@aglyn/plugins-crm 1.0.0-beta.200 → 1.0.0-beta.202

package/src/lib/components/reports/tasks-card.js

@@ -154,17 +154,36 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
         contentGutterX: true,
         contentGutterY: true,
         HeaderProps: {
-            action: /*#__PURE__*/ _jsx(Button, _extends({
-                component: AppLink
-            }, {
-                componentVariant: 'naked',
-                nativeButton: false
-            }, {
-                href: routes.section('tasks'),
-                size: "small",
-                color: "primary",
-                children: 'Open tasks'
-            }))
+            action: /*#__PURE__*/ _jsxs(Stack, {
+                direction: "row",
+                spacing: 1,
+                children: [
+                    /*#__PURE__*/ _jsx(ReportExport, {
+                        filename: reportFilename('tasks-by-assignee'),
+                        columns: ASSIGNEE_COLUMNS,
+                        rows: ()=>load.map((row)=>[
+                                    assigneeName(row),
+                                    row.overdue,
+                                    row.today,
+                                    row.upcoming,
+                                    row.undated,
+                                    row.open
+                                ]),
+                        disabled: tasksStatus !== 'success' || !load.length
+                    }),
+                    /*#__PURE__*/ _jsx(Button, _extends({
+                        component: AppLink
+                    }, {
+                        componentVariant: 'naked',
+                        nativeButton: false
+                    }, {
+                        href: routes.section('tasks'),
+                        size: "small",
+                        color: "primary",
+                        children: 'Open tasks'
+                    }))
+                ]
+            })
         },
         children: /*#__PURE__*/ _jsxs(Stack, {
             spacing: 2,
@@ -253,20 +272,11 @@ import { useAggregateRead, useWindowRead } from "./use-aggregate-read.js";
                             color: "text.secondary",
                             children: tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'
                         }),
-                        /*#__PURE__*/ _jsx(ReportExport, {
-                            filename: reportFilename('tasks-by-assignee'),
-                            columns: ASSIGNEE_COLUMNS,
-                            rows: ()=>load.map((row)=>[
-                                        assigneeName(row),
-                                        row.overdue,
-                                        row.today,
-                                        row.upcoming,
-                                        row.undated,
-                                        row.open
-                                    ]),
-                            disabled: tasksStatus !== 'success' || !load.length,
-                            caption: taskWindow.truncated ? `Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.` : undefined
-                        })
+                        taskWindow.truncated ? /*#__PURE__*/ _jsx(Typography, {
+                            variant: "caption",
+                            color: "text.secondary",
+                            children: `Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`
+                        }) : null
                     ]
                 })
             ]

package/src/lib/components/reports/tasks-card.js.map

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-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 * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => Aglyn.localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Button\n            component={AppLink as any}\n            {...({ componentVariant: 'naked', nativeButton: false } as any)}\n            href={routes.section('tasks')}\n            size=\"small\"\n            color=\"primary\"\n          >\n            {'Open tasks'}\n          </Button>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          <ReportExport\n            filename={reportFilename('tasks-by-assignee')}\n            columns={ASSIGNEE_COLUMNS}\n            rows={() =>\n              load.map((row) => [\n                assigneeName(row),\n                row.overdue,\n                row.today,\n                row.upcoming,\n                row.undated,\n                row.open,\n              ])\n            }\n            disabled={tasksStatus !== 'success' || !load.length}\n            caption={\n              taskWindow.truncated\n                ? `Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`\n                : undefined\n            }\n          />\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default 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+{"version":3,"sources":["../../../../../../../../libs/plugins/crm/src/lib/components/reports/tasks-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 * as Aglyn from '@aglyn/aglyn'\nimport { AppLink, CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { Section } from '@aglyn/shared-ui-jsx/components/measured-figures.component'\nimport { ScrollTable } from '@aglyn/shared-ui-jsx/components/scroll-table.component'\nimport {\n  Alert,\n  Button,\n  Stack,\n  TableBody,\n  TableCell,\n  TableHead,\n  TableRow,\n  Typography,\n} from '@mui/material'\nimport {\n  documentId,\n  getCountFromServer,\n  getDocs,\n  limit,\n  orderBy,\n  query,\n  where,\n} from 'firebase/firestore'\nimport { useMemo } from 'react'\nimport { useFirestore } from '@aglyn/tenant-feature-instance'\nimport { ReportExport } from './report-export'\nimport { reportFilename } from './report-format'\nimport {\n  type CrmReportScope,\n  reportCacheKey,\n  scopedCollection,\n  visibleToClause,\n} from './report-scope'\nimport { ReportStatTile } from './report-stat-tile'\nimport { useAggregateRead, useWindowRead } from './use-aggregate-read'\n\n/**\n * How many open tasks the by-assignee table is grouped from.\n *\n * The tiles are counts the server takes; the table needs each task's\n * assignee and due state, so it reads the soonest-due thousand and says\n * when there were more.\n */\nconst OPEN_TASK_CEILING = 1000\n/** One `in` query's worth of member documents, for the assignee names. */\nconst ASSIGNEE_NAME_CEILING = 30\n\ntype TaskRow = Aglyn.CrmTask & { $id: string }\n\n/** The by-assignee table's columns, which are also the CSV's. */\nconst ASSIGNEE_COLUMNS = ['Assignee', 'Overdue', 'Today', 'Upcoming', 'No date', 'Open'] as const\n\ninterface AssigneeLoad {\n  uid: string\n  overdue: number\n  today: number\n  upcoming: number\n  undated: number\n  open: number\n}\n\nexport interface TasksCardProps {\n  report: CrmReportScope\n}\n\n/**\n * The task load: open, overdue and due today, and who is carrying what\n * (AGL-2604).\n *\n * \"Today\" and \"overdue\" are decided on the LOCAL calendar day, the same day\n * `taskDueState` decides them on, so the count here and the chip on the\n * tasks list agree about the same task at 11 p.m. The counts are range\n * queries on `dueAtMs`, which the `(visibleTo, status, dueAtMs)` index\n * serves; a task with no due date is in the open count and in none of the\n * dated ones.