no `orderBy` returns\n       * documents in ID order — contacts are created with `.add()` and\n       * `createResourceUid()`, so that is a pseudo-random SAMPLE of a thousand,\n       * and the client `.sort()` below made it look reliably newest-first. An\n       * org with forty thousand contacts saw a thousand arbitrary ones,\n       * convincingly sorted.\n       *\n       * The search then ran over that sample, so a name on the wrong side of\n       * the cap answered \"no contacts match\" — the answer a search must never\n       * give wrongly, on the list a merchant uses to find one person.\n       *\n       * The cap STAYS: nobody needs forty thousand rows streamed into a table,\n       * and the head-count has been a server aggregate since AGL-1706. What\n       * changes is that the thousand are now the newest thousand, and that a\n       * filter reaches the whole collection before the cap applies.\n       */\n      const constraints = plan.constraints\n      /*\n       * SCOPED, and this is the leak it closes.\n       *\n       * The listener had no `where()` at all: `hostId` reached it only to\n       * resolve which ORG owns the data, so every site in the account listed\n       * every contact in the account. An agency's client opened Contacts and\n       * read the other clients' customers.\n       *\n       * `array-contains-any` over the group's tokens is the same predicate\n       * the rules evaluate with `hasAny`, so a filtered query is provable\n       * per-document and an UNFILTERED one is now permission-denied rather\n       * than quietly returning everything.\n       */\n      return query(\n        collection(firestore, dataScope[0], dataScope[1], 'contacts'),\n        // Dropped for the form mirror alone — see `byForm` — and absent at\n        // the organization level, where the tokens are `null` (AGL-2630).\n        ...(byForm ? [] : crmVisibleToClause(visibleToTokens)),\n        ...(constraints ?? [orderBy('updatedAt', 'desc')]),\n        limit(1000),\n      )\n    },\n    [firestore, dataScope, plan.constraints, byForm, visibleToTokens],\n    { idField: '$id' },\n  )\n  /*\n   * OPENED FOR ONE ADDRESS: move straight on to the record (AGL-2612).\n   *\n   * The Inbox links here with an email because a contact's id is minted at\n   * capture and nothing outside the CRM holds it; the list is the lookup.\n   * Once the seeded `email equals` query has answered with exactly one row,\n   * that row is the person and the list is a detour — `replace`, so Back\n   * returns to the Inbox rather than to this redirect. Nothing else\n   * navigates: no match leaves the filtered list on screen, which is the\n   * honest answer for a submission whose contact the band dropped, and a\n   * filter the reader has since changed is theirs.\n   */\n  const openedByEmail = useRef(false)\n  useEffect(() => {\n    if (openedByEmail.current || !seed.openEmail) return\n    if (contactsStatus !== 'success') return\n    if (filter?.field !== 'email' || filter.value !== seed.openEmail) return\n    const only = (contactDocs ?? []).length === 1 ? contactDocs?.[0] : null\n    if (!only) return\n    openedByEmail.current = true\n    router.replace(routes.contact(String(only.$id)))\n  }, [seed.openEmail, contactsStatus, filter, contactDocs, router, routes])\n  /**\n   * Every row, flattened through THIS group's facet.\n   *\n   * One projection rather than a facet read at each of the nine places that\n   * touch `tags`, `notes`, `name` or `interactions`: a surface that reads one\n   * of them off the top of the document is a surface showing another\n   * holder's records, and nine chances to forget is nine leaks.\n   *\n   * The canonical `name` is the fallback and the shared identity; a holder's\n   * own override wins, so one business renaming a person cannot change what\n   * an unrelated business sees.\n   */\n  const contacts: ContactRecord[] = useMemo(\n    () =>\n      (contactDocs ?? []).map((row) =>\n        contactRecordFromDoc(\n          row,\n          consentGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n        ),\n      ),\n    [contactDocs, consentGroup, org],\n  )\n  /*\n   * The roster, for the Owner column — read only once a loaded row actually\n   * carries an owner. A list of people nobody has assigned never pays for\n   * the team list, and the create drawer asks for it in its own right.\n   */\n  const [createOpen, setCreateOpen] = useState(false)\n  /*\n   * The filter bar's pickers name people and companies, so the roster is\n   * also read once the reader has reached for a filter, or is looking at a\n   * view that names an owner or a company (AGL-2617).\n   */\n  const [filterOpened, setFilterOpened] = useState(false)\n  const namesFilter = views.state.filters.some(\n    (clause) =>\n      clause.field === CRM_CONTACT_VIEW_FIELDS.owner ||\n      clause.field === CRM_CONTACT_VIEW_FIELDS.company,\n  )\n  const members = useOrgMembers(orgId, {\n    enabled:\n      createOpen ||\n      filterOpened ||\n      namesFilter ||\n      contacts.some((contact) => Boolean(contact.ownerUid)),\n  })\n  /**\n   * The HEAD-COUNT, read as a server-side aggregate (AGL-1706).\n   *\n   * The listener above is `limit(1000)` and always will be — nobody needs\n   * 40,000 rows streamed into a table. What it must not do is answer \"how\n   * many contacts does this org have\", and it did: `contacts.length`\n   * saturated at 1,000, which is *exactly* the smallest paid included band\n   * (`starter`). So `overageContacts = max(0, used − included)` was 0 on\n   * every stock plan and the alert below could not render at all.\n   *\n   * Worse than the dead alert, the same capped number fed the readout in the\n   * toolbar. An org with 40,000 contacts on Pro read \"1,000 contacts ·\n   * 10,000 included\" — a page whose job is telling a customer where they sit\n   * in their band, telling them they have room they do not have. The console\n   * billing page read the truth from `getCountFromServer` on this very\n   * collection, so the two surfaces disagreed about the same org's audience.\n   *\n   * THE LIST AND THE COUNT ARE DIFFERENT QUESTIONS and now have different\n   * answers: one aggregate read per mount, the same call\n   * `billing-usage.component.tsx` already makes against the same path.\n   *\n   * The counting RULE is untouched — `checkCrmRecordsQuota` is an\n   * entitlement input and the usage cron is what bills from it. Only this\n   * page's input stopped being a saturated one.\n   *\n   * THE BAND IS THE RECORDS BAND (AGL-2611): contacts, companies and deals\n   * together, so the alert below is fed the sum of three aggregates while\n   * the readout beside the toolbar keeps the people count — a workspace\n   * whose hundred records are ninety companies is told it holds ten\n   * contacts and that its band is full, which are both true. The three\n   * reads and the fallback rule live in `useCrmRecordsQuota`, shared with\n   * the company and deal drawers so every door on this hub refuses on the\n   * same number.\n   */\n  const records = useCrmRecordsQuota(dataScope, org, {\n    contactsFallback: contacts.length,\n  })\n  // Pending or denied, the listener length stands in. It can only UNDERSTATE\n  // (it is the same collection, capped), never overstate, so no alert this\n  // number gates can fire on a count larger than the truth.\n  const contactCount = records.contactsCount ?? contacts.length\n  // Records bands (AGL-890): a plan with an overage rate meters past the\n  // included count instead of blocking; a plan without one hard-bands\n  // (quota.allowed = false).\n  const quota = records.quota\n  // Signups whose CRM record was dropped at a hard band (AGL-891), Free's\n  // included: capture still fills that band on a plan without the CRM.\n  // Written by upsert-contact, host-scoped.\n  // Host-scoped, so absent at the organization level (AGL-2630): the\n  // counter is a fact about one site's capture, and summing thirty of them\n  // would be a figure about nothing in particular.\n  const { data: droppedCounter } = useFirestoreDoc<any>(\n    () => (hostId ? doc(firestore, 'hosts', hostId, 'counters', 'contactsDropped') : null),\n    [firestore, hostId],\n  )\n  const droppedTotal = Number(droppedCounter?.['total'] ?? 0)\n\n  /*==========================================\n   * REFUNDS THAT REACHED NO CONTACT (AGL-2329).\n   *\n   * `recordContactRefund` refuses to create a contact for a refund — a\n   * contact holding a refund and no purchase is a phantom record with\n   * negative lifetime value — and increments\n   * `hosts/{hostId}/counters/contactRefundsUnmatched` instead. Its own\n   * comment says the shape mirrors `contactsDropped` \"so an operator…\", and\n   * there the sentence stops: `contactsDropped` had this reader and the\n   * refund counter had none, so a refund that reached no contact record\n   * incremented a number nobody could see.\n   *\n   * It sits beside the dropped-signup alert because they are the same kind\n   * of fact — something that happened to this host's CRM and left no row —\n   * and an operator reconciling their contact list needs both or neither.\n   *=========================================*/\n  const { data: unmatchedRefundCounter } = useFirestoreDoc<any>(\n    () =>\n      hostId\n        ? doc(firestore, 'hosts', hostId, 'counters', 'contactRefundsUnmatched')\n        : null,\n    [firestore, hostId],\n  )\n  const unmatchedRefundTotal = Number(unmatchedRefundCounter?.['total'] ?? 0)\n  const unmatchedRefundReason = String(\n    unmatchedRefundCounter?.['lastReason'] ?? '',\n  )\n\n  // Saved segments (AGL-199): reusable audience filters.\n  const { data: segmentDocs } = useFirestoreCollection<any>(\n    () =>\n      dataScope\n        ? query(\n            collection(\n              firestore,\n              dataScope[0],\n              dataScope[1],\n              'contactSegments',\n            ),\n            limit(50),\n          )\n        : null,\n    [firestore, dataScope],\n    { idField: '$id' },\n  )\n  const segments = useMemo(\n    () =>\n      [...(segmentDocs ?? [])].sort((a, b) =>\n        String(a.name ?? '').localeCompare(String(b.name ?? '')),\n      ),\n    [segmentDocs],\n  )\n  /*\n   * Every saved segment, offered in the views menu as a view (AGL-2617):\n   * choosing one puts its tag and source clauses on the filter bar. A\n   * segment can only have come FROM an org scope, so the delete is\n   * unreachable without one in practice — but the scope is nullable\n   * (AGL-1050) and an unguarded deref would be a crash rather than a no-op\n   * if that ever stopped being true.\n   */\n  const segmentPresets = useMemo<CrmViewPreset[]>(\n    () =>\n      segments.map((segment: any) => ({\n        id: String(segment.$id),\n        label: String(segment.name ?? ''),\n        filters: crmViewFiltersFromSegment({\n          tags: segment.tags ?? [],\n          sources: segment.sources ?? [],\n        }),\n        onRemove: dataScope\n          ? () =>\n              deleteDoc(\n                doc(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  'contactSegments',\n                  String(segment.$id),\n                ),\n              )\n          : undefined,\n      })),\n    [segments, dataScope, firestore],\n  )\n\n  /*\n   * THE WINDOW CLAUSES narrow in the browser, and the caption says so.\n   *\n   * An owner, a stage, a source, a company and a custom value all live on\n   * the viewing group's FACET, and a facet path is per group, so none of\n   * them is a field the query grammar can reach without an index per\n   * group; a second tag clause, or \"any of these tags\", is an array clause\n   * the scope predicate already occupies. So every clause the plan could\n   * not serve refines the ordered window rather than the collection —\n   * through the same matcher the grammar declares, so a chip and the rows\n   * under it agree. Ordinary orgs load their whole list into the window\n   * anyway; the caption below says what these narrow for the ones that do\n   * not.\n   */\n  const uid = user?.uid ?? ''\n  const windowClauses = plan.window\n  // The quick search is the grid's box, answered here over the same window.\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searchKey = searchWords.join(' ')\n  const visible = useMemo(\n    () =>\n      windowClauses.length || searchWords.length\n        ? contacts.filter(\n            (contact) =>\n              windowClauses.every((clause) =>\n                matchListFilter(contact, filterFields, clause),\n              ) && crmRowMatchesSearch(contact, CONTACT_SEARCH_FIELDS, searchWords),\n          )\n        : contacts,\n    // `searchKey` stands for the words, which are a new array each render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [contacts, windowClauses, filterFields, searchKey],\n  )\n  /*\n   * The choices the filter bar picks from. The companies are read only once\n   * the reader has reached for a filter or is looking at a view that names\n   * one — a read a list nobody is narrowing should not pay for, the same\n   * bargain the roster gets above. A stage and a source are fixed lists and\n   * cost nothing; a custom `select` field offers its own options.