@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.200

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

@@ -38,9 +38,11 @@ import { refreshCrmNextActivity } from "../model/next-activity-api.js";
 import { completeCrmTask } from "../model/task-api.js";
 import { crmTaskCallScope } from "../model/task-routes.js";
 import { tasksCsv } from "../model/tasks-csv.js";
-import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, CRM_TASK_VIEW_LIMIT, CRM_TASK_VIEWS } from "../model/task-views.js";
-import { matchListFilter } from "@aglyn/shared-ui-jsx/const/list-filter";
-import { listFilterGridColumns, listRowMatchesSearch } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+import { CRM_TASK_KIND_LABELS, CRM_TASK_KINDS, CRM_TASK_PRIORITIES, CRM_TASK_PRIORITY_LABELS, CRM_TASK_VIEWS, TASK_LIST_QUERY_FIELDS } from "../model/task-views.js";
+import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
+import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
+import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
+import ListQueryNotices, { listQueryRefusals } from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
 import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
 import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
 import { CrmListToolbar } from "./crm-list-toolbar.js";
@@ -52,8 +54,9 @@ import TaskSnoozeMenu from "./task-snooze-menu.js";
 import TasksBulkBar from "./tasks-bulk-bar.js";
 /** What an empty view is headed, by view — "nothing overdue" is good news. */ /*
  * What the tasks grid's panel offers (AGL-3313). `view` is the task view
- * the query serves — a hidden column, since it is no field of a task — and
- * the rest narrow the rows that view loaded.
+ * the query's base answers — a hidden column, since it is no field of a
+ * task — and Kind, Priority and Assignee are predicates on the same query
+ * (AGL-3321).
  */ const TASK_FILTER_FIELDS = [
     {
         column: 'view',
@@ -63,33 +66,7 @@ import TasksBulkBar from "./tasks-bulk-bar.js";
             'equals'
         ]
     },
-    {
-        column: 'kind',
-        kind: 'exact',
-        path: 'kind',
-        operators: [
-            'equals',
-            'isAnyOf'
-        ]
-    },
-    {
-        column: 'priority',
-        kind: 'exact',
-        path: 'priority',
-        operators: [
-            'equals',
-            'isAnyOf'
-        ]
-    },
-    {
-        column: 'assigneeUid',
-        kind: 'exact',
-        path: 'assigneeUid',
-        operators: [
-            'equals',
-            'isAnyOf'
-        ]
-    }
+    ...TASK_LIST_QUERY_FIELDS
 ];
 const TASK_FILTER_HEADERS = {
     view: 'Show',
@@ -100,15 +77,12 @@ const TASK_FILTER_HEADERS = {
 /** The filter-only `view` column never shows. */ const TASK_HIDDEN_COLUMNS = {
     view: false
 };
+/** How many tasks the month view reads: one page, sized for a month of work. */ const CALENDAR_PAGE_SIZE = 200;
 /** No `view` clause is "My tasks", which the section opened on before views existed. */ const TASK_VIEW_DEFAULT = {
     field: 'view',
     op: 'equals',
     value: 'mine'
 };
-/** What the quick search reads on a task. */ const TASK_SEARCH_FIELDS = [
-    'title',
-    'notes'
-];
 const EMPTY_LABEL = {
     mine: 'Nothing is assigned to you',
     overdue: 'Nothing is overdue',
@@ -183,9 +157,10 @@ const EMPTY_LABEL = {
     ]);
     /*
    * The grid's own Filters panel and quick search edit the view's clauses
-   * (AGL-3313). "Show" is the task view the query serves — the hidden
-   * `view` column, as the toggle stored it, with none meaning "My tasks" —
-   * and Kind, Priority and Assignee narrow the rows it loaded.
+   * (AGL-3313). "Show" is the task view the query's base answers — the
+   * hidden `view` column, as the toggle stored it, with none meaning "My
+   * tasks" — and Kind, Priority, Assignee and the search word are on the
+   * same query (AGL-3321).
    */ const clauses = useMemo(()=>views.state.filters.some((clause)=>clause.field === 'view') ? views.state.filters : [
             TASK_VIEW_DEFAULT,
             ...views.state.filters
@@ -205,14 +180,19 @@ const EMPTY_LABEL = {
             'assigneeUid'
         ]
     });
+    const queryClauses = useMemo(()=>clauses.filter((clause)=>clause.field !== 'view'), [
+        clauses
+    ]);
     const list = useCrmTaskList({
         hostId,
         org: orgRecord,
         view,
         uid: user == null ? void 0 : user.uid,
-        nowMs
+        nowMs,
+        clauses: queryClauses,
+        search: gridFilter.searchWords
     });
-    const { tasks: loaded, status, fromCache, truncated, scope, orgId, readTokens } = list;
+    const { tasks, status, fromCache, scope, orgId, readTokens } = list;
     const directory = useOrgMemberDirectory(orgId);
     const filterOptions = useMemo(()=>({
             view: CRM_TASK_VIEWS.map((option)=>({
@@ -234,15 +214,16 @@ const EMPTY_LABEL = {
         }), [
         directory.members
     ]);
-    // Every clause but the served view, and the search, over the loaded rows.