\n *\n * The table reads open tasks ordered by due date. An ordered read admits\n * only documents that CARRY the field, so a task written without `dueAtMs`\n * at all — rather than with `null`, which sorts first — is counted in the\n * tile and absent from the table. The model types the field as optional,\n * so the table says what it is grouped from.\n */\nexport function TasksCard(props: TasksCardProps) {\n  const { report } = props\n  const { scope, tokens, nowMs, routes } = report\n  const firestore = useFirestore()\n  const day = useMemo(() => Aglyn.localDayBounds(nowMs), [nowMs])\n\n  const openTasks = () =>\n    query(\n      scopedCollection(firestore, scope, Aglyn.CRM_COLLECTIONS.tasks),\n      ...visibleToClause(tokens),\n      where('status', '==', 'open'),\n    )\n\n  const counts = useAggregateRead(\n    () =>\n      Promise.all([\n        getCountFromServer(openTasks()),\n        getCountFromServer(query(openTasks(), where('dueAtMs', '<', day.start))),\n        getCountFromServer(\n          query(\n            openTasks(),\n            where('dueAtMs', '>=', day.start),\n            where('dueAtMs', '<', day.end),\n          ),\n        ),\n      ]).then(([open, overdue, today]) => ({\n        open: open.data().count,\n        overdue: overdue.data().count,\n        today: today.data().count,\n      })),\n    [firestore, scope, tokens, day],\n    { cacheKey: reportCacheKey(report, 'tasks:counts') },\n  )\n\n  const taskWindow = useWindowRead<TaskRow>(\n    () =>\n      query(\n        openTasks(),\n        orderBy('dueAtMs', 'asc'),\n        limit(OPEN_TASK_CEILING + 1),\n      ),\n    OPEN_TASK_CEILING,\n    [firestore, scope, tokens, nowMs],\n    { cacheKey: reportCacheKey(report, 'tasks:open') },\n  )\n  const tasksStatus = taskWindow.status\n\n  const load = useMemo(() => {\n    const byAssignee = new Map<string, AssigneeLoad>()\n    for (const task of taskWindow.rows) {\n      const uid = task.assigneeUid || ''\n      const row = byAssignee.get(uid) ?? {\n        uid,\n        overdue: 0,\n        today: 0,\n        upcoming: 0,\n        undated: 0,\n        open: 0,\n      }\n      const state = Aglyn.taskDueState(task, nowMs)\n      if (state === 'overdue') row.overdue += 1\n      else if (state === 'today') row.today += 1\n      else if (state === 'upcoming') row.upcoming += 1\n      else row.undated += 1\n      row.open += 1\n      byAssignee.set(uid, row)\n    }\n    return [...byAssignee.values()].sort(\n      (a, b) => b.open - a.open || a.uid.localeCompare(b.uid),\n    )\n  }, [taskWindow, nowMs])\n\n  /*\n   * The assignees' names, from their member documents — one `in` query for\n   * up to thirty, which is Firestore's cap on the operator and more assignees\n   * than a tasks list has. Anyone past it, or a member document the reader\n   * cannot open, shows as their id rather than blocking the table.\n   */\n  const uids = load.map((row) => row.uid).filter(Boolean).slice(0, ASSIGNEE_NAME_CEILING)\n  const uidKey = uids.join(',')\n  const names = useAggregateRead<Record<string, string>>(\n    () =>\n      uids.length\n        ? getDocs(\n            query(\n              scopedCollection(firestore, scope, 'members'),\n              where(documentId(), 'in', uids),\n            ),\n          ).then((snapshot) =>\n            Object.fromEntries(\n              snapshot.docs.map((member) => [\n                member.id,\n                String(member.get('displayName') || member.get('email') || member.id),\n              ]),\n            ),\n          )\n        : Promise.resolve({}),\n    [firestore, scope, uidKey],\n    { cacheKey: reportCacheKey(report, `tasks:names:${uidKey}`) },\n  )\n\n  const figures = counts.value\n  const assigneeName = (row: AssigneeLoad): string =>\n    row.uid ? names.value?.[row.uid] ?? row.uid : 'Unassigned'\n  return (\n    <CardDisplay\n      header={'Tasks'}\n      help={Aglyn.pluginDocsHelp('crmReports', {\n        anchor: '#tasks',\n        excerpt:\n          'Open tasks, how many are overdue or due today, and the open ' +\n          'load per assignee. Today and overdue are decided on your calendar ' +\n          'day, the same way the tasks list decides them.',\n      })}\n      contentGutterX\n      contentGutterY\n      HeaderProps={{\n        action: (\n          <Stack direction=\"row\" spacing={1}>\n            <ReportExport\n              filename={reportFilename('tasks-by-assignee')}\n              columns={ASSIGNEE_COLUMNS}\n              rows={() =>\n                load.map((row) => [\n                  assigneeName(row),\n                  row.overdue,\n                  row.today,\n                  row.upcoming,\n                  row.undated,\n                  row.open,\n                ])\n              }\n              disabled={tasksStatus !== 'success' || !load.length}\n            />\n            <Button\n              component={AppLink as any}\n              {...({ componentVariant: 'naked', nativeButton: false } as any)}\n              href={routes.section('tasks')}\n              size=\"small\"\n              color=\"primary\"\n            >\n              {'Open tasks'}\n            </Button>\n          </Stack>\n        ),\n      }}\n    >\n      <Stack spacing={2}>\n        <Stack direction=\"row\" spacing={3} sx={{ flexWrap: 'wrap' }}>\n          <ReportStatTile\n            label={'Open tasks'}\n            value={figures ? figures.open.toLocaleString() : null}\n            note={'counted on the server'}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Overdue'}\n            value={figures ? figures.overdue.toLocaleString() : null}\n            note={'due before today'}\n            color={figures?.overdue ? 'error.main' : undefined}\n            href={routes.section('tasks')}\n          />\n          <ReportStatTile\n            label={'Due today'}\n            value={figures ? figures.today.toLocaleString() : null}\n            note={'on your calendar day'}\n            href={routes.section('tasks')}\n          />\n        </Stack>\n        {counts.status === 'error' ? (\n          <Alert severity=\"warning\">{'The task counts could not be read.'}</Alert>\n        ) : null}\n        <Section title={'Open tasks by assignee'}>\n          {load.length ? (\n            <ScrollTable size=\"small\">\n              <TableHead>\n                <TableRow>\n                  {ASSIGNEE_COLUMNS.map((column, index) => (\n                    <TableCell key={column} align={index ? 'right' : 'left'}>\n                      {column}\n                    </TableCell>\n                  ))}\n                </TableRow>\n              </TableHead>\n              <TableBody>\n                {load.map((row) => (\n                  <TableRow key={row.uid || '$unassigned'}>\n                    <TableCell>{assigneeName(row)}</TableCell>\n                    <TableCell\n                      align=\"right\"\n                      sx={row.overdue ? { color: 'error.main' } : undefined}\n                    >\n                      {row.overdue.toLocaleString()}\n                    </TableCell>\n                    <TableCell align=\"right\">{row.today.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.upcoming.