\n   */\n  const companies = useCompanyOptions({\n    hostId,\n    org,\n    enabled: filterOpened || namesFilter,\n  })\n  const filterOptions = useMemo<Record<string, readonly CrmFilterOption[]>>(\n    () => ({\n      [CRM_CONTACT_VIEW_FIELDS.owner]: [\n        ...(uid ? [{ value: uid, label: 'Me' }] : []),\n        ...members.options\n          .filter((option) => option.uid !== uid)\n          .map((option) => ({ value: option.uid, label: Aglyn.crmMemberPickerLabel(option) })),\n      ],\n      [CRM_CONTACT_VIEW_FIELDS.stage]: CONTACT_LIFECYCLE_STAGES.map((stage) => ({\n        value: stage,\n        label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      })),\n      [CRM_CONTACT_VIEW_FIELDS.source]: Object.entries(SOURCE_LABELS).map(\n        ([value, label]) => ({ value, label }),\n      ),\n      [CRM_CONTACT_VIEW_FIELDS.company]: companies.options.map((company) => ({\n        value: company.id,\n        label: company.name,\n      })),\n      // The verdict on the address (AGL-3245): \"Email is bounced\".\n      emailState: Aglyn.EMAIL_STATE_STATUSES.map((status) => ({\n        value: status,\n        label: Aglyn.EMAIL_STATE_LABELS[status],\n      })),\n      ...Object.fromEntries(\n        customFields.active\n          .filter((definition) => definition.type === 'select' && definition.options?.length)\n          .map((definition) => [\n            crmContactCustomColumn(definition.key),\n            (definition.options ?? []).map((option) => ({ value: option, label: option })),\n          ]),\n      ),\n    }),\n    [uid, members.options, companies.options, customFields.active],\n  )\n\n  /* One row grammar, the console's (AGL-2501) — the same table everywhere. */\n  const contactColumns = useMemo(\n    () => [\n      ...contactListColumns({\n        memberName: members.memberName,\n        // \"Known by\", at the organization level only (AGL-2630).\n        siteName: mount ? mount.siteName : undefined,\n      }),\n      // The org's custom fields as optional columns (AGL-2601).\n      ...customFieldColumns(customFields.active),\n    ],\n    [members.memberName, mount, customFields.active],\n  )\n  /*\n   * The grid's column and sort models are the VIEW'S (AGL-2617). The\n   * filter-only hidden columns — the declared fields that are not table\n   * columns, never the custom ones, which are shown — stay hidden whatever\n   * a view says, so a saved arrangement cannot unhide a strip of blank\n   * cells.\n   */\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). The picked fields — owner, stage, source, company, email\n   * verdict, a custom select — are select columns over the same choices the\n   * chips name them by; the rest keep the operators the grammar declares.\n   */\n  const filterColumns = useMemo(\n    () => crmFilterColumns(contactColumns, filterFields, filterOptions, filterHeaders),\n    [contactColumns, filterFields, filterOptions, filterHeaders],\n  )\n  const gridFilter = useCrmGridFilter({\n    clauses: views.state.filters,\n    onChange: views.setFilters,\n    selectFields: Object.keys(filterOptions),\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  const grid = useCrmViewGrid(views, filterColumns, HIDDEN_COLUMNS)\n\n  /*\n   * A SEGMENT IS A VIEW'S TAG AND SOURCE CLAUSES, kept where a campaign\n   * can reach them (AGL-2617).\n   *\n   * The segment stays: it is what a campaign audience and a dynamic list\n   * resolve, and `contactMatchesSegment` is the one predicate both the\n   * console and the sender read. What changed is where it comes from — the\n   * filter bar's tag and source clauses, read back through\n   * `crmViewSegmentFilters`, so \"Save as segment\" is offered exactly when\n   * the working filters hold something a segment can hold. Each saved\n   * segment is offered in the views menu as a preset, and applying one\n   * puts its clauses on the bar, where they can be narrowed further and\n   * saved as a view.\n   */\n  const segmentFilters = useMemo(\n    () => crmViewSegmentFilters(views.state.filters),\n    [views.state.filters],\n  )\n  const [segmentName, setSegmentName] = useState<string | null>(null)\n  const handleSaveSegment = useCallback(async () => {\n    const name = (segmentName ?? '').trim().slice(0, 60)\n    // No org, no place to put it (AGL-1050). The button is disabled in\n    // this state; the guard is here so the callback cannot outlive it.\n    if (!name || !segmentFilters || !dataScope) return\n    setSegmentName(null)\n    try {\n      await addDoc(\n        collection(firestore, dataScope[0], dataScope[1], 'contactSegments'),\n        {\n          name,\n          tags: segmentFilters.tags ?? [],\n          sources: segmentFilters.sources ?? [],\n          // `contactSegments` is in SCOPED_COLLECTIONS and was the one\n          // member of it with no `array-contains-any` reader and no rules\n          // `hasAny` — the rules gate it on `isOrgWideMember()` and\n          // `campaign-send` checks it with `visibleToHost`, which passes on\n          // a missing field. So nothing broke, which is precisely why this\n          // went unnoticed (AGL-1478): a collection listed as scoped that\n          // nothing enforces is a trap set for whoever wires up the first\n          // scoped read, and they would inherit every segment ever saved\n          // already broken. Stamped at creation instead, like its siblings.\n          //\n          // Org-wide, unconditionally: `useOrgDataScope` resolves to\n          // `['orgs', orgId]` or to null, AGL-1061 having removed the\n          // `hosts/{hostId}` branch after counting zero documents there.\n          // A segment is a saved filter over org contacts, so it is exactly\n          // as visible as they are.\n          ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n          createdAt: new Date(),\n        },\n      )\n      enqueueSnackbar(\n        `Segment \"${name}\" saved — usable as a campaign audience`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [segmentName, segmentFilters, firestore, dataScope, enqueueSnackbar])\n\n  /** The rows ticked for a bulk action (AGL-2603); the bar above the table acts on them. */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  /*==========================================\n   * ADDING ONE PERSON BY HAND (AGL-2596).\n   *\n   * Through the plugin's server route rather than a client write, because\n   * creating a contact is the one act on this surface the rules cannot fully\n   * judge: the dedupe against every holder's rows is a lookup the capturing\n   * site may not read, and the audience band is a count the browser cannot\n   * take. The route answers `{ contactId, created }`; a merge onto somebody\n   * already in the address book is not an error, and the page says which\n   * happened before it opens the record.\n   *=========================================*/\n  // The site the route resolves the org from and stamps the record with: the\n  // mounted site, or at the organization level the one the drawer's picker\n  // named (AGL-2630) — the drawer holds its submit until it is known.\n  const crmApi = useCrmApi(crmScope.createHostId)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewContactValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('contacts-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.companyName ? { companyName: values.companyName } : {}),\n          ...(values.companyId ? { companyId: values.companyId } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.lifecycleStage\n            ? { lifecycleStage: values.lifecycleStage }\n            : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          marketingConsent: values.marketingConsent,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged: the\n          // band refusal is the list's wording, and a field refusal names\n          // the field.\n          setCreateError(\n            String(payload['error'] ?? 'The contact could not be added.'),\n          )\n          return\n        }\n        const contactId = String(payload['contactId'] ?? '')\n        // The activity entry is the route's (AGL-2622): it verified the\n        // caller and performed the write, so it is the one writer that\n        // cannot record an add that did not happen — and a second entry\n        // from here would put two rows on one act.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Contact added'\n            : 'Already a contact — what you entered was merged into their record',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n        if (contactId) router.push(routes.contact(contactId))\n      } catch (error) {\n        console.error(error)\n        setCreateError('The contact could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar, router, routes],\n  )\n\n  /*\n   * The file is `contactsCsv()`'s — every CRM column, the owner by address,\n   * one column per custom field — and the same options reach the bulk bar,\n   * so the table's export and the selection's are one file over two row\n   * sets (AGL-2621).\n   */\n  const csvOptions: ContactCsvOptions = useMemo(\n    () => ({ ownerEmail: members.memberEmail, customFields: customFields.active }),\n    [members.memberEmail, customFields.active],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('contacts.csv', 'text/csv', contactsCsv(visible, csvOptions))\n  }, [visible, csvOptions])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Contacts'}\n        help={pluginDocsHelp('contacts', { anchor: '#the-contacts-page' })}\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Typography variant=\"body2\" color=\"text.secondary\" sx={{ flex: 1 }}>\n              {/* The org's audience, not the page's row count (AGL-1706) —\n                  these two stopped being the same number the moment the\n                  listener grew a `limit(1000)`. */}\n              {`${contactCount.toLocaleString()} contacts · ${\n                Number.isFinite(quota.included)\n                  ? `${quota.used.toLocaleString()} of ${quota.included.toLocaleString()} CRM records`\n                  : `${quota.used.toLocaleString()} CRM records`\n              }`}\n            </Typography>\n            {suiteIncluded ? (\n              <ContactImportButton hostId={hostId} org={org} />\n            ) : (\n              <CrmSuiteLockedButton>{'Import CSV'}</CrmSuiteLockedButton>\n            )}\n            <Button\n              size=\"small\"\n              onClick={handleExport}\n              disabled={!visible.length}\n            >\n              {'Export CSV'}\n            </Button>\n            {/* A button that opens a drawer — never a create form above the\n                list. Disabled until the org has resolved, because the route\n                resolves the org from the site and a click before that has\n                nowhere to write. */}\n            {suiteIncluded ? (\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                disabled={!dataScope}\n                onClick={() => {\n                  setCreateError(null)\n                  setCreateOpen(true)\n                }}\n              >\n                {'New contact'}\n              </Button>\n            ) : (\n              <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                {'New contact'}\n              </CrmSuiteLockedButton>\n            )}\n          </Stack>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Contacts arrive here on their own from your forms, sign-ups, ' +\n                'orders and bookings. Adding one by hand, importing a CSV, ' +\n                \"saved views, and a contact's owner, stage and company are \" +\n                'part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The view this list is showing, and the clauses narrowing it\n            (AGL-2617). The control names the view and holds everything a\n            reader does to one; the bar holds the clauses, the seed's\n            included, with the one the query serves marked. Segments are\n            offered in the control's menu and saved from it.