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

package/src/lib/components/deal-edit-drawer.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.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  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          {\n            ...dealDocumentFromForm(values, {\n              visibleTo: [...createTokens],\n              hostId: createHostId,\n              uid: user.uid,\n              nowMs,\n            }),\n            ...(customDocument ? { custom: customDocument } : {}),\n          },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? (\n            <CrmSitePicker\n              hostId={hostId}\n              disabled={busy}\n              helperText=\"The site this deal belongs to — it decides which of your sites may see it.\"\n            />\n          ) : null}\n          <TextField\n            label=\"Title\"\n            value={values.title}\n            onChange={(event) => update({ title: event.target.value })}\n            autoFocus\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_TITLE_MAX } }}\n          />\n          {mode === 'create' ? (\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? (\n            <Alert severity=\"warning\">{CRM_RECORDS_BAND_FULL_MESSAGE}</Alert>\n          ) : null}\n          {problem && values.title ? <Alert severity=\"warning\">{problem}</Alert> : null}\n          <Button\n            variant=\"contained\"\n            disabled={\n              busy ||\n              Boolean(problem) ||\n              !orgId ||\n              bandFull ||\n              // A new deal waits for its capturing site.\n              (mode === 'create' && !createHostId)\n            }\n            onClick={() => void handleSave()}\n          >\n            {deal ? 'Save deal' : 'Create deal'}\n          </Button>\n        </Stack>\n      </Container>\n    </NavigationDrawerComponent>\n  )\n}\nDealEditDrawer.displayName = 'DealEditDrawer'\n\nexport default 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-edit-drawer.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  CRM_COLLECTIONS,\n  CRM_RECORDS_BAND_FULL_MESSAGE,\n  crmNewRecordListFields,\n  dealHasLineItems,\n  findOrgMember,\n  nameSearchKey,\n  crmMemberPickerLabel,\n} from '@aglyn/aglyn'\nimport { ICON_VARIANT_CLOSE } from '@aglyn/shared-data-enums'\nimport { Container, MdiIcon, SrOnly } from '@aglyn/shared-ui-jsx'\nimport { NavigationDrawerComponent } from '@aglyn/shared-ui-jsx/components/navigation-drawer.component'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n  useFirestore,\n  useFirestoreCollection,\n  useUser,\n  writeGuardedBySeed,\n} from '@aglyn/tenant-feature-instance'\nimport {\n  Alert,\n  Autocomplete,\n  Button,\n  IconButton,\n  MenuItem,\n  Stack,\n  TextField,\n  Typography,\n} from '@mui/material'\nimport {\n  addDoc,\n  collection,\n  deleteField,\n  doc,\n  endAt,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  startAt,\n  updateDoc,\n  where,\n} from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useContactFieldDefinitions } from '../hooks/use-contact-field-definitions'\nimport { useCrmActivityLogger } from '../hooks/use-crm-activity-logger'\nimport { useCrmRecordsQuota } from '../hooks/use-crm-records-quota'\nimport {\n  type CrmOrgDoc,\n  crmScopeListable,\n  crmVisibleToClause,\n  useCrmScope,\n} from '../hooks/use-crm-scope'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { contactPrimaryGroup } from '../model/contact-record'\nimport {\n  type CrmCustomDraft,\n  crmCustomDraftDocument,\n  crmCustomDraftMissingRequired,\n  crmCustomDraftValue,\n  crmCustomDraftWrites,\n} from '../model/crm-custom-draft'\nimport { CrmCustomFieldControl } from './crm-custom-field-control'\nimport { CrmSitePicker } from './crm-site-picker'\nimport { CRM_CLIENT_SEARCH_FIELDS, crmClientListFields } from '../model/crm-list-query'\nimport {\n  DEAL_CURRENCIES,\n  type DealDoc,\n  openStages,\n  type PipelineDoc,\n} from '../model/deal-board-model'\nimport {\n  type ContactChoice,\n  contactChoicesFor,\n  DEAL_NOTES_MAX,\n  DEAL_TITLE_MAX,\n  dealDocumentFromForm,\n  dealFormFromDoc,\n  dealFormProblem,\n  type DealFormValues,\n  dealPatchFromForm,\n  emptyDealForm,\n} from '../model/deal-form-model'\n\n/**\n * How many recent contacts the picker matches against. The window is the\n * ask — it is read when the drawer opens, not when the section does — and\n * a person outside it is still linkable by pasting their address, which\n * the match tests as a prefix of the email.\n */\nconst CONTACT_WINDOW = 300\n\n/** Companies offered per keystroke; a longer list is a scroll, not a pick. */\nconst COMPANY_MATCHES = 8\n\n/** A company as the picker offers it. */\ninterface CompanyChoice {\n  id: string\n  name: string\n}\n\nexport interface DealEditDrawerProps {\n  open: boolean\n  onClose: () => void\n  /**\n   * The site the drawer is opened under, or `null` at the organization\n   * level (AGL-2630), where a NEW deal asks which site captures it and an\n   * edit keeps the deal's own.