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.undated.toLocaleString()}</TableCell>\n                    <TableCell align=\"right\">{row.open.toLocaleString()}</TableCell>\n                  </TableRow>\n                ))}\n              </TableBody>\n            </ScrollTable>\n          ) : (\n            <Typography variant=\"body2\" color=\"text.secondary\">\n              {tasksStatus === 'loading' ? 'Reading…' : 'No open tasks.'}\n            </Typography>\n          )}\n          {/* What the table, and so the export, is grouped from when that is not everything. */}\n          {taskWindow.truncated ? (\n            <Typography variant=\"caption\" color=\"text.secondary\">\n              {`Grouped from the ${OPEN_TASK_CEILING.toLocaleString()} soonest-due open tasks; the tiles are counted on the server.`}\n            </Typography>\n          ) : null}\n        </Section>\n      </Stack>\n    </CardDisplay>\n  )\n}\nTasksCard.displayName = 'TasksCard'\n\nexport default TasksCard\n"],"names":["Aglyn","AppLink","CardDisplay","Section","ScrollTable","Alert","Button","Stack","TableBody","TableCell","TableHead","TableRow","Typography","documentId","getCountFromServer","getDocs","limit","orderBy","query","where","useMemo","useFirestore","ReportExport","reportFilename","reportCacheKey","scopedCollection","visibleToClause","ReportStatTile","useAggregateRead","useWindowRead","OPEN_TASK_CEILING","ASSIGNEE_NAME_CEILING","ASSIGNEE_COLUMNS","TasksCard","props","report","scope","tokens","nowMs","routes","firestore","day","localDayBounds","openTasks","CRM_COLLECTIONS","tasks","counts","Promise","all","start","end","then","open","overdue","today","data","count","cacheKey","taskWindow","tasksStatus","status","load","byAssignee","Map","task","rows","uid","assigneeUid","row","get","upcoming","undated","state","taskDueState","set","values","sort","a","b","localeCompare","uids","map","filter","Boolean","slice","uidKey","join","names","length","snapshot","Object","fromEntries","docs","member","id","String","resolve","figures","value","assigneeName","header","help","pluginDocsHelp","anchor","excerpt","contentGutterX","contentGutterY","HeaderProps","action","direction","spacing","filename","columns","disabled","component","componentVariant","nativeButton","href","section","size","color","sx","flexWrap","label","toLocaleString","note","undefined","severity","title","column","index","align","variant","truncated","displayName"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GACD;;;AAEA,YAAYA,WAAW,eAAc;AACrC,SAASC,OAAO,EAAEC,WAAW,QAAQ,uBAAsB;AAC3D,SAASC,OAAO,QAAQ,6DAA4D;AACpF,SAASC,WAAW,QAAQ,yDAAwD;AACpF,SACEC,KAAK,EACLC,MAAM,EACNC,KAAK,EACLC,SAAS,EACTC,SAAS,EACTC,SAAS,EACTC,QAAQ,EACRC,UAAU,QACL,gBAAe;AACtB,SACEC,UAAU,EACVC,kBAAkB,EAClBC,OAAO,EACPC,KAAK,EACLC,OAAO,EACPC,KAAK,EACLC,KAAK,QACA,qBAAoB;AAC3B,SAASC,OAAO,QAAQ,QAAO;AAC/B,SAASC,YAAY,QAAQ,iCAAgC;AAC7D,SAASC,YAAY,QAAQ,qBAAiB;AAC9C,SAASC,cAAc,QAAQ,qBAAiB;AAChD,SAEEC,cAAc,EACdC,gBAAgB,EAChBC,eAAe,QACV,oBAAgB;AACvB,SAASC,cAAc,QAAQ,wBAAoB;AACnD,SAASC,gBAAgB,EAAEC,aAAa,QAAQ,0BAAsB;AAEtE;;;;;;CAMC,GACD,MAAMC,oBAAoB;AAC1B,wEAAwE,GACxE,MAAMC,wBAAwB;AAI9B,+DAA+D,GAC/D,MAAMC,mBAAmB;IAAC;IAAY;IAAW;IAAS;IAAY;IAAW;CAAO;AAexF;;;;;;;;;;;;;;;;CAgBC,GACD,OAAO,SAASC,UAAUC,KAAqB;IAC7C,MAAM,EAAEC,MAAM,EAAE,GAAGD;IACnB,MAAM,EAAEE,KAAK,EAAEC,MAAM,EAAEC,KAAK,EAAEC,MAAM,EAAE,GAAGJ;IACzC,MAAMK,YAAYnB;IAClB,MAAMoB,MAAMrB,QAAQ,IAAMpB,MAAM0C,cAAc,CAACJ,QAAQ;QAACA;KAAM;IAE9D,MAAMK,YAAY,IAChBzB,MACEO,iBAAiBe,WAAWJ,OAAOpC,MAAM4C,eAAe,CAACC,KAAK,MAC3DnB,gBAAgBW,SACnBlB,MAAM,UAAU,MAAM;IAG1B,MAAM2B,SAASlB,iBACb,IACEmB,QAAQC,GAAG,CAAC;YACVlC,mBAAmB6B;YACnB7B,mBAAmBI,MAAMyB,aAAaxB,MAAM,WAAW,KAAKsB,IAAIQ,KAAK;YACrEnC,mBACEI,MACEyB,aACAxB,MAAM,WAAW,MAAMsB,IAAIQ,KAAK,GAChC9B,MAAM,WAAW,KAAKsB,IAAIS,GAAG;SAGlC,EAAEC,IAAI,CAAC,CAAC,CAACC,MAAMC,SAASC,MAAM,GAAM,CAAA;gBACnCF,MAAMA,KAAKG,IAAI,GAAGC,KAAK;gBACvBH,SAASA,QAAQE,IAAI,GAAGC,KAAK;gBAC7BF,OAAOA,MAAMC,IAAI,GAAGC,KAAK;YAC3B,CAAA,IACF;QAAChB;QAAWJ;QAAOC;QAAQI;KAAI,EAC/B;QAAEgB,UAAUjC,eAAeW,QAAQ;IAAgB;IAGrD,MAAMuB,aAAa7B,cACjB,IACEX,MACEyB,aACA1B,QAAQ,WAAW,QACnBD,MAAMc,oBAAoB,KAE9BA,mBACA;QAACU;QAAWJ;QAAOC;QAAQC;KAAM,EACjC;QAAEmB,UAAUjC,eAAeW,QAAQ;IAAc;IAEnD,MAAMwB,cAAcD,WAAWE,MAAM;IAErC,MAAMC,OAAOzC,QAAQ;QACnB,MAAM0C,aAAa,IAAIC;QACvB,KAAK,MAAMC,QAAQN,WAAWO,IAAI,CAAE;gBAEtBH;YADZ,MAAMI,MAAMF,KAAKG,WAAW,IAAI;YAChC,MAAMC,OAAMN,kBAAAA,WAAWO,GAAG,CAACH,gBAAfJ,kBAAuB;gBACjCI;gBACAb,SAAS;gBACTC,OAAO;gBACPgB,UAAU;gBACVC,SAAS;gBACTnB,MAAM;YACR;YACA,MAAMoB,QAAQxE,MAAMyE,YAAY,CAACT,MAAM1B;YACvC,IAAIkC,UAAU,WAAWJ,IAAIf,OAAO,IAAI;iBACnC,IAAImB,UAAU,SAASJ,IAAId,KAAK,IAAI;iBACpC,IAAIkB,UAAU,YAAYJ,IAAIE,QAAQ,IAAI;iBAC1CF,IAAIG,OAAO,IAAI;YACpBH,IAAIhB,IAAI,IAAI;YACZU,WAAWY,GAAG,CAACR,KAAKE;QACtB;QACA,OAAO;eAAIN,WAAWa,MAAM;SAAG,CAACC,IAAI,CAClC,CAACC,GAAGC,IAAMA,EAAE1B,IAAI,GAAGyB,EAAEzB,IAAI,IAAIyB,EAAEX,GAAG,CAACa,aAAa,CAACD,EAAEZ,GAAG;IAE1D,GAAG;QAACR;QAAYpB;KAAM;IAEtB;;;;;GAKC,GACD,MAAM0C,OAAOnB,KAAKoB,GAAG,CAAC,CAACb,MAAQA,IAAIF,GAAG,EAAEgB,MAAM,CAACC,SAASC,KAAK,CAAC,GAAGrD;IACjE,MAAMsD,SAASL,KAAKM,IAAI,CAAC;IACzB,MAAMC,QAAQ3D,iBACZ,IACEoD,KAAKQ,MAAM,GACPzE,QACEG,MACEO,iBAAiBe,WAAWJ,OAAO,YACnCjB,MAAMN,cAAc,MAAMmE,QAE5B7B,IAAI,CAAC,CAACsC,WACNC,OAAOC,WAAW,CAChBF,SAASG,IAAI,CAACX,GAAG,CAAC,CAACY,SAAW;oBAC5BA,OAAOC,EAAE;oBACTC,OAAOF,OAAOxB,GAAG,CAAC,kBAAkBwB,OAAOxB,GAAG,CAAC,YAAYwB,OAAOC,EAAE;iBACrE,MAGL/C,QAAQiD,OAAO,CAAC,CAAC,IACvB;QAACxD;QAAWJ;QAAOiD;KAAO,EAC1B;QAAE5B,UAAUjC,eAAeW,QAAQ,CAAC,YAAY,EAAEkD,QAAQ;IAAE;IAG9D,MAAMY,UAAUnD,OAAOoD,KAAK;IAC5B,MAAMC,eAAe,CAAC/B;;YACVmB;eAAVnB,IAAIF,GAAG,YAAGqB,eAAAA,MAAMW,KAAK,qBAAXX,YAAa,CAACnB,IAAIF,GAAG,CAAC,mBAAIE,IAAIF,GAAG,GAAG;;IAChD,qBACE,KAAChE;QACCkG,QAAQ;QACRC,MAAMrG,MAAMsG,cAAc,CAAC,cAAc;YACvCC,QAAQ;YACRC,SACE,iEACA,uEACA;QACJ;QACAC,cAAc;QACdC,cAAc;QACdC,aAAa;YACXC,sBACE,MAACrG;gBAAMsG,WAAU;gBAAMC,SAAS;;kCAC9B,KAACxF;wBACCyF,UAAUxF,eAAe;wBACzByF,SAAShF;wBACTiC,MAAM,IACJJ,KAAKoB,GAAG,CAAC,CAACb,MAAQ;oCAChB+B,aAAa/B;oCACbA,IAAIf,OAAO;oCACXe,IAAId,KAAK;oCACTc,IAAIE,QAAQ;oCACZF,IAAIG,OAAO;oCACXH,IAAIhB,IAAI;iCA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package/src/lib/components/tasks-section.js

@@ -45,7 +45,7 @@ import { TABLE_PAGE_SIZE_DEFAULT } from "@aglyn/shared-ui-jsx/const/table-pagina
 import ListQueryNotices, { listQueryRefusals } from "@aglyn/shared-ui-jsx/components/list-query-notices.component";
 import { useListGridFilter } from "@aglyn/shared-ui-jsx/hooks/use-list-grid-filter";
 import ListFilterChips from "@aglyn/shared-ui-jsx/components/list-filter-chips.component";
-import { CrmListToolbar } from "./crm-list-toolbar.js";
+import { CrmListActions, CrmListToolbar } from "./crm-list-toolbar.js";
 import { TaskDueText, TaskKindCell, TaskPriorityChip, TaskRecordLink } from "./task-cells.js";
 import TaskEditDrawer from "./task-edit-drawer.js";
 import TasksCalendar from "./tasks-calendar.js";
@@ -510,15 +510,29 @@ const EMPTY_LABEL = {
                 contentGutterX: true,
                 contentGutterY: true,
                 HeaderProps: {
-                    action: /*#__PURE__*/ _jsx(Button, {
-                        size: "small",
-                        variant: "contained",
-                        color: "primary",
-                        onClick: ()=>setDrawer({
-                                open: true,
-                                task: null
+                    // The record actions, top right and never clipped (AGL-3311).
+                    action: /*#__PURE__*/ _jsxs(CrmListActions, {