\n          */}\n          <Stack spacing={1}>\n            <CrmViewsControl\n              controller={views}\n              allLabel=\"All contacts\"\n              suiteLocked={!suiteIncluded}\n              presets={segmentPresets}\n              onSaveAsSegment={\n                segmentFilters && dataScope ? () => setSegmentName('') : null\n              }\n            />\n            <CrmFilterBar\n              fields={filterFields}\n              headers={filterHeaders}\n              clauses={views.state.filters}\n              onChange={views.setFilters}\n              options={filterOptions}\n              servedField={plan.served?.field ?? null}\n            />\n          </Stack>\n          {!quota.allowed ? (\n            <Alert severity=\"warning\">\n              {'CRM records limit reached — new visitors are no longer ' +\n                'captured' +\n                (droppedTotal > 0\n                  ? ` (${droppedTotal.toLocaleString()} missed so far)`\n                  : '') +\n                '. Upgrade in Billing to keep collecting.'}\n            </Alert>\n          ) : quota.overageRecords > 0 &&\n            quota.overageRateUsd != null &&\n            // No claim about money until the verdict that decides it has\n            // settled (AGL-1662). Before Remote Config activation the flag\n            // reads its registry default, which is no org's verdict, so an\n            // ungated alert could assert the wrong wording for one paint.\n            releaseFlagsReady ? (\n            <Alert severity=\"info\">\n              {contactsBilled\n                ? // Same sentence as the billing page's caption, and the same\n                  // basis (AGL-2399): the count here is LIVE, the invoice\n                  // charges the last reading before the month closes, so the\n                  // dollar figure is a projection until the month ends. Staff\n                  // and customer must not read different sentences about the\n                  // same org's money — that applies to WHEN it is measured as\n                  // much as to how much.\n                  `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                  `your plan's included ${quota.included.toLocaleString()} — ` +\n                  `metered at $${quota.overageRateUsd}/1,000 per month ` +\n                  `(≈$${quota.overageMonthlyUsd.toFixed(2)} if your list ends ` +\n                  'the month at this size). ' +\n                  'Upgrade in Billing for a larger included audience.'\n                : // The wording `db5ecdf2b` put on the billing page, which is\n                  // itself the wording `1a2aed5cb` published to\n                  // `billing-and-plans/overview.md` (AGL-1601/1603). Staff and\n                  // customer must not read different sentences about the same\n                  // org's money.\n                  //\n                  // THE COUNT STAYS, THE TOTAL GOES: the head-count is real —\n                  // ingestion captured those records — and is not a claim\n                  // about money. The upgrade nudge goes with the total, since\n                  // it prompts a purchase premised on a charge that is not\n                  // happening.\n                  `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                  `your plan's included ${quota.included.toLocaleString()} — ` +\n                  'not billed while the CRM is unavailable. ' +\n                  `The $${quota.overageRateUsd}/1,000 rate applies once ` +\n                  'Contacts opens.'}\n            </Alert>\n          ) : droppedTotal > 0 ? (\n            <Alert severity=\"info\">\n              {`${droppedTotal.toLocaleString()} earlier visitor${\n                droppedTotal === 1 ? ' was' : 's were'\n              } not captured while your CRM records band was full.`}\n            </Alert>\n          ) : null}\n          {/*\n            Unlike the band alert above, this one is NOT exclusive with the\n            others: a host can be over its band AND have refunds that landed\n            nowhere, and the two have different remedies. Chaining it into the\n            same ternary would hide whichever fact came second.\n          */}\n          {unmatchedRefundTotal > 0 ? (\n            <Alert severity=\"warning\">\n              {`${unmatchedRefundTotal.toLocaleString()} refund${\n                unmatchedRefundTotal === 1 ? '' : 's'\n              } could not be recorded against a contact${\n                UNMATCHED_REFUND_REASON[unmatchedRefundReason]\n                  ? ` — most recently because ${UNMATCHED_REFUND_REASON[unmatchedRefundReason]}`\n                  : ''\n              }. The money moved; the customer's timeline does not show it.`}\n            </Alert>\n          ) : null}\n          {byForm && contactsStatus === 'error' ? (\n            <Alert severity=\"info\">\n              {'The contacts this form captured could not be listed. Your ' +\n                'access is limited to specific sites, and a form filter ' +\n                'cannot be narrowed to them — an organization administrator ' +\n                'can see it.'}\n            </Alert>\n          ) : contacts.length === 0 && filter ? (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {contactsStatus === 'loading'\n                ? 'Loading…'\n                : 'No contacts match this filter.'}\n            </Typography>\n          ) : contacts.length === 0 ? (\n            <EmptyStateComponent\n              label={contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet'}\n              description={\n                contactsStatus === 'loading'\n                  ? undefined\n                  : suiteIncluded\n                    ? 'Form submissions, member sign-ups, orders and bookings become contacts on their own; add one by hand or bring a list in from a CSV.'\n                    : 'Form submissions, member sign-ups, orders and bookings become contacts on their own.'\n              }\n              action={\n                contactsStatus === 'loading' ? undefined : !suiteIncluded ? (\n                  <Stack direction=\"row\" spacing={1}>\n                    <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                      {'New contact'}\n                    </CrmSuiteLockedButton>\n                    <CrmSuiteLockedButton>{'Import CSV'}</CrmSuiteLockedButton>\n                  </Stack>\n                ) : (\n                  <Stack direction=\"row\" spacing={1}>\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      color=\"primary\"\n                      disabled={!dataScope}\n                      onClick={() => {\n                        setCreateError(null)\n                        setCreateOpen(true)\n                      }}\n                    >\n                      {'New contact'}\n                    </Button>\n                    <ContactImportButton hostId={hostId} org={org} />\n                  </Stack>\n                )\n              }\n            />\n          ) : (\n            <>\n              {/* Which clauses reached the whole collection and which\n                  narrowed the loaded window. Said out loud, because a control\n                  that narrows less than it looks like it does is the thing\n                  this page has been fixing. */}\n              {windowClauses.length ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {(windowClauses.length === 1\n                    ? `${filterHeaders[windowClauses[0].field] ?? windowClauses[0].field} narrows `\n                    : `${windowClauses.length} of the filters narrow `) +\n                    'the loaded window — the newest 1,000 contacts' +\n                    (plan.served\n                      ? ` matching ${filterHeaders[plan.served.field] ?? plan.served.field}, which reached every contact.`\n                      : '.') +\n                    ' Sorting reorders that window.'}\n                </Typography>\n              ) : null}\n              <ContactsBulkBar hostId={hostId} org={org} scope={dataScope} consentGroup={consentGroup} rows={visible} selected={selectedIds} onSelectedChange={setSelectedIds} csv={csvOptions} suiteLocked={!suiteIncluded} />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={visible}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  onOpen={(id) => router.push(routes.contact(id))}\n                  /*\n                   * The grid's Filters panel and quick search edit the view's\n                   * clauses; the list answers them, onto the query where it\n                   * can and over the loaded window where it cannot, so the\n                   * grid must not filter again itself (AGL-3313). Opening the\n                   * panel is what reads the roster and the companies its\n                   * pickers name. Columns and sort are the view's, controlled\n                   * so a saved arrangement is what the grid shows.\n                   */\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  onPreferencePanelOpen={() => setFilterOpened(true)}\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                />\n              </CrmColumnOrderProvider>\n            </>\n          )}\n          <RecentActivityFeed hostId={hostId} org={org} basePath={props.basePath} />\n        </Stack>\n      </CardDisplay>\n      {/*\n        Naming a segment is a dialog, never a form above the list. 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/contacts-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 * as Aglyn from '@aglyn/aglyn'\nimport {\n  CONTACT_LIFECYCLE_STAGE_LABELS,\n  CONTACT_LIFECYCLE_STAGES,\n  CONTACT_SOURCE_LABELS,\n  CRM_CONTACT_VIEW_FIELDS,\n  type CrmViewFilterClause,\n  crmContactCustomColumn,\n  crmViewFiltersFromSegment,\n  crmViewSegmentFilters,\n  newResourceScopeFields,\n  ORG_SCOPE_TOKEN,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { type ConsolePluginPageProps } from '@aglyn/aglyn'\nimport {\n  hiddenFilterVisibility,\n  matchListFilter,\n} from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport {\n  CONTACT_LIST_FILTER_FIELDS,\n  CONTACT_LIST_FILTER_HEADERS,\n  contactCustomFilterFields,\n  contactCustomFilterHeaders,\n} from '../constants/contact-filters'\nimport {\n  type ContactRecord,\n  contactPrimaryGroup,\n  contactRecordFromDoc,\n} from '../model/contact-record'\nimport { useCrmOrgMount } from '../hooks/use-crm-org-mount'\nimport { crmVisibleToClause, useCrmScope } from '../hooks/use-crm-scope'\nimport { contactsListSeed } from '../model/contacts-list-seed'\nimport { crmRoutes } from '../model/crm-routes'\nimport {\n  type ContactCsvOptions,\n  contactsCsv,\n  downloadTextFile,\n} from '../model/contacts-csv'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport EmptyStateComponent from '@aglyn/shared-ui-jsx/components/empty-state.component'\nimport ContactsBulkBar from './contacts-bulk-bar'\nimport { ContactImportButton } from './contact-import-drawer'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  listFilterPlan,\n  useFirestore,\n  useFirestoreCollection,\n  useFirestoreDoc,\n  useUser,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Button,\n  Dialog,\n  DialogActions,\n  DialogContent,\n  DialogTitle,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteDoc,\n  doc,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useRouter, useSearchParams } from 'next/navigation'\nimport { useCallback, useEffect, useMemo, useRef, useState } from 'react'\nimport RecentActivityFeed from './recent-activity-feed'\nimport {\n  CONTACT_FILTER_COLUMNS,\n  CONTACT_OPTIONAL_COLUMNS,\n  contactListColumns,\n} from './contact-list-columns'\nimport NewContactDrawer, { type NewContactValues } from './new-contact-drawer'\nimport { useCrmApi } from './use-crm-api'\nimport { useOrgMembers } from './use-org-members'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { customFieldColumns } from './contact-custom-columns'\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 { useCompanyOptions } from './company-picker'\nimport CrmFilterBar from './crm-filter-bar'\nimport {\n  type CrmFilterOption,\n  crmFilterColumns,\n  crmRowMatchesSearch,\n} from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\nimport CrmViewsControl, { type CrmViewPreset } from './crm-views-control'\nimport { CrmSuiteLockedButton, CrmSuiteNotice, crmSuiteIncluded } from './crm-suite-lock'\n\n/**\n * The shared labels, under the name this file has always called them.\n *\n * The map lives beside the `ContactSource` union so the dynamic-list rule\n * editor and this filter cannot disagree about what `order` is called.\n */\nconst SOURCE_LABELS = CONTACT_SOURCE_LABELS\n\n/** What the grid's quick search reads on a contact: who they are, and their tags. */\nconst CONTACT_SEARCH_FIELDS = ['name', 'email', 'phone', 'company', 'tags'] as const\n\n/**\n * What the list keeps out of sight until a view says otherwise: the\n * filter-only columns, which never show, and the optional columns\n * (AGL-2616), which start hidden and come back through the column menu or\n * a saved view's column list.