\n   */\n  hostId: string | null\n  org: CrmOrgDoc\n  /** The deal being edited; absent for a new one. */\n  deal?: DealDoc | null\n  /** Links and values a new deal opens with — a contact's page passes itself. */\n  defaults?: Partial<DealFormValues>\n  pipelines: PipelineDoc[]\n  /** Where a new deal lands when nobody picks a pipeline. */\n  defaultPipeline: PipelineDoc | null\n  /** The listener's verdict on the row being edited, for the stale-seed guard. */\n  unreadable?: boolean\n  fromCache?: boolean\n  /** After a save, with the id of the deal written. */\n  onSaved?: (dealId: string, mode: 'create' | 'edit') => void\n}\n\n/**\n * The one form a deal is created and edited through (AGL-2598).\n *\n * ## What it writes, and what it does not\n *\n * Client-direct against the rules, like a contact's notes: the title, the\n * amount and its currency, the expected close, the owner, the linked\n * contact and company, and the notes. The stage and the status are shown on\n * a new deal — it has to start somewhere — and never on an existing one,\n * because a stage change is the moment an automation listens for and only\n * the server route can emit that event. A drawer that wrote `stageId`\n * directly would move a deal without anybody hearing it.\n *\n * Nor the amount of a deal that has line items (AGL-2620): it is their\n * sum, the products card on the deal's page owns it, and the field here\n * is read-only with a caption saying so. The pipeline picker on a new\n * deal lists every ACTIVE pipeline (`pipelines`) and opens on the one the\n * caller was looking at.\n *\n * ## The pickers\n *\n * The owner is picked from the org's roster, the company by a server-side\n * prefix on `nameLower` (indexed with the scope), and the contact from a\n * bounded window of the newest contacts matched in memory — see\n * `contactChoicesFor` for why the contact search cannot be a query. Both\n * pickers copy the chosen NAME onto the deal beside the id, so a board of\n * cards can caption itself without a read per card.\n */\nexport function DealEditDrawer(props: DealEditDrawerProps) {\n  const {\n    open,\n    onClose,\n    hostId,\n    org,\n    deal,\n    defaults,\n    pipelines,\n    defaultPipeline,\n    unreadable = false,\n    fromCache = false,\n    onSaved,\n  } = props\n  const mode: 'create' | 'edit' = deal ? 'edit' : 'create'\n  const firestore = useFirestore()\n  const { enqueueSnackbar } = useSnackbar()\n  const { data: user } = useUser()\n  const { orgId, consentGroup, visibleTo, createHostId, createTokens } =\n    useCrmScope({ hostId, org })\n  // The feed the act is logged in is the level it was PERFORMED at\n  // (AGL-2738): this site's under a site, the organization's at the org\n  // hub. `createHostId` is where the deal is STAMPED, which at the hub is a\n  // site the reader picked and may hold no role on — a different question\n  // from where the line belongs, and a gate the record write never faced.\n  const logActivity = useCrmActivityLogger(hostId)\n  const roster = useOrgMemberDirectory(open ? orgId : null)\n\n  const [values, setValues] = useState<DealFormValues>(() =>\n    emptyDealForm(defaultPipeline, defaults),\n  )\n  const owner = findOrgMember(roster.members, values.ownerUid)\n  const [busy, setBusy] = useState(false)\n  /*\n   * THE CUSTOM FIELDS (AGL-2661): the org's deal definitions, and the keys\n   * the reader has touched over what the deal stores — saved as the\n   * difference (`crm-custom-draft`) in the same write as the fixed fields.\n   */\n  const fields = useContactFieldDefinitions(open ? orgId : null, 'deal')\n  const storedCustom = useMemo(() => deal?.custom ?? {}, [deal?.custom])\n  const [custom, setCustom] = useState<CrmCustomDraft>({})\n\n  // Re-seeded on every open: an existing deal's stored values, or a blank\n  // form aimed at the default pipeline with whatever the opener preselected.\n  useEffect(() => {\n    if (!open) return\n    setValues(deal ? dealFormFromDoc(deal) : emptyDealForm(defaultPipeline, defaults))\n    setCustom({})\n  }, [open, deal, defaultPipeline, defaults])\n\n  const update = useCallback(\n    (patch: Partial<DealFormValues>) =>\n      setValues((current) => ({ ...current, ...patch })),\n    [],\n  )\n\n  const pipeline = useMemo(\n    () =>\n      pipelines.find((entry) => entry.$id === values.pipelineId) ??\n      defaultPipeline,\n    [pipelines, values.pipelineId, defaultPipeline],\n  )\n  const stages = useMemo(() => openStages(pipeline), [pipeline])\n\n  /*\n   * THE CONTACT WINDOW: the newest contacts this viewer may see, read only\n   * while the drawer is open. Scoped and ordered like the contacts list —\n   * the same `(visibleTo, updatedAt DESC)` index — and bounded, because the\n   * picker's job is to find one person, not to list the audience.\n   */\n  const { data: contactRows } = useFirestoreCollection<Record<string, unknown>>(\n    () =>\n      open && orgId && crmScopeListable(visibleTo)\n        ? query(\n            collection(firestore, 'orgs', orgId, 'contacts'),\n            ...crmVisibleToClause(visibleTo),\n            orderBy('updatedAt', 'desc'),\n            limit(CONTACT_WINDOW),\n          )\n        : null,\n    [firestore, open, orgId, visibleTo],\n    { idField: '$id' },\n  )\n  const [contactQuery, setContactQuery] = useState('')\n  // Named through the viewing group under a site; at the organization level\n  // through each person's own primary holder.\n  const contactChoices = useMemo(\n    () =>\n      contactChoicesFor(\n        contactQuery,\n        contactRows ?? [],\n        consentGroup?.groupId ??