+                        children: [
+                            /*#__PURE__*/ _jsx(TaskImportButton, {
+                                hostId: hostId
+                            }),
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                onClick: handleExport,
+                                disabled: !tasks.length,
+                                children: 'Export CSV'
                             }),
-                        children: 'New task'
+                            /*#__PURE__*/ _jsx(Button, {
+                                size: "small",
+                                variant: "contained",
+                                color: "primary",
+                                onClick: ()=>setDrawer({
+                                        open: true,
+                                        task: null
+                                    }),
+                                children: 'New task'
+                            })
+                        ]
                     })
                 },
                 children: /*#__PURE__*/ _jsxs(Stack, {
@@ -558,20 +572,6 @@ const EMPTY_LABEL = {
                                             children: 'Calendar'
                                         })
                                     ]
-                                }),
-                                /*#__PURE__*/ _jsx(Stack, {
-                                    sx: {
-                                        flex: 1
-                                    }
-                                }),
-                                /*#__PURE__*/ _jsx(TaskImportButton, {
-                                    hostId: hostId
-                                }),
-                                /*#__PURE__*/ _jsx(Button, {
-                                    size: "small",
-                                    onClick: handleExport,
-                                    disabled: !tasks.length,
-                                    children: 'Export CSV'
                                 })
                             ]
                         }),

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

@@ -1 +1 @@
-{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  type CrmViewFilterClause,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Kind',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({ value: kind, label: CRM_TASK_KIND_LABELS[kind] })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: CRM_TASK_PRIORITY_LABELS[priority],\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          action: (\n            <Button\n              size=\"small\"\n              variant=\"contained\"\n              color=\"primary\"\n              onClick={() => setDrawer({ open: true, task: null })}\n            >\n              {'New task'}\n            </Button>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n            <Stack sx={{ flex: 1 }} />\n            <TaskImportButton hostId={hostId} />\n            <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n              {'Export CSV'}\n            </Button>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ 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+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/components/tasks-section.tsx"],"sourcesContent":["/**\n * @license\n * Copyright 2026 Aglyn LLC\n *\n * Licensed under the Apache License, Version 2.0 (the \"License\");\n * you may not use this file except in compliance with the License.\n * You may obtain a copy of the License at\n *\n *   http://www.apache.org/licenses/LICENSE-2.0\n *\n * Unless required by applicable law or agreed to in writing, software\n * distributed under the License is distributed on an \"AS IS\" BASIS,\n * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.\n * See the License for the specific language governing permissions and\n * limitations under the License.\n */\n'use client'\n\nimport {\n  type ConsolePluginPageProps,\n  CRM_COLLECTIONS,\n  type CrmViewFilterClause,\n  findOrgMember,\n  pluginDocsHelp,\n} from '@aglyn/aglyn'\nimport { CardDisplay } from '@aglyn/shared-ui-jsx'\nimport { ListTable } from '@aglyn/shared-ui-jsx/components/list-table.component'\nimport { useCrmSavedView } from '../hooks/use-crm-saved-view'\nimport { useCrmScope } from '../hooks/use-crm-scope'\nimport { useCrmViewGrid } from '../hooks/use-crm-view-grid'\nimport { CRM_LIST_SLOTS, CrmColumnOrderProvider } from './crm-column-menu'\nimport CrmViewsControl from './crm-views-control'\nimport { useSnackbar } from '@aglyn/shared-ui-snackstack'\nimport { useFirestore, useUser } from '@aglyn/tenant-feature-instance'\nimport {\n  Button,\n  Checkbox,\n  Stack,\n  ToggleButton,\n  ToggleButtonGroup,\n  Typography,\n} from '@mui/material'\nimport type { GridColDef } from '@mui/x-data-grid'\nimport { deleteField, doc, serverTimestamp, updateDoc } from 'firebase/firestore'\nimport { useCallback, useEffect, useMemo, useState } from 'react'\nimport { useCrmRecordNames } from '../hooks/use-crm-record-names'\nimport { type CrmTaskRow, useCrmTaskList, useNowMs } from '../hooks/use-crm-tasks'\nimport { useOrgMemberDirectory } from '../hooks/use-org-member-directory'\nimport { downloadTextFile } from '../model/contacts-csv'\nimport { crmRoutes } from '../model/crm-routes'\nimport { refreshCrmNextActivity } from '../model/next-activity-api'\nimport { completeCrmTask } from '../model/task-api'\nimport { crmTaskCallScope } from '../model/task-routes'\nimport { type TaskCsvOptions, tasksCsv } from '../model/tasks-csv'\nimport {\n  CRM_TASK_KIND_LABELS,\n  CRM_TASK_KINDS,\n  CRM_TASK_PRIORITIES,\n  CRM_TASK_PRIORITY_LABELS,\n  CRM_TASK_VIEWS,\n  type CrmTaskView,\n  TASK_LIST_QUERY_FIELDS,\n} from '../model/task-views'\nimport type { ListFilterField } from '@aglyn/shared-ui-jsx/const/list-filter'\nimport { listFilterGridColumns } from '@aglyn/shared-ui-jsx/const/list-grid-filter'\nimport { ListPagination } from '@aglyn/shared-ui-jsx/components/list-pagination.component'\nimport { TABLE_PAGE_SIZE_DEFAULT } from '@aglyn/shared-ui-jsx/const/table-pagination'\nimport ListQueryNotices, {\n  listQueryRefusals,\n} from '@aglyn/shared-ui-jsx/components/list-query-notices.component'\nimport { useListGridFilter } from '@aglyn/shared-ui-jsx/hooks/use-list-grid-filter'\nimport ListFilterChips from '@aglyn/shared-ui-jsx/components/list-filter-chips.component'\nimport { CrmListActions, CrmListToolbar } from './crm-list-toolbar'\nimport {\n  TaskDueText,\n  TaskKindCell,\n  TaskPriorityChip,\n  TaskRecordLink,\n} from './task-cells'\nimport TaskEditDrawer from './task-edit-drawer'\nimport TasksCalendar from './tasks-calendar'\nimport { TaskImportButton } from './task-import-drawer'\nimport TaskSnoozeMenu from './task-snooze-menu'\nimport TasksBulkBar from './tasks-bulk-bar'\n\n/** What an empty view is headed, by view — \"nothing overdue\" is good news. */\n/*\n * What the tasks grid's panel offers (AGL-3313). `view` is the task view\n * the query's base answers — a hidden column, since it is no field of a\n * task — and Kind, Priority and Assignee are predicates on the same query\n * (AGL-3321).