@aglyn/plugins-crm 1.0.0-beta.199 → 1.0.0-beta.201

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Files changed (169) hide show
  1. package/package.json +13 -13
  2. package/src/lib/components/activity-list.d.ts +36 -5
  3. package/src/lib/components/activity-list.js +159 -137
  4. package/src/lib/components/activity-list.js.map +1 -1
  5. package/src/lib/components/activity-timeline.d.ts +84 -0
  6. package/src/lib/components/activity-timeline.js +224 -0
  7. package/src/lib/components/activity-timeline.js.map +1 -0
  8. package/src/lib/components/companies-section.d.ts +6 -6
  9. package/src/lib/components/companies-section.js +54 -84
  10. package/src/lib/components/companies-section.js.map +1 -1
  11. package/src/lib/components/company-edit-drawer.js +17 -4
  12. package/src/lib/components/company-edit-drawer.js.map +1 -1
  13. package/src/lib/components/company-picker.js +6 -2
  14. package/src/lib/components/company-picker.js.map +1 -1
  15. package/src/lib/components/company-properties-card.js +53 -36
  16. package/src/lib/components/company-properties-card.js.map +1 -1
  17. package/src/lib/components/contact-associations-card.d.ts +3 -2
  18. package/src/lib/components/contact-associations-card.js +12 -12
  19. package/src/lib/components/contact-associations-card.js.map +1 -1
  20. package/src/lib/components/contact-detail-page.d.ts +4 -3
  21. package/src/lib/components/contact-detail-page.js +18 -12
  22. package/src/lib/components/contact-detail-page.js.map +1 -1
  23. package/src/lib/components/contact-list-columns.d.ts +3 -5
  24. package/src/lib/components/contact-list-columns.js +6 -8
  25. package/src/lib/components/contact-list-columns.js.map +1 -1
  26. package/src/lib/components/contact-properties-card.d.ts +21 -4
  27. package/src/lib/components/contact-properties-card.js +129 -29
  28. package/src/lib/components/contact-properties-card.js.map +1 -1
  29. package/src/lib/components/contact-timeline-card.d.ts +12 -6
  30. package/src/lib/components/contact-timeline-card.js +132 -174
  31. package/src/lib/components/contact-timeline-card.js.map +1 -1
  32. package/src/lib/components/contacts-bulk-bar.js +10 -1
  33. package/src/lib/components/contacts-bulk-bar.js.map +1 -1
  34. package/src/lib/components/contacts-section.js +282 -331
  35. package/src/lib/components/contacts-section.js.map +1 -1
  36. package/src/lib/components/crm-email-state-chip.js +4 -1
  37. package/src/lib/components/crm-email-state-chip.js.map +1 -1
  38. package/src/lib/components/crm-next-activity-column.d.ts +4 -2
  39. package/src/lib/components/crm-next-activity-column.js +6 -3
  40. package/src/lib/components/crm-next-activity-column.js.map +1 -1
  41. package/src/lib/components/deal-edit-drawer.js +8 -4
  42. package/src/lib/components/deal-edit-drawer.js.map +1 -1
  43. package/src/lib/components/deal-products-card.js +15 -13
  44. package/src/lib/components/deal-products-card.js.map +1 -1
  45. package/src/lib/components/deal-properties-card.js +7 -0
  46. package/src/lib/components/deal-properties-card.js.map +1 -1
  47. package/src/lib/components/deal-stage-card.js +31 -29
  48. package/src/lib/components/deal-stage-card.js.map +1 -1
  49. package/src/lib/components/deals-section.d.ts +2 -2
  50. package/src/lib/components/deals-section.js +67 -97
  51. package/src/lib/components/deals-section.js.map +1 -1
  52. package/src/lib/components/fields-section.d.ts +4 -0
  53. package/src/lib/components/fields-section.js +368 -154
  54. package/src/lib/components/fields-section.js.map +1 -1
  55. package/src/lib/components/form-contact-fields-card.js +24 -20
  56. package/src/lib/components/form-contact-fields-card.js.map +1 -1
  57. package/src/lib/components/lead-campaigns-card.d.ts +1 -1
  58. package/src/lib/components/lead-campaigns-card.js +43 -38
  59. package/src/lib/components/lead-campaigns-card.js.map +1 -1
  60. package/src/lib/components/lead-properties-card.d.ts +14 -6
  61. package/src/lib/components/lead-properties-card.js +323 -311
  62. package/src/lib/components/lead-properties-card.js.map +1 -1
  63. package/src/lib/components/lead-surfaces-note.js +13 -2
  64. package/src/lib/components/lead-surfaces-note.js.map +1 -1
  65. package/src/lib/components/leads-bulk-bar.js +16 -3
  66. package/src/lib/components/leads-bulk-bar.js.map +1 -1
  67. package/src/lib/components/leads-section.d.ts +2 -1
  68. package/src/lib/components/leads-section.js +110 -148
  69. package/src/lib/components/leads-section.js.map +1 -1
  70. package/src/lib/components/linked-deals-card.js +12 -10
  71. package/src/lib/components/linked-deals-card.js.map +1 -1
  72. package/src/lib/components/recent-activity-feed.d.ts +12 -8