\n          ((row) => contactPrimaryGroup(row, org as Record<string, unknown>).groupId),\n      ),\n    [contactQuery, contactRows, consentGroup, org],\n  )\n  const contactValue: ContactChoice | null = values.contactId\n    ? {\n        id: values.contactId,\n        name: values.contactName,\n        email:\n          contactChoices.find((choice) => choice.id === values.contactId)?.email ?? '',\n      }\n    : null\n\n  /*\n   * THE COMPANY SEARCH: a prefix on `nameLower` with the scope, which the\n   * companies collection indexes. Debounced so a name typed at speed is one\n   * query rather than one per letter.\n   */\n  const [companyQuery, setCompanyQuery] = useState('')\n  const [companyChoices, setCompanyChoices] = useState<CompanyChoice[]>([])\n  useEffect(() => {\n    if (!open || !orgId || !crmScopeListable(visibleTo)) return\n    const key = nameSearchKey(companyQuery)\n    let active = true\n    const timer = setTimeout(() => {\n      void getDocs(\n        query(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.companies),\n          ...crmVisibleToClause(visibleTo),\n          orderBy('nameLower'),\n          ...(key ? [startAt(key), endAt(`${key}\\uf8ff`)] : []),\n          limit(COMPANY_MATCHES),\n        ),\n      )\n        .then((snapshot) => {\n          if (!active) return\n          setCompanyChoices(\n            snapshot.docs.map((entry) => ({\n              id: entry.id,\n              name: String(entry.get('name') ?? ''),\n            })),\n          )\n        })\n        .catch(() => {\n          if (active) setCompanyChoices([])\n        })\n    }, 200)\n    return () => {\n      active = false\n      clearTimeout(timer)\n    }\n  }, [firestore, open, orgId, visibleTo, companyQuery])\n  const companyValue: CompanyChoice | null = values.companyId\n    ? { id: values.companyId, name: values.companyName }\n    : null\n\n  const customMissing = crmCustomDraftMissingRequired(fields.active, storedCustom, custom, mode)\n  const problem =\n    dealFormProblem(values, mode) ??\n    (customMissing.length ? `${customMissing.join(', ')} is required.` : null)\n  const amountDerived = Boolean(deal && dealHasLineItems(deal))\n\n  /*\n   * THE RECORDS BAND (AGL-2611), read only while a CREATE is open: a deal\n   * is a record of the band the contacts list is banded by, and on an org\n   * at a full hard band this drawer refuses the way `upsertHostContact`\n   * refuses a capture — same number, same sentence. Memoized, because the\n   * tuple is an effect dependency and a fresh one per render would re-read\n   * the three aggregates on every keystroke.\n   */\n  const recordsScope = useMemo(\n    () => (open && mode === 'create' && orgId ? (['orgs', orgId] as const) : null),\n    [open, mode, orgId],\n  )\n  const records = useCrmRecordsQuota(recordsScope, org)\n  const bandFull = mode === 'create' && records.ready && !records.quota.allowed\n\n  const handleSave = useCallback(async () => {\n    if (problem || !orgId || !user?.uid) return\n    if (bandFull) {\n      enqueueSnackbar(CRM_RECORDS_BAND_FULL_MESSAGE, { variant: 'warning', persist: false })\n      return\n    }\n    setBusy(true)\n    try {\n      const nowMs = Date.now()\n      if (deal) {\n        const verdict = await writeGuardedBySeed(\n          { subject: 'deal', unreadable, fromCache },\n          async () => {\n            const { set, clear } = dealPatchFromForm(values, nowMs, { amountDerived })\n            await updateDoc(\n              doc(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals, deal.$id),\n              {\n                ...set,\n                ...Object.fromEntries(clear.map((key) => [key, deleteField()])),\n                // The custom keys that changed, merged into the stored map.\n                ...crmCustomDraftWrites(storedCustom, custom),\n                // The title is what the Deals table searches (AGL-3321),\n                // from the listener's row with the edit over it.\n                ...crmClientListFields(\n                  'deals',\n                  deal as unknown as Record<string, unknown>,\n                  set,\n                  CRM_CLIENT_SEARCH_FIELDS,\n                ),\n              },\n            )\n          },\n        )\n        if (!verdict.ok) {\n          enqueueSnackbar(verdict.message, { variant: 'warning', persist: false })\n          return\n        }\n        enqueueSnackbar('Deal saved', { variant: 'success', persist: false })\n        onSaved?.(deal.$id, 'edit')\n      } else {\n        // Held by the button until the capturing site is known; checked\n        // again here because a callback can outlive the render that held it.\n        if (!createHostId) return\n        const customDocument = crmCustomDraftDocument(custom)\n        const record: Record<string, unknown> = {\n          ...dealDocumentFromForm(values, {\n            visibleTo: [...createTokens],\n            hostId: createHostId,\n            uid: user.uid,\n            nowMs,\n          }),\n          ...(customDocument ? { custom: customDocument } : {}),\n        }\n        const created = await addDoc(\n          collection(firestore, 'orgs', orgId, CRM_COLLECTIONS.deals),\n          // What the Deals table searches and filters by (AGL-3321), and\n          // nothing scheduled against a deal that did not exist.