\n */\nconst HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = {\n  ...hiddenFilterVisibility(CONTACT_LIST_FILTER_FIELDS, CONTACT_FILTER_COLUMNS),\n  ...Object.fromEntries(CONTACT_OPTIONAL_COLUMNS.map((field) => [field, false])),\n}\n\n/**\n * Why a refund found no contact to record itself against (AGL-2329).\n *\n * The three reasons `recordContactRefund` distinguishes, in the operator's\n * language rather than the writer's enum. They are not interchangeable: two\n * of them are things the merchant can act on and one is a deletion nothing\n * should undo, and collapsing them into \"unmatched\" would turn an actionable\n * fact into a statistic.\n */\nconst UNMATCHED_REFUND_REASON: Record<string, string> = {\n  'no-email': 'the order carried no email address',\n  'no-contact': 'no contact record matched the buyer',\n  'contact-deleted': 'the contact was deleted between the sale and the refund',\n}\n\n/**\n * Contacts CRM (AGL-198): the unified people list fed by AGL-197's\n * ingestion — search, source badges, a profile drawer with the\n * interaction timeline plus tags/notes editing, and CSV export. Part of\n * the CRM, included from Starter (AGL-2851); the contactsPerHost band\n * counts the records in it.\n */\n/**\n * Contacts CRM (AGL-109 → AGL-395): the unified contacts list, segments,\n * and profile drawer, owned by the contacts plugin and rendered by the\n * shell's generic plugin route. The shell applies the `release_crm`\n * gate (via the nav tab) and passes the resolved `org` doc for the\n * `contactsPerHost` quota check.\n *\n * Since AGL-2595 this is the `people` SECTION of the Contacts hub rather\n * than the whole page: `crm-console-page.tsx` routes to it, and the\n * companies, deals, tasks, reports and fields sections sit beside it. The\n * body is the v1 page unchanged, and it takes the shell's full prop bag so\n * nothing the v1 page read has to be threaded through the hub by name.\n */\nexport function ContactsPeopleSection(props: ConsolePluginPageProps) {\n  const { hostId, org, releaseFlag, basePath } = props\n  /*\n   * A row is a LINK now (AGL-2596): opening a person navigates to their own\n   * page rather than a drawer over the list, so the address can be pasted\n   * and every other CRM record can point at it. `basePath` is what the hub\n   * hands every section; the empty fallback only exists for a direct mount\n   * without the shell, where there is nowhere to navigate to anyway.\n   */\n  const routes = crmRoutes(basePath ?? '')\n  const router = useRouter()\n  // Whether the audience overage on this page is actually INVOICED\n  // (AGL-1662), and whether that question has been answered yet.\n  //\n  // AGL-1604 stopped the usage cron putting `contactsOverageUsd` into\n  // `billedCents` while `release_crm` is off for the org; `db5ecdf2b`\n  // taught the console billing page's caption the same thing. This page's own\n  // alert still quoted the dollar figure with no flag check — and this is the\n  // surface a staff member reaches with the flag OFF, because the shell's\n  // `FeatureGate` admits them on `visible` (`released || isStaff`). Support\n  // then reads that number back to a customer whose invoice will not carry it.\n  //\n  // The shell resolves this from `released`, never `visible`: staff opening a\n  // page does not put a line on the customer's bill.\n  //\n  // Both default to the WITHHELD answer when the prop is absent, which only\n  // happens in a direct mount — the shell always supplies it for a surface\n  // with a nav-tab flag. A caller that has not resolved the verdict has not\n  // earned the right to quote a charge.\n  const contactsBilled = releaseFlag?.released ?? false\n  const releaseFlagsReady = releaseFlag?.ready ?? false\n  // Org-shared data root (AGL-237). Null until the org lookup settles\n  // (AGL-1061), and for a host with no owning org — the pre-migration host\n  // path this used to fall back to is gone (AGL-1050), so the CRM lists\n  // nothing rather than listing somewhere else. Resolved by the one scope\n  // hook (AGL-2614), which also answers for the organization-level mount\n  // (AGL-2630): there `hostId` is null, the org comes from the hub's mount,\n  // and the viewing group and the scope clause are both `null`.\n  const crmScope = useCrmScope({ hostId, org })\n  const { scope: dataScope, orgId, consentGroup, visibleTo: visibleToTokens } = crmScope\n  /*\n   * THE CRM (AGL-2788). This list is the CRM's, and the shell mounts no CRM\n   * page for a plan without it (AGL-2851). The locks below — adding a person\n   * by hand, importing a file, a saved view, the owner, stage and company of\n   * a selection — draw only for an org whose plan lacks the CRM. The shell\n   * mounts this page only once the org has settled, so the plan read here\n   * is an answer.\n   */\n  const suiteIncluded = crmSuiteIncluded(org)\n  // The org's site list, at the organization level only — what names the\n  // sites in the \"Known by\" column (AGL-2630).\n  const mount = useCrmOrgMount()\n  // The org's custom fields, for the optional columns below (AGL-2601).\n  const customFields = useContactFieldDefinitions(dataScope?.[1] ?? null)\n  /*==========================================\n   * THE CONTROLLER THIS PAGE IS SHOWING.\n   *\n   * A contact document is shared by every site in the org — one human who\n   * touched two sites is one row, which is the dedupe the shared address book\n   * exists for and the reason the org is billed once for them. Almost nothing\n   * ON that row is shared: the notes, tags, timeline and lifetime value are\n   * the holder's own business records, and while they lived at the top of the\n   * document every site in an agency's account could read every client's.\n   *\n   * So the page resolves the group it is being viewed as — the sites declared\n   * to be one sender, or this site alone — and reads that group's facet.\n   * Pure, from the org document the shell already passed, so it costs no\n   * read. `consentGroup` above is that group; at the ORGANIZATION level it\n   * is `null`, and each row is flattened through the person's own primary\n   * holder instead (`contactPrimaryGroup`), so an org-wide member reads the\n   * profile the first capturing site keeps — and the \"Known by\" column says\n   * which other sites hold one.\n   *=========================================*/\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n\n  /*\n   * WHAT THE LIST WAS OPENED FOR (AGL-2612).\n   *\n   * Two surfaces address this list with a question rather than a record: a\n   * form's own page (\"who came in through this form\") and an Inbox\n   * submission row (\"open the person with this address\"). Both arrive as\n   * query keys, parsed once into the same filter the grid's panel would\n   * produce, so the seeded query IS a typed query and nothing here is a\n   * second predicate.\n   */\n  const searchParams = useSearchParams()\n  const seed = useMemo(() => contactsListSeed(searchParams), [searchParams])\n  /*\n   * The seed as CLAUSES, in front of everything else (AGL-2617).\n   *\n   * A view holds a list of clauses in the grammar the grid's panel speaks,\n   * and the seed is two of them — the form's captures and the address, plus\n   * the source the form link names. They lead every state the list works\n   * from, whichever view is open, so the query serves the seed (it reaches\n   * the whole collection, as it did before views) and a view narrows what\n   * comes back. The controller keeps them out of what a view SAVES.\n   */\n  const seedFilters = useMemo<CrmViewFilterClause[]>(\n    () => [\n      ...(seed.filter ? [seed.filter] : []),\n      ...(seed.source\n        ? [{ field: CRM_CONTACT_VIEW_FIELDS.source, op: 'equals', value: seed.source }]\n        : []),\n    ],\n    [seed],\n  )\n  const viewInitial = useMemo(() => ({ filters: seedFilters }), [seedFilters])\n  const views = useCrmSavedView({\n    section: 'contacts',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n    initial: viewInitial,\n  })\n  /*\n   * The grammar this list speaks: the declared fields, and one field per\n   * custom contact field the org has defined — so a view can filter on\n   * \"plan is enterprise\" the way it filters on a stage.\n   */\n  const filterFields = useMemo(\n    () => [...CONTACT_LIST_FILTER_FIELDS, ...contactCustomFilterFields(customFields.active)],\n    [customFields.active],\n  )\n  const filterHeaders = useMemo(\n    () => ({\n      ...CONTACT_LIST_FILTER_HEADERS,\n      ...contactCustomFilterHeaders(customFields.active),\n    }),\n    [customFields.active],\n  )\n  /*\n   * ONE clause on the query, the rest over the window.\n   *\n   * Firestore takes one array clause per query and composes the rest only\n   * through indexes nobody built for every pair of columns, so the first\n   * clause the translator can serve is the one that reaches every contact\n   * and every other narrows the thousand the query returned. The caption\n   * under the bar says which is which; the chips mark the served one.\n   */\n  const plan = useMemo(\n    () => listFilterPlan(filterFields, views.state.filters),\n    [filterFields, views.state.filters],\n  )\n  const filter = plan.served\n  /**\n   * The one filter that cannot carry the scope clause.\n   *\n   * `formIds` is an `array-contains` on the mirror, and Firestore takes one\n   * array clause per query — so this listener drops its `visibleTo`\n   * predicate for it, exactly as the company contacts card does for\n   * `companyIds`, and the rules then admit the read to an org-wide member\n   * only. A scoped member's listener errors instead of listing, and the\n   * alert below says so rather than showing an empty form.\n   */\n  const byForm = filter?.field === 'formIds'\n  const {\n    data: contactDocs,\n    status: contactsStatus,\n    /**\n     * The rows the profile drawer is seeded from are unconfirmed by the\n     * server (AGL-1358). This payload is narrower than most sites in this\n     * issue — `email`, `sources` and `interactions` are not in it — but the\n     * two fields that are, `tags` and `notes`, are BOTH written on every\n     * save and both come off the seed. Edit the notes against a cached read\n     * and the tags go back with them, and tags are what\n     * `contactMatchesSegment` runs on: a saved segment is a campaign\n     * audience, so a rollback here silently changes who gets emailed.\n     */\n    fromCache: contactsFromCache,\n  } = useFirestoreCollection<any>(\n    () => {\n      if (!dataScope) return null\n      /*\n       * ORDERED, and filtered by the QUERY (AGL-2501, AGL-2292).\n       *\n       * Two bugs shared this one line. `limit(1000)` with no `orderBy` returns\n       * documents in ID order — contacts are created with `.add()` and\n       * `createResourceUid()`, so that is a pseudo-random SAMPLE of a thousand,\n       * and the client `.sort()` below made it look reliably newest-first. An\n       * org with forty thousand contacts saw a thousand arbitrary ones,\n       * convincingly sorted.\n       *\n       * The search then ran over that sample, so a name on the wrong side of\n       * the cap answered \"no contacts match\" — the answer a search must never\n       * give wrongly, on the list a merchant uses to find one person.\n       *\n       * The cap STAYS: nobody needs forty thousand rows streamed into a table,\n       * and the head-count has been a server aggregate since AGL-1706. What\n       * changes is that the thousand are now the newest thousand, and that a\n       * filter reaches the whole collection before the cap applies.\n       */\n      const constraints = plan.constraints\n      /*\n       * SCOPED, and this is the leak it closes.\n       *\n       * The listener had no `where()` at all: `hostId` reached it only to\n       * resolve which ORG owns the data, so every site in the account listed\n       * every contact in the account. An agency's client opened Contacts and\n       * read the other clients' customers.\n       *\n       * `array-contains-any` over the group's tokens is the same predicate\n       * the rules evaluate with `hasAny`, so a filtered query is provable\n       * per-document and an UNFILTERED one is now permission-denied rather\n       * than quietly returning everything.\n       */\n      return query(\n        collection(firestore, dataScope[0], dataScope[1], 'contacts'),\n        // Dropped for the form mirror alone — see `byForm` — and absent at\n        // the organization level, where the tokens are `null` (AGL-2630).\n        ...(byForm ? [] : crmVisibleToClause(visibleToTokens)),\n        ...