  73. package/src/lib/components/recent-activity-feed.js +54 -29
  74. package/src/lib/components/recent-activity-feed.js.map +1 -1
  75. package/src/lib/components/record-activity-card.d.ts +4 -2
  76. package/src/lib/components/record-activity-card.js +29 -11
  77. package/src/lib/components/record-activity-card.js.map +1 -1
  78. package/src/lib/components/reports/activity-card.js +18 -12
  79. package/src/lib/components/reports/activity-card.js.map +1 -1
  80. package/src/lib/components/reports/lead-funnel-card.js +47 -37
  81. package/src/lib/components/reports/lead-funnel-card.js.map +1 -1
  82. package/src/lib/components/reports/pipeline-card.js +22 -16
  83. package/src/lib/components/reports/pipeline-card.js.map +1 -1
  84. package/src/lib/components/reports/report-export.d.ts +4 -11
  85. package/src/lib/components/reports/report-export.js +16 -33
  86. package/src/lib/components/reports/report-export.js.map +1 -1
  87. package/src/lib/components/reports/source-conversion-card.js +18 -12
  88. package/src/lib/components/reports/source-conversion-card.js.map +1 -1
  89. package/src/lib/components/reports/tasks-card.js +35 -25
  90. package/src/lib/components/reports/tasks-card.js.map +1 -1
  91. package/src/lib/components/tasks-section.js +151 -144
  92. package/src/lib/components/tasks-section.js.map +1 -1
  93. package/src/lib/constants/company-filters.d.ts +13 -0
  94. package/src/lib/constants/company-filters.js +47 -17
  95. package/src/lib/constants/company-filters.js.map +1 -1
  96. package/src/lib/constants/contact-filters.d.ts +61 -10
  97. package/src/lib/constants/contact-filters.js +373 -141
  98. package/src/lib/constants/contact-filters.js.map +1 -1
  99. package/src/lib/constants/deal-filters.d.ts +44 -0
  100. package/src/lib/constants/deal-filters.js +78 -0
  101. package/src/lib/constants/deal-filters.js.map +1 -0
  102. package/src/lib/constants/field-list-query.d.ts +23 -0
  103. package/src/lib/constants/field-list-query.js +80 -0
  104. package/src/lib/constants/field-list-query.js.map +1 -0
  105. package/src/lib/hooks/use-crm-list-query.d.ts +68 -0
  106. package/src/lib/hooks/use-crm-list-query.js +182 -0
  107. package/src/lib/hooks/use-crm-list-query.js.map +1 -0
  108. package/src/lib/hooks/use-crm-tasks.d.ts +23 -6
  109. package/src/lib/hooks/use-crm-tasks.js +44 -42
  110. package/src/lib/hooks/use-crm-tasks.js.map +1 -1
  111. package/src/lib/hooks/use-deals.d.ts +2 -34
  112. package/src/lib/hooks/use-deals.js +3 -62
  113. package/src/lib/hooks/use-deals.js.map +1 -1
  114. package/src/lib/model/crm-list-query.d.ts +91 -0
  115. package/src/lib/model/crm-list-query.js +182 -0
  116. package/src/lib/model/crm-list-query.js.map +1 -0
  117. package/src/lib/model/lead-filters.d.ts +50 -44
  118. package/src/lib/model/lead-filters.js +194 -88
  119. package/src/lib/model/lead-filters.js.map +1 -1
  120. package/src/lib/model/list-fields-api.d.ts +26 -0
  121. package/src/lib/model/list-fields-api.js +47 -0
  122. package/src/lib/model/list-fields-api.js.map +1 -0
  123. package/src/lib/model/list-fields.d.ts +47 -0
  124. package/src/lib/model/list-fields.js +39 -0
  125. package/src/lib/model/list-fields.js.map +1 -0
  126. package/src/lib/model/task-views.d.ts +15 -10
  127. package/src/lib/model/task-views.js +68 -9
  128. package/src/lib/model/task-views.js.map +1 -1
  129. package/src/lib/server/capture-contact.js +7 -5
  130. package/src/lib/server/capture-contact.js.map +1 -1
  131. package/src/lib/server/companies-import.js +3 -3
  132. package/src/lib/server/companies-import.js.map +1 -1
  133. package/src/lib/server/company-delete.js +3 -1
  134. package/src/lib/server/company-delete.js.map +1 -1
  135. package/src/lib/server/consent-group-participant.js +4 -0
  136. package/src/lib/server/consent-group-participant.js.map +1 -1
  137. package/src/lib/server/contact-update.js +14 -8
  138. package/src/lib/server/contact-update.js.map +1 -1
  139. package/src/lib/server/contacts-import.js +4 -2
  140. package/src/lib/server/contacts-import.js.map +1 -1
  141. package/src/lib/server/deals-import.js +4 -2
  142. package/src/lib/server/deals-import.js.map +1 -1
  143. package/src/lib/server/erase-person.js +2 -1
  144. package/src/lib/server/erase-person.js.map +1 -1
  145. package/src/lib/server/lead-create.js +4 -1
  146. package/src/lib/server/lead-create.js.map +1 -1
  147. package/src/lib/server/lead-source-values.js +9 -5
  148. package/src/lib/server/lead-source-values.js.map +1 -1
  149. package/src/lib/server/leads-import.js +4 -1
  150. package/src/lib/server/leads-import.js.map +1 -1
  151. package/src/lib/server/list-fields-routes.d.ts +29 -0
  152. package/src/lib/server/list-fields-routes.js +85 -0