\n          { ...record, ...crmNewRecordListFields('deals', record) },\n        )\n        // Setup → Activity shows CRM work (AGL-2622): the deal is org data,\n        // but the act happened in this site's console and belongs in its\n        // feed. Creation only — an edit is a save the card reports.\n        logActivity('Added deal', { type: 'deal', id: created.id, name: values.title })\n        enqueueSnackbar('Deal created', { variant: 'success', persist: false })\n        onSaved?.(created.id, 'create')\n      }\n      onClose()\n    } catch (error) {\n      console.error(error)\n      enqueueSnackbar('An error has occurred', {\n        variant: 'error',\n        allowDuplicate: true,\n      })\n    } finally {\n      setBusy(false)\n    }\n  }, [\n    problem,\n    bandFull,\n    orgId,\n    user,\n    deal,\n    values,\n    unreadable,\n    fromCache,\n    firestore,\n    createTokens,\n    createHostId,\n    logActivity,\n    enqueueSnackbar,\n    onSaved,\n    onClose,\n    storedCustom,\n    custom,\n  ])\n\n  return (\n    <NavigationDrawerComponent\n      open={open}\n      anchor=\"right\"\n      variant=\"temporary\"\n      onClose={busy ? undefined : onClose}\n      AppBarProps={{ color: 'surface' }}\n      appBarLeft={\n        <>\n          <IconButton color=\"inherit\" edge=\"start\" onClick={onClose} sx={{ mr: 2 }}>\n            <MdiIcon path={ICON_VARIANT_CLOSE.path} />\n            <SrOnly>close drawer</SrOnly>\n          </IconButton>\n          <Typography variant=\"h6\" component=\"div\">\n            {deal ? 'Edit deal' : 'New deal'}\n          </Typography>\n        </>\n      }\n      appBarRight={\n        <Button variant=\"outlined\" color=\"inherit\" onClick={onClose} disabled={busy}>\n          {'Cancel'}\n        </Button>\n      }\n    >\n      <Container gutterY>\n        <Stack spacing={2} sx={{ width: { xs: '100%', sm: 420 } }}>\n          {/*\n            First, because the scope of everything below follows from it: at\n            the organization level a new deal names the site that captures\n            it. Nothing under a site, and nothing on an edit — a deal keeps\n            the site it was made on (AGL-2630).\n          */}\n          {mode === 'create' ? 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(\n            <Stack direction=\"row\" spacing={1}>\n              <TextField\n                select\n                label=\"Pipeline\"\n                value={pipelines.some((entry) => entry.$id === values.pipelineId) ? values.pipelineId : ''}\n                onChange={(event) => {\n                  const next = pipelines.find(\n                    (entry) => entry.$id === event.target.value,\n                  )\n                  update({\n                    pipelineId: event.target.value,\n                    stageId: openStages(next)[0]?.id ?? '',\n                  })\n                }}\n                sx={{ flex: 1 }}\n              >\n                {pipelines.map((entry) => (\n                  <MenuItem key={entry.$id} value={entry.$id}>\n                    {entry.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n              <TextField\n                select\n                label=\"Stage\"\n                value={stages.some((stage) => stage.id === values.stageId) ? values.stageId : ''}\n                onChange={(event) => update({ stageId: event.target.value })}\n                sx={{ flex: 1 }}\n              >\n                {stages.map((stage) => (\n                  <MenuItem key={stage.id} value={stage.id}>\n                    {stage.name}\n                  </MenuItem>\n                ))}\n              </TextField>\n            </Stack>\n          ) : null}\n          <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'flex-start' }}>\n            <TextField\n              label=\"Amount\"\n              value={values.amount}\n              onChange={(event) => update({ amount: event.target.value })}\n              placeholder=\"0.00\"\n              sx={{ flex: 1 }}\n              helperText={\n                amountDerived\n                  ? \"The sum of the deal's line items — edit them on the Products card.\"\n                  : undefined\n              }\n              slotProps={{\n                htmlInput: { inputMode: 'decimal', readOnly: amountDerived },\n              }}\n            />\n            <TextField\n              select\n              label=\"Currency\"\n              value={values.currency}\n              onChange={(event) => update({ currency: event.target.value })}\n              disabled={amountDerived}\n              sx={{ width: 120 }}\n            >\n              {DEAL_CURRENCIES.map((code) => (\n                <MenuItem key={code} value={code}>\n                  {code.toUpperCase()}\n                </MenuItem>\n              ))}\n            </TextField>\n          </Stack>\n          <TextField\n            type=\"date\"\n            label=\"Expected close\"\n            value={values.expectedClose}\n            onChange={(event) => update({ expectedClose: event.target.value })}\n            fullWidth\n            slotProps={{ inputLabel: { shrink: true } }}\n          />\n          <TextField\n            select\n            label=\"Owner\"\n            // The stored owner resolved to a member — by uid, or by an\n            // address the roster has — so the picker highlights the person\n            // and a save writes their uid.