\n */\nconst TASK_FILTER_FIELDS: readonly ListFilterField[] = [\n  { column: 'view', kind: 'exact', path: 'view', operators: ['equals'] },\n  ...TASK_LIST_QUERY_FIELDS,\n]\nconst TASK_FILTER_HEADERS: Readonly<Record<string, string>> = {\n  view: 'Show',\n  kind: 'Kind',\n  priority: 'Priority',\n  assigneeUid: 'Assignee',\n}\n/** The filter-only `view` column never shows. */\nconst TASK_HIDDEN_COLUMNS: Readonly<Record<string, boolean>> = { view: false }\n/** How many tasks the month view reads: one page, sized for a month of work. */\nconst CALENDAR_PAGE_SIZE = 200\n/** No `view` clause is \"My tasks\", which the section opened on before views existed. */\nconst TASK_VIEW_DEFAULT: CrmViewFilterClause = { field: 'view', op: 'equals', value: 'mine' }\nconst EMPTY_LABEL: Record<CrmTaskView, string> = {\n  mine: 'Nothing is assigned to you',\n  overdue: 'Nothing is overdue',\n  today: 'Nothing is due today',\n  upcoming: 'Nothing is scheduled beyond today',\n  open: 'No open tasks',\n  done: 'No completed tasks yet',\n}\n\n/** The one sentence under it, by view. */\nconst EMPTY_COPY: Record<CrmTaskView, string> = {\n  mine: 'Tasks you create are yours unless you hand them to someone.',\n  overdue: 'Every dated task is on or ahead of schedule.',\n  today: 'Nothing on your calendar day is owed to anyone in the CRM.',\n  upcoming: 'A task with a due date past today would be listed here.',\n  open: 'A task is a call, an email, a meeting or a to-do owed to a contact, a company or a deal.',\n  done: 'Tasks ticked off on their record, or here, are kept for the history.',\n}\n\n/**\n * `/crm/tasks` — what the team owes the people in the CRM (AGL-2599).\n *\n * Six views over `orgs/{orgId}/crmTasks`, each a bounded listener on one of\n * the collection's indexes, chosen by a segmented control. A task hangs off\n * a contact, a company or a deal, but it is listed HERE because \"what is due\n * today\" is a question about the team's day and not about any one record;\n * the record pages carry their own `RecordTasksCard` for the other\n * direction.\n *\n * Completing goes through `crm/task-complete`, because completing fires the\n * `taskCompleted` host event and only the server can run a workflow.\n * Reopening is client-direct: undoing a tick has no side effect beyond the\n * document, and the rules gate it like any other CRM write.\n *\n * The rows are selectable, and a selection raises `TasksBulkBar` over the\n * list — Complete and Assign through their routes, the due date and the\n * delete as batched writes (AGL-2621). Export CSV beside the view control\n * writes the view through `tasksCsv()`, naming the assignee and the linked\n * records; the bar writes the same file over the selection.\n */\nexport function TasksSection(props: ConsolePluginPageProps) {\n  const { hostId, org, basePath = '' } = props\n  const orgRecord = org as Record<string, unknown> | undefined\n  const firestore = useFirestore()\n  const { data: user } = useUser()\n  const { enqueueSnackbar } = useSnackbar()\n  const nowMs = useNowMs()\n  const routes = useMemo(() => crmRoutes(basePath), [basePath])\n  // The viewing group a linked contact is named through, or `null` at the\n  // organization level, where each is named through its own holder.\n  const { consentGroup } = useCrmScope({ hostId, org: orgRecord })\n  const groupId = consentGroup?.groupId ?? null\n\n  /*\n   * Which of the six task views is open is the saved VIEW'S (AGL-2617): a\n   * saved view of tasks holds the task view beside the columns and the\n   * sort, and the toggle below writes into it. Unset reads as \"My tasks\",\n   * which is what the section opened on before views existed.\n   */\n  const views = useCrmSavedView({ section: 'tasks', hostId, org: orgRecord, basePath })\n  const view: CrmTaskView = useMemo(() => {\n    const value = views.state.filters.find((clause) => clause.field === 'view')?.value\n    return CRM_TASK_VIEWS.some((option) => option.id === value)\n      ? (value as CrmTaskView)\n      : 'mine'\n  }, [views.state.filters])\n  /*\n   * The grid's own Filters panel and quick search edit the view's clauses\n   * (AGL-3313). \"Show\" is the task view the query's base answers — the\n   * hidden `view` column, as the toggle stored it, with none meaning \"My\n   * tasks\" — and Kind, Priority, Assignee and the search word are on the\n   * same query (AGL-3321).\n   */\n  const clauses = useMemo(\n    () =>\n      views.state.filters.some((clause) => clause.field === 'view')\n        ? views.state.filters\n        : [TASK_VIEW_DEFAULT, ...views.state.filters],\n    [views.state.filters],\n  )\n  const setClauses = useCallback(\n    (next: CrmViewFilterClause[]) =>\n      views.setFilters(\n        next.filter(\n          (clause) => !(clause.field === 'view' && clause.value === TASK_VIEW_DEFAULT.value),\n        ),\n      ),\n    [views.setFilters],\n  )\n  const gridFilter = useListGridFilter({\n    clauses,\n    onChange: setClauses,\n    selectFields: ['view', 'kind', 'priority', 'assigneeUid'],\n  })\n  const queryClauses = useMemo(\n    () => clauses.filter((clause) => clause.field !== 'view'),\n    [clauses],\n  )\n  const list = useCrmTaskList({\n    hostId,\n    org: orgRecord,\n    view,\n    uid: user?.uid,\n    nowMs,\n    clauses: queryClauses,\n    search: gridFilter.searchWords,\n  })\n  const { tasks, status, fromCache, scope, orgId, readTokens } = list\n  const directory = useOrgMemberDirectory(orgId)\n  const filterOptions = useMemo(\n    () => ({\n      view: CRM_TASK_VIEWS.map((option) => ({ value: option.id, label: option.label })),\n      kind: CRM_TASK_KINDS.map((kind) => ({ value: kind, label: CRM_TASK_KIND_LABELS[kind] })),\n      priority: CRM_TASK_PRIORITIES.map((priority) => ({\n        value: priority,\n        label: CRM_TASK_PRIORITY_LABELS[priority],\n      })),\n      assigneeUid: directory.members.map((member) => ({\n        value: member.uid,\n        label: member.label,\n      })),\n    }),\n    [directory.members],\n  )\n  // What the query could not hold, said above the list rather than matched in memory.\n  const refused = useMemo(\n    () =>\n      listQueryRefusals(list.plan.refused, {\n        fields: TASK_FILTER_FIELDS,\n        headers: TASK_FILTER_HEADERS,\n        options: filterOptions,\n      }),\n    [list.plan.refused, filterOptions],\n  )\n  const filtered = queryClauses.length > 0 || gridFilter.searchWords.some((word) => word.trim())\n\n  /*\n   * Every record a task names, not only the one its \"For\" cell shows: the\n   * export writes the contact, the company and the deal each by name, and\n   * a task that names two would otherwise carry an id in one column.\n   */\n  const linked = useMemo(\n    () =>\n      tasks.flatMap((task) => [\n        ...(task.contactId ? [{ kind: 'contact' as const, id: task.contactId }] : []),\n        ...(task.companyId ? [{ kind: 'company' as const, id: task.companyId }] : []),\n        ...(task.dealId ? [{ kind: 'deal' as const, id: task.dealId }] : []),\n      ]),\n    [tasks],\n  )\n  const nameOf = useCrmRecordNames({ orgId, groupId, org: orgRecord, records: linked })\n\n  const [selectedIds, setSelectedIds] = useState<string[]>([])\n  // A view, a filter or a page is a different set of rows; a selection made\n  // on the last one would be a count over rows no longer on screen.