@aglyn/plugins-crm 1.0.0-beta.185 → 1.0.0-beta.187
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- package/package.json +13 -13
- package/src/lib/components/contacts-section.js +4 -5
- package/src/lib/components/contacts-section.js.map +1 -1
- package/src/lib/components/deals-section.js +83 -30
- package/src/lib/components/deals-section.js.map +1 -1
- package/src/lib/components/tasks-section.js +17 -16
- package/src/lib/components/tasks-section.js.map +1 -1
- package/src/lib/hooks/use-deals.d.ts +21 -0
- package/src/lib/hooks/use-deals.js +34 -0
- package/src/lib/hooks/use-deals.js.map +1 -1
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@@ -26,7 +26,8 @@ import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
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import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
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import { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, nextActivityColumn } from "./crm-next-activity-column.js";
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import CrmFilterBar from "./crm-filter-bar.js";
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import { crmFilterColumns } from "../model/crm-grid-filter.js";
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import { crmFilterColumns, crmRowMatchesSearch } from "../model/crm-grid-filter.js";
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import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
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import { useCrmGridFilter } from "../hooks/use-crm-grid-filter.js";
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import CrmViewsControl from "./crm-views-control.js";
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import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
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@@ -37,7 +38,7 @@ import { useCallback, useEffect, useMemo, useState } from "react";
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import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
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import { useCrmScope } from "../hooks/use-crm-scope.js";
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import { useDealStageApi } from "../hooks/use-deal-stage-api.js";
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import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, useDealsByStatus, usePagedDeals } from "../hooks/use-deals.js";
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import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, DEAL_SEARCH_WINDOW, useDealSearchWindow, useDealsByStatus, usePagedDeals } from "../hooks/use-deals.js";
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import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
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import { usePipeline } from "../hooks/use-pipeline.js";
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import { downloadTextFile } from "../model/contacts-csv.js";
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@@ -67,6 +68,9 @@ const DEAL_GRID_FILTER_HEADERS = {
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status: 'Status',
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[CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER
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};
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/** What the table's search reads on a deal. */ const DEAL_SEARCH_FIELDS = [
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'title'
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];
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const DEAL_FILTER_OPTIONS = {
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status: [
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'open',
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@@ -123,7 +127,7 @@ const DEAL_FILTER_OPTIONS = {
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* `dealsCsv()`, naming the pipeline, the stage and the owner; the bar
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* writes the same file over the selection.
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*/ export function DealsSection(props) {
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var _ref, _ref1, _ref2, _ref3, _ref4, _scope_orgId,
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var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _scope_orgId, _ref6;
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const { hostId, org, basePath } = props;
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const routes = crmRoutes(basePath != null ? basePath : '');
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const router = useRouter();
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@@ -182,6 +186,28 @@ const DEAL_FILTER_OPTIONS = {
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const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT);
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const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT);
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const paged = usePagedDeals(view === 'table' ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : null);
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/*
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* THE SEARCH (AGL-3315): the grid's quick-filter box, answered over a
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* window of every deal the table's query would page through — read only
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* while the box holds a word — so a deal on page four is found by any
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* word of its title. See `useDealSearchWindow`.
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*/ const [searchWords, setSearchWords] = useState([]);
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const searching = searchWords.some((word)=>word.trim());
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const searchWindow = useDealSearchWindow(view === 'table' && searching ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref4 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref4 : null);
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const searchKey = searchWords.join(' ');
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const found = useMemo(()=>searchWindow.data.slice(0, DEAL_SEARCH_WINDOW).filter((deal)=>crmRowMatchesSearch(deal, DEAL_SEARCH_FIELDS, searchWords)), // `searchKey` stands for the words, which are a new array each render.