  153. package/src/lib/server/list-fields-routes.js.map +1 -0
  154. package/src/lib/server/record-email-state.js +5 -2
  155. package/src/lib/server/record-email-state.js.map +1 -1
  156. package/src/lib/server/record-timeline.js +3 -2
  157. package/src/lib/server/record-timeline.js.map +1 -1
  158. package/src/lib/server/task-routes.js +6 -3
  159. package/src/lib/server/task-routes.js.map +1 -1
  160. package/src/lib/server/tasks-import.js +5 -2
  161. package/src/lib/server/tasks-import.js.map +1 -1
  162. package/src/lib/server.js +10 -1
  163. package/src/lib/server.js.map +1 -1
  164. package/src/lib/components/contact-custom-fields-card.d.ts +0 -39
  165. package/src/lib/components/contact-custom-fields-card.js +0 -204
  166. package/src/lib/components/contact-custom-fields-card.js.map +0 -1
  167. package/src/lib/hooks/use-org-leads.d.ts +0 -50
  168. package/src/lib/hooks/use-org-leads.js +0 -104
  169. package/src/lib/hooks/use-org-leads.js.map +0 -1
@@ -1 +1 @@
1
- {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n Button,\n Chip,\n MenuItem,\n Stack,\n Step,\n StepButton,\n Stepper,\n TextField,\n Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n daysInStage,\n DEAL_STATUS_LABELS,\n type DealDoc,\n openStages,\n type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n deal: DealDoc\n pipeline: PipelineDoc | null\n api: DealStageApi\n nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n const { deal, pipeline, api, nowMs } = props\n const { enqueueSnackbar } = useSnackbar()\n const [busy, setBusy] = useState(false)\n const [losing, setLosing] = useState(false)\n const stages = openStages(pipeline)\n const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n const run = useCallback(\n async (request: () => Promise<unknown>, done: string) => {\n setBusy(true)\n try {\n await request()\n enqueueSnackbar(done, { variant: 'success', persist: false })\n return true\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The deal could not be moved.',\n { variant: 'warning', allowDuplicate: true },\n )\n return false\n } finally {\n setBusy(false)\n }\n },\n [enqueueSnackbar],\n )\n\n const closed = deal.status !== 'open'\n const days = daysInStage(deal, nowMs)\n\n return (\n <CardDisplay\n header={'Stage'}\n help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n actions={\n !closed ? (\n <Stack direction=\"row\" spacing={1}>\n <Button\n size=\"small\"\n color=\"success\"\n variant=\"outlined\"\n disabled={busy || !pipeline}\n startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n >\n {'Won'}\n </Button>\n <Button\n size=\"small\"\n color=\"error\"\n variant=\"outlined\"\n disabled={busy || !pipeline}\n startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n onClick={() => setLosing(true)}\n >\n {'Lost'}\n </Button>\n </Stack>\n ) : null\n }\n contentGutterX\n contentGutterY\n >\n {!pipeline ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n </Typography>\n ) : closed ? (\n <Stack spacing={1.5}>\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <Chip\n label={DEAL_STATUS_LABELS[deal.status]}\n color={deal.status === 'won' ? 'success' : 'default'}\n />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {typeof deal.closedAtMs === 'number'\n ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n : 'Closed'}\n </Typography>\n </Stack>\n {deal.status === 'lost' && deal.lostReason ? (\n <Typography variant=\"body2\">{deal.lostReason}</Typography>\n ) : null}\n <TextField\n select\n size=\"small\"\n label=\"Reopen into\"\n value=\"\"\n disabled={busy}\n onChange={(event) => {\n const stageId = event.target.value\n if (!stageId) return\n void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n }}\n helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n sx={{ maxWidth: 320 }}\n >\n <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n {stages.map((stage) => (\n <MenuItem key={stage.id} value={stage.id}>\n {stage.name}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n ) : (\n <Stack spacing={1.5}>\n <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n {stages.map((stage, index) => (\n <Step key={stage.id} completed={index < activeIndex}>\n <StepButton\n disabled={busy || stage.id === deal.stageId}\n onClick={() =>\n void run(\n () => api.moveToStage(deal, stage.id),\n `Moved to ${stage.name}`,\n )\n }\n >\n {stage.name}\n </StepButton>\n </Step>\n ))}\n </Stepper>\n <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n {activeIndex === -1\n ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n : `${days} ${days === 1 ? 'day' : 'days'} in ${stages[activeIndex].name} · ` +\n `${stages[activeIndex].probability}% likely to close`}\n </Typography>\n </Stack>\n )}\n <LostReasonDialog\n open={losing}\n dealTitle={deal.title}\n busy={busy}\n onClose={() => setLosing(false)}\n onConfirm={(reason) =>\n void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n (ok) => ok && setLosing(false),\n )\n }\n />\n </CardDisplay>\n )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default 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1