\n  useEffect(() => setSelectedIds([]), [view, list.plan, list.page])\n  const csvOptions: TaskCsvOptions = useMemo(\n    () => ({\n      assigneeEmail: (uid) => {\n        const member = findOrgMember(directory.members, uid)\n        return member?.email || member?.label || uid\n      },\n      recordName: nameOf,\n    }),\n    [directory.members, nameOf],\n  )\n  const handleExport = useCallback(() => {\n    downloadTextFile('tasks.csv', 'text/csv', tasksCsv(tasks, csvOptions))\n  }, [tasks, csvOptions])\n\n  /*\n   * List or month (AGL-2662). A layout choice over the SAME rows and the\n   * same view — switching does not narrow anything and costs no read, so\n   * it is a toggle rather than another saved view.\n   */\n  const [layout, setLayout] = useState<'list' | 'calendar'>('list')\n  /*\n   * The month draws one query page, so it asks for a month's worth: the\n   * calendar's page is {@link CALENDAR_PAGE_SIZE} tasks of the same view and\n   * filters, and it says when the view holds more. The list's own page size\n   * comes back with the list.\n   */\n  const { setPage: setListPage, setPageSize: setListPageSize } = list\n  useEffect(() => {\n    setListPage(0)\n    setListPageSize(layout === 'calendar' ? CALENDAR_PAGE_SIZE : TABLE_PAGE_SIZE_DEFAULT)\n  }, [layout, setListPage, setListPageSize])\n  const [drawer, setDrawer] = useState<{ open: boolean; task: CrmTaskRow | null }>({\n    open: false,\n    task: null,\n  })\n  const [busyId, setBusyId] = useState<string | null>(null)\n\n  /*\n   * Tick or untick. The two directions are two different writes on purpose\n   * — see the module comment — and the row is disabled while either is in\n   * flight so a double-click cannot complete a task and reopen it in the\n   * same breath.\n   */\n  const toggleDone = useCallback(\n    async (task: CrmTaskRow) => {\n      if (!scope || busyId) return\n      setBusyId(task.$id)\n      try {\n        if (task.status === 'done') {\n          await updateDoc(\n            doc(firestore, scope[0], scope[1], CRM_COLLECTIONS.tasks, task.$id),\n            {\n              status: 'open',\n              completedAtMs: null,\n              completedByUid: deleteField(),\n              updatedAt: serverTimestamp(),\n            },\n          )\n          enqueueSnackbar('Task reopened', { variant: 'success' })\n          // A client-direct write: the records it names are told (AGL-2661).\n          await refreshCrmNextActivity(user, crmTaskCallScope(hostId, orgId), [task])\n        } else {\n          // The route runs as the mounted site, which hears the event, or\n          // at the organization level as the org — the org variant, which\n          // emits on the task's own site, or nowhere for an org task.\n          const callScope = crmTaskCallScope(hostId, orgId)\n          if (!callScope) return\n          await completeCrmTask(user, { ...callScope, taskId: task.$id })\n          enqueueSnackbar('Task completed', { variant: 'success' })\n        }\n      } catch (cause) {\n        enqueueSnackbar(\n          cause instanceof Error ? cause.message : 'The task could not be updated.',\n          { variant: 'warning' },\n        )\n      } finally {\n        setBusyId(null)\n      }\n    },\n    [scope, busyId, firestore, user, hostId, orgId, enqueueSnackbar],\n  )\n\n  const columns: GridColDef[] = useMemo(\n    () => [\n      {\n        field: 'status',\n        headerName: '',\n        width: 56,\n        sortable: false,\n        filterable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Checkbox\n            size=\"small\"\n            checked={row.status === 'done'}\n            disabled={busyId === row.$id}\n            onClick={(event) => {\n              event.stopPropagation()\n              void toggleDone(row)\n            }}\n            slotProps={{\n              input: {\n                'aria-label':\n                  row.status === 'done'\n                    ? `Reopen \"${row.title}\"`\n                    : `Complete \"${row.title}\"`,\n              },\n            }}\n          />\n        ),\n      },\n      {\n        field: 'title',\n        headerName: 'Task',\n        flex: 2,\n        minWidth: 220,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack sx={{ justifyContent: 'center', height: '100%', minWidth: 0 }}>\n            <Typography\n              variant=\"body2\"\n              noWrap\n              sx={{\n                textDecoration: row.status === 'done' ? 'line-through' : undefined,\n                color: row.status === 'done' ? 'text.secondary' : undefined,\n              }}\n            >\n              {row.title}\n            </Typography>\n            {row.notes ? (\n              <Typography variant=\"caption\" color=\"text.secondary\" noWrap>\n                {row.notes}\n              </Typography>\n            ) : null}\n          </Stack>\n        ),\n      },\n      {\n        field: 'kind',\n        headerName: 'Kind',\n        width: 120,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => <TaskKindCell kind={row.kind} />,\n      },\n      {\n        field: 'priority',\n        headerName: 'Priority',\n        width: 110,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskPriorityChip priority={row.priority} />\n        ),\n      },\n      {\n        field: 'dueAtMs',\n        headerName: 'Due',\n        width: 260,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Stack direction=\"row\" spacing={0.5} sx={{ alignItems: 'center', height: '100%' }}>\n            <TaskDueText task={row} nowMs={nowMs} />\n            {row.status === 'done' || !scope ? null : (\n              <TaskSnoozeMenu\n                dueAtMs={row.dueAtMs}\n                remindAtMs={row.remindAtMs}\n                target={{\n                  write: {\n                    scope,\n                    taskId: row.$id,\n                    call: crmTaskCallScope(hostId, orgId),\n                    links: row,\n                  },\n                }}\n                disabled={busyId === row.$id}\n              />\n            )}\n          </Stack>\n        ),\n      },\n      {\n        field: 'assigneeUid',\n        headerName: 'Assignee',\n        flex: 1,\n        minWidth: 140,\n        sortable: false,\n        valueGetter: (_value: unknown, row: CrmTaskRow) =>\n          directory.nameOf(row.assigneeUid),\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <Typography variant=\"body2\" color={row.assigneeUid ? undefined : 'text.secondary'}>\n            {row.assigneeUid ? directory.nameOf(row.assigneeUid) : 'Unassigned'}\n          </Typography>\n        ),\n      },\n      {\n        field: 'record',\n        headerName: 'For',\n        flex: 1,\n        minWidth: 160,\n        sortable: false,\n        renderCell: ({ row }: { row: CrmTaskRow }) => (\n          <TaskRecordLink task={row} routes={routes} nameOf={nameOf} />\n        ),\n      },\n    ],\n    [busyId, toggleDone, nowMs, directory, routes, nameOf, scope],\n  )\n  /* The column and sort models are the view's (AGL-2617). */\n  const filterColumns = useMemo(\n    () => listFilterGridColumns(columns, TASK_FILTER_FIELDS, filterOptions, TASK_FILTER_HEADERS),\n    [columns, filterOptions],\n  )\n  const grid = useCrmViewGrid(views, filterColumns, TASK_HIDDEN_COLUMNS)\n\n  return (\n    <>\n      <CardDisplay\n        header={'Tasks'}\n        help={pluginDocsHelp('crmTasks', {\n          anchor: '#the-tasks-page',\n          excerpt:\n            'Calls, emails, meetings and to-dos, each linked to the contact, ' +\n            'company or deal it is for. Overdue and today are read off the ' +\n            'due date as you look.',\n        })}\n        contentGutterX\n        contentGutterY\n        HeaderProps={{\n          // The record actions, top right and never clipped (AGL-3311).