\n            value={owner ? owner.uid : values.ownerUid ? '__keep' : ''}\n            onChange={(event) =>\n              update({\n                ownerUid: event.target.value === '__keep' ? values.ownerUid : event.target.value,\n              })\n            }\n            fullWidth\n            helperText={\n              !roster.loading && !roster.members.length\n                ? 'The roster could not be read; the owner stays as stored.'\n                : undefined\n            }\n          >\n            <MenuItem value=\"\">{'Nobody yet'}</MenuItem>\n            {values.ownerUid && !owner ? (\n              // The stored owner is not on the roster the route returned —\n              // a member who left, or a roster that failed to load. Shown by\n              // uid so the field is never blank while the deal has an owner.\n              <MenuItem value=\"__keep\">{values.ownerUid}</MenuItem>\n            ) : null}\n            {roster.members.map((member) => (\n              <MenuItem key={member.uid} value={member.uid}>\n                {crmMemberPickerLabel(member)}\n              </MenuItem>\n            ))}\n          </TextField>\n          <Autocomplete<ContactChoice, false, false, false>\n            options={contactChoices}\n            value={contactValue}\n            inputValue={contactQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setContactQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                contactId: picked?.id ?? '',\n                contactName: picked ? picked.name || picked.email : '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name || choice.email}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            // Matching is `contactChoicesFor`'s — the list's grammar over the\n            // window — and never MUI's own substring filter over labels.\n            filterOptions={(options) => options}\n            renderOption={(optionProps, choice) => (\n              <li {...optionProps} key={choice.id}>\n                <Stack sx={{ lineHeight: 1.25 }}>\n                  <Typography variant=\"body2\">{choice.name || choice.email}</Typography>\n                  {choice.name ? (\n                    <Typography variant=\"caption\" color=\"text.secondary\">\n                      {choice.email}\n                    </Typography>\n                  ) : null}\n                </Stack>\n              </li>\n            )}\n            noOptionsText=\"No recent contact matches\"\n            renderInput={(params) => (\n              <TextField\n                {...params}\n                label=\"Contact\"\n                placeholder=\"Name or email\"\n                helperText=\"Searches your most recent contacts by name or email.\"\n              />\n            )}\n          />\n          <Autocomplete<CompanyChoice, false, false, false>\n            options={companyChoices}\n            value={companyValue}\n            inputValue={companyQuery}\n            onInputChange={(_event, next, reason) => {\n              if (reason !== 'reset') setCompanyQuery(next)\n            }}\n            onChange={(_event, picked) =>\n              update({\n                companyId: picked?.id ?? '',\n                companyName: picked?.name ?? '',\n              })\n            }\n            getOptionLabel={(choice) => choice.name}\n            isOptionEqualToValue={(option, value) => option.id === value.id}\n            filterOptions={(options) => options}\n            noOptionsText=\"No company matches\"\n            renderInput={(params) => (\n              <TextField {...params} label=\"Company\" placeholder=\"Company name\" />\n            )}\n          />\n          <TextField\n            label=\"Notes\"\n            value={values.notes}\n            onChange={(event) => update({ notes: event.target.value })}\n            multiline\n            minRows={3}\n            fullWidth\n            slotProps={{ htmlInput: { maxLength: DEAL_NOTES_MAX } }}\n          />\n          {fields.active.length ? (\n            <>\n              <Typography variant=\"subtitle2\">{'Custom fields'}</Typography>\n              {fields.active.map((definition) => (\n                <CrmCustomFieldControl\n                  key={definition.$id}\n                  definition={definition}\n                  value={crmCustomDraftValue(storedCustom, custom, definition.key)}\n                  onChange={(value) =>\n                    setCustom((current) => ({ ...current, [definition.key]: value }))\n                  }\n                  disabled={busy}\n                />\n              ))}\n            </>\n          ) : null}\n          {bandFull ? 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package/src/lib/components/deals-section.d.ts

@@ -8,8 +8,8 @@ import { type ConsolePluginPageProps } from '@aglyn/aglyn';
  * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`
  * and sorted into columns here — a listener per column would be five
  * subscriptions for one board. The TABLE is the same pipeline's deals,
- * paged by the query, with a status toggle; it is where the closed history
- * is found. The three figures above both come from the board's read, so
+ * paged by a query that carries its status, "No next activity" and search
+ * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so
  * they describe what is in play whichever view is showing.