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// eslint-disable-next-line react-hooks/exhaustive-deps
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[
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searchWindow.data,
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searchKey
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]);
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const searchTruncated = searchWindow.data.length > DEAL_SEARCH_WINDOW;
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const [searchPage, setSearchPage] = useState(0);
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const [searchPageSize, setSearchPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
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useEffect(()=>setSearchPage(0), [
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searchKey,
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statusFilter
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]);
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const summary = useMemo(()=>boardSummary(open.data, pipeline), [
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open.data,
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pipeline
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@@ -270,9 +296,12 @@ const DEAL_FILTER_OPTIONS = {
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pipelineState,
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roster.members
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]);
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// The page on screen — or, while searching, every deal the search found.
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const handleExport = useCallback(()=>{
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downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions));
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downloadTextFile('deals.csv', 'text/csv', dealsCsv(searching ? found : paged.rows, csvOptions));
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}, [
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searching,
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found,
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paged.rows,
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csvOptions
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]);
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@@ -403,7 +432,15 @@ const DEAL_FILTER_OPTIONS = {
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dealFields.active,
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nowMs
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]);
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const
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/** The table's rows: the query's page, or the search's matches a page at a time. */ const searchRows = useMemo(()=>filterByNextActivity(found, viewFilters), [
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found,
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viewFilters
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]);
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const tableRows = useMemo(()=>searching ? searchRows.slice(searchPage * searchPageSize, (searchPage + 1) * searchPageSize) : filterByNextActivity(paged.rows, viewFilters), [
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searching,
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searchRows,
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searchPage,
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searchPageSize,
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paged.rows,
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viewFilters
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]);
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@@ -423,7 +460,11 @@ const DEAL_FILTER_OPTIONS = {
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'status'
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],
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single: true,
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keepAlongside: isNoNextActivityClause
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keepAlongside: isNoNextActivityClause,
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search: {
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words: searchWords,
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onChange: setSearchWords
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}
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});
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const noOrg = scope.ready && !scope.orgId;
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const pipelineLoading = !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || !pipeline && pipelineState.status !== 'error');
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@@ -497,7 +538,7 @@ const DEAL_FILTER_OPTIONS = {
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select: true,
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size: "small",
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label: "Pipeline",
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value: (
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value: (_ref5 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref5 : '',
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onChange: (event)=>setPipelineId(event.target.value),
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sx: {
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minWidth: 160
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@@ -645,26 +686,12 @@ const DEAL_FILTER_OPTIONS = {
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/*#__PURE__*/ _jsx(Button, {
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size: "small",
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onClick: handleExport,
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disabled: !paged.rows.length,
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disabled: !(searching ? found : paged.rows).length,
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children: 'Export CSV'
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})
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]
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}),
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label: statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
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description: statusFilter === 'all' ? 'A deal is a sale in progress, moved across the pipeline as it advances.' : undefined,
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action: statusFilter === 'all' ? /*#__PURE__*/ _jsx(Button, {
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size: "small",
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variant: "contained",
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startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
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path: mdiPlus.path,
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size: 0.8
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}),
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disabled: !pipeline || !scope.orgId,
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onClick: ()=>setCreating(true),
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children: 'New deal'
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}) : undefined
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}) : /*#__PURE__*/ _jsxs(_Fragment, {
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/*#__PURE__*/ _jsxs(_Fragment, {
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children: [
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/*#__PURE__*/ _jsx(DealsBulkBar, {
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hostId: hostId,
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},
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onOpen: (_id, row)=>openDeal(row),
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// The panel's status is the query's; "No next activity"
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// narrows the loaded
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//
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// page answers "no match" for a deal on the next.
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// narrows the loaded rows (AGL-3313); the search runs
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// over every deal in the window (AGL-3315).
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filterMode: "server",
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filterModel: gridFilter.filterModel,
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onFilterModelChange: gridFilter.onFilterModelChange,
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quickFilter:
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quickFilter: true,
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loading: searching && searchWindow.status === 'loading',
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// An empty table is said inside the grid, so its toolbar
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// stays to change the status that emptied it.