+ {"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/deal-stage-card.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 { pluginDocsHelp } from '@aglyn/aglyn'\nimport { mdiThumbDownOutline, mdiTrophyOutline } from '@aglyn/shared-data-mdi'\nimport { CardDisplay, MdiIcon } from '@aglyn/shared-ui-jsx'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport {\n Button,\n Chip,\n MenuItem,\n Stack,\n Step,\n StepButton,\n Stepper,\n TextField,\n Typography,\n} from '@mui/material'\nimport { useCallback, useState } from 'react'\nimport { type DealStageApi } from '../hooks/use-deal-stage-api'\nimport {\n daysInStage,\n DEAL_STATUS_LABELS,\n type DealDoc,\n openStages,\n type PipelineDoc,\n} from '../model/deal-board-model'\nimport { LostReasonDialog } from './lost-reason-dialog'\n\nexport interface DealStageCardProps {\n deal: DealDoc\n pipeline: PipelineDoc | null\n api: DealStageApi\n nowMs: number\n}\n\n/**\n * Where the deal is, and the controls that move it (AGL-2598).\n *\n * A stepper across the open stages — click one to move there — and the two\n * closing buttons. Every one of them calls the stage route, never Firestore:\n * the move is what an automation listens for, and the route is the only\n * writer that emits it. On a closed deal the stepper gives way to the\n * verdict — Won or Lost, when, and why — and a way back: reopening is a\n * move into an open stage, which the route emits as `dealStageChanged` like\n * any other move.\n */\nexport function DealStageCard(props: DealStageCardProps) {\n const { deal, pipeline, api, nowMs } = props\n const { enqueueSnackbar } = useSnackbar()\n const [busy, setBusy] = useState(false)\n const [losing, setLosing] = useState(false)\n const stages = openStages(pipeline)\n const activeIndex = stages.findIndex((stage) => stage.id === deal.stageId)\n\n const run = useCallback(\n async (request: () => Promise<unknown>, done: string) => {\n setBusy(true)\n try {\n await request()\n enqueueSnackbar(done, { variant: 'success', persist: false })\n return true\n } catch (error) {\n enqueueSnackbar(\n error instanceof Error ? error.message : 'The deal could not be moved.',\n { variant: 'warning', allowDuplicate: true },\n )\n return false\n } finally {\n setBusy(false)\n }\n },\n [enqueueSnackbar],\n )\n\n const closed = deal.status !== 'open'\n const days = daysInStage(deal, nowMs)\n\n return (\n <CardDisplay\n header={'Stage'}\n help={pluginDocsHelp('deals', { anchor: '#moving-winning-and-losing' })}\n HeaderProps={{\n action: !closed ? (\n <Stack direction=\"row\" spacing={1}>\n <Button\n size=\"small\"\n color=\"success\"\n variant=\"outlined\"\n disabled={busy || !pipeline}\n startIcon={<MdiIcon path={mdiTrophyOutline.path} size={0.8} />}\n onClick={() => void run(() => api.markWon(deal), 'Deal won')}\n >\n {'Won'}\n </Button>\n <Button\n size=\"small\"\n color=\"error\"\n variant=\"outlined\"\n disabled={busy || !pipeline}\n startIcon={<MdiIcon path={mdiThumbDownOutline.path} size={0.8} />}\n onClick={() => setLosing(true)}\n >\n {'Lost'}\n </Button>\n </Stack>\n ) : null,\n }}\n contentGutterX\n contentGutterY\n >\n {!pipeline ? (\n <Typography variant=\"body2\" color=\"text.secondary\">\n {\"This deal's pipeline no longer exists, so it has no stages to move through.\"}\n </Typography>\n ) : closed ? (\n <Stack spacing={1.5}>\n <Stack direction=\"row\" spacing={1} sx={{ alignItems: 'center' }}>\n <Chip\n label={DEAL_STATUS_LABELS[deal.status]}\n color={deal.status === 'won' ? 'success' : 'default'}\n />\n <Typography variant=\"body2\" color=\"text.secondary\">\n {typeof deal.closedAtMs === 'number'\n ? `Closed ${new Date(deal.closedAtMs).toLocaleDateString()}`\n : 'Closed'}\n </Typography>\n </Stack>\n {deal.status === 'lost' && deal.lostReason ? (\n <Typography variant=\"body2\">{deal.lostReason}</Typography>\n ) : null}\n <TextField\n select\n size=\"small\"\n label=\"Reopen into\"\n value=\"\"\n disabled={busy}\n onChange={(event) => {\n const stageId = event.target.value\n if (!stageId) return\n void run(() => api.moveToStage(deal, stageId), 'Deal reopened')\n }}\n helperText=\"Reopening puts the deal back in an open stage and tells the automations.