(constraints ?? [orderBy('updatedAt', 'desc')]),\n        limit(1000),\n      )\n    },\n    [firestore, dataScope, plan.constraints, byForm, visibleToTokens],\n    { idField: '$id' },\n  )\n  /*\n   * OPENED FOR ONE ADDRESS: move straight on to the record (AGL-2612).\n   *\n   * The Inbox links here with an email because a contact's id is minted at\n   * capture and nothing outside the CRM holds it; the list is the lookup.\n   * Once the seeded `email equals` query has answered with exactly one row,\n   * that row is the person and the list is a detour — `replace`, so Back\n   * returns to the Inbox rather than to this redirect. Nothing else\n   * navigates: no match leaves the filtered list on screen, which is the\n   * honest answer for a submission whose contact the band dropped, and a\n   * filter the reader has since changed is theirs.\n   */\n  const openedByEmail = useRef(false)\n  useEffect(() => {\n    if (openedByEmail.current || !seed.openEmail) return\n    if (contactsStatus !== 'success') return\n    if (filter?.field !== 'email' || filter.value !== seed.openEmail) return\n    const only = (contactDocs ?? []).length === 1 ? contactDocs?.[0] : null\n    if (!only) return\n    openedByEmail.current = true\n    router.replace(routes.contact(String(only.$id)))\n  }, [seed.openEmail, contactsStatus, filter, contactDocs, router, routes])\n  /**\n   * Every row, flattened through THIS group's facet.\n   *\n   * One projection rather than a facet read at each of the nine places that\n   * touch `tags`, `notes`, `name` or `interactions`: a surface that reads one\n   * of them off the top of the document is a surface showing another\n   * holder's records, and nine chances to forget is nine leaks.\n   *\n   * The canonical `name` is the fallback and the shared identity; a holder's\n   * own override wins, so one business renaming a person cannot change what\n   * an unrelated business sees.\n   */\n  const contacts: ContactRecord[] = useMemo(\n    () =>\n      (contactDocs ?? []).map((row) =>\n        contactRecordFromDoc(\n          row,\n          consentGroup ?? contactPrimaryGroup(row, org as Record<string, unknown>),\n        ),\n      ),\n    [contactDocs, consentGroup, org],\n  )\n  /*\n   * The roster, for the Owner column — read only once a loaded row actually\n   * carries an owner. A list of people nobody has assigned never pays for\n   * the team list, and the create drawer asks for it in its own right.\n   */\n  const [createOpen, setCreateOpen] = useState(false)\n  /*\n   * The filter bar's pickers name people and companies, so the roster is\n   * also read once the reader has reached for a filter, or is looking at a\n   * view that names an owner or a company (AGL-2617).\n   */\n  const [filterOpened, setFilterOpened] = useState(false)\n  const namesFilter = views.state.filters.some(\n    (clause) =>\n      clause.field === CRM_CONTACT_VIEW_FIELDS.owner ||\n      clause.field === CRM_CONTACT_VIEW_FIELDS.company,\n  )\n  const members = useOrgMembers(orgId, {\n    enabled:\n      createOpen ||\n      filterOpened ||\n      namesFilter ||\n      contacts.some((contact) => Boolean(contact.ownerUid)),\n  })\n  /**\n   * The HEAD-COUNT, read as a server-side aggregate (AGL-1706).\n   *\n   * The listener above is `limit(1000)` and always will be — nobody needs\n   * 40,000 rows streamed into a table. What it must not do is answer \"how\n   * many contacts does this org have\", and it did: `contacts.length`\n   * saturated at 1,000, which is *exactly* the smallest paid included band\n   * (`starter`). So `overageContacts = max(0, used − included)` was 0 on\n   * every stock plan and the alert below could not render at all.\n   *\n   * Worse than the dead alert, the same capped number fed the readout in the\n   * toolbar. An org with 40,000 contacts on Pro read \"1,000 contacts ·\n   * 10,000 included\" — a page whose job is telling a customer where they sit\n   * in their band, telling them they have room they do not have. The console\n   * billing page read the truth from `getCountFromServer` on this very\n   * collection, so the two surfaces disagreed about the same org's audience.\n   *\n   * THE LIST AND THE COUNT ARE DIFFERENT QUESTIONS and now have different\n   * answers: one aggregate read per mount, the same call\n   * `billing-usage.component.tsx` already makes against the same path.\n   *\n   * The counting RULE is untouched — `checkCrmRecordsQuota` is an\n   * entitlement input and the usage cron is what bills from it. Only this\n   * page's input stopped being a saturated one.\n   *\n   * THE BAND IS THE RECORDS BAND (AGL-2611): contacts, companies and deals\n   * together, so the alert below is fed the sum of three aggregates while\n   * the readout beside the toolbar keeps the people count — a workspace\n   * whose hundred records are ninety companies is told it holds ten\n   * contacts and that its band is full, which are both true. The three\n   * reads and the fallback rule live in `useCrmRecordsQuota`, shared with\n   * the company and deal drawers so every door on this hub refuses on the\n   * same number.\n   */\n  const records = useCrmRecordsQuota(dataScope, org, {\n    contactsFallback: contacts.length,\n  })\n  // Pending or denied, the listener length stands in. It can only UNDERSTATE\n  // (it is the same collection, capped), never overstate, so no alert this\n  // number gates can fire on a count larger than the truth.\n  const contactCount = records.contactsCount ?? contacts.length\n  // Records bands (AGL-890): a plan with an overage rate meters past the\n  // included count instead of blocking; a plan without one hard-bands\n  // (quota.allowed = false).\n  const quota = records.quota\n  // Signups whose CRM record was dropped at a hard band (AGL-891), Free's\n  // included: capture still fills that band on a plan without the CRM.\n  // Written by upsert-contact, host-scoped.\n  // Host-scoped, so absent at the organization level (AGL-2630): the\n  // counter is a fact about one site's capture, and summing thirty of them\n  // would be a figure about nothing in particular.\n  const { data: droppedCounter } = useFirestoreDoc<any>(\n    () => (hostId ? doc(firestore, 'hosts', hostId, 'counters', 'contactsDropped') : null),\n    [firestore, hostId],\n  )\n  const droppedTotal = Number(droppedCounter?.['total'] ?? 0)\n\n  /*==========================================\n   * REFUNDS THAT REACHED NO CONTACT (AGL-2329).\n   *\n   * `recordContactRefund` refuses to create a contact for a refund — a\n   * contact holding a refund and no purchase is a phantom record with\n   * negative lifetime value — and increments\n   * `hosts/{hostId}/counters/contactRefundsUnmatched` instead. Its own\n   * comment says the shape mirrors `contactsDropped` \"so an operator…\", and\n   * there the sentence stops: `contactsDropped` had this reader and the\n   * refund counter had none, so a refund that reached no contact record\n   * incremented a number nobody could see.\n   *\n   * It sits beside the dropped-signup alert because they are the same kind\n   * of fact — something that happened to this host's CRM and left no row —\n   * and an operator reconciling their contact list needs both or neither.\n   *=========================================*/\n  const { data: unmatchedRefundCounter } = useFirestoreDoc<any>(\n    () =>\n      hostId\n        ? doc(firestore, 'hosts', hostId, 'counters', 'contactRefundsUnmatched')\n        : null,\n    [firestore, hostId],\n  )\n  const unmatchedRefundTotal = Number(unmatchedRefundCounter?.['total'] ?? 0)\n  const unmatchedRefundReason = String(\n    unmatchedRefundCounter?.['lastReason'] ?? '',\n  )\n\n  // Saved segments (AGL-199): reusable audience filters.\n  const { data: segmentDocs } = useFirestoreCollection<any>(\n    () =>\n      dataScope\n        ? query(\n            collection(\n              firestore,\n              dataScope[0],\n              dataScope[1],\n              'contactSegments',\n            ),\n            limit(50),\n          )\n        : null,\n    [firestore, dataScope],\n    { idField: '$id' },\n  )\n  const segments = useMemo(\n    () =>\n      [...(segmentDocs ?? [])].sort((a, b) =>\n        String(a.name ?? '').localeCompare(String(b.name ?? '')),\n      ),\n    [segmentDocs],\n  )\n  /*\n   * Every saved segment, offered in the views menu as a view (AGL-2617):\n   * choosing one puts its tag and source clauses on the filter bar. A\n   * segment can only have come FROM an org scope, so the delete is\n   * unreachable without one in practice — but the scope is nullable\n   * (AGL-1050) and an unguarded deref would be a crash rather than a no-op\n   * if that ever stopped being true.\n   */\n  const segmentPresets = useMemo<CrmViewPreset[]>(\n    () =>\n      segments.map((segment: any) => ({\n        id: String(segment.$id),\n        label: String(segment.name ?? ''),\n        filters: crmViewFiltersFromSegment({\n          tags: segment.tags ?? [],\n          sources: segment.sources ?? [],\n        }),\n        onRemove: dataScope\n          ? () =>\n              deleteDoc(\n                doc(\n                  firestore,\n                  dataScope[0],\n                  dataScope[1],\n                  'contactSegments',\n                  String(segment.$id),\n                ),\n              )\n          : undefined,\n      })),\n    [segments, dataScope, firestore],\n  )\n\n  /*\n   * THE WINDOW CLAUSES narrow in the browser, and the caption says so.\n   *\n   * An owner, a stage, a source, a company and a custom value all live on\n   * the viewing group's FACET, and a facet path is per group, so none of\n   * them is a field the query grammar can reach without an index per\n   * group; a second tag clause, or \"any of these tags\", is an array clause\n   * the scope predicate already occupies. So every clause the plan could\n   * not serve refines the ordered window rather than the collection —\n   * through the same matcher the grammar declares, so a chip and the rows\n   * under it agree. Ordinary orgs load their whole list into the window\n   * anyway; the caption below says what these narrow for the ones that do\n   * not.\n   */\n  const uid = user?.uid ?? ''\n  const windowClauses = plan.window\n  // The quick search is the grid's box, answered here over the same window.\n  const [searchWords, setSearchWords] = useState<string[]>([])\n  const searchKey = searchWords.join(' ')\n  const visible = useMemo(\n    () =>\n      windowClauses.length || searchWords.length\n        ? contacts.filter(\n            (contact) =>\n              windowClauses.every((clause) =>\n                matchListFilter(contact, filterFields, clause),\n              ) && crmRowMatchesSearch(contact, CONTACT_SEARCH_FIELDS, searchWords),\n          )\n        : contacts,\n    // `searchKey` stands for the words, which are a new array each render.\n    // eslint-disable-next-line react-hooks/exhaustive-deps\n    [contacts, windowClauses, filterFields, searchKey],\n  )\n  /*\n   * The choices the filter bar picks from. The companies are read only once\n   * the reader has reached for a filter or is looking at a view that names\n   * one — a read a list nobody is narrowing should not pay for, the same\n   * bargain the roster gets above. A stage and a source are fixed lists and\n   * cost nothing; a custom `select` field offers its own options.\n   */\n  const companies = useCompanyOptions({\n    hostId,\n    org,\n    enabled: filterOpened || namesFilter,\n  })\n  const filterOptions = useMemo<Record<string, readonly CrmFilterOption[]>>(\n    () => ({\n      [CRM_CONTACT_VIEW_FIELDS.owner]: [\n        ...(uid ? [{ value: uid, label: 'Me' }] : []),\n        ...members.options\n          .filter((option) => option.uid !== uid)\n          .map((option) => ({ value: option.uid, label: Aglyn.crmMemberPickerLabel(option) })),\n      ],\n      [CRM_CONTACT_VIEW_FIELDS.stage]: CONTACT_LIFECYCLE_STAGES.map((stage) => ({\n        value: stage,\n        label: CONTACT_LIFECYCLE_STAGE_LABELS[stage],\n      })),\n      [CRM_CONTACT_VIEW_FIELDS.source]: Object.entries(SOURCE_LABELS).map(\n        ([value, label]) => ({ value, label }),\n      ),\n      [CRM_CONTACT_VIEW_FIELDS.company]: companies.options.map((company) => ({\n        value: company.id,\n        label: company.name,\n      })),\n      // The verdict on the address (AGL-3245): \"Email is bounced\".