\n          action: (\n            <CrmListActions>\n              <TaskImportButton hostId={hostId} />\n              <Button size=\"small\" onClick={handleExport} disabled={!tasks.length}>\n                {'Export CSV'}\n              </Button>\n              <Button\n                size=\"small\"\n                variant=\"contained\"\n                color=\"primary\"\n                onClick={() => setDrawer({ open: true, task: null })}\n              >\n                {'New task'}\n              </Button>\n            </CrmListActions>\n          ),\n        }}\n      >\n        <Stack spacing={2}>\n          {/*\n            The saved view, and the clauses narrowing it as chips — \"Show\"\n            among them — set in the grid's own Filters panel (AGL-3313).\n          */}\n          <CrmListToolbar label=\"Task filters\">\n            <CrmViewsControl controller={views} allLabel=\"All tasks\" />\n            <ListFilterChips\n              fields={TASK_FILTER_FIELDS}\n              headers={TASK_FILTER_HEADERS}\n              clauses={clauses}\n              onChange={setClauses}\n              options={filterOptions}\n              marksServed={false}\n            />\n            <ToggleButtonGroup\n              exclusive\n              size=\"small\"\n              color=\"primary\"\n              value={layout}\n              onChange={(_event, next) => {\n                if (next) setLayout(next as 'list' | 'calendar')\n              }}\n              aria-label=\"Task layout\"\n            >\n              <ToggleButton value=\"list\">{'List'}</ToggleButton>\n              <ToggleButton value=\"calendar\">{'Calendar'}</ToggleButton>\n            </ToggleButtonGroup>\n          </CrmListToolbar>\n          <ListQueryNotices refused={refused} notices={list.plan.notices} />\n          {status === 'error' ? (\n            <Typography variant=\"body2\" color=\"error\">\n              {'The tasks could not be loaded. Reload to try again.'}\n            </Typography>\n          ) : (\n            <>\n              {/*\n                The calendar draws the same rows, so there is no bulk bar\n                over it: a selection is a list gesture, and a month grid\n                offers nowhere to make one.\n              */}\n              {layout === 'calendar' ? (\n                <TasksCalendar\n                  tasks={tasks}\n                  truncated={list.hasMore}\n                  onOpen={(task) => setDrawer({ open: true, task })}\n                />\n              ) : (\n                <>\n              <TasksBulkBar\n                hostId={hostId}\n                scope={scope}\n                rows={tasks}\n                selected={selectedIds}\n                onSelectedChange={setSelectedIds}\n                directory={directory}\n                csv={csvOptions}\n              />\n              <CrmColumnOrderProvider value={grid.columnOrder}>\n                <ListTable\n                  rows={tasks}\n                  columns={grid.columns}\n                  slots={CRM_LIST_SLOTS}\n                  selectable={{ selected: selectedIds, onChange: setSelectedIds }}\n                  loading={status === 'loading'}\n                  onOpen={(id) => {\n                    const found = tasks.find((row) => row.$id === id)\n                    if (found) setDrawer({ open: true, task: found })\n                  }}\n                  /*\n                   * The panel and the search are the grid's; the section\n                   * answers them, the view through the query (AGL-3313). An\n                   * empty view is said inside the grid rather than instead of\n                   * it, so its toolbar stays to choose another view.\n                   */\n                  noRowsLabel={filtered ? 'No tasks match these filters' : EMPTY_LABEL[view]}\n                  noRowsDescription={filtered ? undefined : EMPTY_COPY[view]}\n                  noRowsAction={\n                    filtered ? undefined : (\n                      <Button\n                        size=\"small\"\n                        variant=\"contained\"\n                        color=\"primary\"\n                        onClick={() => setDrawer({ open: true, task: null })}\n                      >\n                        {'New task'}\n                      </Button>\n                    )\n                  }\n                  filterMode=\"server\"\n                  filterModel={gridFilter.filterModel}\n                  onFilterModelChange={gridFilter.onFilterModelChange}\n                  quickFilter\n                  // The view orders the query (due soonest, or Done most\n                  // recently due), so the grid sorts nothing itself: a\n                  // sort over one page would reorder ten rows.\n                  sortingMode=\"server\"\n                  disableColumnSorting\n                  // Columns are the view's, controlled (AGL-2617).\n                  columnVisibilityModel={grid.columnVisibilityModel}\n                  onColumnVisibilityModelChange={grid.onColumnVisibilityModelChange}\n                  // Paged by the footer below, so the grid must not also slice.\n                  hideFooter\n                />\n              </CrmColumnOrderProvider>\n              <ListPagination\n                page={list.page}\n                pageSize={list.pageSize}\n                rowCount={tasks.length}\n                hasMore={list.hasMore}\n                onPageChange={list.setPage}\n                onPageSizeChange={list.setPageSize}\n              />\n                </>\n              )}\n            </>\n          )}\n        </Stack>\n      </CardDisplay>\n      <TaskEditDrawer\n        open={drawer.open}\n        onClose={() => setDrawer((prev) => ({ ...prev, open: false }))}\n        hostId={hostId}\n        org={orgRecord}\n        orgId={orgId}\n        scope={scope}\n        readTokens={readTokens}\n        task={drawer.task}\n        seed={{ fromCache, unreadable: status === 'error' }}\n      />\n    </>\n  )\n}\nTasksSection.displayName = 'TasksSection'\n\nexport default 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package/src/lib/constants/field-list-query.d.ts

@@ -0,0 +1,23 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */
+import type { CrmFieldObject } from '@aglyn/aglyn';
+import { type ListQueryDeclaration, type ListQueryFilter } from '@aglyn/shared-ui-jsx/const/list-query-plan';
+/** The array the search box reads. */
+export declare const CRM_FIELD_SEARCH_TOKENS = "searchTokens";
+export declare const CRM_FIELD_LIST_QUERY: ListQueryDeclaration;
+/** The scope every read of the table carries: this tab's definitions. */
+export declare function crmFieldListBase(object: CrmFieldObject): ListQueryFilter[];

package/src/lib/constants/field-list-query.js

@@ -0,0 +1,80 @@
+/**
+ * @license
+ * Copyright 2026 Aglyn LLC
+ *
+ * Licensed under the Apache License, Version 2.0 (the "License");
+ * you may not use this file except in compliance with the License.