\"\n sx={{ maxWidth: 320 }}\n >\n <MenuItem value=\"\">{'Pick a stage'}</MenuItem>\n {stages.map((stage) => (\n <MenuItem key={stage.id} value={stage.id}>\n {stage.name}\n </MenuItem>\n ))}\n </TextField>\n </Stack>\n ) : (\n <Stack spacing={1.5}>\n <Stepper nonLinear activeStep={activeIndex} alternativeLabel>\n {stages.map((stage, index) => (\n <Step key={stage.id} completed={index < activeIndex}>\n <StepButton\n disabled={busy || stage.id === deal.stageId}\n onClick={() =>\n void run(\n () => api.moveToStage(deal, stage.id),\n `Moved to ${stage.name}`,\n )\n }\n >\n {stage.name}\n </StepButton>\n </Step>\n ))}\n </Stepper>\n <Typography variant=\"body2\" color=\"text.secondary\" sx={{ textAlign: 'center' }}>\n {activeIndex === -1\n ? 'This deal sits in a stage the pipeline no longer has. Pick one above.'\n : `${days} ${days === 1 ? 'day' : 'days'} in ${stages[activeIndex].name} · ` +\n `${stages[activeIndex].probability}% likely to close`}\n </Typography>\n </Stack>\n )}\n <LostReasonDialog\n open={losing}\n dealTitle={deal.title}\n busy={busy}\n onClose={() => setLosing(false)}\n onConfirm={(reason) =>\n void run(() => api.markLost(deal, reason), 'Deal marked lost').then(\n (ok) => ok && setLosing(false),\n )\n }\n />\n </CardDisplay>\n )\n}\nDealStageCard.displayName = 'DealStageCard'\n\nexport default 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@@ -8,8 +8,8 @@ import { type ConsolePluginPageProps } from '@aglyn/aglyn';
8
8
  * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`
9
9
  * and sorted into columns here — a listener per column would be five
10
10
  * subscriptions for one board. The TABLE is the same pipeline's deals,
11
- * paged by the query, with a status toggle; it is where the closed history
12
- * is found. The three figures above both come from the board's read, so
11
+ * paged by a query that carries its status, "No next activity" and search
12
+ * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so
13
13
  * they describe what is in play whichever view is showing.
14
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  *
15
15
  * ## Which pipeline
@@ -15,19 +15,21 @@
15
15
  * limitations under the License.
16
16
  */ 'use client';
17
17
  import { jsx as _jsx, jsxs as _jsxs, Fragment as _Fragment } from "react/jsx-runtime";
18
- import { dealStageById, filterByNextActivity, findOrgMember, isNoNextActivityClause, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
18
+ import { CRM_COLLECTIONS, dealStageById, findOrgMember, ORG_SCOPE_TOKEN, pluginDocsHelp } from "@aglyn/aglyn";
19
19
  import { mdiCogOutline, mdiPlus, mdiTableLarge, mdiViewColumnOutline } from "@aglyn/shared-data-mdi";
20
20
  import { CardDisplay, MdiIcon } from "@aglyn/shared-ui-jsx";
21
21
  import { ListPagination } from "@aglyn/shared-ui-jsx/components/list-pagination.component";
22
22
  import { ListTable } from "@aglyn/shared-ui-jsx/components/list-table.component";
23
+ import ListQueryNotices, { listQueryRefusals } from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
23
24
  import { useCrmSavedView } from "../hooks/use-crm-saved-view.js";
24
25
  import { useCrmViewGrid } from "../hooks/use-crm-view-grid.js";
25
26
  import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
26
27
  import { CRM_LIST_SLOTS, CrmColumnOrderProvider } from "./crm-column-menu.js";
27
28
  import { CRM_NEXT_ACTIVITY_FILTER_FIELD, CRM_NEXT_ACTIVITY_FILTER_HEADER, nextActivityColumn } from "./crm-next-activity-column.js";
29
+ import { DEAL_LIST_DECLARATION, DEAL_LIST_FILTER_FIELDS, DEAL_PREFIX_SEARCH, dealPipelineBase } from "../constants/deal-filters.js";
30
+ import { useCrmFoldsScope, useCrmListQuery } from "../hooks/use-crm-list-query.js";
28
31
  import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
29
- import { listFilterGridColumns, listRowMatchesSearch } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
30
- import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagination";
32
+ import { listFilterGridColumns } from "@aglyn/shared-ui-jsx/const/list-grid-filter";
31
33
  import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
32
34
  import CrmViewsControl from "./crm-views-control.js";
33
35
  import EmptyStateComponent from "@aglyn/shared-ui-jsx/components/empty-state.component";
@@ -38,7 +40,7 @@ import { useCallback, useEffect, useMemo, useState } from "react";
38
40
  import { useContactFieldDefinitions } from "../hooks/use-contact-field-definitions.js";
39
41
  import { useCrmScope } from "../hooks/use-crm-scope.js";
40
42
  import { useDealStageApi } from "../hooks/use-deal-stage-api.js";
41
- import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, DEAL_SEARCH_WINDOW, useDealSearchWindow, useDealsByStatus, usePagedDeals } from "../hooks/use-deals.js";
43
+ import { BOARD_CLOSED_LIMIT, BOARD_OPEN_LIMIT, useDealsByStatus } from "../hooks/use-deals.js";
42
44