\n      emailState: Aglyn.EMAIL_STATE_STATUSES.map((status) => ({\n        value: status,\n        label: Aglyn.EMAIL_STATE_LABELS[status],\n      })),\n      ...Object.fromEntries(\n        customFields.active\n          .filter((definition) => definition.type === 'select' && definition.options?.length)\n          .map((definition) => [\n            crmContactCustomColumn(definition.key),\n            (definition.options ?? []).map((option) => ({ value: option, label: option })),\n          ]),\n      ),\n    }),\n    [uid, members.options, companies.options, customFields.active],\n  )\n\n  /* One row grammar, the console's (AGL-2501) — the same table everywhere. */\n  const contactColumns = useMemo(\n    () => [\n      ...contactListColumns({\n        memberName: members.memberName,\n        // \"Known by\", at the organization level only (AGL-2630).\n        siteName: mount ? mount.siteName : undefined,\n      }),\n      // The org's custom fields as optional columns (AGL-2601).\n      ...customFieldColumns(customFields.active),\n    ],\n    [members.memberName, mount, customFields.active],\n  )\n  /*\n   * The grid's column and sort models are the VIEW'S (AGL-2617). The\n   * filter-only hidden columns — the declared fields that are not table\n   * columns, never the custom ones, which are shown — stay hidden whatever\n   * a view says, so a saved arrangement cannot unhide a strip of blank\n   * cells.\n   */\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). The picked fields — owner, stage, source, company, email\n   * verdict, a custom select — are select columns over the same choices the\n   * chips name them by; the rest keep the operators the grammar declares.\n   */\n  const filterColumns = useMemo(\n    () => crmFilterColumns(contactColumns, filterFields, filterOptions, filterHeaders),\n    [contactColumns, filterFields, filterOptions, filterHeaders],\n  )\n  const gridFilter = useCrmGridFilter({\n    clauses: views.state.filters,\n    onChange: views.setFilters,\n    selectFields: Object.keys(filterOptions),\n    search: { words: searchWords, onChange: setSearchWords },\n  })\n  const grid = useCrmViewGrid(views, filterColumns, HIDDEN_COLUMNS)\n\n  /*\n   * A SEGMENT IS A VIEW'S TAG AND SOURCE CLAUSES, kept where a campaign\n   * can reach them (AGL-2617).\n   *\n   * The segment stays: it is what a campaign audience and a dynamic list\n   * resolve, and `contactMatchesSegment` is the one predicate both the\n   * console and the sender read. What changed is where it comes from — the\n   * filter bar's tag and source clauses, read back through\n   * `crmViewSegmentFilters`, so \"Save as segment\" is offered exactly when\n   * the working filters hold something a segment can hold. Each saved\n   * segment is offered in the views menu as a preset, and applying one\n   * puts its clauses on the bar, where they can be narrowed further and\n   * saved as a view.\n   */\n  const segmentFilters = useMemo(\n    () => crmViewSegmentFilters(views.state.filters),\n    [views.state.filters],\n  )\n  const [segmentName, setSegmentName] = useState<string | null>(null)\n  const handleSaveSegment = useCallback(async () => {\n    const name = (segmentName ?? '').trim().slice(0, 60)\n    // No org, no place to put it (AGL-1050). The button is disabled in\n    // this state; the guard is here so the callback cannot outlive it.\n    if (!name || !segmentFilters || !dataScope) return\n    setSegmentName(null)\n    try {\n      await addDoc(\n        collection(firestore, dataScope[0], dataScope[1], 'contactSegments'),\n        {\n          name,\n          tags: segmentFilters.tags ?? [],\n          sources: segmentFilters.sources ?? [],\n          // `contactSegments` is in SCOPED_COLLECTIONS and was the one\n          // member of it with no `array-contains-any` reader and no rules\n          // `hasAny` — the rules gate it on `isOrgWideMember()` and\n          // `campaign-send` checks it with `visibleToHost`, which passes on\n          // a missing field. So nothing broke, which is precisely why this\n          // went unnoticed (AGL-1478): a collection listed as scoped that\n          // nothing enforces is a trap set for whoever wires up the first\n          // scoped read, and they would inherit every segment ever saved\n          // already broken. Stamped at creation instead, like its siblings.\n          //\n          // Org-wide, unconditionally: `useOrgDataScope` resolves to\n          // `['orgs', orgId]` or to null, AGL-1061 having removed the\n          // `hosts/{hostId}` branch after counting zero documents there.\n          // A segment is a saved filter over org contacts, so it is exactly\n          // as visible as they are.\n          ...newResourceScopeFields([ORG_SCOPE_TOKEN]),\n          createdAt: new Date(),\n        },\n      )\n      enqueueSnackbar(\n        `Segment \"${name}\" saved — usable as a campaign audience`,\n        { variant: 'success', persist: false },\n      )\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    }\n  }, [segmentName, segmentFilters, firestore, dataScope, enqueueSnackbar])\n\n  /** The rows ticked for a bulk action (AGL-2603); the bar above the table acts on them. */\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  /*==========================================\n   * ADDING ONE PERSON BY HAND (AGL-2596).\n   *\n   * Through the plugin's server route rather than a client write, because\n   * creating a contact is the one act on this surface the rules cannot fully\n   * judge: the dedupe against every holder's rows is a lookup the capturing\n   * site may not read, and the audience band is a count the browser cannot\n   * take. The route answers `{ contactId, created }`; a merge onto somebody\n   * already in the address book is not an error, and the page says which\n   * happened before it opens the record.\n   *=========================================*/\n  // The site the route resolves the org from and stamps the record with: the\n  // mounted site, or at the organization level the one the drawer's picker\n  // named (AGL-2630) — the drawer holds its submit until it is known.\n  const crmApi = useCrmApi(crmScope.createHostId)\n  const [createBusy, setCreateBusy] = useState(false)\n  const [createError, setCreateError] = useState<string | null>(null)\n  const handleCreate = useCallback(\n    async (values: NewContactValues) => {\n      setCreateBusy(true)\n      setCreateError(null)\n      try {\n        const { response, payload } = await crmApi('contacts-create', {\n          email: values.email,\n          ...(values.name ? { name: values.name } : {}),\n          ...(values.phone ? { phone: values.phone } : {}),\n          ...(values.jobTitle ? { jobTitle: values.jobTitle } : {}),\n          ...(values.companyName ? { companyName: values.companyName } : {}),\n          ...(values.companyId ? { companyId: values.companyId } : {}),\n          ...(values.address ? { address: values.address } : {}),\n          ...(values.ownerUid ? { ownerUid: values.ownerUid } : {}),\n          ...(values.lifecycleStage\n            ? { lifecycleStage: values.lifecycleStage }\n            : {}),\n          ...(values.tags.length ? { tags: values.tags } : {}),\n          marketingConsent: values.marketingConsent,\n        })\n        if (!response.ok) {\n          // The route's own sentence, shown above the form unchanged: the\n          // band refusal is the list's wording, and a field refusal names\n          // the field.\n          setCreateError(\n            String(payload['error'] ?? 'The contact could not be added.'),\n          )\n          return\n        }\n        const contactId = String(payload['contactId'] ?? '')\n        // The activity entry is the route's (AGL-2622): it verified the\n        // caller and performed the write, so it is the one writer that\n        // cannot record an add that did not happen — and a second entry\n        // from here would put two rows on one act.\n        enqueueSnackbar(\n          payload['created']\n            ? 'Contact added'\n            : 'Already a contact — what you entered was merged into their record',\n          { variant: 'success', persist: false },\n        )\n        setCreateOpen(false)\n        if (contactId) router.push(routes.contact(contactId))\n      } catch (error) {\n        console.error(error)\n        setCreateError('The contact could not be added.')\n      } finally {\n        setCreateBusy(false)\n      }\n    },\n    [crmApi, enqueueSnackbar, router, routes],\n  )\n\n  /*\n   * The file is `contactsCsv()`'s — every CRM column, the owner by address,\n   * one column per custom field — and the same options reach the bulk bar,\n   * so the table's export and the selection's are one file over two row\n   * sets (AGL-2621).\n   */\n  const csvOptions: ContactCsvOptions = useMemo(\n    () => ({ ownerEmail: members.memberEmail, customFields: customFields.active }),\n    [members.memberEmail, customFields.active],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('contacts.csv', 'text/csv', contactsCsv(visible, csvOptions))\n  }, [visible, csvOptions])\n\n  return (\n    <>\n      <CardDisplay\n        header={'Contacts'}\n        help={pluginDocsHelp('contacts', { anchor: '#the-contacts-page' })}\n        contentGutterX\n        contentGutterY\n      >\n        <Stack spacing={2}>\n          <Stack\n            direction=\"row\"\n            spacing={1}\n            sx={{ alignItems: 'center', flexWrap: 'wrap', rowGap: 1 }}\n          >\n            <Typography variant=\"body2\" color=\"text.secondary\" sx={{ flex: 1 }}>\n              {/* The org's audience, not the page's row count (AGL-1706) —\n                  these two stopped being the same number the moment the\n                  listener grew a `limit(1000)`. */}\n              {`${contactCount.toLocaleString()} contacts · ${\n                Number.isFinite(quota.included)\n                  ? `${quota.used.toLocaleString()} of ${quota.included.toLocaleString()} CRM records`\n                  : `${quota.used.toLocaleString()} CRM records`\n              }`}\n            </Typography>\n            {suiteIncluded ? (\n              <ContactImportButton hostId={hostId} org={org} />\n            ) : (\n              <CrmSuiteLockedButton>{'Import CSV'}</CrmSuiteLockedButton>\n            )}\n            <Button\n              size=\"small\"\n              onClick={handleExport}\n              disabled={!visible.length}\n            >\n              {'Export CSV'}\n            </Button>\n            {/* A button that opens a drawer — never a create form above the\n                list. Disabled until the org has resolved, because the route\n                resolves the org from the site and a click before that has\n                nowhere to write. */}\n            {suiteIncluded ? (\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                disabled={!dataScope}\n                onClick={() => {\n                  setCreateError(null)\n                  setCreateOpen(true)\n                }}\n              >\n                {'New contact'}\n              </Button>\n            ) : (\n              <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                {'New contact'}\n              </CrmSuiteLockedButton>\n            )}\n          </Stack>\n          {suiteIncluded ? null : (\n            <CrmSuiteNotice>\n              {'Contacts arrive here on their own from your forms, sign-ups, ' +\n                'orders and bookings. Adding one by hand, importing a CSV, ' +\n                \"saved views, and a contact's owner, stage and company are \" +\n                'part of the CRM.'}\n            </CrmSuiteNotice>\n          )}\n          {/*\n            The view this list is showing, and the clauses narrowing it\n            (AGL-2617). The control names the view and holds everything a\n            reader does to one; the bar holds the clauses, the seed's\n            included, with the one the query serves marked. Segments are\n            offered in the control's menu and saved from it.\n          */}\n          <Stack spacing={1}>\n            <CrmViewsControl\n              controller={views}\n              allLabel=\"All contacts\"\n              suiteLocked={!suiteIncluded}\n              presets={segmentPresets}\n              onSaveAsSegment={\n                segmentFilters && dataScope ? () => setSegmentName('') : null\n              }\n            />\n            <CrmFilterBar\n              fields={filterFields}\n              headers={filterHeaders}\n              clauses={views.state.filters}\n              onChange={views.setFilters}\n              options={filterOptions}\n              servedField={plan.served?.field ?? null}\n            />\n          </Stack>\n          {!quota.allowed ? (\n            <Alert severity=\"warning\">\n              {'CRM records limit reached — new visitors are no longer ' +\n                'captured' +\n                (droppedTotal > 0\n                  ? ` (${droppedTotal.toLocaleString()} missed so far)`\n                  : '') +\n                '. Upgrade in Billing to keep collecting.'