-    const searchKey = gridFilter.searchWords.join(' ');
-    const tasks = useMemo(()=>loaded.filter((task)=>clauses.every((clause)=>clause.field === 'view' || matchListFilter(task, TASK_FILTER_FIELDS, clause)) && listRowMatchesSearch(task, TASK_SEARCH_FIELDS, gridFilter.searchWords)), // `searchKey` stands for the words, which are a new array each render.
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-    [
-        loaded,
-        clauses,
-        searchKey
+    // What the query could not hold, said above the list rather than matched in memory.
+    const refused = useMemo(()=>listQueryRefusals(list.plan.refused, {
+            fields: TASK_FILTER_FIELDS,
+            headers: TASK_FILTER_HEADERS,
+            options: filterOptions
+        }), [
+        list.plan.refused,
+        filterOptions
     ]);
+    const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word)=>word.trim());
     /*
    * Every record a task names, not only the one its "For" cell shows: the
    * export writes the contact, the company and the deal each by name, and
@@ -276,10 +257,12 @@ const EMPTY_LABEL = {
         records: linked
     });
     const [selectedIds, setSelectedIds] = useState([]);
-    // A view is a different set of rows; a selection made on the last one
-    // would be a count over rows no longer on screen.
+    // A view, a filter or a page is a different set of rows; a selection made
+    // on the last one would be a count over rows no longer on screen.
     useEffect(()=>setSelectedIds([]), [
-        view
+        view,
+        list.plan,
+        list.page
     ]);
     const csvOptions = useMemo(()=>({
             assigneeEmail: (uid)=>{
@@ -302,6 +285,20 @@ const EMPTY_LABEL = {
    * same view — switching does not narrow anything and costs no read, so
    * it is a toggle rather than another saved view.
    */ const [layout, setLayout] = useState('list');
+    /*
+   * The month draws one query page, so it asks for a month's worth: the
+   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and
+   * filters, and it says when the view holds more. The list's own page size
+   * comes back with the list.
+   */ const { setPage: setListPage, setPageSize: setListPageSize } = list;
+    useEffect(()=>{
+        setListPage(0);
+        setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT);
+    }, [
+        layout,
+        setListPage,
+        setListPageSize
+    ]);
     const [drawer, setDrawer] = useState({
         open: false,
         task: null
@@ -540,7 +537,7 @@ const EMPTY_LABEL = {
                                     clauses: clauses,
                                     onChange: setClauses,
                                     options: filterOptions,
-                                    servedField: "view"
+                                    marksServed: false
                                 }),
                                 /*#__PURE__*/ _jsxs(ToggleButtonGroup, {
                                     exclusive: true,
@@ -578,84 +575,94 @@ const EMPTY_LABEL = {
                                 })
                             ]
                         }),
+                        /*#__PURE__*/ _jsx(ListQueryNotices, {
+                            refused: refused,
+                            notices: list.plan.notices
+                        }),
                         status === 'error' ? /*#__PURE__*/ _jsx(Typography, {
                             variant: "body2",
                             color: "error",
                             children: 'The tasks could not be loaded. Reload to try again.'