  *
  * ## Which pipeline

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

@@ -15,19 +15,21 @@
  * limitations under the License.
  */ 'use client';
 import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
-import { dealStageById, filterByNextActivity, findOrgMember, isNoNextActivityClause, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
+import { CRM_COLLECTIONS, dealStageById, findOrgMember, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
 import { mdiCogOutline, mdiPlus, mdiTableLarge, mdiViewColumnOutline } from "@aglyn/shared-data-mdi";
 import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
 import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
 import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
+import ListQueryNotices, { listQueryRefusals } from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
 import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
 import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
 import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
 import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
 import { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, nextActivityColumn } from "./crm-next-activity-column.js";
+import { DEAL_LIST_DECLARATION, DEAL_LIST_FILTER_FIELDS, DEAL_PREFIX_SEARCH, dealPipelineBase } from "../constants/deal-filters.js";
+import { useCrmFoldsScope, useCrmListQuery } from "../hooks/use-crm-list-query.js";
 import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
-import { listFilterGridColumns, listRowMatchesSearch } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
-import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
+import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
 import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
 import CrmViewsControl from "./crm-views-control.js";
 import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
@@ -38,7 +40,7 @@ import { useCallback, useEffect, useMemo, useState } from "react";
 import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
 import { useCrmScope } from "../hooks/use-crm-scope.js";
 import { useDealStageApi } from "../hooks/use-deal-stage-api.js";
-import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, DEAL_SEARCH_WINDOW, useDealSearchWindow, useDealsByStatus, usePagedDeals } from "../hooks/use-deals.js";
+import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, useDealsByStatus } from "../hooks/use-deals.js";
 import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
 import { usePipeline } from "../hooks/use-pipeline.js";
 import { downloadTextFile } from "../model/contacts-csv.js";
@@ -53,24 +55,11 @@ import DealsBulkBar from "./deals-bulk-bar.js";
 import { LostReasonDialog } from "./lost-reason-dialog.js";
 import { OwnerAvatar } from "./owner-avatar.js";
 import { PipelinesDialog } from "./pipelines-dialog.js";
-/** What the deals table's panel offers: the served status, and "No next activity". */ const DEAL_GRID_FILTER_FIELDS = [
-    {
-        column: 'status',
-        kind: 'exact',
-        path: 'status',
-        operators: [
-            'equals'
-        ]
-    },
-    CRM_NEXT_ACTIVITY_FILTER_FIELD
-];
+/** What the deals table's panel offers: the status, and "No next activity". */ const DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS;
 const DEAL_GRID_FILTER_HEADERS = {
     status: 'Status',
     [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER
 };
-/** What the table's search reads on a deal. */ const DEAL_SEARCH_FIELDS = [
-    'title'
-];
 const DEAL_FILTER_OPTIONS = {
     status: [
         'open',
@@ -93,8 +82,8 @@ const DEAL_FILTER_OPTIONS = {
  * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`
  * and sorted into columns here — a listener per column would be five
  * subscriptions for one board. The TABLE is the same pipeline's deals,
- * paged by the query, with a status toggle; it is where the closed history
- * is found. The three figures above both come from the board's read, so
+ * paged by a query that carries its status, "No next activity" and search
+ * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so
  * they describe what is in play whichever view is showing.
  *
  * ## Which pipeline
@@ -127,7 +116,7 @@ const DEAL_FILTER_OPTIONS = {
  * `dealsCsv()`, naming the pipeline, the stage and the owner; the bar
  * writes the same file over the selection.
  */ export function DealsSection(props) {
-    var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _scope_orgId, _ref6;
+    var _ref, _ref1, _ref2, _ref3, _scope_orgId, _ref4;
     const { hostId, org, basePath } = props;
     const routes = crmRoutes(basePath != null ? basePath : '');
     const router = useRouter();
@@ -171,8 +160,7 @@ const DEAL_FILTER_OPTIONS = {
     }, [
         views.state.filters
     ]);
-    // The status is the query's clause; the "No next activity" clause beside
-    // it (AGL-2661) narrows the loaded page and survives a status change.