}\n            </Alert>\n          ) : quota.overageRecords > 0 &&\n            quota.overageRateUsd != null &&\n            // No claim about money until the verdict that decides it has\n            // settled (AGL-1662). Before Remote Config activation the flag\n            // reads its registry default, which is no org's verdict, so an\n            // ungated alert could assert the wrong wording for one paint.\n            releaseFlagsReady ? (\n            <Alert severity=\"info\">\n              {contactsBilled\n                ? // Same sentence as the billing page's caption, and the same\n                  // basis (AGL-2399): the count here is LIVE, the invoice\n                  // charges the last reading before the month closes, so the\n                  // dollar figure is a projection until the month ends. Staff\n                  // and customer must not read different sentences about the\n                  // same org's money — that applies to WHEN it is measured as\n                  // much as to how much.\n                  `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                  `your plan's included ${quota.included.toLocaleString()} — ` +\n                  `metered at $${quota.overageRateUsd}/1,000 per month ` +\n                  `(≈$${quota.overageMonthlyUsd.toFixed(2)} if your list ends ` +\n                  'the month at this size). ' +\n                  'Upgrade in Billing for a larger included audience.'\n                : // The wording `db5ecdf2b` put on the billing page, which is\n                  // itself the wording `1a2aed5cb` published to\n                  // `billing-and-plans/overview.md` (AGL-1601/1603). Staff and\n                  // customer must not read different sentences about the same\n                  // org's money.\n                  //\n                  // THE COUNT STAYS, THE TOTAL GOES: the head-count is real —\n                  // ingestion captured those records — and is not a claim\n                  // about money. The upgrade nudge goes with the total, since\n                  // it prompts a purchase premised on a charge that is not\n                  // happening.\n                  `${quota.overageRecords.toLocaleString()} CRM records over ` +\n                  `your plan's included ${quota.included.toLocaleString()} — ` +\n                  'not billed while the CRM is unavailable. ' +\n                  `The $${quota.overageRateUsd}/1,000 rate applies once ` +\n                  'Contacts opens.'}\n            </Alert>\n          ) : droppedTotal > 0 ? (\n            <Alert severity=\"info\">\n              {`${droppedTotal.toLocaleString()} earlier visitor${\n                droppedTotal === 1 ? ' was' : 's were'\n              } not captured while your CRM records band was full.`}\n            </Alert>\n          ) : null}\n          {/*\n            Unlike the band alert above, this one is NOT exclusive with the\n            others: a host can be over its band AND have refunds that landed\n            nowhere, and the two have different remedies. Chaining it into the\n            same ternary would hide whichever fact came second.\n          */}\n          {unmatchedRefundTotal > 0 ? (\n            <Alert severity=\"warning\">\n              {`${unmatchedRefundTotal.toLocaleString()} refund${\n                unmatchedRefundTotal === 1 ? '' : 's'\n              } could not be recorded against a contact${\n                UNMATCHED_REFUND_REASON[unmatchedRefundReason]\n                  ? ` — most recently because ${UNMATCHED_REFUND_REASON[unmatchedRefundReason]}`\n                  : ''\n              }. The money moved; the customer's timeline does not show it.`}\n            </Alert>\n          ) : null}\n          {byForm && contactsStatus === 'error' ? (\n            <Alert severity=\"info\">\n              {'The contacts this form captured could not be listed. Your ' +\n                'access is limited to specific sites, and a form filter ' +\n                'cannot be narrowed to them — an organization administrator ' +\n                'can see it.'}\n            </Alert>\n          ) : contacts.length === 0 && !views.state.filters.length ? (\n            <EmptyStateComponent\n              label={contactsStatus === 'loading' ? 'Loading contacts…' : 'No contacts yet'}\n              description={\n                contactsStatus === 'loading'\n                  ? undefined\n                  : suiteIncluded\n                    ? 'Form submissions, member sign-ups, orders and bookings become contacts on their own; add one by hand or bring a list in from a CSV.'\n                    : 'Form submissions, member sign-ups, orders and bookings become contacts on their own.'\n              }\n              action={\n                contactsStatus === 'loading' ? undefined : !suiteIncluded ? (\n                  <Stack direction=\"row\" spacing={1}>\n                    <CrmSuiteLockedButton variant=\"contained\" color=\"primary\">\n                      {'New contact'}\n                    </CrmSuiteLockedButton>\n                    <CrmSuiteLockedButton>{'Import CSV'}</CrmSuiteLockedButton>\n                  </Stack>\n                ) : (\n                  <Stack direction=\"row\" spacing={1}>\n                    <Button\n                      size=\"small\"\n                      variant=\"contained\"\n                      color=\"primary\"\n                      disabled={!dataScope}\n                      onClick={() => {\n                        setCreateError(null)\n                        setCreateOpen(true)\n                      }}\n                    >\n                      {'New contact'}\n                    </Button>\n                    <ContactImportButton hostId={hostId} org={org} />\n                  </Stack>\n                )\n              }\n            />\n          ) : (\n            <>\n              {/* Which clauses reached the whole collection and which\n                  narrowed the loaded window. Said out loud, because a control\n                  that narrows less than it looks like it does is the thing\n                  this page has been fixing. */}\n              {windowClauses.length ? (\n                <Typography variant=\"caption\" color=\"text.secondary\">\n                  {(windowClauses.length === 1\n                    ? `${filterHeaders[windowClauses[0].field] ?? windowClauses[0].field} narrows `\n                    : `${windowClauses.length} of the filters narrow `) +\n                    'the loaded window — the newest 1,000 contacts' +\n                    (plan.served\n                      ? ` matching ${filterHeaders[plan.served.field] ?? plan.served.field}, which reached every contact.`\n                      : '.') +\n                    ' Sorting reorders that window.'}\n                </Typography>\n              ) : null}\n              <ContactsBulkBar hostId={hostId} org={org} scope={dataScope} consentGroup={consentGroup} rows={visible} selected={selectedIds} onSelectedChange={setSelectedIds} csv={csvOptions} suiteLocked={!suiteIncluded} />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={visible}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  onOpen={(id) => router.push(routes.contact(id))}\n                  /*\n                   * The grid's Filters panel and quick search edit the view's\n                   * clauses; the list answers them, onto the query where it\n                   * can and over the loaded window where it cannot, so the\n                   * grid must not filter again itself (AGL-3313). Opening the\n                   * panel is what reads the roster and the companies its\n                   * pickers name. Columns and sort are the view's, controlled\n                   * so a saved arrangement is what the grid shows.\n                   */\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  onPreferencePanelOpen={() => setFilterOpened(true)}\n                  // A filter that matched nothing is said inside the grid,\n                  // so the toolbar that set it stays to change it.\n                  noRowsLabel={\n                    contactsStatus === 'loading' ? 'Loading…' : 'No contacts match these filters'\n                  }\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  sortModel={grid.sortModel}\n                  onSortModelChange={grid.onSortModelChange}\n                />\n              </CrmColumnOrderProvider>\n            </>\n          )}\n          <RecentActivityFeed hostId={hostId} org={org} basePath={props.basePath} />\n        </Stack>\n      </CardDisplay>\n      {/*\n        Naming a segment is a dialog, never a form above the list. Open\n        while the name is a string; `null` is closed.\n       */}\n      <Dialog\n        open={segmentName !== null}\n        onClose={() => setSegmentName(null)}\n        maxWidth=\"xs\"\n        fullWidth\n      >\n        <DialogTitle>{'Save as segment'}</DialogTitle>\n        <DialogContent>\n          <Stack spacing={2} sx={{ pt: 1 }}>\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {'The tag and source filters, kept as a segment an email campaign or a dynamic list can send to. The other filters stay on this view only.'}\n            </Typography>\n            <TextField\n              autoFocus\n              size=\"small\"\n              label=\"Segment name\"\n              value={segmentName ?? ''}\n              onChange={(event) => setSegmentName(event.target.value.slice(0, 60))}\n              onKeyDown={(event) => {\n                if (event.key === 'Enter') {\n                  event.preventDefault()\n                  void handleSaveSegment()\n                }\n              }}\n              slotProps={{ htmlInput: { maxLength: 60 } }}\n            />\n          </Stack>\n        </DialogContent>\n        <DialogActions>\n          <Button onClick={() => setSegmentName(null)}>{'Cancel'}</Button>\n          <Button\n            variant=\"contained\"\n            disabled={!(segmentName ?? '').trim() || !dataScope}\n            onClick={() => void handleSaveSegment()}\n          >\n            {'Save segment'}\n          </Button>\n        </DialogActions>\n      </Dialog>\n      {/*\n        Mounted only while open, so a page that never reaches for it never\n        renders a drawer's chrome, and every opening starts from a blank form.\n       */}\n      {createOpen ? 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package/src/lib/components/deals-section.js

@@ -650,21 +650,7 @@ const DEAL_FILTER_OPTIONS = {
                                         })
                                     ]
                                 }),
-                                paged.status === 'success' && paged.rows.length === 0 && paged.page === 0 ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
-                                    label: statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
-                                    description: statusFilter === 'all' ? 'A deal is a sale in progress, moved across the pipeline as it advances.' : undefined,
-                                    action: statusFilter === 'all' ? /*#__PURE__*/ _jsx(Button, {
-                                        size: "small",
-                                        variant: "contained",
-                                        startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
-                                            path: mdiPlus.path,
-                                            size: 0.8
-                                        }),
-                                        disabled: !pipeline || !scope.orgId,
-                                        onClick: ()=>setCreating(true),
-                                        children: 'New deal'
-                                    }) : undefined
-                                }) : /*#__PURE__*/ _jsxs(_Fragment, {
+                                /*#__PURE__*/ _jsxs(_Fragment, {
                                     children: [
                                         /*#__PURE__*/ _jsx(DealsBulkBar, {
                                             hostId: hostId,
@@ -696,6 +682,21 @@ const DEAL_FILTER_OPTIONS = {
                                                 filterModel: gridFilter.filterModel,
                                                 onFilterModelChange: gridFilter.onFilterModelChange,
                                                 quickFilter: false,
+                                                // An empty table is said inside the grid, so its toolbar
+                                                // stays to change the status that emptied it.