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noRowsLabel: searching ? `No deals match “${searchKey.trim()}”` : statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
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noRowsDescription: statusFilter === 'all' && !searching ? 'A deal is a sale in progress, moved across the pipeline as it advances.' : undefined,
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noRowsAction: statusFilter === 'all' && !searching ? /*#__PURE__*/ _jsx(Button, {
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size: "small",
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variant: "contained",
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startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
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path: mdiPlus.path,
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size: 0.8
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}),
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disabled: !pipeline || !scope.orgId,
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onClick: ()=>setCreating(true),
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children: 'New deal'
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}) : undefined,
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// Columns and sort are the view's, controlled (AGL-2617).
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columnVisibilityModel: grid.columnVisibilityModel,
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onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
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})
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}),
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/*#__PURE__*/ _jsx(ListPagination, {
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searching ? /*#__PURE__*/ _jsx(ListPagination, {
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page: searchPage,
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pageSize: searchPageSize,
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rowCount: tableRows.length,
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count: searchRows.length,
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onPageChange: setSearchPage,
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onPageSizeChange: setSearchPageSize
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}) : /*#__PURE__*/ _jsx(ListPagination, {
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page: paged.page,
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pageSize: paged.pageSize,
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rowCount: paged.rows.length,
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hasMore: paged.hasMore,
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onPageChange: paged.setPage,
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onPageSizeChange: paged.setPageSize
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})
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}),
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searching && searchTruncated ? /*#__PURE__*/ _jsx(Alert, {
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severity: "info",
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children: `The search reads the ${DEAL_SEARCH_WINDOW.toLocaleString()} most recently ` + 'changed deals; narrow by status to reach older ones.'
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}) : null
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/*#__PURE__*/ _jsx(LostReasonDialog, {
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open: Boolean(losing),
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dealTitle: (
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dealTitle: (_ref6 = losing == null ? void 0 : losing.title) != null ? _ref6 : '',
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onClose: ()=>setLosing(null),
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onConfirm: confirmLost
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})
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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 {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, crmRowMatchesSearch } from '../model/crm-grid-filter'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\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 DEAL_SEARCH_WINDOW,\n useDealSearchWindow,\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}\n/** What the table's search reads on a deal. */\nconst DEAL_SEARCH_FIELDS = ['title'] as const\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?.$id ?? null,\n )\n\n /*\n * THE SEARCH (AGL-3315): the grid's quick-filter box, answered over a\n * window of every deal the table's query would page through — read only\n * while the box holds a word — so a deal on page four is found by any\n * word of its title. See `useDealSearchWindow`.\n */\n const [searchWords, setSearchWords] = useState<string[]>([])\n const searching = searchWords.some((word) => word.trim())\n const searchWindow = useDealSearchWindow(\n view === 'table' && searching ? scope.orgId : null,\n scope.visibleTo,\n statusFilter,\n pipeline?.$id ?? null,\n )\n const searchKey = searchWords.join(' ')\n const found = useMemo(\n () =>\n searchWindow.data\n .slice(0, DEAL_SEARCH_WINDOW)\n .filter((deal) => crmRowMatchesSearch(deal, DEAL_SEARCH_FIELDS, searchWords)),\n // `searchKey` stands for the words, which are a new array each render.\n // eslint-disable-next-line react-hooks/exhaustive-deps\n [searchWindow.data, searchKey],\n )\n const searchTruncated = searchWindow.data.length > DEAL_SEARCH_WINDOW\n const [searchPage, setSearchPage] = useState(0)\n const [searchPageSize, setSearchPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT)\n useEffect(() => setSearchPage(0), [searchKey, statusFilter])\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 // The page on screen — or, while searching, every deal the search found.\n const handleExport = useCallback(() => {\n downloadTextFile('deals.csv', 'text/csv', dealsCsv(searching ? found : paged.rows, csvOptions))\n }, [searching, found, 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 /** The table's rows: the query's page, or the search's matches a page at a time. */\n const searchRows = useMemo(\n () => filterByNextActivity(found, viewFilters),\n [found, viewFilters],\n )\n const tableRows = useMemo(\n () =>\n searching\n ? searchRows.slice(searchPage * searchPageSize, (searchPage + 1) * searchPageSize)\n : filterByNextActivity(paged.rows, viewFilters),\n [searching, searchRows, searchPage, searchPageSize, 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 search: { words: searchWords, onChange: setSearchWords },\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={!