+    // Every clause is the query's, the status and "No next activity" alike.
     const viewFilters = views.state.filters;
     useEffect(()=>{
         if (views.currentId) setView('table');
@@ -185,29 +173,33 @@ const DEAL_FILTER_OPTIONS = {
     const closedPipelineId = view === 'board' && closedExpanded ? (_ref2 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref2 : null : null;
     const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT);
     const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT);
-    const paged = usePagedDeals(view === 'table' ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : null);
     /*
-   * THE SEARCH (AGL-3315): the grid's quick-filter box, answered over a
-   * window of every deal the table's query would page through — read only
-   * while the box holds a word — so a deal on page four is found by any
-   * word of its title. See `useDealSearchWindow`.
+   * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search
+   * word on one query — the search reads the title's word prefixes every
+   * deal writer stamps, so a deal on page four is found by any word of its
+   * title — paged by that query, and read only while the table is showing.
    */ const [searchWords, setSearchWords] = useState([]);
     const searching = searchWords.some((word)=>word.trim());
-    const searchWindow = useDealSearchWindow(view === 'table' && searching ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref4 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref4 : null);
     const searchKey = searchWords.join(' ');
-    const found = useMemo(()=>searchWindow.data.slice(0, DEAL_SEARCH_WINDOW).filter((deal)=>listRowMatchesSearch(deal, DEAL_SEARCH_FIELDS, searchWords)), // `searchKey` stands for the words, which are a new array each render.
-    // eslint-disable-next-line react-hooks/exhaustive-deps
-    [
-        searchWindow.data,
-        searchKey
-    ]);
-    const searchTruncated = searchWindow.data.length > DEAL_SEARCH_WINDOW;
-    const [searchPage, setSearchPage] = useState(0);
-    const [searchPageSize, setSearchPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
-    useEffect(()=>setSearchPage(0), [
-        searchKey,
-        statusFilter
+    const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo);
+    const pipelineBase = useMemo(()=>{
+        var _ref;
+        return dealPipelineBase((_ref = pipeline == null ? void 0 : pipeline.$id) != null ? _ref : null);
+    }, [
+        pipeline == null ? void 0 : pipeline.$id
     ]);
+    const paged = useCrmListQuery({
+        scope: scope.scope,
+        collection: CRM_COLLECTIONS.deals,
+        visibleTo: scope.visibleTo,
+        foldsScope,
+        declaration: DEAL_LIST_DECLARATION,
+        clauses: viewFilters,
+        search: searchWords,
+        base: pipelineBase,
+        prefixSearch: DEAL_PREFIX_SEARCH,
+        enabled: view === 'table' && Boolean(pipeline)
+    });
     const summary = useMemo(()=>boardSummary(open.data, pipeline), [
         open.data,
         pipeline
@@ -276,7 +268,7 @@ const DEAL_FILTER_OPTIONS = {
     // A page or a status 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([]), [
-        statusFilter,
+        paged.plan,
         paged.page
     ]);
     const csvOptions = useMemo(()=>({
@@ -296,12 +288,10 @@ const DEAL_FILTER_OPTIONS = {
         pipelineState,
         roster.members
     ]);
-    // The page on screen — or, while searching, every deal the search found.
+    // The page on screen; Export all on the bulk bar takes the whole list.
     const handleExport = useCallback(()=>{
-        downloadTextFile('deals.csv', 'text/csv', dealsCsv(searching ? found : paged.rows, csvOptions));
+        downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions));
     }, [
-        searching,
-        found,
         paged.rows,
         csvOptions
     ]);
@@ -432,23 +422,11 @@ const DEAL_FILTER_OPTIONS = {
         dealFields.active,
         nowMs
     ]);
-    /** The table's rows: the query's page, or the search's matches a page at a time. */ const searchRows = useMemo(()=>filterByNextActivity(found, viewFilters), [
-        found,
-        viewFilters
-    ]);
-    const tableRows = useMemo(()=>searching ? searchRows.slice(searchPage * searchPageSize, (searchPage + 1) * searchPageSize) : filterByNextActivity(paged.rows, viewFilters), [
-        searching,
-        searchRows,
-        searchPage,
-        searchPageSize,
-        paged.rows,
-        viewFilters
-    ]);
+    /** The table's rows: the query's page. */ const tableRows = paged.rows;
     /*
    * The table's column and sort models are the view's (AGL-2617); its
-   * filters are the grid's own panel over the view's clauses (AGL-3313).
-   * The query serves the status, so the panel's clause replaces it, and
-   * "No next activity" stands beside it over the loaded page.
+   * filters are the grid's own panel over the view's clauses (AGL-3313),
+   * every one of them asked of the query (AGL-3321).
    */ const filterColumns = useMemo(()=>listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, DEAL_FILTER_OPTIONS, DEAL_GRID_FILTER_HEADERS), [
         columns
     ]);
@@ -459,13 +437,19 @@ const DEAL_FILTER_OPTIONS = {
         selectFields: [
             'status'
         ],
-        single: true,
-        keepAlongside: isNoNextActivityClause,
         search: {
             words: searchWords,
             onChange: setSearchWords
         }
     });
+    // What the query could not hold, named by the clause the reader set.