+                                                noRowsLabel: statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
+                                                noRowsDescription: statusFilter === 'all' ? 'A deal is a sale in progress, moved across the pipeline as it advances.' : undefined,
+                                                noRowsAction: statusFilter === 'all' ? /*#__PURE__*/ _jsx(Button, {
+                                                    size: "small",
+                                                    variant: "contained",
+                                                    startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
+                                                        path: mdiPlus.path,
+                                                        size: 0.8
+                                                    }),
+                                                    disabled: !pipeline || !scope.orgId,
+                                                    onClick: ()=>setCreating(true),
+                                                    children: 'New deal'
+                                                }) : undefined,
                                                 // Columns and sort are the view's, controlled (AGL-2617).
                                                 columnVisibilityModel: grid.columnVisibilityModel,
                                                 onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,

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 type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport CrmFilterBar from './crm-filter-bar'\nimport { crmFilterColumns } from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\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/** What the deals table's panel offers: the served status, and \"No next activity\". */\nconst DEAL_GRID_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals'] },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n]\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n}\nconst DEAL_FILTER_OPTIONS = {\n  status: (['open', 'won', 'lost'] as const).map((value) => ({\n    value,\n    label: DEAL_STATUS_LABELS[value],\n  })),\n}\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.$id === pipelineId) : null) ??\n    pipelineState.pipeline\n  const roster = useOrgMemberDirectory(scope.orgId)\n  const api = useDealStageApi(hostId)\n  const nowMs = useMemo(() => Date.now(), [])\n  // The org's deal fields, for the table's optional columns (AGL-2661).\n  const dealFields = useContactFieldDefinitions(scope.orgId, 'deal')\n\n  const [view, setView] = useState<View>('board')\n  const [closedExpanded, setClosedExpanded] = useState(false)\n  /*\n   * The table's status filter is the saved VIEW'S (AGL-2617): a view of\n   * deals is a view of the table, and it holds the status beside the\n   * columns and the sort. Opening one shows the table, because the board\n   * has no columns to arrange and answers to the pipeline's stages alone.\n   */\n  const views = useCrmSavedView({\n    section: 'deals',\n    hostId,\n    org,\n    basePath: basePath ?? '',\n  })\n  const statusFilter: StatusFilter = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'status')?.value\n    return value === 'open' || value === 'won' || value === 'lost' ? value : 'all'\n  }, [views.state.filters])\n  // The status is the query's clause; the \"No next activity\" clause beside\n  // it (AGL-2661) narrows the loaded page and survives a status change.\n  const viewFilters = views.state.filters\n  useEffect(() => {\n    if (views.currentId) setView('table')\n  }, [views.currentId])\n\n  // The board's read stays on in the table view too: it is what the summary\n  // above both views is computed from, and it is already bounded.\n  const open = useDealsByStatus(\n    scope.orgId,\n    scope.visibleTo,\n    pipeline?.$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  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313).\n   * The query serves the status, so the panel's clause replaces it, and\n   * \"No next activity\" stands beside it over the loaded page.\n   */\n  const filterColumns = useMemo(\n    () => crmFilterColumns(columns, DEAL_GRID_FILTER_FIELDS, DEAL_FILTER_OPTIONS, DEAL_GRID_FILTER_HEADERS),\n    [columns],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n  const gridFilter = useCrmGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status'],\n    single: true,\n    keepAlongside: isNoNextActivityClause,\n  })\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              {/*\n                The view this table is showing, and the clauses narrowing it\n                as chips (AGL-2617, AGL-3313). Status and \"No next activity\"\n                are set in the grid's own Filters panel.\n              */}\n              <CrmListToolbar label=\"Deal filters\">\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <CrmFilterBar\n                  fields={DEAL_GRID_FILTER_FIELDS}\n                  headers={DEAL_GRID_FILTER_HEADERS}\n                  clauses={viewFilters}\n                  onChange={views.setFilters}\n                  options={DEAL_FILTER_OPTIONS}\n                  servedField=\"status\"\n                />\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              </CrmListToolbar>\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                      // The panel's status is the query's; \"No next activity\"\n                      // narrows the loaded page (AGL-3313). No quick search:\n                      // nothing indexes a deal's name, and a search over one\n                      // page answers \"no match\" for a deal on the next.\n                      filterMode=\"server\"\n                      filterModel={gridFilter.filterModel}\n                      onFilterModelChange={gridFilter.onFilterModelChange}\n                      quickFilter={false}\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 type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport {\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n  CRM_NEXT_ACTIVITY_FILTER_HEADER,\n  nextActivityColumn,\n} from './crm-next-activity-column'\nimport CrmFilterBar from './crm-filter-bar'\nimport { crmFilterColumns } from '../model/crm-grid-filter'\nimport { useCrmGridFilter } from '../hooks/use-crm-grid-filter'\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/** What the deals table's panel offers: the served status, and \"No next activity\". */\nconst DEAL_GRID_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'status', kind: 'exact', path: 'status', operators: ['equals'] },\n  CRM_NEXT_ACTIVITY_FILTER_FIELD,\n]\nconst DEAL_GRID_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  status: 'Status',\n  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER,\n}\nconst DEAL_FILTER_OPTIONS = {\n  status: (['open', 'won', 'lost'] as const).map((value) => ({\n    value,\n    label: DEAL_STATUS_LABELS[value],\n  })),\n}\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  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  /*\n   * The table's column and sort models are the view's (AGL-2617); its\n   * filters are the grid's own panel over the view's clauses (AGL-3313).\n   * The query serves the status, so the panel's clause replaces it, and\n   * \"No next activity\" stands beside it over the loaded page.\n   */\n  const filterColumns = useMemo(\n    () => crmFilterColumns(columns, DEAL_GRID_FILTER_FIELDS, DEAL_FILTER_OPTIONS, DEAL_GRID_FILTER_HEADERS),\n    [columns],\n  )\n  const grid = useCrmViewGrid(views, filterColumns)\n  const gridFilter = useCrmGridFilter({\n    clauses: viewFilters,\n    onChange: views.setFilters,\n    selectFields: ['status'],\n    single: true,\n    keepAlongside: isNoNextActivityClause,\n  })\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              {/*\n                The view this table is showing, and the clauses narrowing it\n                as chips (AGL-2617, AGL-3313). Status and \"No next activity\"\n                are set in the grid's own Filters panel.\n              */}\n              <CrmListToolbar label=\"Deal filters\">\n                <CrmViewsControl controller={views} allLabel=\"All deals\" />\n                <CrmFilterBar\n                  fields={DEAL_GRID_FILTER_FIELDS}\n                  headers={DEAL_GRID_FILTER_HEADERS}\n                  clauses={viewFilters}\n                  onChange={views.setFilters}\n                  options={DEAL_FILTER_OPTIONS}\n                  servedField=\"status\"\n                />\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              </CrmListToolbar>\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                      // The panel's status is the query's; \"No next activity\"\n                      // narrows the loaded page (AGL-3313). No quick search:\n                      // nothing indexes a deal's name, and a search over one\n                      // page answers \"no match\" for a deal on the next.\n                      filterMode=\"server\"\n                      filterModel={gridFilter.filterModel}\n                      onFilterModelChange={gridFilter.onFilterModelChange}\n                      quickFilter={false}\n                      // An empty table is said inside the grid, so its toolbar\n                      // stays to change the status that emptied it.\n                      noRowsLabel={statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`}\n                      noRowsDescription={\n                        statusFilter === 'all'\n                          ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n                          : undefined\n                      }\n                      noRowsAction={\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                      // 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            </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/tasks-section.js

@@ -24,7 +24,6 @@ import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import CrmViewsControl from "./crm-views-control.js";
-import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
 import { useSnackbar } from "@aglyn/shared-ui-snackstack";
 import { useFirestore, useUser } from "@aglyn/tenant-feature-instance";
 import { Button, Checkbox, Stack, ToggleButton, ToggleButtonGroup, Typography } from "@mui/material";
@@ -583,19 +582,6 @@ const EMPTY_LABEL = {
                             variant: "body2",
                             color: "error",
                             children: 'The tasks could not be loaded. Reload to try again.'
-                        }) : status === 'success' && !loaded.length ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
-                            label: EMPTY_LABEL[view],
-                            description: EMPTY_COPY[view],
-                            action: /*#__PURE__*/ _jsx(Button, {
-                                size: "small",
-                                variant: "contained",
-                                color: "primary",
-                                onClick: ()=>setDrawer({
-                                        open: true,
-                                        task: null
-                                    }),
-                                children: 'New task'
-                            })
                         }) : /*#__PURE__*/ _jsxs(_Fragment, {
                             children: [
                                 truncated ? /*#__PURE__*/ _jsx(Typography, {
@@ -639,8 +625,23 @@ const EMPTY_LABEL = {
                                                         task: found
                                                     });
                                                 },
-                                                // The panel and the search are the grid's; the section
-                                                // answers them, the view through the query (AGL-3313).
+                                                /*
+                   * The panel and the search are the grid's; the section
+                   * answers them, the view through the query (AGL-3313). An
+                   * empty view is said inside the grid rather than instead of
+                   * it, so its toolbar stays to choose another view.
+                   */ noRowsLabel: loaded.length ? 'No tasks match these filters' : EMPTY_LABEL[view],
+                                                noRowsDescription: loaded.length ? undefined : EMPTY_COPY[view],
+                                                noRowsAction: loaded.length ? undefined : /*#__PURE__*/ _jsx(Button, {
+                                                    size: "small",
+                                                    variant: "contained",
+                                                    color: "primary",
+                                                    onClick: ()=>setDrawer({
+                                                            open: true,
+                                                            task: null
+                                                        }),
+                                                    children: 'New task'
+                                                }),
                                                 filterMode: "server",
                                                 filterModel: gridFilter.filterModel,
                                                 onFilterModelChange: gridFilter.onFilterModelChange,

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  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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+{"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 { 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          ) : (\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                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={loaded.length ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={loaded.length ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    loaded.length ? undefined : (\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                  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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