  import { useOrgMemberDirectory } from "../hooks/use-org-member-directory.js";
43
45
  import { usePipeline } from "../hooks/use-pipeline.js";
44
46
  import { downloadTextFile } from "../model/contacts-csv.js";
@@ -53,24 +55,11 @@ import DealsBulkBar from "./deals-bulk-bar.js";
53
55
  import { LostReasonDialog } from "./lost-reason-dialog.js";
54
56
  import { OwnerAvatar } from "./owner-avatar.js";
55
57
  import { PipelinesDialog } from "./pipelines-dialog.js";
56
- /** What the deals table's panel offers: the served status, and "No next activity". */ const DEAL_GRID_FILTER_FIELDS = [
57
- {
58
- column: 'status',
59
- kind: 'exact',
60
- path: 'status',
61
- operators: [
62
- 'equals'
63
- ]
64
- },
65
- CRM_NEXT_ACTIVITY_FILTER_FIELD
66
- ];
58
+ /** What the deals table's panel offers: the status, and "No next activity". */ const DEAL_GRID_FILTER_FIELDS = DEAL_LIST_FILTER_FIELDS;
67
59
  const DEAL_GRID_FILTER_HEADERS = {
68
60
  status: 'Status',
69
61
  [CRM_NEXT_ACTIVITY_FILTER_FIELD.column]: CRM_NEXT_ACTIVITY_FILTER_HEADER
70
62
  };
71
- /** What the table's search reads on a deal. */ const DEAL_SEARCH_FIELDS = [
72
- 'title'
73
- ];
74
63
  const DEAL_FILTER_OPTIONS = {
75
64
  status: [
76
65
  'open',
@@ -93,8 +82,8 @@ const DEAL_FILTER_OPTIONS = {
93
82
  * in one bounded listener over `(visibleTo, pipelineId, status, updatedAt)`
94
83
  * and sorted into columns here — a listener per column would be five
95
84
  * subscriptions for one board. The TABLE is the same pipeline's deals,
96
- * paged by the query, with a status toggle; it is where the closed history
97
- * is found. The three figures above both come from the board's read, so
85
+ * paged by a query that carries its status, "No next activity" and search
86
+ * word (AGL-3321); it is where the closed history is found. The three figures above both come from the board's read, so
98
87
  * they describe what is in play whichever view is showing.
99
88
  *
100
89
  * ## Which pipeline
@@ -127,7 +116,7 @@ const DEAL_FILTER_OPTIONS = {
127
116
  * `dealsCsv()`, naming the pipeline, the stage and the owner; the bar
128
117
  * writes the same file over the selection.
129
118
  */ export function DealsSection(props) {
130
- var _ref, _ref1, _ref2, _ref3, _ref4, _ref5, _scope_orgId, _ref6;
119
+ var _ref, _ref1, _ref2, _ref3, _scope_orgId, _ref4;
131
120
  const { hostId, org, basePath } = props;
132
121
  const routes = crmRoutes(basePath != null ? basePath : '');
133
122
  const router = useRouter();
@@ -171,8 +160,7 @@ const DEAL_FILTER_OPTIONS = {
171
160
  }, [
172
161
  views.state.filters
173
162
  ]);
174
- // The status is the query's clause; the "No next activity" clause beside
175
- // it (AGL-2661) narrows the loaded page and survives a status change.
163
+ // Every clause is the query's, the status and "No next activity" alike.
176
164
  const viewFilters = views.state.filters;
177
165
  useEffect(()=>{
178
166
  if (views.currentId) setView('table');
@@ -185,29 +173,33 @@ const DEAL_FILTER_OPTIONS = {
185
173
  const closedPipelineId = view === 'board' && closedExpanded ? (_ref2 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref2 : null : null;
186
174
  const won = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'won', BOARD_CLOSED_LIMIT);
187
175
  const lost = useDealsByStatus(scope.orgId, scope.visibleTo, closedPipelineId, 'lost', BOARD_CLOSED_LIMIT);
188
- const paged = usePagedDeals(view === 'table' ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : null);
189
176
  /*
190
- * THE SEARCH (AGL-3315): the grid's quick-filter box, answered over a
191
- * window of every deal the table's query would page through — read only
192
- * while the box holds a word — so a deal on page four is found by any
193
- * word of its title. See `useDealSearchWindow`.
177
+ * THE TABLE (AGL-3321): the pipeline's deals, every clause and the search
178
+ * word on one query — the search reads the title's word prefixes every
179
+ * deal writer stamps, so a deal on page four is found by any word of its
180
+ * title — paged by that query, and read only while the table is showing.
194
181
  */ const [searchWords, setSearchWords] = useState([]);
195
182
  const searching = searchWords.some((word)=>word.trim());
196
- const searchWindow = useDealSearchWindow(view === 'table' && searching ? scope.orgId : null, scope.visibleTo, statusFilter, (_ref4 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref4 : null);
197
183
  const searchKey = searchWords.join(' ');
198
- const found = useMemo(()=>searchWindow.data.slice(0, DEAL_SEARCH_WINDOW).filter((deal)=>listRowMatchesSearch(deal, DEAL_SEARCH_FIELDS, searchWords)), // `searchKey` stands for the words, which are a new array each render.