(searching ? found : 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 rows (AGL-3313); the search runs\n // over every deal in the window (AGL-3315).\n filterMode=\"server\"\n filterModel={gridFilter.filterModel}\n onFilterModelChange={gridFilter.onFilterModelChange}\n quickFilter\n loading={searching && searchWindow.status === 'loading'}\n // An empty table is said inside the grid, so its toolbar\n // stays to change the status that emptied it.\n noRowsLabel={\n searching\n ? `No deals match “${searchKey.trim()}”`\n : statusFilter === 'all'\n ? 'No deals yet'\n : `No ${statusFilter} deals`\n }\n noRowsDescription={\n statusFilter === 'all' && !searching\n ? 'A deal is a sale in progress, moved across the pipeline as it advances.'\n : undefined\n }\n noRowsAction={\n statusFilter === 'all' && !searching ? (\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 {searching ? (\n <ListPagination\n page={searchPage}\n pageSize={searchPageSize}\n rowCount={tableRows.length}\n count={searchRows.length}\n onPageChange={setSearchPage}\n onPageSizeChange={setSearchPageSize}\n />\n ) : (\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 {searching && searchTruncated ? (\n <Alert severity=\"info\">\n {`The search reads the ${DEAL_SEARCH_WINDOW.toLocaleString()} most recently ` +\n 'changed deals; narrow by status to reach older ones.'}\n </Alert>\n ) : null}\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 ?? 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@@ -24,7 +24,6 @@ import { useCrmScope } from "../hooks/use-crm-scope.js";
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24
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import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
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import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
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import CrmViewsControl from "./crm-views-control.js";
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import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
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import { useSnackbar } from "@aglyn/shared-ui-snackstack";
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import { useFirestore, useUser } from "@aglyn/tenant-feature-instance";
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import { Button, Checkbox, Stack, ToggleButton, ToggleButtonGroup, Typography } from "@mui/material";
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@@ -583,19 +582,6 @@ const EMPTY_LABEL = {
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583
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variant: "body2",
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color: "error",
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children: 'The tasks could not be loaded. Reload to try again.'
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586
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}) : status === 'success' && !loaded.length ? /*#__PURE__*/ _jsx(EmptyStateComponent, {
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label: EMPTY_LABEL[view],
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588
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description: EMPTY_COPY[view],
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action: /*#__PURE__*/ _jsx(Button, {
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size: "small",
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variant: "contained",
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color: "primary",
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593
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onClick: ()=>setDrawer({
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open: true,
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task: null
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}),
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children: 'New task'
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})
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}) : /*#__PURE__*/ _jsxs(_Fragment, {
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children: [
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truncated ? /*#__PURE__*/ _jsx(Typography, {
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@@ -639,8 +625,23 @@ const EMPTY_LABEL = {
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639
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task: found
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640
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});
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627
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},
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642
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-
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643
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-
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628
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+
/*
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629
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* The panel and the search are the grid's; the section
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630
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+
* answers them, the view through the query (AGL-3313). An
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631
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* empty view is said inside the grid rather than instead of
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632
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+
* it, so its toolbar stays to choose another view.
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633
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+
*/ noRowsLabel: loaded.length ? 'No tasks match these filters' : EMPTY_LABEL[view],
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634
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noRowsDescription: loaded.length ? undefined : EMPTY_COPY[view],
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635
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noRowsAction: loaded.length ? undefined : /*#__PURE__*/ _jsx(Button, {
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636
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size: "small",
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637
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+
variant: "contained",
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638
|
+
color: "primary",
|
|
639
|
+
onClick: ()=>setDrawer({
|
|
640
|
+
open: true,
|
|
641
|
+
task: null
|
|
642
|
+
}),
|
|
643
|
+
children: 'New task'
|
|
644
|
+
}),
|
|
644
645
|
filterMode: "server",
|
|
645
646
|
filterModel: gridFilter.filterModel,
|
|
646
647
|
onFilterModelChange: gridFilter.onFilterModelChange,
|