+    const refused = useMemo(()=>listQueryRefusals(paged.plan.refused, {
+            fields: DEAL_GRID_FILTER_FIELDS,
+            headers: DEAL_GRID_FILTER_HEADERS,
+            options: DEAL_FILTER_OPTIONS
+        }), [
+        paged.plan.refused
+    ]);
     const noOrg = scope.ready && !scope.orgId;
     const pipelineLoading = !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || !pipeline && pipelineState.status !== 'error');
     return /*#__PURE__*/ _jsxs(_Fragment, {
@@ -538,7 +522,7 @@ const DEAL_FILTER_OPTIONS = {
                                     select: true,
                                     size: "small",
                                     label: "Pipeline",
-                                    value: (_ref5 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref5 : '',
+                                    value: (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : '',
                                     onChange: (event)=>setPipelineId(event.target.value),
                                     sx: {
                                         minWidth: 160
@@ -673,7 +657,7 @@ const DEAL_FILTER_OPTIONS = {
                                             clauses: viewFilters,
                                             onChange: views.setFilters,
                                             options: DEAL_FILTER_OPTIONS,
-                                            servedField: "status"
+                                            marksServed: false
                                         }),
                                         /*#__PURE__*/ _jsx(Stack, {
                                             sx: {
@@ -686,11 +670,15 @@ const DEAL_FILTER_OPTIONS = {
                                         /*#__PURE__*/ _jsx(Button, {
                                             size: "small",
                                             onClick: handleExport,
-                                            disabled: !(searching ? found : paged.rows).length,
+                                            disabled: !paged.rows.length,
                                             children: 'Export CSV'
                                         })
                                     ]
                                 }),
+                                /*#__PURE__*/ _jsx(ListQueryNotices, {
+                                    refused: refused,
+                                    notices: paged.plan.notices
+                                }),
                                 /*#__PURE__*/ _jsxs(_Fragment, {
                                     children: [
                                         /*#__PURE__*/ _jsx(DealsBulkBar, {
@@ -715,14 +703,12 @@ const DEAL_FILTER_OPTIONS = {
                                                     onChange: setSelectedIds
                                                 },
                                                 onOpen: (_id, row)=>openDeal(row),
-                                                // The panel's status is the query's; "No next activity"
-                                                // narrows the loaded rows (AGL-3313); the search runs
-                                                // over every deal in the window (AGL-3315).
+                                                // The panel and the search are the query's (AGL-3321).
                                                 filterMode: "server",
                                                 filterModel: gridFilter.filterModel,
                                                 onFilterModelChange: gridFilter.onFilterModelChange,
                                                 quickFilter: true,
-                                                loading: searching && searchWindow.status === 'loading',
+                                                loading: paged.status === 'loading',
                                                 // An empty table is said inside the grid, so its toolbar
                                                 // stays to change the status that emptied it.
                                                 noRowsLabel: searching ? `No deals match “${searchKey.trim()}”` : statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
@@ -746,25 +732,14 @@ const DEAL_FILTER_OPTIONS = {
                                                 hideFooter: true
                                             })
                                         }),
-                                        searching ? /*#__PURE__*/ _jsx(ListPagination, {
-                                            page: searchPage,
-                                            pageSize: searchPageSize,
-                                            rowCount: tableRows.length,
-                                            count: searchRows.length,
-                                            onPageChange: setSearchPage,
-                                            onPageSizeChange: setSearchPageSize
-                                        }) : /*#__PURE__*/ _jsx(ListPagination, {
+                                        /*#__PURE__*/ _jsx(ListPagination, {
                                             page: paged.page,
                                             pageSize: paged.pageSize,
                                             rowCount: paged.rows.length,
                                             hasMore: paged.hasMore,
                                             onPageChange: paged.setPage,
                                             onPageSizeChange: paged.setPageSize
-                                        }),
-                                        searching && searchTruncated ? /*#__PURE__*/ _jsx(Alert, {
-                                            severity: "info",
-                                            children: `The search reads the ${DEAL_SEARCH_WINDOW.toLocaleString()} most recently ` + 'changed deals; narrow by status to reach older ones.'
-                                        }) : null
+                                        })
                                     ]
                                 })
                             ]
@@ -797,7 +772,7 @@ const DEAL_FILTER_OPTIONS = {
             }),
             /*#__PURE__*/ _jsx(LostReasonDialog, {
                 open: Boolean(losing),
-                dealTitle: (_ref6 = losing == null ? void 0 : losing.title) != null ? _ref6 : '',
+                dealTitle: (_ref4 = losing == null ? void 0 : losing.title) != null ? _ref4 : '',
                 onClose: ()=>setLosing(null),
                 onConfirm: confirmLost
             })