199
- // eslint-disable-next-line react-hooks/exhaustive-deps
200
- [
201
- searchWindow.data,
202
- searchKey
203
- ]);
204
- const searchTruncated = searchWindow.data.length > DEAL_SEARCH_WINDOW;
205
- const [searchPage, setSearchPage] = useState(0);
206
- const [searchPageSize, setSearchPageSize] = useState(TABLE_PAGE_SIZE_DEFAULT);
207
- useEffect(()=>setSearchPage(0), [
208
- searchKey,
209
- statusFilter
184
+ const foldsScope = useCrmFoldsScope(scope.orgId, scope.visibleTo);
185
+ const pipelineBase = useMemo(()=>{
186
+ var _ref;
187
+ return dealPipelineBase((_ref = pipeline == null ? void 0 : pipeline.$id) != null ? _ref : null);
188
+ }, [
189
+ pipeline == null ? void 0 : pipeline.$id
210
190
  ]);
191
+ const paged = useCrmListQuery({
192
+ scope: scope.scope,
193
+ collection: CRM_COLLECTIONS.deals,
194
+ visibleTo: scope.visibleTo,
195
+ foldsScope,
196
+ declaration: DEAL_LIST_DECLARATION,
197
+ clauses: viewFilters,
198
+ search: searchWords,
199
+ base: pipelineBase,
200
+ prefixSearch: DEAL_PREFIX_SEARCH,
201
+ enabled: view === 'table' && Boolean(pipeline)
202
+ });
211
203
  const summary = useMemo(()=>boardSummary(open.data, pipeline), [
212
204
  open.data,
213
205
  pipeline
@@ -276,7 +268,7 @@ const DEAL_FILTER_OPTIONS = {
276
268
  // A page or a status is a different set of rows; a selection made on
277
269
  // the last one would be a count over rows no longer on screen.
278
270
  useEffect(()=>setSelectedIds([]), [
279
- statusFilter,
271
+ paged.plan,
280
272
  paged.page
281
273
  ]);
282
274
  const csvOptions = useMemo(()=>({
@@ -296,12 +288,10 @@ const DEAL_FILTER_OPTIONS = {
296
288
  pipelineState,
297
289
  roster.members
298
290
  ]);
299
- // The page on screen — or, while searching, every deal the search found.
291
+ // The page on screen; Export all on the bulk bar takes the whole list.
300
292
  const handleExport = useCallback(()=>{
301
- downloadTextFile('deals.csv', 'text/csv', dealsCsv(searching ? found : paged.rows, csvOptions));
293
+ downloadTextFile('deals.csv', 'text/csv', dealsCsv(paged.rows, csvOptions));
302
294
  }, [
303
- searching,
304
- found,
305
295
  paged.rows,
306
296
  csvOptions
307
297
  ]);
@@ -432,23 +422,11 @@ const DEAL_FILTER_OPTIONS = {
432
422
  dealFields.active,
433
423
  nowMs
434
424
  ]);
435
- /** The table's rows: the query's page, or the search's matches a page at a time. */ const searchRows = useMemo(()=>filterByNextActivity(found, viewFilters), [
436
- found,
437
- viewFilters
438
- ]);
439
- const tableRows = useMemo(()=>searching ? searchRows.slice(searchPage * searchPageSize, (searchPage + 1) * searchPageSize) : filterByNextActivity(paged.rows, viewFilters), [
440
- searching,
441
- searchRows,
442
- searchPage,
443
- searchPageSize,
444
- paged.rows,
445
- viewFilters
446
- ]);
425
+ /** The table's rows: the query's page. */ const tableRows = paged.rows;
447
426
  /*
448
427
  * The table's column and sort models are the view's (AGL-2617); its
449
- * filters are the grid's own panel over the view's clauses (AGL-3313).
450
- * The query serves the status, so the panel's clause replaces it, and
451
- * "No next activity" stands beside it over the loaded page.
428
+ * filters are the grid's own panel over the view's clauses (AGL-3313),
429
+ * every one of them asked of the query (AGL-3321).
452
430
  */ const filterColumns = useMemo(()=>listFilterGridColumns(columns, DEAL_GRID_FILTER_FIELDS, DEAL_FILTER_OPTIONS, DEAL_GRID_FILTER_HEADERS), [
453
431
  columns
454
432
  ]);
@@ -459,13 +437,19 @@ const DEAL_FILTER_OPTIONS = {
459
437
  selectFields: [
460
438
  'status'
461
439
  ],
462
- single: true,
463
- keepAlongside: isNoNextActivityClause,
464
440
  search: {
465
441
  words: searchWords,
466
442
  onChange: setSearchWords
467
443
  }
468
444
  });
445
+ // What the query could not hold, named by the clause the reader set.
446
+ const refused = useMemo(()=>listQueryRefusals(paged.plan.refused, {
447
+ fields: DEAL_GRID_FILTER_FIELDS,
448
+ headers: DEAL_GRID_FILTER_HEADERS,
449
+ options: DEAL_FILTER_OPTIONS
450
+ }), [
451
+ paged.plan.refused
452
+ ]);
469
453
  const noOrg = scope.ready && !scope.orgId;
470
454
  const pipelineLoading = !noOrg && (pipelineState.status === 'loading' || pipelineState.seeding || !pipeline && pipelineState.status !== 'error');
471
455
  return /*#__PURE__*/ _jsxs(_Fragment, {
@@ -481,6 +465,15 @@ const DEAL_FILTER_OPTIONS = {
481
465
  // The record actions, top right and never clipped (AGL-3311).