+ * You may obtain a copy of the License at
+ *
+ *   http://www.apache.org/licenses/LICENSE-2.0
+ *
+ * Unless required by applicable law or agreed to in writing, software
+ * distributed under the License is distributed on an "AS IS" BASIS,
+ * WITHOUT WARRANTIES OR CONDITIONS OF ANY KIND, either express or implied.
+ * See the License for the specific language governing permissions and
+ * limitations under the License.
+ */ import { LIST_QUERY_ID_PATH } from "@aglyn/shared-ui-jsx/const/list-query-plan";
+/*
+ * WHAT THE CRM › FIELDS TABLE ASKS FIRESTORE (AGL-3335).
+ *
+ * One query over `orgs/{orgId}/contactFields`, narrowed to the tab
+ * (`object ==`, the list's base) and read whole — at most
+ * `CONTACT_FIELDS_MAX_PER_ORG` — in document-id order. Every clause the
+ * Filters panel offers and the search box are predicates on it:
+ *
+ *   type          the stored type;
+ *   required      the stored flag, a boolean on every definition;
+ *   search        `searchTokens`: every prefix of the field's name and of its
+ *                 key, whole and split at `_`, `-` and `.`.
+ *
+ * All three are equalities beside the base, and the order is the document
+ * id, so Firestore answers every combination by merging the single-field
+ * indexes it keeps on its own: the table costs no composite. The stored
+ * `order`, and the grid's sorts by Field, Key and Type, are applied to the
+ * answer, which is every match there is — so none of them reorders a
+ * window. The three fields are stamped by the Fields section's writes
+ * (`crmFieldListFields`) and, for the definitions written before, by
+ * `tools/scripts/backfill-crm-list-fields.mjs`.
+ */ /** The array the search box reads. */ export const CRM_FIELD_SEARCH_TOKENS = 'searchTokens';
+export const CRM_FIELD_LIST_QUERY = {
+    fields: [
+        {
+            column: 'type',
+            kind: 'exact',
+            path: 'type',
+            presence: 'always',
+            operators: [
+                'equals',
+                'isAnyOf'
+            ]
+        },
+        {
+            column: 'required',
+            kind: 'boolean',
+            path: 'required',
+            operators: [
+                'equals'
+            ]
+        }
+    ],
+    sorts: [
+        {
+            path: LIST_QUERY_ID_PATH,
+            direction: 'asc'
+        }
+    ],
+    search: {
+        tokensPath: CRM_FIELD_SEARCH_TOKENS
+    }
+};
+/** The scope every read of the table carries: this tab's definitions. */ export function crmFieldListBase(object) {
+    return [
+        {
+            path: 'object',
+            op: '==',
+            value: object
+        }
+    ];
+}
+
+//# sourceMappingURL=field-list-query.js.map

package/src/lib/constants/field-list-query.js.map

@@ -0,0 +1 @@
+{"version":3,"sources":["../../../../../../../libs/plugins/crm/src/lib/constants/field-list-query.ts"],"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\nimport type { CrmFieldObject } from '@aglyn/aglyn'\nimport {\n  LIST_QUERY_ID_PATH,\n  type ListQueryDeclaration,\n  type ListQueryFilter,\n} from '@aglyn/shared-ui-jsx/const/list-query-plan'\n\n/*\n * WHAT THE CRM › FIELDS TABLE ASKS FIRESTORE (AGL-3335).\n *\n * One query over `orgs/{orgId}/contactFields`, narrowed to the tab\n * (`object ==`, the list's base) and read whole — at most\n * `CONTACT_FIELDS_MAX_PER_ORG` — in document-id order. Every clause the\n * Filters panel offers and the search box are predicates on it:\n *\n *   type          the stored type;\n *   required      the stored flag, a boolean on every definition;\n *   search        `searchTokens`: every prefix of the field's name and of its\n *                 key, whole and split at `_`, `-` and `.`.\n *\n * All three are equalities beside the base, and the order is the document\n * id, so Firestore answers every combination by merging the single-field\n * indexes it keeps on its own: the table costs no composite. The stored\n * `order`, and the grid's sorts by Field, Key and Type, are applied to the\n * answer, which is every match there is — so none of them reorders a\n * window. The three fields are stamped by the Fields section's writes\n * (`crmFieldListFields`) and, for the definitions written before, by\n * `tools/scripts/backfill-crm-list-fields.mjs`.\n */\n\n/** The array the search box reads. */\nexport const CRM_FIELD_SEARCH_TOKENS = 'searchTokens'\n\nexport const CRM_FIELD_LIST_QUERY: ListQueryDeclaration = {\n  fields: [\n    {\n      column: 'type',\n      kind: 'exact',\n      path: 'type',\n      presence: 'always',\n      operators: ['equals', 'isAnyOf'],\n    },\n    { column: 'required', kind: 'boolean', path: 'required', operators: ['equals'] },\n  ],\n  sorts: [{ path: LIST_QUERY_ID_PATH, direction: 'asc' }],\n  search: { tokensPath: CRM_FIELD_SEARCH_TOKENS },\n}\n\n/** The scope every read of the table carries: this tab's definitions. */\nexport function crmFieldListBase(object: CrmFieldObject): ListQueryFilter[] {\n  return [{ path: 'object', op: '==', value: object }]\n}\n"],"names":["LIST_QUERY_ID_PATH","CRM_FIELD_SEARCH_TOKENS","CRM_FIELD_LIST_QUERY","fields","column","kind","path","presence","operators","sorts","direction","search","tokensPath","crmFieldListBase","object","op","value"],"mappings":"AAAA;;;;;;;;;;;;;;;CAeC,GAGD,SACEA,kBAAkB,QAGb,6CAA4C;AAEnD;;;;;;;;;;;;;;;;;;;;;CAqBC,GAED,oCAAoC,GACpC,OAAO,MAAMC,0BAA0B,eAAc;AAErD,OAAO,MAAMC,uBAA6C;IACxDC,QAAQ;QACN;YACEC,QAAQ;YACRC,MAAM;YACNC,MAAM;YACNC,UAAU;YACVC,WAAW;gBAAC;gBAAU;aAAU;QAClC;QACA;YAAEJ,QAAQ;YAAYC,MAAM;YAAWC,MAAM;YAAYE,WAAW;gBAAC;aAAS;QAAC;KAChF;IACDC,OAAO;QAAC;YAAEH,MAAMN;YAAoBU,WAAW;QAAM;KAAE;IACvDC,QAAQ;QAAEC,YAAYX;IAAwB;AAChD,EAAC;AAED,uEAAuE,GACvE,OAAO,SAASY,iBAAiBC,MAAsB;IACrD,OAAO;QAAC;YAAER,MAAM;YAAUS,IAAI;YAAMC,OAAOF;QAAO;KAAE;AACtD"}

package/src/lib/model/lead-filters.d.ts

@@ -57,7 +57,7 @@ export declare const LEAD_STATUS_FILTER_OPTIONS: {
 }[];
 /** The choices for Email: every verdict, plus the two aggregates. */
 export declare const LEAD_EMAIL_FILTER_OPTIONS: {
-    value: "none" | "bounced" | "complained" | "ok" | "blocked" | "unsubscribed" | "do_not_contact" | "problem";
+    value: "none" | "bounced" | "complained" | "ok" | "undeliverable" | "blocked" | "unsubscribed" | "do_not_contact" | "problem";
     label: string;
 }[];
 /**