-                        }) : /*#__PURE__*/ _jsxs(_Fragment, {
-                            children: [
-                                truncated ? /*#__PURE__*/ _jsx(Typography, {
-                                    variant: "caption",
-                                    color: "text.secondary",
-                                    children: `Showing the first ${CRM_TASK_VIEW_LIMIT} — narrow the view to see the rest.`
-                                }) : null,
-                                layout === 'calendar' ? /*#__PURE__*/ _jsx(TasksCalendar, {
-                                    tasks: tasks,
-                                    truncated: truncated,
-                                    onOpen: (task)=>setDrawer({
-                                            open: true,
-                                            task
-                                        })
-                                }) : /*#__PURE__*/ _jsxs(_Fragment, {
-                                    children: [
-                                        /*#__PURE__*/ _jsx(TasksBulkBar, {
-                                            hostId: hostId,
-                                            scope: scope,
+                        }) : /*#__PURE__*/ _jsx(_Fragment, {
+                            children: layout === 'calendar' ? /*#__PURE__*/ _jsx(TasksCalendar, {
+                                tasks: tasks,
+                                truncated: list.hasMore,
+                                onOpen: (task)=>setDrawer({
+                                        open: true,
+                                        task
+                                    })
+                            }) : /*#__PURE__*/ _jsxs(_Fragment, {
+                                children: [
+                                    /*#__PURE__*/ _jsx(TasksBulkBar, {
+                                        hostId: hostId,
+                                        scope: scope,
+                                        rows: tasks,
+                                        selected: selectedIds,
+                                        onSelectedChange: setSelectedIds,
+                                        directory: directory,
+                                        csv: csvOptions
+                                    }),
+                                    /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
+                                        value: grid.columnOrder,
+                                        children: /*#__PURE__*/ _jsx(ListTable, {
                                             rows: tasks,
-                                            selected: selectedIds,
-                                            onSelectedChange: setSelectedIds,
-                                            directory: directory,
-                                            csv: csvOptions
-                                        }),
-                                        /*#__PURE__*/ _jsx(CrmColumnOrderProvider, {
-                                            value: grid.columnOrder,
-                                            children: /*#__PURE__*/ _jsx(ListTable, {
-                                                rows: tasks,
-                                                columns: grid.columns,
-                                                slots: CRM_LIST_SLOTS,
-                                                selectable: {
-                                                    selected: selectedIds,
-                                                    onChange: setSelectedIds
-                                                },
-                                                loading: status === 'loading',
-                                                onOpen: (id)=>{
-                                                    const found = tasks.find((row)=>row.$id === id);
-                                                    if (found) setDrawer({
-                                                        open: true,
-                                                        task: found
-                                                    });
-                                                },
-                                                /*
+                                            columns: grid.columns,
+                                            slots: CRM_LIST_SLOTS,
+                                            selectable: {
+                                                selected: selectedIds,
+                                                onChange: setSelectedIds
+                                            },
+                                            loading: status === 'loading',
+                                            onOpen: (id)=>{
+                                                const found = tasks.find((row)=>row.$id === id);
+                                                if (found) setDrawer({
+                                                    open: true,
+                                                    task: found
+                                                });
+                                            },
+                                            /*
                    * 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,
-                                                quickFilter: true,
-                                                // Columns and sort are the view's, controlled (AGL-2617).
-                                                columnVisibilityModel: grid.columnVisibilityModel,
-                                                onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
-                                                sortModel: grid.sortModel,
-                                                onSortModelChange: grid.onSortModelChange
-                                            })
+                   */ noRowsLabel: filtered ? 'No tasks match these filters' : EMPTY_LABEL[view],
+                                            noRowsDescription: filtered ? undefined : EMPTY_COPY[view],
+                                            noRowsAction: filtered ? 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,
+                                            quickFilter: true,
+                                            // The view orders the query (due soonest, or Done most
+                                            // recently due), so the grid sorts nothing itself: a
+                                            // sort over one page would reorder ten rows.
+                                            sortingMode: "server",
+                                            disableColumnSorting: true,
+                                            // Columns are the view's, controlled (AGL-2617).
+                                            columnVisibilityModel: grid.columnVisibilityModel,
+                                            onColumnVisibilityModelChange: grid.onColumnVisibilityModelChange,
+                                            // Paged by the footer below, so the grid must not also slice.
+                                            hideFooter: true
                                         })
-                                    ]
-                                })
-                            ]
+                                    }),
+                                    /*#__PURE__*/ _jsx(ListPagination, {
+                                        page: list.page,
+                                        pageSize: list.pageSize,
+                                        rowCount: tasks.length,
+                                        hasMore: list.hasMore,
+                                        onPageChange: list.setPage,
+                                        onPageSizeChange: list.setPageSize
+                                    })
+                                ]
+                            })
                         })
                     ]
                 })

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 { 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 { listFilterGridColumns, listRowMatchesSearch } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\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 = useListGridFilter({\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          ) && listRowMatchesSearch(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    () => listFilterGridColumns(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            <ListFilterChips\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                  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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_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\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's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\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/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\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' }\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's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\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 = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, 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  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\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, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\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  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\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    () => listFilterGridColumns(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            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\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          <ListQueryNotices refused={refused} notices={list.plan.notices} />\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              {/*\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={list.hasMore}\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={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? 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                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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package/src/lib/constants/company-filters.d.ts

@@ -15,4 +15,17 @@
  * limitations under the License.
  */
 import type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter';
+import type { ListQueryDeclaration, ListQuerySort } from '@aglyn/shared-ui-jsx/const/list-query-plan';
 export declare const COMPANY_LIST_FILTER_FIELDS: readonly ListFilterField[];
+/**
+ * A collaborator's search (see `prefixSearch` in `useCrmListQuery`): the
+ * start of the name, beside the scope clause — the prefix range the
+ * `(field, nameLower)` composites already serve.
+ */
+export declare const COMPANY_PREFIX_SEARCH: {
+    field: ListFilterField;
+    notice: string;
+};
+/** The list's orders: newest change first, and by name under a prefix. */
+export declare const COMPANY_LIST_SORTS: readonly ListQuerySort[];
+export declare const COMPANY_LIST_DECLARATION: ListQueryDeclaration;