482
466
  action: /*#__PURE__*/ _jsxs(CrmListActions, {
483
467
  children: [
468
+ /*#__PURE__*/ _jsx(DealImportButton, {
469
+ hostId: hostId
470
+ }),
471
+ view === 'table' ? /*#__PURE__*/ _jsx(Button, {
472
+ size: "small",
473
+ onClick: handleExport,
474
+ disabled: !paged.rows.length,
475
+ children: 'Export CSV'
476
+ }) : null,
484
477
  /*#__PURE__*/ _jsx(Button, {
485
478
  size: "small",
486
479
  startIcon: /*#__PURE__*/ _jsx(MdiIcon, {
@@ -538,7 +531,7 @@ const DEAL_FILTER_OPTIONS = {
538
531
  select: true,
539
532
  size: "small",
540
533
  label: "Pipeline",
541
- value: (_ref5 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref5 : '',
534
+ value: (_ref3 = pipeline == null ? void 0 : pipeline.$id) != null ? _ref3 : '',
542
535
  onChange: (event)=>setPipelineId(event.target.value),
543
536
  sx: {
544
537
  minWidth: 160
@@ -673,24 +666,14 @@ const DEAL_FILTER_OPTIONS = {
673
666
  clauses: viewFilters,
674
667
  onChange: views.setFilters,
675
668
  options: DEAL_FILTER_OPTIONS,
676
- servedField: "status"
677
- }),
678
- /*#__PURE__*/ _jsx(Stack, {
679
- sx: {
680
- flex: 1
681
- }
682
- }),
683
- /*#__PURE__*/ _jsx(DealImportButton, {
684
- hostId: hostId
685
- }),
686
- /*#__PURE__*/ _jsx(Button, {
687
- size: "small",
688
- onClick: handleExport,
689
- disabled: !(searching ? found : paged.rows).length,
690
- children: 'Export CSV'
669
+ marksServed: false
691
670
  })
692
671
  ]
693
672
  }),
673
+ /*#__PURE__*/ _jsx(ListQueryNotices, {
674
+ refused: refused,
675
+ notices: paged.plan.notices
676
+ }),
694
677
  /*#__PURE__*/ _jsxs(_Fragment, {
695
678
  children: [
696
679
  /*#__PURE__*/ _jsx(DealsBulkBar, {
@@ -715,14 +698,12 @@ const DEAL_FILTER_OPTIONS = {
715
698
  onChange: setSelectedIds
716
699
  },
717
700
  onOpen: (_id, row)=>openDeal(row),
718
- // The panel's status is the query's; "No next activity"
719
- // narrows the loaded rows (AGL-3313); the search runs
720
- // over every deal in the window (AGL-3315).
701
+ // The panel and the search are the query's (AGL-3321).
721
702
  filterMode: "server",
722
703
  filterModel: gridFilter.filterModel,
723
704
  onFilterModelChange: gridFilter.onFilterModelChange,
724
705
  quickFilter: true,
725
- loading: searching && searchWindow.status === 'loading',
706
+ loading: paged.status === 'loading',
726
707
  // An empty table is said inside the grid, so its toolbar
727
708
  // stays to change the status that emptied it.
728
709
  noRowsLabel: searching ? `No deals match “${searchKey.trim()}”` : statusFilter === 'all' ? 'No deals yet' : `No ${statusFilter} deals`,
@@ -746,25 +727,14 @@ const DEAL_FILTER_OPTIONS = {
746
727
  hideFooter: true
747
728
  })
748
729
  }),
749
- searching ? /*#__PURE__*/ _jsx(ListPagination, {
750
- page: searchPage,
751
- pageSize: searchPageSize,
752
- rowCount: tableRows.length,
753
- count: searchRows.length,
754
- onPageChange: setSearchPage,
755
- onPageSizeChange: setSearchPageSize
756
- }) : /*#__PURE__*/ _jsx(ListPagination, {
730
+ /*#__PURE__*/ _jsx(ListPagination, {
757
731
  page: paged.page,
758
732
  pageSize: paged.pageSize,
759
733
  rowCount: paged.rows.length,
760
734
  hasMore: paged.hasMore,
761
735
  onPageChange: paged.setPage,
762
736
  onPageSizeChange: paged.setPageSize
763
- }),
764
- searching && searchTruncated ? /*#__PURE__*/ _jsx(Alert, {
765
- severity: "info",
766
- children: `The search reads the ${DEAL_SEARCH_WINDOW.toLocaleString()} most recently ` + 'changed deals; narrow by status to reach older ones.'
767
- }) : null
737
+ })
768
738
  ]
769
739
  })
770
740
  ]
@@ -797,7 +767,7 @@ const DEAL_FILTER_OPTIONS = {
797
767
  }),
798
768
  /*#__PURE__*/ _jsx(LostReasonDialog, {
799
769
  open: Boolean(losing),
800
- dealTitle: (_ref6 = losing == null ? void 0 : losing.title) != null ? _ref6 : '',
770
+ dealTitle: (_ref4 = losing == null ? void 0 : losing.title) != null ? _ref4 : '',
801
771
  onClose: ()=>setLosing(null),
802
772
  onConfirm: confirmLost
803
773
  })